Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF, to m.in Ubs Asset Management Americas Inc, Accurate Wealth Management, LLC, Altium Investment Strategies LLC, Everest Financial Group LLC, Fifth Third Bancorp, Triad Wealth Partners, LLC, Foundations Investment Advisors, LLC, Farther Finance Advisors, LLC, Western Wealth Management, LLC, My Portfolio Guide, LLC, DHJJ Financial Advisors, Ltd., Whittier Trust Co Of Nevada Inc, i Key Capital Management, INC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Tsfg, Llc | 25 721 | 1,14 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 104 940 | 30,27 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 54 911 | 151,33 | 1 040 | 148,21 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 101 | 2 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 783 | 15 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 83 132 | 2,28 | 1 575 | 0,96 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 51 907 | 106,26 | 983 | 103,52 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 652 | 1,09 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 10 630 | 0,05 | 201 | -0,99 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 21 453 | 406 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13 878 | 1,02 | 266 | 1,14 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 334 | 221,15 | 6 | 500,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 23 646 | 10,92 | 448 | 9,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9 120 | 16,83 | 173 | 15,44 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 296 438 | 14,03 | 5 615 | 12,55 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 288 274 | 3,77 | 5 460 | 2,42 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 043 299 | 2,73 | 38 701 | 1,40 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 42 780 | 821 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 744 | 30,07 | 14 | 40,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 9 339 | 177 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 9 225 | 175 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 64 997 | 4,86 | 1 247 | 4,79 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 15 950 | 4,26 | 302 | 3,07 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 56 791 | 14,16 | 1 076 | 12,68 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 140 | 41 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 88 624 | 19,36 | 1 679 | 17,84 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 26 033 | 2,45 | 493 | 1,23 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 77 153 | 28,19 | 1 461 | 26,60 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 12 111 | 38,54 | 228 | 36,53 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 124 759 | 7,08 | 2 363 | 5,68 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 145 831 | 7 908,29 | 2 762 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 116 662 | 5,37 | 2 210 | 4,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 10 705 | 161,93 | 203 | 158,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 028 932 | 5,43 | 19 488 | 4,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 147 060 | 7,45 | 2 785 | 6,05 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 138 173 | 2 617 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 17 462 | 10,39 | 331 | 8,91 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 277 945 | 5 264 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 83 301 | 4,88 | 1 578 | 3,48 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 195 134 | 3 696 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 152 934 | 2 897 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 48 500 | 919 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 16 662 | 48,91 | 316 | 47,20 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 136 561 | 28,22 | 2 586 | 26,58 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 1 260 | 24 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14 315 | 11,55 | 271 | 10,16 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 61 876 | 1 176 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 604 643 | 9,50 | 11 452 | 8,07 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 095 | 40 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 80 875 | 46,16 | 1 532 | 44,30 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 51 285 | 3,65 | 971 | 2,32 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 650 356 | 6,52 | 69 138 | 5,13 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 133 302 | 3,71 | 2 525 | 2,35 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 31 059 | 2,38 | 588 | 1,03 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 25 204 | 3,85 | 477 | 2,58 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 189 | 1,07 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 61 340 | 1 165 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 179 760 | 6,68 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 241 648 | 0,26 | 4 575 | -1,08 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 8 626 539 | 12,31 | 163 387 | 10,84 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2 103 560 | 1,22 | 39 841 | -0,10 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 17 893 | 13,66 | 339 | 11,92 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 56 847 | 150,21 | 1 077 | 146,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 53 417 | 0,43 | 1 012 | -0,88 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 16 824 | 7,13 | 323 | 6,98 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 5 038 | 2,05 | 97 | 2,13 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 42 436 | 0,97 | 804 | -0,37 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 965 336 | 6,77 | 37 223 | 5,38 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 429 | 8 | ||||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 112 328 | 0,19 | 2 127 | -1,12 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 60 885 | 9,76 | 1 153 | 8,36 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 133 708 | 9,11 | 2 566 | 8,96 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 869 667 | 2,89 | 16 471 | 1,55 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 25 961 | 3,06 | 492 | 1,66 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3 272 845 | 13,96 | 61 988 | 12,48 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 19 497 | 15,62 | 369 | 14,24 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 11 104 | 2,70 | 210 | 1,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 487 941 | 13,97 | 9 | 12,50 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 105 975 | 4,90 | 2 007 | 3,56 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 18 089 | 3,24 | 343 | 1,79 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 23 154 | 36,38 | 439 | 34,77 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 42 137 | 0,36 | 798 | -0,87 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 23 738 | 450 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 126 970 | 2,34 | 2 405 | 1,01 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 554 003 | 3,84 | 10 493 | 2,48 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 936 217 | 0,87 | 17 732 | -0,44 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 440 123 | 13,68 | 8 283 | 11,50 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 5 782 | 110 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23 925 | 453 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 64 412 | 1 220 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 59 449 | 0,32 | 1 126 | -1,06 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 272 430 | 50,81 | 24 099 | 48,84 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 45 733 | 0,92 | 866 | -0,35 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 59 395 | 3,11 | 1 125 | 1,72 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 19 394 | 177,06 | 367 | 173,88 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12 356 464 | 7,67 | 234 031 | 6,27 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 55 709 | 0,43 | 1 055 | -0,85 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 13 849 | 262 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 18 969 | 25,43 | 359 | 23,79 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 60 357 | 8,31 | 1 143 | 6,92 |
