Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF, to m.in Citigroup Inc, Gerald Baker Financial Group LLC, TCFG Investment Advisors, LLC, Inspire Advisors, LLC, Park National Corp /oh/, Nottingham Advisors, Inc., Purewater Capital LLC, Griffith & Werner, Inc., TSA Wealth Managment LLC, Advyzon Investment Management, LLC, Tulsa Wealth Advisors, INC, AdvisorNet Financial, Inc, Atlantic Union Bankshares Corp, Anchor Investment Management, LLC, Mpwm Advisory Solutions, Llc, Park Square Financial Group, LLC, Ubs Asset Management Americas Inc, Merkkuri Wealth Advisors LLC, Cedar Mountain Advisors, LLC, i Holos Integrated Wealth LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Argent Advisors, Inc. | 163 926 | 7,89 | 7 985 | 6,92 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 6 092 | 6,06 | 297 | 4,96 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 4 875 | 237 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 6 500 | 317 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 56 278 | 119,14 | 2 741 | 117,19 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 19 224 | 136,37 | 936 | 134,59 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 28 193 | 10,58 | 1 373 | 9,58 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 5 582 | 7,10 | 272 | 5,86 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 174 273 | 22,65 | 8 489 | 19,43 | ||||
| 2026-04-10 | 13F | Novem Group | 9 291 | 6,47 | 453 | 5,61 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 123 801 | 19,62 | 6 085 | 19,22 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 7 593 | 54,45 | 370 | 49,39 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 30 354 | 63,63 | 1 479 | 62,24 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 8 446 | 5,02 | 411 | 4,05 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 481 | 2,12 | 23 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 120 998 | 6 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 5 464 054 | 1,79 | 266 154 | 0,88 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 107 125 | 24,78 | 5 218 | 23,68 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 24 636 | 1,47 | 1 200 | 0,59 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 136 | 2,26 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 210 | 59 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 59 162 | 6,28 | 2 882 | 5,30 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 5 008 | 6,42 | 244 | 5,19 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 37 | 2 | ||||||
| 2026-05-14 | 13F | Purewater Capital LLC | 5 698 | 278 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6 921 | 0,51 | 337 | -0,30 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 40 243 | 31,50 | 1 960 | 30,32 | ||||
| 2026-05-12 | 13F | Creative Planning | 7 026 | 342 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 28 938 | 34,03 | 1 410 | 32,80 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 16 | 1 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11 860 | 1,54 | 578 | 0,52 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 10 192 | 1,57 | 496 | -2,75 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 3 418 | 166 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 201 943 | 0,54 | 58 547 | -0,36 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 10 238 | 2,19 | 499 | 1,22 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 334 232 | 2,05 | 16 280 | 1,14 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 13 331 | 0,94 | 649 | 0,00 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 6 423 | 313 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 22 923 | 0,18 | 1 117 | -0,71 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 100 | 5 | ||||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 14 405 | 4,89 | 702 | 3,85 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 88 388 | 1,00 | 4 305 | 0,09 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 19 207 | 6,69 | 936 | 5,77 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 45 546 | 5,87 | 2 219 | 4,33 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 22 923 | 1 117 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 703 | 17,17 | 35 | 17,24 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 77 532 | 18,44 | 3 777 | 17,38 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 093 | 2,15 | 53 | 1,92 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 160 | 57 | ||||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 22 700 | 0,33 | 1 106 | -0,63 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 50 656 | 3,58 | 2 467 | 2,66 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9 138 | 445 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 7 507 | 50,29 | 366 | 48,98 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 20 630 | 114,63 | 1 005 | 112,71 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 5 924 | 0,12 | 289 | -0,69 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 11 471 | 7,53 | 559 | 6,49 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 694 | 0,60 | 329 | 0,30 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 61 307 | 4,22 | 2 986 | 3,29 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 389 401 | 2,02 | 18 968 | 1,10 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 60 887 | 2 966 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 96 432 | 6,93 | 4 698 | 5,96 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 56 357 | 2 745 | ||||||
| 2026-04-30 | 13F | Griffith & Werner, Inc. | 5 652 | 275 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 98 607 | 3,75 | 4 803 | 2,83 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 154 675 | 2 744,34 | 7 534 | 2 721,72 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 4 683 | 228 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 99 814 | 194,51 | 4 862 | 191,95 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 41 942 | 10,04 | 2 043 | 9,08 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 56 462 | 2 750 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 197 346 | 445,98 | 9 613 | 441,22 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 7 844 | 26,93 | 382 | 23,62 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 259 911 | 4,29 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 88 382 | 6,41 | 4 306 | 5,46 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6 426 | 8,02 | 313 | 7,19 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 385 974 | 23,80 | 19 | 20,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 714 | 35 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 41 | 2 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 387 493 | 19,84 | 18 875 | 18,76 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5 215 | 24,11 | 254 | 23,30 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 52 423 | 5,47 | 2 554 | 4,55 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 79 302 | 9,86 | 3 863 | 8,88 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 57 797 | 97,40 | 2 815 | 95,62 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 196 035 | 3,98 | 9 549 | 3,05 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 15 710 | 32,69 | 765 | 31,67 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 287 931 | 6,20 | 111 445 | 5,25 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 39 130 | 4,72 | 2 | -99,95 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 269 | 177,32 | 13 | 225,00 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 8 494 | 5,57 | 414 | 4,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 79 409 | 447,76 | 3 868 | 443,26 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 105 | 0,96 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 102 589 | 14,42 | 4 997 | 13,41 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 81 383 | 22,49 | 3 964 | 21,41 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 40 064 | 3,17 | 1 952 | -3,94 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 2 446 | 1,62 | 119 | 0,85 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 24 795 | 0,83 | 1 208 | -0,08 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 359 204 | 0,90 | 17 497 | -0,01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 19 408 | 71 781,48 | 934 | 93 300,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 14 878 | 4,12 | 725 | 3,13 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 84 509 | 31,39 | 4 154 | 30,97 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 071 859 | 0,56 | 52 210 | -0,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 59 927 | 18,73 | 2 919 | 17,70 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 75 392 | 19,84 | 3 672 | 18,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 28 290 | 0,76 | 1 378 | -0,22 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 69 368 | 8,61 | 3 378 | 7,61 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 73 615 | 5,16 | 3 586 | 4,22 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 25 121 | 31,98 | 1 224 | 30,80 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4 850 | 236 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 269 732 | 8,91 | 13 139 | 7,94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 338 564 | 2,01 | 65 201 | 1,09 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 122 947 | 16,69 | 5 989 | 15,64 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 145 | 7 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 44 517 | 18,84 | 2 168 | 17,76 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 26 273 | 33,75 | 1 280 | 32,54 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 12 | 1 | ||||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 17 674 | 12,08 | 861 | 10,97 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 33 068 | 0,12 | 1 611 | -0,80 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4 940 | 3,39 | 241 | 2,56 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 82 007 | 4,33 | 3 995 | 3,39 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 187 254 | 0,15 | 57 831 | -0,75 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 298 217 | 56,42 | 14 526 | 55,03 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 611 | 30 | ||||||
| 2026-04-16 | 13F | Solitude Financial Services | 272 015 | 4,97 | 13 375 | 5,01 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 995 | 48 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 168 898 | 259,28 | 8 227 | 256,15 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 76 246 | 3,69 | 3 714 | 2,74 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 18 277 | 4,54 | 890 | 3,61 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 116 141 | 4,50 | 5 657 | 3,57 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 8 434 | 0,74 | 411 | -0,24 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 154 | 8 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 6 398 | 34,24 | 312 | 32,91 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 16 204 | 18,51 | 1 | |||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 507 545 | 17,80 | 24 723 | 16,75 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7 917 | 386 | ||||||
| 2026-04-20 | 13F | Chronos Wealth Management, LLC | 7 050 | 10,16 | 343 | 9,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26 988 | 6 563,70 | 1 315 | 6 815,79 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 8 882 | 433 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 4 939 | 3,37 | 241 | 2,56 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 22 593 | 36,24 | 1 100 | 29,72 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 28 767 | 5,29 | 1 401 | 4,40 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 6 100 | 297 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 10 536 | 0,76 | 513 | 0,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 33 023 | 116,19 | 1 609 | 114,40 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 194 480 | 17,67 | 9 473 | 16,62 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 12 454 | 0,48 | 607 | -0,49 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 69 012 | 126,39 | 3 362 | 124,37 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 96 281 | 2,79 | 4 690 | 1,87 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 9 997 | 4,55 | 487 | 3,62 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 506 073 | 600,21 | 24 651 | 593,98 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 33 876 | 25,19 | 1 650 | 24,06 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 324 610 | 6,77 | 15 812 | 5,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 32 494 | 3,29 | 1 583 | 2,33 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 7 044 | 4,70 | 343 | 3,94 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 55 793 | 6,99 | 2 718 | 6,01 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 67 | 3 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 98 779 | 3,05 | 4 812 | 2,12 |
