Mga Batayang Estadistika
| Pemilik Institusional | 126 total, 126 long only, 0 short only, 0 long/short - change of -2.31% MRQ |
| Alokasi Portofolio Rata-rata | 0.1731 % - change of -7.70% MRQ |
| Saham Institusional (Jangka Panjang) | 18,952,013 (ex 13D/G) - change of 0.92MM shares 5.13% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 370,397 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF (US:FSMB) memiliki 126 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 18,952,013 saham. Pemegang saham terbesar meliputi Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, RMR Wealth Builders, HighTower Advisors, LLC, UBS Group AG, PFS Partners, LLC, TruWealth Advisors, LLC, Royal Bank Of Canada, and GWM Advisors LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF (ARCA:FSMB) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 20.08 / share. Previously, on September 6, 2024, the share price was 20.04 / share. This represents an increase of 0.22% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 19,255 | 11.66 | 383 | 11.99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,935 | 0.00 | 0 | |||||
| 2025-05-21 | 13F | Main Line Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 59,446 | 5.70 | 1,183 | 5.91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89,466 | 226.34 | 2 | |||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 25,630 | -30.81 | 510 | -30.71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,641 | -20.85 | 272 | -20.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 478,116 | 12.50 | 9,517 | 12.69 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133,062 | 0.19 | 2,649 | 0.38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,941 | 39 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 622,789 | 5.36 | 12,397 | 5.54 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12,557 | -27.17 | 250 | -27.19 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 34,295 | -3.38 | 683 | -3.26 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 36,436 | -0.96 | 726 | -0.68 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 11,146 | -79.66 | 222 | -79.69 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,630 | -13.25 | 32 | -13.51 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 862,168 | 6.05 | 17,161 | 6.23 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 417,780 | 12.84 | 8,316 | 13.04 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 12,000 | 0.00 | 239 | 0.00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 22,884 | 0.00 | 456 | 0.22 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 12,445 | -19.95 | 248 | -19.81 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 16,500 | 43.48 | 328 | 43.86 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,341,616 | 8.54 | 26,705 | 8.73 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 50,772 | 21.65 | 1,011 | 21.83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87,045 | -3.62 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10,000 | 0.00 | 199 | 0.51 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 12,337 | -26.99 | 246 | -26.87 | ||||
| 2025-07-16 | 13F | Novem Group | 13,000 | 0.00 | 259 | 0.00 | ||||
| 2025-05-13 | 13F/A | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 28,243 | 0.54 | 563 | 1.62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 86,031 | 0.87 | 1,712 | 1.06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,751,968 | 3.15 | 34,873 | 3.33 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 184,683 | 8.63 | 3,676 | 8.82 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5,000 | 0.00 | 100 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,581 | 0.00 | 191 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11,689 | -22.15 | 233 | -22.15 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 133,797 | -1.48 | 2,663 | -1.30 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 143,757 | -4.01 | 2,861 | -3.83 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,718 | 0.78 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,550 | 38.96 | 329 | 39.41 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 31,491 | 0.00 | 627 | 0.16 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 33,043 | 0.00 | 658 | 0.15 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 117,220 | 0.38 | 2,333 | 0.56 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 10,635 | -4.51 | 212 | -4.09 | ||||
| 2025-05-05 | 13F | Lunt Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 75,748 | -10.09 | 1,508 | -9.98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 340,535 | -16.06 | 6,778 | -15.91 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10,687 | 213 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40,499 | 2.11 | 806 | 2.28 | ||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 26,572 | -15.56 | 529 | -15.52 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 838 | 17 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 44,041 | 877 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 50,104 | -7.58 | 997 | -7.43 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38,812 | -38.40 | 773 | -38.34 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 23,540 | -0.52 | 469 | -0.43 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 102,208 | 6.57 | 2,034 | 6.77 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 226,340 | 2.52 | 4,505 | 2.71 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10,342 | 206 | ||||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 416,195 | -2.92 | 8,284 | -2.75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 132,804 | -12.04 | 2,639 | -11.92 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 16,374 | 0.12 | 326 | 0.31 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 37,031 | -44.60 | 737 | -44.50 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,750 | 0.00 | 35 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,552 | 0.00 | 31 | 0.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 75,504 | 21.48 | 1,503 | 21.62 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Insight Inv LLC | 80,310 | -13.23 | 1,599 | -13.10 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,490 | 0.00 | 69 | 0.00 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 124,929 | 4.33 | 2,487 | 4.50 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 43,586 | 0.00 | 868 | 0.12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,500 | 0.00 | 30 | 0.00 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 256,449 | 43.32 | 5,105 | 44.88 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | 20 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 718,763 | -4.49 | 14,307 | -4.33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12,386 | 23.26 | 247 | 23.62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 28,402 | 100.00 | 565 | 100.35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 257,639 | 63.38 | 5,128 | 63.65 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 199,372 | -4.55 | 3,969 | -4.39 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 116,454 | 0.00 | 2,318 | 0.22 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7,433 | 0.00 | 148 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39,337 | 783 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10,053 | -0.15 | 200 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 834,208 | 1.43 | 16,605 | 1.61 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 89,701 | -0.69 | 1,785 | -0.50 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 13,580 | 0.00 | 270 | 0.37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 58,157 | 36.60 | 1,158 | 36.92 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 664 | 0.00 | 13 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,154 | 29.69 | 103 | 29.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 245,974 | 46.80 | 4,896 | 47.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 760,580 | 7.45 | 15,139 | 7.64 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 18,248 | 55.33 | 363 | 55.79 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 42,684 | 0.00 | 849 | 0.12 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74,399 | 0.23 | 1,479 | 1.09 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,722 | -0.73 | 54 | 0.00 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 17,895 | -0.40 | 356 | -0.28 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 20,308 | 404 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,679 | 0.00 | 53 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 288,923 | 28.93 | 5,751 | 29.18 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 14,700 | 0.31 | 293 | 0.34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39,899 | 32.99 | 794 | 33.22 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 51,406 | 7.48 | 1,023 | 7.68 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 15,000 | 0.00 | 299 | 0.00 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 39,108 | 14.74 | 778 | 14.92 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 36,637 | 0.00 | 729 | 0.28 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 118,889 | 0.51 | 2,366 | 0.68 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 232,580 | -0.11 | 4,630 | 0.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 147,036 | -33.98 | 3 | -50.00 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 12,453 | 0.00 | 248 | 0.00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 831 | -10.74 | 17 | -11.11 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 24,550 | 0.00 | 489 | 0.21 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10,278 | 0.00 | 205 | 0.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 45,395 | 8.40 | 904 | 8.53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 97,068 | -40.93 | 1,932 | -40.83 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,769 | 0.00 | 55 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43,090 | 0.00 | 858 | 0.12 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 4,153,802 | 15.70 | 82,681 | 15.91 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 28,264 | 2.14 | 563 | 2.37 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15,312 | 0.00 | 305 | 0.00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 10,904 | -8.61 | 217 | -8.44 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,640 | 33 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 500 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 190,924 | 19.91 | 3,800 | 20.14 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 381,862 | 2.00 | 7,601 | 2.16 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,342 | 226 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 45,536 | -2.15 | 906 | -1.95 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 34,113 | -9.82 | 680 | -9.59 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 59,265 | -1.17 | 1,180 | -1.01 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 23,928 | 476 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 36,178 | 11.41 | 720 | 11.63 |
