Mga Batayang Estadistika
| Pemilik Institusional | 128 total, 128 long only, 0 short only, 0 long/short - change of 22.86% MRQ |
| Alokasi Portofolio Rata-rata | 0.6521 % - change of 23.68% MRQ |
| Saham Institusional (Jangka Panjang) | 44,754,008 (ex 13D/G) - change of 12.47MM shares 38.64% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 882,758 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (US:FTCB) memiliki 128 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 44,754,008 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, LVZ Advisors, Inc., Long Run Wealth Advisors, LLC, Cetera Investment Advisers, Kestra Advisory Services, LLC, Seascape Capital Management, Stephens Inc /ar/, and Wiley Bros.-aintree Capital, Llc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (ARCA:FTCB) 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 21.32 / share. Previously, on September 6, 2024, the share price was 21.67 / share. This represents a decline of 1.58% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | FIRST TRUST PORTFOLIOS LP | 3,810,896 | 6,904,788 | 81.19 | 12.74 | 20.99 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 239,588 | 29.69 | 5,029 | 31.83 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 63,532 | 16.31 | 1,338 | 16.67 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 122,226 | -64.27 | 3 | -71.43 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 79,951 | 128.62 | 1,684 | 129.29 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 455,983 | 46.91 | 9,603 | 47.40 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 149,236 | 15.30 | 3,143 | 15.68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17,595 | 91.79 | 371 | 95.77 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2,605 | 22.70 | 55 | 25.58 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 20,712 | 0.71 | 436 | 1.16 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 281 | 0.00 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 182,785 | -10.61 | 3,849 | -10.30 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30,197 | 45.68 | 636 | 45.98 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 250 | 5 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1,191 | 1.10 | 25 | 4.17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 32,596 | 686 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 75,068 | -89.22 | 1,581 | -89.19 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5,335 | 0.00 | 112 | 0.90 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13,247 | 26.41 | 279 | 26.94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 451,202 | 24.49 | 9,502 | 24.91 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 124,495 | -46.25 | 2,622 | -46.08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 800,824 | 58.46 | 17 | 60.00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,463,717 | 41.33 | 30,826 | 41.80 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 12,487 | 17.56 | 263 | 18.02 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 95,132 | 2,003 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 36,861 | 19.27 | 776 | 19.75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,141,649 | 88.44 | 24,035 | 59.72 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 25,351 | 30.45 | 1 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 859,585 | 18,103 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 39,343 | 38.15 | 829 | 38.69 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13,592 | 6.67 | 286 | 7.12 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,674 | 814 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 531,778 | 13.24 | 11,199 | 13.63 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 905,153 | 41.71 | 19,065 | 42.21 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28,751 | 605 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 468,753 | 64.04 | 9,872 | 64.57 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 60,241 | 1,269 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 60,334 | 47.88 | 1,271 | 48.36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 495,380 | -27.13 | 10,433 | -26.89 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,904 | 29.34 | 166 | 29.69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 161,749 | 490.35 | 3,406 | 492.35 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 23,988 | 29.48 | 1 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10,313 | 2.92 | 217 | 3.33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 15,928 | -85.93 | 335 | -85.89 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 90,269 | 11.05 | 1,901 | 11.43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 106,465 | 109.46 | 2,249 | 110.88 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 27,532 | 19.93 | 580 | 20.37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 138,344 | 2,914 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41,841 | 881 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,100,965 | 193.97 | 23,185 | 194.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,641 | 56 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 12,198 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48,013 | -18.52 | 1,011 | -18.20 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 52,422 | 1,104 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6,977,212 | 84.28 | 146,940 | 84.89 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 110,663 | 2,331 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 18,874 | 0.00 | 397 | 0.25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 356,047 | 27.03 | 7 | 40.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,188 | -9.48 | 341 | -9.33 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 217,434 | 3.57 | 4,579 | 3.93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16,615 | 6.62 | 350 | 6.73 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 328,529 | 7.71 | 6,919 | 8.08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 286,678 | -4.92 | 6,037 | -4.60 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1,190,289 | -5.63 | 25,067 | -5.31 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29,589 | 623 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34,019 | 1,849.51 | 716 | 1,888.89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36,448 | 9.47 | 1 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 105,586 | 2,178.51 | 2,224 | 2,191.75 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 23,429 | 493 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 696,019 | 2.15 | 14,658 | 2.50 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 303,464 | 1.31 | 6,391 | 1.64 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 379,524 | 37.53 | 7,993 | 37.98 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 536,727 | -2.30 | 11,303 | -1.98 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 176,341 | 4.21 | 3,663 | 2.84 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13,309 | -0.14 | 280 | 0.36 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 13,634 | 287 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 149,573 | 3,150 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 20,444 | 15.13 | 431 | 15.59 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 40,837 | 17.78 | 860 | 18.29 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3,043,021 | 0.88 | 64,086 | 1.22 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 18,306 | 386 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,409,793 | 4.26 | 29,690 | 4.61 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 533,032 | -14.95 | 11,226 | -14.66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,398 | 198 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 40,536 | 8.32 | 854 | 8.66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,436 | 160.78 | 136 | 164.71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 477,195 | 33.64 | 10,050 | 34.08 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 19,588 | 413 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2,023,612 | 42,617 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,303,545 | 28.45 | 69,573 | 28.88 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 196,674 | 3.46 | 4,142 | 3.78 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 452,987 | 33.56 | 9,526 | 35.83 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12,284 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,106 | 23 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 58,225 | 1,226 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 203,795 | 20.63 | 4,292 | 21.01 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4,456 | 0.02 | 94 | 0.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 931,979 | 0.94 | 19,627 | 1.28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 32,325 | 22.71 | 681 | 23.19 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 18,632 | 392 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 72,800 | 45.57 | 1,533 | 48.26 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 211,298 | 4,450 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 24,402 | 20.78 | 514 | 20.99 | ||||
| 2025-07-16 | 13F | American National Bank | 383 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 39,066 | 26.24 | 823 | 26.66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 139,124 | 19.27 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 69,060 | 1,454 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 108,128 | 32.84 | 2,277 | 33.31 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 68,656 | 5.47 | 1,446 | 5.78 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 5,864 | -0.51 | 123 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 194,246 | 39.81 | 4,091 | 40.26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,089,781 | 16.35 | 107,191 | 16.73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6,689 | 28.31 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 1,300,564 | 20.18 | 27 | 22.73 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 334,621 | 7,047 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 284,972 | 18.94 | 6,002 | 19.35 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 362,099 | 126.82 | 7,618 | 127.37 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 122,855 | 49.27 | 2,579 | 49.02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 52,761 | 1,111 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 558 | 588.89 | 12 | 1,000.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 240,946 | 5,074 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25,950 | 547 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 324,487 | 32.30 | 6,834 | 32.75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55,620 | 342.17 | 1,171 | 343.56 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 213,459 | 137.47 | 4,495 | 138.34 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 10,362 | 218 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 153,472 | 3,232 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 10,464 | 218 |
