EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund - Kepemilikan Institusional - Pembeli

First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
US ˙ ARCA ˙ US33738D1019

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund meliputi Glenmede Investment Management, LP, Prime Capital Investment Advisors, LLC, Atlantic Union Bankshares Corp, Brian Low Financial Group, Llc, PKS Advisory Services, LLC, Chase Investment Counsel Corp, Integrity Alliance, Llc., TFAGX - TFA AlphaGen Growth Fund Class I, Summit Financial, LLC, Lee Johnson Capital Management, Llc, Park Avenue Securities Llc, National Wealth Management Group, LLC, GM Advisory Group, Inc., Nations Financial Group Inc, /ia/ /adv, Rehmann Capital Advisory Group, Robertson Stephens Wealth Management, LLC, EP Wealth Advisors, Inc., Aster Capital Management (DIFC) Ltd, TFAFX - Tactical Growth Allocation Fund Class I, dan Golden State Wealth Management, LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-02 13F Howard Financial Services, Ltd. 8,170 0.81 306 0.99
2025-07-15 13F MCF Advisors LLC 17,338 0.32 650 0.46
2025-07-01 13F Park National Corp /oh/ 187,467 9.12 7,032 9.18
2025-08-15 13F Tower Research Capital LLC (TRC) 1 0
2025-08-15 13F First Heartland Consultants, Inc. 13,286 32.86 498 33.16
2025-08-12 13F Integrated Advisors Network LLC 30,589 88.83 1,147 88.96
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 166,446 2.87 6,243 2.92
2025-08-14 13F Susquehanna International Group, Llp 19,427 18.07 729 18.18
2025-08-14 13F Glenview Trust Co 2,592,515 1.06 97,245 1.11
2025-08-12 13F Cornerstone Wealth Management, LLC 40,311 1,512
2025-08-14 13F Wells Fargo & Company/mn 2,251,265 1.17 84,445 1.23
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 27,107 0.36 1,017 0.40
2025-07-17 13F Barry Investment Advisors, LLC 424,868 1.45 15,937 1.50
2025-08-14 13F Mercer Global Advisors Inc /adv 38,194 26.26 1,433 26.28
2025-08-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 11,700 439
2025-08-15 13F Morgan Stanley 17,335,497 0.27 650,255 0.33
2025-07-25 13F Apollon Wealth Management, LLC 6,917 1.29 259 1.17
2025-08-04 13F Integrity Alliance, Llc. 13,239 497
2025-08-06 13F Golden State Wealth Management, LLC 807 30
2025-08-11 13F Strategic Wealth Partners, Ltd. 179,879 6,747
2025-08-08 13F Kingsview Wealth Management, LLC 81,357 5.78 3,052 5.83
2025-08-08 13F Cetera Investment Advisers 142,165 12.02 5,333 12.09
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 14,710 3.46 1
2025-07-16 13F Beaumont Financial Advisors, LLC 13,123 0.02 492 0.20
2025-07-17 13F Wagner Wealth Management, Llc 36,658 0.78 1,375 0.88
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 5,981 224
2025-08-05 13F American Institute for Advanced Investment Management, LLP 6,570 8.77 246 8.85
2025-08-11 13F Principal Securities, Inc. 2,386 23.31 89 30.88
2025-08-08 13F New England Capital Financial Advisors LLC 164 6
2025-08-14 13F Ancora Advisors, LLC 16,328 28.22 612 28.30
2025-08-14 13F D. E. Shaw & Co., Inc. 14,754 85.49 553 85.57
2025-08-05 13F Artemis Wealth Advisors, LLC 6,700 0.80 251 0.80
2025-08-14 13F EP Wealth Advisors, Inc. 5,041 189
2025-08-14 13F Raymond James Financial Inc 764,018 22.92 28,658 22.99
2025-07-22 13F DAVENPORT & Co LLC 7,397 34.52 277 34.47
2025-08-05 13F Sebold Capital Management, Inc. 9,249 0.04 347 0.00
2025-08-12 13F Putnam Fl Investment Management Co 272,850 221.31 10,235 221.52
2025-08-11 13F Wealthspire Advisors, LLC 2,099,516 1.55 78,753 1.60
2025-07-24 13F Blair William & Co/il 17,433 58.01 654 58.11
2025-08-13 13F GM Advisory Group, Inc. 6,479 243
2025-07-15 13F Sheets Smith Wealth Management 14,208 0.12 533 0.00
2025-08-12 13F Inscription Capital, LLC 28,577 10.61 1,072 40.55
2025-07-17 13F G&S Capital LLC 22,514 2.52 845 2.55
2025-08-12 13F Wood Tarver Financial Group, LLC 14,768 377.00 1 -100.00
2025-08-12 13F OneAscent Financial Services LLC 6,238 0
2025-07-25 13F Cwm, Llc 3,190 23.26 0
2025-08-12 13F Nemes Rush Group LLC 125 635.29 5
2025-07-30 13F D.a. Davidson & Co. 85,322 0.11 3,200 0.16
2025-08-12 13F Founders Financial Alliance, LLC 5,625 1.02 211 0.96
2025-08-13 13F Truvestments Capital Llc 435 45.00 16 45.45
2025-08-14 13F/A Forefront Analytics, LLC 18,970 42.82 712 42.97
2025-07-29 13F Koshinski Asset Management, Inc. 8,872 333
2025-08-13 13F Summit Financial, LLC 9,913 372
2025-07-28 13F Harbour Investments, Inc. 45,522 49.25 1,708 49.34
2025-08-13 13F Lido Advisors, LLC 12,222 1.49 458 1.55
2025-05-15 13F National Wealth Management Group, LLC 6,828 256
2025-07-16 13F Cambridge Advisors Inc. 47,094 4.17 1,766 4.25
2025-07-24 13F IFP Advisors, Inc 13,680 1.53 513 1.58
2025-07-29 13F Private Trust Co Na 7,239 1.79 272 1.88
2025-07-18 13F Truist Financial Corp 24,572 15.81 922 15.85
2025-07-22 13F Miracle Mile Advisors, LLC 7,380 277
2025-08-12 13F LPL Financial LLC 2,349,160 5.42 88,117 5.48
2025-08-05 13F Prosperity Consulting Group, LLC 76,490 1.03 2,869 1.09
2025-09-04 13F/A Advisor Group Holdings, Inc. 187,567 2.78 7,036 2.84
2025-08-14 13F Monetary Management Group Inc 512 19
2025-08-14 13F Benjamin Edwards Inc 129,942 25.39 4,874 25.46
2025-08-13 13F Continuum Advisory, LLC 67,909 5.43 2,547 5.51
2025-08-14 13F Mission Creek Capital Partners, Inc. 11,681 0.42 438 0.46
2025-08-08 13F Avantax Advisory Services, Inc. 403,351 3.88 15,130 3.94
2025-07-15 13F Wela Strategies, Inc. 66,150 2.97 2,481 3.03
2025-08-12 13F/A Cozad Asset Management Inc 20,843 0.70 782 0.77
2025-08-05 13F Bank of New York Mellon Corp 7,067 265
2025-07-10 13F Focus Financial Network, Inc. 100,501 6.42 3,770 6.47
2025-07-24 13F Robertson Stephens Wealth Management, LLC 5,658 212
2025-08-19 13F National Asset Management, Inc. 154,229 78.62 5,785 87.95
2025-08-08 13F Foundations Investment Advisors, LLC 7,481 281
2025-08-07 13F Kestra Private Wealth Services, Llc 252,582 41.69 9,474 41.76
2025-07-14 13F Park Avenue Securities Llc 6,885 0
2025-08-12 13F PKS Advisory Services, LLC 14,178 532
2025-08-08 13F Larson Financial Group LLC 3,809 0.29 143 0.00
2025-08-13 13F Capital Analysts, Inc. 18,774 18.49 1
2025-07-10 13F Exchange Traded Concepts, Llc 350 13
2025-08-14 13F Mariner, LLC 755,825 2.08 28,345 2.15
2025-08-06 13F Commonwealth Equity Services, Llc 722,487 91.45 27 92.86
2025-08-06 13F Soltis Investment Advisors LLC 10,071 0.11 378 0.00
2025-08-06 13F 360 Financial, Inc. 342,706 11.92 12,855 11.98
2025-08-04 13F IFG Advisory, LLC 10,258 0.18 385 0.26
2025-08-11 13F Brown Brothers Harriman & Co 545 20
2025-08-12 13F Global Retirement Partners, LLC 16,847 1,861.23 632 2,003.33
2025-08-13 13F Jones Financial Companies Lllp 63,650 25.45 2,378 25.50
2025-08-13 13F Northwestern Mutual Wealth Management Co 43,088 358.29 1,616 359.09
2025-08-11 13F Aptus Capital Advisors, LLC 5,738 5.09 215 5.39
2025-08-14 13F RMB Capital Management, LLC 7,510 282
2025-07-24 13F Jfs Wealth Advisors, Llc 1,006 38
2025-08-04 13F Arkadios Wealth Advisors 43,685 52.10 1,639 52.23
2025-07-29 13F Stephens Inc /ar/ 17,850 0.02 670 0.00
2025-08-07 13F Americana Partners, LLC 17,401 5.62 653 5.67
2025-07-14 13F AdvisorNet Financial, Inc 2,114 79
2025-07-28 13F Mutual Advisors, LLC 32,280 22.85 1,220 27.35
2025-08-14 13F Stifel Financial Corp 261,654 14.66 9,815 14.72
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 3,100 116
2025-07-31 13F Oppenheimer & Co Inc 13,114 26.74 492 26.87
2025-08-14 13F Vernal Point Advisors, LLC 223,010 31.68 8,365 31.75
2025-07-15 13F World Equity Group, Inc. 26,261 10.75 985 10.92
2025-08-14 13F Mml Investors Services, Llc 149,968 1.79 6 0.00
2025-07-30 13F Rehmann Capital Advisory Group 5,683 213
2025-08-07 13F New England Private Wealth Advisors LLC 301,708 2.26 11,492 3.91
2025-08-13 13F First Trust Advisors Lp 13,298 89.97 499 90.08
2025-07-07 13F Nova Wealth Management, Inc. 7,164 474.04 269 482.61
2025-08-13 13F Russell Investments Group, Ltd. 89 2.30 3 0.00
2025-08-01 13F Envestnet Asset Management Inc 383,625 11.39 14,390 11.45
2025-07-11 13F Quad-Cities Investment Group, LLC 24,796 0.48 930 0.54
2025-08-14 13F Disciplina Capital Management LLC 886,873 41.02 33,267 41.10
2025-07-17 13F Walker Asset Management, LLC 42,628 0.00 1,599 0.00
2025-08-14 13F Ameriprise Financial Inc 11,714 0.58 439 0.69
2025-07-29 13F Signature Estate & Investment Advisors Llc 28,452 0.30 1,067 0.38
2025-07-23 13F Prasad Wealth Partners, LLC 232,443 36.15 8,719 36.22
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 568 0.89 21 0.00
2025-07-17 13F/A Capital Investment Advisors, LLC 3,842,513 3.49 144,133 3.55
2025-08-13 13F Gateway Wealth Partners, LLC 22,305 16.17 837 16.27
2025-08-14 13F Aster Capital Management (DIFC) Ltd 3,676 138
2025-08-13 13F Baird Financial Group, Inc. 86,427 3.74 3,242 3.78
2025-08-06 13F Prospera Financial Services Inc 93,420 6.76 3,505 6.80
2025-08-06 13F AE Wealth Management LLC 4,592 26.71 172 27.41
2025-08-12 13F SRS Capital Advisors, Inc. 13,406 11.95 503 12.05
2025-08-14 13F Glenmede Investment Management, LP 993,380 37,262
2025-08-15 13F Kestra Advisory Services, LLC 279,099 4.93 10,469 4.99
2025-08-19 13F Newbridge Financial Services Group, Inc. 9,139 343
2025-08-14 13F Colony Group, LLC 3,982 1,339
2025-08-07 13F Gryphon Financial Partners LLC 19,168 0.80 719 0.84
2025-08-13 13F M&t Bank Corp 37,528 1,408
2025-08-13 13F Level Four Advisory Services, Llc 11,887 3.15 446 3.01
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16,381 6.11 611 5.54
2025-08-08 13F SBI Securities Co., Ltd. 1 0
2025-08-08 13F Atlantic Trust, LLC 3,372 462.00 126 472.73
2025-07-29 13F Stratos Wealth Partners, LTD. 13,883 1.02 521 0.97
2025-07-11 13F SILVER OAK SECURITIES, Inc 21,279 23.44 798 24.11
2025-07-31 13F Auour Investments LLC 50,861 0.42 1,908 4.26
2025-08-08 13F Creative Planning 10,510 4.11 394 4.23
2025-08-15 13F Captrust Financial Advisors 143,977 1.08 5,401 1.12
2025-08-14 13F Aprio Wealth Management, LLC 25,306 0.42 949 0.53
2025-08-14 13F Tandem Financial, LLC 27,033 4.53 1,014 4.64
2025-08-13 13F Rsm Us Wealth Management Llc 9,500 0.03 356 0.00
2025-08-14 13F Snowden Capital Advisors LLC 86,547 0.14 3,246 0.19
2025-07-08 13F Apella Capital, LLC 23,469 0.37 871 6.74
2025-08-13 13F Renaissance Technologies Llc 24,500 919
2025-08-14 13F Camden Capital, LLC 13,096 18.98 491 19.17
2025-08-14 13F Icon Wealth Advisors, LLC 40,533 0.59 1,520 0.66
2025-08-12 13F Proequities, Inc. 0 0
2025-07-10 13F Wedmont Private Capital 24,312 0.41 900 6.64
2025-08-13 13F Cresset Asset Management, LLC 2,339,093 3.65 87,739 3.70
2025-07-17 13F Raleigh Capital Management Inc. 274 0.37 10 0.00
2025-08-29 13F Evolution Wealth Management Inc. 150 6
2025-08-13 13F Proactive Wealth Strategies LLC 47,323 10.00 2 0.00
2025-07-14 13F Opal Wealth Advisors, LLC 1,904 29.44 71 29.09
2025-08-05 13F GPS Wealth Strategies Group, LLC 127 0.79 5 0.00
2025-08-15 13F Equitable Holdings, Inc. 33,480 0.51 1,256 0.56
2025-08-05 13F Chase Investment Counsel Corp 13,765 1
2025-08-14 13F Citadel Advisors Llc Call 10,600 70.97 398 71.12
2025-08-20 13F/A Coppell Advisory Solutions LLC 21,038 263.66 786 270.28
2025-08-14 13F Citadel Advisors Llc 30,039 441.24 1,127 441.35
2025-08-11 13F Western Wealth Management, LLC 8,473 2.79 318 2.59
2025-08-18 13F Geneos Wealth Management Inc. 9,215 168.97 346 169.53
2025-07-31 13F Brian Low Financial Group, Llc 16,116 605
2025-08-14 13F Bank Of America Corp /de/ 1,906,011 9.44 71,494 9.50
2025-08-11 13F HighTower Advisors, LLC 207,308 3.85 7,776 3.92
2025-07-07 13F Peterson Wealth Advisors, LLC 7,023 0.17 263 10.50
2025-08-07 13F Encompass More Asset Management 63,440 7.69 2,380 7.74
2025-08-12 13F O'shaughnessy Asset Management, Llc 3,176 21.73 119 22.68
2025-08-01 13F Winebrenner Capital Management Llc 17,223 2.38 646 2.54
2025-08-14 13F Archetype Wealth Partners 283,982 0.87 11 0.00
2025-08-14 13F Hrt Financial Lp 9,420 0
2025-08-18 13F Tyler-Stone Wealth Management 7,857 4.56 295 4.63
2025-08-14 13F Royal Bank Of Canada 1,489,059 2.45 55,854 2.51
2025-07-17 13F Lee Johnson Capital Management, Llc 9,355 351
2025-08-14 13F Objective Capital Management, LLC 23,291 3.08 874 3.07
2025-07-25 13F Concurrent Investment Advisors, LLC 33,440 3.38 1,254 3.47
2025-07-21 13F Keystone Financial Group, Inc. 77,458 21.48 2,922 26.94
2025-08-06 13F Decker Retirement Planning Inc. 717 27
2025-08-12 13F New Republic Capital, LLC 110,170 12.78 4,132 12.83
2025-08-14 13F Qube Research & Technologies Ltd 22,549 233.37 846 233.99
2025-08-06 13F Atlantic Union Bankshares Corp 107,891 4,047
2025-07-23 13F Prime Capital Investment Advisors, LLC 112,314 4,213
2025-07-30 13F Whittier Trust Co Of Nevada Inc 533 20
2025-07-16 13F ORG Partners LLC 55,328 1.67 2,050 0.00
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista