Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF meliputi Ameritas Advisory Services, LLC, Richmond Investment Services, LLC, Aptus Capital Advisors, LLC, AdvisorNet Financial, Inc, dan Twin Peaks Wealth Advisors, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Global Retirement Partners, LLC | 4,887 | 1,371.99 | 190 | 1,475.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 169,336 | 2.78 | 6,572 | 14.26 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,529 | 5,172.41 | 59 | 5,800.00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 7,505 | 0.13 | 291 | 11.49 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 5,624 | 218 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 142 | 6 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 133,299 | 645.69 | 5,173 | 729.01 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 229 | 9 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 27,621 | 199.87 | 1,072 | 233.64 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 304,201 | 94.68 | 11,806 | 116.43 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8,274 | 34.34 | 321 | 49.30 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 24,314 | 944 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 650 | 44.44 | 25 | 66.67 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 7,098 | 2.65 | 275 | 14.11 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5,463 | 0 | ||||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 42,750 | 0.32 | 2 | 0.00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 265 | 0.76 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 12,336 | 479 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 39,181 | 41.91 | 1,521 | 57.84 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 143,088 | 5,553 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 12,963 | 23.74 | 503 | 37.81 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 91 | 4 | ||||||
2025-08-13 | 13F/A | StoneX Group Inc. | 11,481 | 363 |