Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF meliputi Balboa Wealth Partners, Wealth Enhancement Advisory Services, Llc, dan Tradewinds, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 34,785 | 28.80 | 1,454 | 31.23 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,156 | 3.03 | 48 | 4.35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,383 | 19.30 | 385 | 18.46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9,734 | 56.14 | 407 | 59.22 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8,729 | 0.01 | 365 | 1.68 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9,573 | 0.80 | 400 | 2.83 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 23,764 | 15.52 | 994 | 17.65 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 66,278 | 3.19 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,025 | 12.50 | 85 | 13.51 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 154,751 | 14.99 | 6,470 | 17.17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15,907 | 10.74 | 665 | 12.90 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 47,188 | 0.42 | 1,973 | 2.28 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 122,436 | 17.52 | 5,119 | 19.74 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 142 | 208.70 | 6 | 400.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 40,845 | 3.70 | 1,702 | 5.13 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 39,545 | 0.45 | 1,653 | 2.35 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 380,787 | 25.21 | 15,918 | 25.51 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17,273 | 3.60 | 722 | 5.56 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 111 | 14.43 | 5 | 33.33 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7,614 | 318 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14,853 | 0.68 | 621 | 2.64 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 106,461 | 4,451 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 23,929 | 1,000 | ||||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 5,129 | 1.36 | 214 | 3.38 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 56,508 | 5.87 | 2,363 | 7.85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11,335 | 13.44 | 474 | 15.37 | ||||
| 2025-07-16 | 13F | Novem Group | 5,478 | 7.90 | 229 | 10.10 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,434 | 19.71 | 311 | 22.05 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 595 | 74.49 | 25 | 71.43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 57,766 | 0.43 | 2,416 | 2.33 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 25,280 | 27.68 | 1,057 | 30.05 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 241,600 | 293.49 | 10,101 | 300.99 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 936 | 109.87 | 39 | 116.67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,131 | 0.02 | 340 | 1.80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 589 | 1.55 | 25 | 4.35 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 7,105 | 297 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 39,595 | 1.02 | 1,655 | 2.92 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13,381 | 11.30 | 559 | 13.39 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 137,779 | 5,761 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,425 | 1.04 | 266 | 1.92 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 129,078 | 100.74 | 5,397 | 104.55 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 126,525 | 3.92 | 5,290 | 5.88 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10,893 | 2.14 | 455 | 4.12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 246,926 | 0.58 | 10,318 | 2.41 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39,765 | 19.04 | 1,663 | 21.31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 141,368 | 161.46 | 5,911 | 166.46 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 187 | 8 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,576 | 7,055.56 | 108 | 10,600.00 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 14,536 | 1.82 | 597 | 0.51 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 35,618 | 6.01 | 1,489 | 8.06 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 329,800 | 1.80 | 13,789 | 3.70 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 5,203 | 0.79 | 218 | 2.84 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,208,382 | 5.56 | 50,522 | 7.54 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9,376 | 46.13 | 392 | 49.05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84,018 | 0.13 | 3,513 | 2.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 120,250 | 0.92 | 5,028 | 2.80 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9,452 | 37.78 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 16,835 | 14.35 | 704 | 16.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 239,113 | 20.94 | 9,998 | 23.21 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 4,361 | 15.95 | 182 | 18.18 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,799 | 4.58 | 284 | 6.77 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 104 | 1.96 | 4 | 0.00 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 76,201 | 3.46 | 3,186 | 5.39 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 49,349 | 5.56 | 2,063 | 7.56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 327,952 | 0.39 | 13,712 | 2.28 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6,940 | 8.47 | 290 | 10.69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 40,024 | 73.91 | 1,666 | 76.38 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 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 | 42,095 | 2.57 | 1,760 | 4.45 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 16,530 | 1,389.19 | 691 | 1,091.38 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,951 | 37.01 | 82 | 39.66 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 57,821 | 3.62 | 2,417 | 5.55 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4,819 | 201 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 306 | 13 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,733 | 0.18 | 114 | 2.70 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11,222 | 11.85 | 469 | 14.11 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 12,781 | 0.57 | 534 | 2.50 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,996 | 249.30 | 167 | 263.04 | ||||
| 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 | 315,914 | 40.32 | 13,060 | 39.25 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 10,095 | 3.05 | 422 | 4.98 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12,116 | 507 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 34,576 | 115.33 | 1,446 | 119.60 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 10,929 | 8.44 | 457 | 10.41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7,786 | 0.14 | 326 | 1.88 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 66,053 | 7.39 | 2,762 | 9.39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 137,647 | 13.02 | 5,755 | 15.15 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 29,634 | 3.98 | 1,239 | 5.90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 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 | 254,508 | 20.26 | 10,450 | 18.63 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,392 | 152.63 | 58 | 163.64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,199 | 0.64 | 92 | 2.25 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 8,699 | 0.89 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 71,993 | 3,010 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28,846 | 1 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13,969 | 38.44 | 584 | 41.06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 47,706 | 55.76 | 1,995 | 58.76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 428,483 | 17,915 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 8,989 | 375 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16,684 | 1 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,005 | 87.73 | 84 | 93.02 |
