Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF meliputi Colony Group, LLC, Beaumont Financial Advisors, LLC, Clarus Group, Inc., Cooper Capital Advisors LLC, RiverTree Advisors, LLC, Maridea Wealth Management LLC, Atlantic Union Bankshares Corp, Newbridge Financial Services Group, Inc., Regal Investment Advisors LLC, First Trust Advisors Lp, Centerpoint Advisory Group, Asset Allocation Strategies LLC, Integrated Advisors Network LLC, WMG Financial Advisors, LLC, Wealthcare Advisory Partners LLC, L.m. Kohn & Company, Endeavor Private Wealth, Inc., TFB Advisors LLC, Belvedere Trading LLC, dan EP Wealth Advisors, Inc. .
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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Park National Corp /oh/ | 718,063 | 2.55 | 17,743 | 6.83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,611 | 106.02 | 237 | 115.45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 64,942 | 4.53 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 12,352 | 4.58 | 305 | 8.93 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26,019 | 643 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 75,372 | 9.12 | 2 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45,305 | 62.37 | 1,075 | 58.88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 35,264 | 197.36 | 871 | 208.87 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34,979 | 36.69 | 864 | 42.34 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8,516 | 210 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8,933 | 221 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,371,052 | 13.50 | 58,589 | 18.24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 685,753 | 30.68 | 16,945 | 36.13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 305,342 | 5,571.29 | 7,545 | 5,703.85 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 12,995 | 321 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 508,460 | 12,564 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 43,270 | 4.59 | 1,069 | 8.97 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,589,340 | 18.69 | 63,983 | 23.64 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 8,361 | 209 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 25,097 | 620 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 189,271 | 13.40 | 4,677 | 18.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 121,952 | 107.82 | 3,013 | 116.61 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 106,154 | 2,623 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 119,335 | 3.45 | 2,949 | 7.75 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 98,553 | 7.73 | 2,435 | 12.26 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 66,303 | 1,638 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,521,561 | 11.69 | 37,598 | 16.35 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,745 | 1.99 | 43 | 7.50 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,843 | 1.10 | 46 | 4.65 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 35,003 | 25.92 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 52,300 | 20.65 | 1,292 | 25.68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35,109 | 4.17 | 1 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 44,426 | 18.32 | 1,104 | 24.04 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 161,224 | 11.27 | 3,984 | 15.89 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 132,218 | 1.17 | 3,267 | 5.42 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 147,119 | 14.30 | 3,635 | 19.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 310,752 | 27.78 | 7,679 | 33.11 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4,875 | 120 | ||||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 26,685 | 659 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 64,967 | 443.43 | 1,605 | 467.14 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 88,130 | 2.07 | 2,178 | 6.30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10,874 | 0.74 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 134,626 | 46.37 | 3,327 | 52.50 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 89,941 | 2,222 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 687,426 | 2.36 | 17 | 6.67 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 14,186 | 11.00 | 351 | 15.51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 34,275 | 72.91 | 847 | 80.00 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8,578 | 212 | ||||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 33,857 | 13.77 | 837 | 18.58 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 81,588 | 59.20 | 2,016 | 65.93 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 534,906 | 9.70 | 13,218 | 14.28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 37,621 | 32.40 | 930 | 37.83 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 58,620 | 3.65 | 1,448 | 7.98 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 22,160 | 0.14 | 548 | 4.39 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 683,304 | 17.67 | 16,890 | 22.58 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 62,875 | 44.37 | 1,554 | 50.34 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 17,782 | 2.27 | 439 | 6.55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,209 | 31.78 | 401 | 37.46 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 148,096 | 7.57 | 3,659 | 12.07 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15,174 | 0.46 | 375 | 4.47 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 564,819 | 10.32 | 13,957 | 14.92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,206,446 | 2.94 | 29,812 | 7.24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,805,040 | 13.29 | 192,863 | 18.02 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 45,444 | 16.39 | 1,123 | 21.17 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 82,162 | 3.60 | 2,030 | 7.92 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 17,859 | 3.33 | 441 | 7.82 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9,620 | 238 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 113,306 | 0.66 | 2,827 | 5.88 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17,146 | 424 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26,716 | 21.35 | 660 | 26.44 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 10,100 | 250 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 65,376 | 12.96 | 1,615 | 17.71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 93,331 | 3.61 | 2,306 | 7.96 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,916 | 2.13 | 47 | 6.82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 575,752 | 14.30 | 14 | 27.27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20,782 | 514 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 12,692 | 0.87 | 314 | 5.03 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 22,340 | 149.66 | 552 | 160.38 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 433,007 | 10,700 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,826,770 | 7.46 | 45 | 12.50 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 12,962 | 31.02 | 320 | 36.75 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 318,232 | 8.16 | 7,864 | 12.68 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 25,258 | 74.97 | 624 | 82.46 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 38,662 | 63.59 | 955 | 70.54 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 68,696 | 8.28 | 1,697 | 12.83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 92,544 | 167.72 | 2,287 | 179.12 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18,138 | 15.36 | 448 | 20.16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 645,042 | 37.36 | 15,939 | 43.08 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 2,000 | 47 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 44,873 | 0.37 | 1,109 | 4.53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 20,200 | 499 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2,253 | 31.37 | 56 | 37.50 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 97,702 | 11.11 | 2,414 | 15.78 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10,732 | 265 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 10,169 | 10.99 | 252 | 20.00 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 57,286 | 5.88 | 1,416 | 10.29 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 44,394 | 2.67 | 1,097 | 6.93 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,263 | 204 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 130,488 | 5.60 | 3,224 | 10.03 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20,286 | 0.21 | 501 | 4.38 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12,225 | 32.52 | 302 | 38.53 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 37,736 | 2.04 | 932 | 6.27 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 846 | 2.17 | 21 | 16.67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 118,014 | 34.04 | 2,916 | 39.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 105,675 | 23.14 | 2,611 | 28.30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,142,991 | 45.52 | 52,953 | 51.59 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 98,235 | 4.96 | 2,427 | 9.32 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1,061,445 | 1.05 | 25,177 | -1.12 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 56,350 | 0.62 | 1,337 | -1.55 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 54,793 | 7.66 | 1,354 | 12.10 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 27,782 | 686 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 857,825 | 21,197 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19,853 | 32.96 | 491 | 38.42 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 166,853 | 2.72 | 4,123 | 7.01 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 634,190 | 2.22 | 15,671 | 6.48 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 29,767 | 736 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,849,080 | 10.54 | 45,691 | 15.15 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,530 | 22.16 | 260 | 27.45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,020,175 | 10.32 | 25,209 | 14.93 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 772,479 | 5.57 | 19,088 | 9.97 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22,251 | 1.35 | 550 | 5.58 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 33,125 | 14.31 | 819 | 19.07 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 49,043 | 11.62 | 1,212 | 16.22 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 26,251 | 649 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 43,266 | 1,069 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31,007 | 766 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,650 | 238 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 8,793 | 217 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 541,004 | 15.37 | 13,368 | 20.18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,044 | 18.81 | 75 | 25.00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 40,171 | 47.52 | 993 | 53.80 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 74,971 | 143.01 | 2 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 14,823 | 36.40 | 366 | 39.16 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 64,656 | 1.75 | 1,598 | 5.97 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 128,883 | 2,526.51 | 3,185 | 10.71 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 8,813 | 0.40 | 218 | 4.33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 27,523 | 65.67 | 680 | 62.29 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 8,319 | 206 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 591,620 | 6.81 | 14,814 | 12.76 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 79,777 | 10.97 | 1,971 | 15.60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 134,011 | 2.48 | 3,311 | 6.77 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 24,418 | 4.97 | 603 | 9.44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 163,639 | 591.57 | 4,044 | 620.68 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13,520 | 334 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 75,319 | 115.13 | 1,861 | 124.22 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 27,862 | 1.76 | 688 | 6.01 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 347,949 | 9.61 | 8,253 | 2.85 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49,028 | 0.36 | 1,211 | 4.58 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 144,676 | 18.56 | 3,575 | 23.50 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9,198 | 227 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 140,889 | 8.27 | 3,481 | 12.80 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 27,523 | 33.41 | 680 | 39.06 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 19,579 | 10.71 | 484 | 15.27 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 53,867 | 21.96 | 1,331 | 27.13 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 56,223 | 1,389 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 58,683 | 16.42 | 1,450 | 21.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 328 | 8 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 55,708 | 22.96 | 1,377 | 28.12 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 228,560 | 19.19 | 5,648 | 24.16 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,480 | 210 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 903,006 | 69.69 | 22,313 | 76.78 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 564,607 | 3,213.42 | 13,951 | 3,353.22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,617 | 40 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 56,320 | 26.49 | 1,392 | 31.72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 135,223 | 628.45 | 3,325 | 684.20 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,874 | 60.38 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 344,821 | 30.77 | 8,521 | 37.51 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 291,424 | 7,201 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 65,345 | 17.44 | 1,615 | 22.37 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 17,254 | 2.01 | 426 | 6.23 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 29,601 | 8.78 | 731 | 13.33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 282,398 | 0.77 | 6,978 | 4.98 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 296,484 | 11.70 | 7,326 | 16.36 |
