Statistik Asas
| Pemilik Institusi | 128 total, 128 long only, 0 short only, 0 long/short - change of 22.86% MRQ |
| Purata Peruntukan Portfolio | 0.6521 % - change of 23.68% MRQ |
| Saham Institusi (Panjang) | 44,754,008 (ex 13D/G) - change of 12.47MM shares 38.64% MRQ |
| Nilai Institusi (Panjang) | $ 882,758 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (US:FTCB) telah 128 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 44,754,008 saham. Pemegang saham terbesar termasuk 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 .
First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF (ARCA:FTCB) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 21.32 / share. Previously, on September 9, 2024, the share price was 21.70 / share. This represents a decline of 1.73% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | FIRST TRUST PORTFOLIOS LP | 3,810,896 | 6,904,788 | 81.19 | 12.74 | 20.99 |
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
