Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |