Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Senior Floating Rate Income Fund II meliputi NWF Advisory Services Inc., Sunpointe, LLC, Tactive Advisors, LLC, Accredited Investor Services, Llc, dan Salomon & Ludwin, 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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 10,147 | 103 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,009,107 | 7.48 | 20,413 | 7.69 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 17,697 | 180 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34 | 0 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 663,961 | 5.93 | 6,746 | 6.14 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 236,902 | 6.56 | 2,407 | 6.74 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 22,830 | 231 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 122,254 | 16.47 | 1,242 | 16.73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34,222 | 110.84 | 348 | 111.59 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 512,105 | 36.64 | 5,203 | 36.89 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 366,126 | 2.00 | 3,720 | 2.20 | ||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 269,666 | 6.67 | 2,740 | 6.87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 188,001 | 27.81 | 1,910 | 28.10 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 11,160 | 113 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 30,258 | 1.25 | 307 | 1.32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 112 | 1 | ||||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 269,666 | 6.67 | 2,740 | 6.87 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 369,896 | 3.05 | 4 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40,891 | 2.57 | 415 | 2.72 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 15,720 | 4.63 | 160 | 4.61 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 42,100 | 9.35 | 428 | 9.49 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 18,567 | 2.94 | 189 | 3.30 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 93,479 | 5.76 | 929 | 0.22 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 61,700 | 1.29 | 627 | 1.46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,181 | 144 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 11,230 | 114 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,466 | 3.74 | 35 | 2.94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54,840 | 0.16 | 557 | 0.36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28,023 | 1.35 | 285 | 1.43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 197,199 | 6.09 | 2,004 | 6.32 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33,717 | 5.41 | 343 | 5.56 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 900 | 9 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 785 | 121.75 | 8 | 133.33 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 16,577 | 0.61 | 168 | 0.60 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 375,601 | 3.21 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 643,395 | 2.04 | 6,537 | 2.24 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 157,961 | 0.16 | 1,605 | 0.31 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 312 | 3 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 222,532 | 1.50 | 2,261 | 1.66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54,469 | 17.79 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 179,957 | 0.50 | 1,828 | 0.72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 173 | 2 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 |
