Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF meliputi Teamwork Financial Advisors, LLC, Curran Financial Partners, LLC, ZEGA Investments, LLC, Dynamic Advisor Solutions LLC, Pensionmark Financial Group, Llc, BEAM Asset Management, LLC, Balboa Wealth Partners, Gibbs Wealth Management, EP Wealth Advisors, Inc., First Trust Advisors Lp, Divergent Planning, LLC, GSG Advisors LLC, Kingswood Wealth Advisors, Llc, FTBI - First Trust Balanced Income ETF, Skopos Labs, Inc., Twin Peaks Wealth Advisors, LLC, Colonial Trust Advisors, Ronald Blue Trust, Inc., Strategic Wealth Partners, Ltd., dan Evolution Wealth Management 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 6,610 | 1.54 | 325 | -1.22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,000 | 98 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,814,972 | 4.18 | 89,114 | 1.26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8,953 | 2.34 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13,290 | 4.06 | 653 | 1.09 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 8,536 | 2.01 | 419 | -0.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 100,097 | 90.29 | 4,915 | 85.15 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 45,077 | 9.21 | 2,213 | 6.14 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8,654 | 78.95 | 425 | 73.77 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,377 | 23.17 | 1 | |||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 20,845 | 92.12 | 1,023 | 86.68 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 5,339 | 1.70 | 262 | -1.13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11,950 | 3.17 | 604 | 3.79 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 31,407 | 52.24 | 1,542 | 47.98 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13,749 | 111.52 | 675 | 105.79 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 55,030 | 20.70 | 2,780 | 21.45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,651,296 | 2.77 | 130,179 | -0.12 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6,706 | 5.47 | 329 | 2.49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,130 | 203 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 111,196 | 39.32 | 5,460 | 35.39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 103,860 | 9.08 | 5,100 | 6.01 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 6,140 | 3.61 | 301 | 0.67 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 53,352 | 51.35 | 2,620 | 47.13 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 52,648 | 68.99 | 2,585 | 64.34 | ||||
| 2025-06-03 | 13F | Invst, LLC | 60,236 | 23.99 | 3,043 | 24.76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 939,456 | 3.75 | 46,127 | 0.83 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 5,620 | 276 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 620,041 | 4.62 | 30,444 | 1.68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10,297 | 4.35 | 1 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 9,018 | 1.86 | 443 | -1.12 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 63,623 | 2.48 | 3,124 | -0.41 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 177,271 | 260.06 | 8,704 | 249.94 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 10,308 | 1.65 | 506 | -1.17 | ||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 176,679 | 2.03 | 8,926 | 2.66 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 116,008 | 6 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 36,686 | 5.94 | 1,801 | 2.97 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 61,997 | 9.94 | 3,044 | 6.88 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 129,315 | 34.05 | 6,349 | 30.29 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 27,664 | 1.67 | 1,358 | -1.16 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,472 | 220 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11,190 | 549 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 9,299 | 457 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 21,801 | 4.77 | 1,101 | 5.46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8,928 | 26.21 | 438 | 22.69 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 61,157 | 16.69 | 3,003 | 13.41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 329,374 | 14.61 | 16,172 | 11.39 | ||||
| 2025-07-16 | 13F | Novem Group | 8,960 | 40.15 | 440 | 36.34 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 190,473 | 15.63 | 9,356 | 12.37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 14,030 | 5.43 | 689 | 2.38 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 52,102 | 1.33 | 2,558 | -1.50 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 257,486 | 9.65 | 12,643 | 6.57 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13,581 | 0.53 | 667 | -2.35 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 220,318 | 0.82 | 10,818 | -2.01 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 13,337 | 0.97 | 655 | -1.95 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 16,374 | 8.60 | 804 | 5.52 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 335,433 | 2.76 | 16,470 | -0.13 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32,257 | 1,584 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 27,075 | 3.65 | 1,329 | 0.76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31,328 | 16.19 | 2 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 819,849 | 5.59 | 40,262 | 2.63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24,451 | 92.97 | 1,201 | 87.50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54,048 | 7.45 | 2,654 | 4.41 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 58,913 | 9.52 | 2,893 | 6.44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,704,698 | 13.55 | 280,101 | 10.36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 35,329 | 0.05 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19,668 | 966 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10,471 | 67.11 | 514 | 62.66 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11,370 | 2.75 | 558 | -0.18 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55,330 | 24.21 | 2,717 | 20.71 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 39,592 | 24.50 | 1,944 | 20.98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 51,274 | 54.30 | 2,518 | 50.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,319,368 | 1.37 | 64,781 | -1.48 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 327,531 | 271.19 | 16,082 | 260.80 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 10,353 | 7.13 | 508 | 4.10 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 25,338 | 112.50 | 1,244 | 106.64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,095,178 | 5.79 | 299,273 | 2.82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7,117 | 0.78 | 349 | -1.41 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 178,014 | 6.67 | 8,740 | 3.68 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 31,298 | 96.60 | 1,537 | 91.04 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 36,144 | 143.95 | 1,775 | 137.17 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 13,752 | 26.51 | 675 | 22.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,204,285 | 5.07 | 108,230 | 2.11 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 24,896 | 20.53 | 1,222 | 17.16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,063,178 | 2.81 | 52 | 0.00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 57,205 | 5.74 | 2,809 | 2.74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32,803 | 13.44 | 1,611 | 10.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46,315 | 38.99 | 2,274 | 35.12 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 168,739 | 6.78 | 8,285 | 3.78 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 37,055 | 18.99 | 1,819 | 15.64 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 78,452 | 3.16 | 3,852 | 0.23 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 409,633 | 7.50 | 20 | 5.26 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 27,039 | 2.22 | 1,328 | -0.67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 175,014 | 46.50 | 8,593 | 42.39 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 60,445 | 6.41 | 3,021 | 5.30 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,851 | 21.14 | 91 | 16.88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8,949 | 439 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 14,865 | 69.96 | 741 | 76.43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 28,830 | 306.17 | 1,452 | 328.02 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 28,450 | 113.94 | 1,437 | 115.44 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 17,241 | 1.62 | 847 | -1.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 305,786 | 5.07 | 15 | 7.14 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 12,899 | 633 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 90,383 | 4,438 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 16,952 | 2.24 | 832 | -0.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22,568 | 52.40 | 1,108 | 48.13 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4,852 | 3.59 | 238 | 0.85 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 286,257 | 0.78 | 14,052 | 2.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 35,505 | 12.83 | 1,743 | 9.69 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 9,480 | 465 | ||||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 13,374 | 7.20 | 657 | 4.13 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 12,564 | 32.46 | 617 | 28.60 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 11,251 | 18.15 | 552 | 14.76 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 254,649 | 0.92 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8,262 | 47.17 | 406 | 43.11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 450,927 | 29.53 | 22,141 | 25.89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 194,140 | 9.80 | 9,532 | 6.72 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 10,002 | 20.48 | 491 | 17.18 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,463 | 10.12 | 268 | 7.20 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 33,449 | 7.91 | 1,642 | 4.92 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 101,879 | 2.36 | 5,002 | -0.52 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9,911 | 0.34 | 487 | -2.41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5,701 | 280 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 42,792 | 55.32 | 2,101 | 57.38 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30,104 | 14.03 | 1,478 | 10.88 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 83,008 | 4.57 | 4,076 | 1.62 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,004 | 27.25 | 49 | 25.64 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 34,015 | 5.53 | 1,670 | 2.58 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 156,428 | 9.40 | 7,681 | 6.33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 12,023 | 73.72 | 590 | 68.57 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 136,836 | 6,719 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,850 | 287 | ||||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 84,495 | 5.59 | 4,149 | 2.62 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 829,178 | 40,713 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 520,881 | 3.47 | 25,575 | 0.57 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5,724 | 281 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 298,223 | 3.53 | 14,643 | 0.62 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 7,258 | 22.95 | 356 | 19.46 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,033 | 53.32 | 100 | 50.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 24,318 | 1,194 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 332,402 | 10.27 | 16,322 | 7.18 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 47,172 | 46.19 | 2,316 | 42.09 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 15 | 0.00 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34,093 | 2.57 | 1,674 | -0.30 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 16,562 | 0.79 | 813 | -2.05 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 18,037 | 35.60 | 886 | 31.70 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 137,533 | 0.64 | 6,753 | -2.20 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4,405 | 216 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23,017 | 195.77 | 1,130 | 187.53 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 4,053 | 199 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 975 | 846.60 | 48 | 840.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,050 | 110.00 | 52 | 104.00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 192 | 1.59 | 9 | 0.00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 12,023 | 37.99 | 590 | 34.09 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,677 | 84 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,250 | 61 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 7,094 | 16.33 | 348 | 12.99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 76 | 4 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 77,773 | 3,819 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 65,927 | 96.48 | 3,237 | 90.97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,319 | 22.83 | 507 | 19.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,427 | 33.37 | 316 | 30.71 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 348,865 | 79.29 | 17,129 | 74.25 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8,075 | 1.94 | 396 | -1.00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 26,997 | 18.09 | 1,326 | 14.82 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,271 | 51.67 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,986 | 1.46 | 294 | 3.17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 80 | 4 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 13,140 | 3.16 | 645 | 0.31 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4,699 | 0.86 | 231 | -2.13 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 32,911 | 0.22 | 1,616 | -2.65 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 324,613 | 260.41 | 15,938 | 250.29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61,331 | 10.59 | 3,011 | 7.50 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 57,578 | 15.66 | 2,827 | 12.41 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 5,339 | 262 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,065 | 52 |
