LMBS - First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF Aksjer - aksjekurs, institusjonelt eierskap, aksjonærer (NasdaqGM).

First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
US ˙ NasdaqGM ˙ US33739Q2003

Grunnleggende statistikk
Institusjonelle eiere 417 total, 417 long only, 0 short only, 0 long/short - change of 1,21% MRQ
Gjennomsnittlig porteføljeallokering 0.6358 % - change of −7,31% MRQ
Institusjonelle aksjer (Long) 80 627 899 (ex 13D/G) - change of 3,05MM shares 3,94% MRQ
Institusjonell verdi (Long) $ 3 852 543 USD ($1000)
Institusjonelt eierskap og aksjonærer

First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) har 417 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 80,627,899 aksjer. De største aksjonærene inkluderer Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Raymond James Financial Inc, Royal Bank Of Canada, Cetera Investment Advisers, Bank Of America Corp /de/, First Trust Advisors Lp, and Berger Financial Group, Inc .

First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (NasdaqGM:LMBS) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.

The share price as of September 12, 2025 is 49,91 / share. Previously, on September 13, 2024, the share price was 49,43 / share. This represents an increase of 0,97% over that period.

LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF Institutional Ownership
Fondssentiment-score

Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.

Oppdateringsfrekvens: Daglig

Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.

Institusjonell Put/Call-forhold

I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.

Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.

LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF Historical Put/Call Ratio
13F- og NPORT-arkiveringer

Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.

Oppgrader for å låse opp premiedata og eksportere til Excel. .

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-08-14 13F McIlrath & Eck, LLC 57 0,00 3 0,00
2025-07-08 13F First International Bank & Trust 210 826 −5,58 10 385 −5,38
2025-06-10 13F Birchbrook, Inc. 0 −100,00 0 −100,00
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0 −100,00
2025-08-11 13F Rothschild Investment Llc 335 0,00 17 0,00
2025-08-12 13F Integrated Advisors Network LLC 69 401 264,71 3 419 265,56
2025-08-12 13F Cornerstone Wealth Management, LLC 6 413 −0,16 316 0,00
2025-08-08 13F Smithfield Trust Co 725 0,00 0
2025-08-14 13F Royal Bank Of Canada 2 545 708 −2,47 125 402 −2,28
2025-07-16 13F EdgeRock Capital LLC 137 391 −2,02 6 770 −1,80
2025-07-08 13F RMR Wealth Builders 10 551 520
2025-07-23 13F RiverTree Advisors, LLC 103 255 −42,29 5 086 −42,17
2025-08-07 13F PFG Advisors 13 622 −13,09 671 −12,86
2025-07-22 13F Team Financial Group, LLC 20 408 54,88 1 005 55,33
2025-08-14 13F Harvest Investment Services, LLC 448 261 −3,10 22 081 −2,91
2025-08-11 13F Summit Wealth Partners, LLC 10 032 3,19 494 3,56
2025-04-21 13F ERn Financial, LLC 0 −100,00 0
2025-07-17 13F Stockman Wealth Management, Inc. 8 000 0,00 394 0,25
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-15 13F Avaii Wealth Management, Llc 13 325 9,63 656 9,88
2025-07-10 13F Bigelow Investment Advisors, LLC 48 354 6,59 2 382 6,77
2025-07-30 13F Brookstone Capital Management 441 694 0,87 21 758 1,07
2025-08-13 13F VestGen Advisors, LLC 60 981 0,47 3 004 0,67
2025-07-08 13F Zrc Wealth Management, Llc 0 −100,00 0
2025-08-06 13F Tradewinds, LLC. 8 762 432
2025-08-12 13F Weitzel Financial Services, Inc. 236 607 −6,39 11 702 −4,90
2025-08-12 13F Titleist Asset Management, Llc 4 107 202
2025-08-04 13F Atria Investments Llc 265 854 −0,48 13 096 −0,28
2025-08-13 13F Per Stirling Capital Management, LLC. 77 089 −3,11 3 797 −2,91
2025-08-07 13F Kestra Private Wealth Services, Llc 333 039 8,14 16 406 8,36
2025-07-25 13F Lion Street Advisors, LLC 4 162 0,00 205 0,49
2025-08-08 13F Capital Investment Advisory Services, LLC 6 107 0,08 301 0,33
2025-07-10 13F Kmg Fiduciary Partners, Llc 46 102 0,01 2 271 0,22
2025-08-12 13F LPL Financial LLC 10 542 980 13,98 519 347 14,21
2025-08-14 13F Mariner, LLC 269 441 2,50 13 273 2,70
2025-08-07 13F Rathbone Brothers plc 4 254 0,00 210 0,00
2025-08-14 13F Old Mission Capital Llc 11 814 582
2025-07-21 13F Ameritas Advisory Services, LLC 151 651 −22,79 7 470 −22,39
2025-08-08 13F Foundations Investment Advisors, LLC 247 518 −1,95 12 193 −1,76
2025-08-06 13F Commonwealth Equity Services, Llc 945 768 −5,07 47 −4,17
2025-08-14 13F Valley Financial Group, Inc. 13 078 4,32 644 4,55
2025-08-11 13F Perennial Investment Advisors, LLC 26 838 −13,34 1 322 −13,14
2025-08-06 13F Wedbush Securities Inc 38 220 −7,42 2 −50,00
2025-08-11 13F Principal Securities, Inc. 13 455 −28,01 663 −27,17
2025-04-09 13F Gradient Investments LLC 0 −100,00 0
2025-07-25 13F Genesee Capital Advisors, LLC 4 602 0,88 227 0,89
2025-08-12 13F Calton & Associates, Inc. 7 604 375
2025-07-28 13F Mutual Advisors, LLC 93 797 −40,17 4 613 −39,85
2025-07-25 13F Priebe Wealth Holdings LLC 19 500 101,03 961 101,68
2025-07-30 13F Rehmann Capital Advisory Group 23 018 −5,29 1 134 −5,11
2025-08-13 13F Cerity Partners LLC 407 129 0,62 20 055 0,83
2025-08-14 13F Vivaldi Capital Management, LLC 101 800 68,63 5 015 68,99
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 28 539 −0,20 1 406 0,00
2025-08-01 13F Envestnet Asset Management Inc 970 436 4,52 47 804 4,73
2025-08-14 13F Stifel Financial Corp 549 755 −13,18 27 081 −13,00
2025-04-30 13F Fundamentun, Llc 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 305 634 139,44 15 056 139,92
2025-07-24 13F Robertson Stephens Wealth Management, LLC 14 937 −4,09 736 −3,92
2025-08-15 13F Manhattan West Asset Management, LLC 77 343 −28,31 3 810 −28,17
2025-07-17 13F City Holding Co 53 715 2,16 2 645 2,36
2025-07-18 13F Bartlett & Co. Wealth Management Llc 284 −5,02 14 −7,14
2025-07-18 13F Trilogy Capital Inc. 503 106 −5,47 24 783 −5,27
2025-07-29 13F Signature Estate & Investment Advisors Llc 4 618 0,11 227 0,44
2025-08-06 13F Long Run Wealth Advisors, LLC 249 146 3,79 12 273 4,00
2025-07-29 13F Koshinski Asset Management, Inc. 5 563 −3,55 274 −3,18
2025-08-14 13F Betterment LLC 6 674 11,36 0
2025-08-14 13F Hilltop Holdings Inc. 19 193 4,49 945 4,65
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-07-29 13F Ifrah Financial Services, Inc. 37 781 −0,49 1 861 −0,27
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-24 13F Insight Inv LLC 25 770 33,04 1 269 33,30
2025-08-13 13F GeoWealth Management, LLC 15 148 −1,63 746 −1,45
2025-08-14 13F Mpwm Advisory Solutions, Llc 5 761 284
2025-08-04 13F/A 626 Financial, LLC 15 640 −2,45 770 −2,28
2025-08-14 13F Harwood Advisory Group, LLC 170 698 −9,42 8 409 −8,32
2025-08-15 13F Captrust Financial Advisors 100 919 8,16 4 971 8,40
2025-08-04 13F Arcadia Wealth Management, Inc. 34 211 0,00 1 685 0,24
2025-08-14 13F IHT Wealth Management, LLC 48 119 1,21 2 370 1,41
2025-04-10 13F Clarus Wealth Advisors 0 −100,00 0
2025-07-18 13F Brueske Advisory Services, LLC 13 426 0,00 661 0,15
2025-08-12 13F Financial Advocates Investment Management 60 687 −0,89 2 989 −0,70
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 17 979 −0,06 886 0,11
2025-07-29 13F Cottonwood Capital Advisors, Llc 40 984 −3,07 2 019 −2,89
2025-08-13 13F Cresset Asset Management, LLC 7 760 0,00 382 0,26
2025-08-01 13F Ashton Thomas Private Wealth, LLC 128 132 6,07 6 312 6,28
2025-08-14 13F GWM Advisors LLC 309 900 7,08 15 266 7,30
2025-07-17 13F Raleigh Capital Management Inc. 1 864 1,08 92 1,11
2025-07-22 13F Berger Financial Group, Inc 991 200 2,15 48 827 2,35
2025-07-23 13F Prime Capital Investment Advisors, LLC 37 568 −5,02 1 851 −4,84
2025-07-23 13F Nbt Bank N A /ny 7 301 −3,14 360 −2,97
2025-08-07 13F Allworth Financial LP 11 096 0,21 547 0,92
2025-08-08 13F Petix & Botte Co 277 213 −6,10 13 655 −5,91
2025-05-15 13F London & Capital Asset Management Ltd 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 4 643 0,11 229 0,44
2025-08-14 13F Bnp Paribas Arbitrage, Sa 17 150 15,06 845 15,30
2025-08-01 13F Rossby Financial, LCC 1 778 0,28 88 1,16
2025-08-13 13F Trustmark National Bank Trust Department 17 475 −2,24 861 −2,05
2025-07-25 13F Cypress Capital Group 35 550 10,22 1 751 10,47
2025-07-25 13F Hazlett, Burt & Watson, Inc. 250 0
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-18 13F Tyler-Stone Wealth Management 17 654 −16,53 870 −16,36
2025-07-29 13F Salomon & Ludwin, LLC 37 0,00 2 0,00
2025-08-12 13F Steward Partners Investment Advisory, Llc 148 462 −12,35 7 313 −12,18
2025-08-14 13F Abbot Financial Management, Inc. 37 789 30,68 1 861 30,96
2025-08-08 13F TD Capital Management LLC 310 700 −0,52 15 305 −0,32
2025-08-13 13F Jones Financial Companies Lllp 152 694 75,43 7 508 75,48
2025-08-14 13F Wells Fargo & Company/mn 5 180 190 1,88 255 176 2,09
2025-08-08 13F Flaharty Asset Management, LLC 14 530 −1,49 716 −1,38
2025-08-11 13F United Capital Financial Advisers, Llc 21 895 −25,93 1 079 −25,81
2025-08-06 13F Golden State Wealth Management, LLC 3 330 −30,35 164 −30,21
2025-07-09 13F Towerpoint Wealth, LLC 17 580 2,03 866 2,13
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-07-14 13F Iams Wealth Management, Llc 36 861 −26,24 1 816 −26,10
2025-08-06 13F Csenge Advisory Group 736 493 3,41 36 014 3,35
2025-08-11 13F Chiron Capital Management, Llc 7 543 0,00 372 0,27
2025-08-14 13F Susquehanna International Group, Llp 16 186 797
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-14 13F Certified Advisory Corp 5 020 247
2025-07-29 13F Chicago Partners Investment Group LLC 29 114 1,08 1 431 1,35
2025-08-08 13F Cetera Investment Advisers 1 841 616 7,52 90 718 7,74
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 151 083 −20,29 7 442 −20,12
2025-08-14 13F Ancora Advisors, LLC 5 285 0,00 260 0,39
2025-04-03 13F Central Pacific Bank - Trust Division 0 −100,00 0
2025-07-29 13F International Assets Investment Management, Llc 14 544 −1,48 716 −1,24
2025-07-31 13F CVA Family Office, LLC 207 0,00 10 0,00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 361 143 92,47 17 788 89,71
2025-07-22 13F DAVENPORT & Co LLC 52 081 −0,60 2 566 −0,39
2025-08-13 13F Level Four Advisory Services, Llc 4 554 −8,55 224 −8,20
2025-08-12 13F Clearwater Capital Advisors, LLC 755 493 1,27 37 216 1,48
2025-07-07 13F Wesbanco Bank Inc 93 437 4 603
2025-08-11 13F Independent Advisor Alliance 90 215 −26,84 4 444 −26,71
2025-08-13 13F Avestar Capital, LLC 18 040 1,17 889 1,37
2025-07-09 13F Key Client Fiduciary Advisors, LLC 6 540 0,00 322 0,31
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-04-29 13F Davidson Trust Co 0 −100,00 0
2025-07-30 13F BlueChip Wealth Advisors LLC 29 946 −2,94 1 475 −2,70
2025-08-05 13F Prosperity Consulting Group, LLC 27 680 −0,44 1 364 −0,22
2025-07-30 13F Eqis Capital Management, Inc. 4 669 −5,39 230 −4,96
2025-07-09 13F Aaron Wealth Advisors LLC 357 186 1,35 17 595 1,56
2025-08-12 13F Gladstone Institutional Advisory LLC 18 932 2,99 933 3,21
2025-08-12 13F SRS Capital Advisors, Inc. 73 950 −21,91 3 643 −21,76
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 52 797 7,08 2 601 7,30
2025-08-14 13F CoreCap Advisors, LLC 85 195 9,88 4 197 10,10
2025-08-06 13F Vestmark Advisory Solutions, Inc. 363 206 104,02 17 892 104,45
2025-07-25 13F Endowment Wealth Management, Inc. 54 223 12,27 2 671 12,51
2025-08-15 13F Morgan Stanley 13 443 257 4,30 662 215 4,51
2025-08-12 13F TCP Asset Management, LLC 146 582 1,88 7 221 2,09
2025-04-03 13F First Hawaiian Bank 0 −100,00 0
2025-07-16 13F Moneywise, Inc. 5 058 0,44 249 0,81
2025-08-13 13F Summit Financial, LLC 121 814 −28,80 6 001 −28,66
2025-07-18 13F Truist Financial Corp 261 446 −2,30 12 879 −2,11
2025-05-01 13F Quest 10 Wealth Builders, Inc. 562 −10,08 28 −10,00
2025-08-11 13F Aptus Capital Advisors, LLC 1 097 32,97 54 35,00
2025-08-12 13F Archer Investment Corp 6 049 0,72 298 0,68
2025-07-14 13F Chris Bulman Inc 18 407 4,77 907 4,98
2025-07-22 13F Miracle Mile Advisors, LLC 5 221 0,00 257 0,39
2025-08-13 13F StoneX Group Inc. 29 419 −6,27 1 449 −6,03
2025-08-05 13F Bank of New York Mellon Corp 38 572 3,29 1 900 3,54
2025-07-30 13F IMG Wealth Management, Inc. 56 0,00 3 0,00
2025-08-04 13F Spire Wealth Management 6 728 −75,22 331 −75,19
2025-07-23 13F Trueblood Wealth Management, LLC 5 195 0,08 256 0,00
2025-07-29 13F Stephens Inc /ar/ 344 472 −7,29 16 969 −7,10
2025-07-23 13F Sachetta, LLC 260 0,00 13 0,00
2025-08-15 13F Equitable Holdings, Inc. 54 529 52,66 2 686 53,05
2025-08-12 13F J.w. Cole Advisors, Inc. 27 094 7,34 1 335 7,58
2025-07-09 13F Searcy Financial Services Inc /adv 395 350 1,30 19 475 1,50
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-08-08 13F MTM Investment Management, LLC 2 173 −29,86 107 −29,61
2025-07-16 13F American National Bank 279 0,00 14 0,00
2025-08-04 13F Creative Financial Designs Inc /adv 10 977 −12,11 541 −12,05
2025-07-24 13F Columbia Advisory Partners Llc 25 832 −4,55 1 272 −4,36
2025-07-15 13F BostonPremier Wealth LLC 115 343 1,94 5 682 2,14
2025-08-05 13F Claro Advisors LLC 7 409 −7,88 365 −7,85
2025-07-22 13F Wealthcare Advisory Partners LLC 52 832 4,58 2 603 4,79
2025-08-13 13F Cheviot Value Management, LLC 255 0,00 13 0,00
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-08-14 13F Pinnacle Family Advisors, LLC 10 315 3,65 508 3,89
2025-07-18 13F Marino, Stram & Associates Llc 17 445 859
2025-07-14 13F Southland Equity Partners LLC 10 416 −1,58 513 −1,35
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 141 467 4,96 6 946 5,74
2025-08-08 13F Creative Planning 13 423 −23,99 661 −23,85
2025-07-08 13F Adamsbrown Wealth Consultants Llc 111 893 13,53 5 512 13,77
2025-07-23 13F Tcfg Wealth Management, Llc 21 300 −12,84 1 049 −12,66
2025-08-14 13F Ausdal Financial Partners, Inc. 6 409 −0,93 316 −0,94
2025-08-06 13F Fairway Financial, LLC 132 430 −0,54 6 524 −0,34
2025-07-21 13F DHJJ Financial Advisors, Ltd. 421 0,00 21 0,00
2025-08-08 13F Gts Securities Llc 9 931 489
2025-07-11 13F Kaydan Wealth Management, Inc. 4 351 214
2025-08-11 13F Lake Street Financial Llc 4 487 221
2025-08-13 13F Renaissance Technologies Llc 250 800 −22,64 12 354 −22,48
2025-08-12 13F Wisconsin Wealth Advisors, LLC 31 722 −3,36 1 563 −3,16
2025-07-08 13F Parallel Advisors, LLC 4 323 15,90 213 15,85
2025-07-18 13F Tanager Wealth Management LLP 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 43 810 −6,68 2 158 −6,46
2025-08-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2025-07-17 13F Centennial Wealth Advisory LLC 82 836 130,97 4 077 131,20
2025-07-23 13F Country Club Bank /gfn 42 033 55,78 2 067 55,81
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-17 13F LexAurum Advisors, LLC 153 274 −2,08 7 550 −1,87
2025-07-21 13F Ameriflex Group, Inc. 103 0,00 5 0,00
2025-07-30 13F Strategic Blueprint, LLC 4 602 −13,15 227 −13,08
2025-08-11 13F HighTower Advisors, LLC 697 393 −1,25 34 354 −1,05
2025-08-11 13F Y.D. More Investments Ltd 1 596 133,67 78 136,36
2025-07-23 13F Kingswood Wealth Advisors, Llc 4 435 218
2025-08-13 13F Proactive Wealth Strategies LLC 4 645 1,02 0
2025-08-14 13F Integrated Wealth Concepts LLC 325 317 4,55 16 025 4,76
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 32 976 −13,39 1 622 −13,31
2025-08-29 13F Total Investment Management Inc 327 16
2025-07-14 13F AdvisorNet Financial, Inc 5 792 32,27 285 32,56
2025-08-14 13F Mml Investors Services, Llc 206 962 1,43 10 0,00
2025-07-15 13F Retirement Guys Formula Llc 5 237 0,00 258 0,00
2025-07-15 13F Wealth Effects Llc 9 902 0,00 488 0,21
2025-07-23 13F Bellevue Asset Management, Llc 176 778 1,80 8 708 2,01
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 8 −99,39 0 −100,00
2025-07-31 13F/A Avion Wealth 223 0,00 0
2025-08-14 13F Comerica Bank 190 158 −1,57 9 367 −1,37
2025-07-15 13F Hidden Cove Wealth Management, LLC 16 122 794
2025-08-11 13F Citigroup Inc 133 821 3,78 6 592 4,01
2025-07-16 13F Perigon Wealth Management, LLC 38 446 27,63 1 894 27,91
2025-08-14 13F/A Rockefeller Capital Management L.P. 249 853 0,23 12 308 0,43
2025-07-15 13F EWG Elevate Inc. 203 702 −0,16 10 034 0,05
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 −100,00 0 −100,00
2025-07-25 13F Cwm, Llc 345 385 −0,01 17 6,25
2025-05-15 13F/A Orion Portfolio Solutions, LLC 46 945 −2,61 2 308 −1,66
2025-07-09 13F StrongBox Wealth, LLC 16 475 0,61 812 0,87
2025-08-29 13F Centaurus Financial, Inc. 4 586 −15,47 0
2025-08-14 13F Goldman Sachs Group Inc 54 953 2 707
2025-08-04 13F Arbor Capital Management Inc /adv 8 824 −1,59 434 −1,36
2025-08-11 13F Core Wealth Partners LLC 0 −100,00 0
2025-08-04 13F Wealth Management Associates, Inc. 6 677 0,13 329 0,31
2025-08-12 13F Global Retirement Partners, LLC 15 320 29,21 755 30,68
2025-07-25 13F Commonwealth Financial Services, LLC 5 414 −96,23 267 −96,23
2025-08-06 13F AE Wealth Management LLC 45 330 −19,21 2 233 −19,07
2025-07-14 13F Capital CS Group, LLC 9 044 −4,89 446 −4,71
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 27 759 2,66 1 367 2,86
2025-07-09 13F Triumph Capital Management 115 777 3,58 5 703 3,80
2025-07-14 13F Park Avenue Securities Llc 42 202 2,18 2 0,00
2025-08-12 13F Waterloo Capital, L.P. 4 925 0,00 243 0,00
2025-05-06 13F JPL Wealth Management, LLC 25 642 1 237
2025-07-25 13F Sovereign Financial Group, Inc. 0 −100,00 0 −100,00
2025-08-08 13F IMA Wealth, Inc. 130 703 −3,41 6 438 −3,22
2025-08-04 13F Merkkuri Wealth Advisors LLC 8 762 −2,50 432 −2,27
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 11 956 15,73 589 15,98
2025-05-06 13F Kovack Advisors, Inc. 0 −100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 8 308 −3,71 409 −3,54
2025-08-12 13F Proequities, Inc. 0 0
2025-07-23 13F Family Legacy, Inc. 8 513 0,00 419 0,24
2025-04-16 13F Farmers & Merchants Investments Inc 0 −100,00 0
2025-07-09 13F Keystone Wealth Services, LLC 72 344 0,81 3 564 1,02
2025-07-29 13F Elevation Capital Advisory, LLC 32 869 266,07 1 619 267,12
2025-08-12 13F Entruity Wealth, LLC 126 722 2,10 6 242 2,31
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 67 607 2,11 3 330 2,34
2025-08-26 13F Claris Financial LLC 40 681 −28,09 2 004 −27,24
2025-07-14 13F Sowell Financial Services LLC 42 269 598,20 2 082 601,01
2025-07-25 13F We Are One Seven, LLC 8 797 0,13 433 0,46
2025-08-07 13F Brio Consultants, LLC 0 −100,00 0 −100,00
2025-07-17 13F Beacon Capital Management, LLC 484 −10,04 24 −11,54
2025-07-10 13F Redhawk Wealth Advisors, Inc. 175 600 8 650
2025-08-15 13F Fsb Premier Wealth Management, Inc. 66 661 11,36 3 284 11,59
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 850 960 25,95 41 928 26,19
2025-07-21 13F AIFG Consultants Ltd. 42 341 −6,50 2 086 −6,33
2025-08-04 13F Pensionmark Financial Group, Llc 6 011 −26,64 296 −26,37
2025-08-06 13F True Wealth Design, LLC 400 0,00 20 0,00
2025-08-08 13F 1776 Wealth LLC 9 757 −15,94 481 −15,79
2025-08-14 13F Herold Advisors, Inc. 5 812 −38,66 286 −38,63
2025-07-10 13F Focus Financial Network, Inc. 7 395 −27,89 364 −27,78
2025-08-13 13F Northwestern Mutual Wealth Management Co 833 495 4,69 41 058 4,90
2025-08-12 13F Park Square Financial Group, LLC 39 084 −22,23 1 925 −22,06
2025-08-14 13F Helium Advisors LLC 21 729 −0,81 1 070 −0,56
2025-07-16 13F Novem Group 4 208 −1,31 207 −0,96
2025-08-04 13F Arkadios Wealth Advisors 13 993 29,30 689 29,51
2025-08-04 13F Daymark Wealth Partners, Llc 4 227 208
2025-07-31 13F Oppenheimer & Co Inc 115 143 −17,06 5 672 −16,90
2025-08-15 13F Kestra Advisory Services, LLC 234 894 −0,30 11 571 −0,09
2025-08-05 13F Sigma Planning Corp 93 815 −33,91 4 621 −33,78
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 878 118 5,00 42 940 4,48
2025-07-15 13F Armis Advisers, LLC 0 −100,00 0 −100,00
2025-07-31 13F Moment Partners, LLC 4 652 −8,71 229 −8,40
2025-07-30 13F Clifford Swan Investment Counsel Llc 306 127 −0,90 15 080 −0,70
2025-07-23 13F Castle Rock Wealth Management, LLC 0 −100,00 0
2025-07-30 13F TFB Advisors LLC 19 745 10,92 973 11,09
2025-08-13 13F Luminist Capital LLC 5 936 0,00 292 0,34
2025-08-19 13F Advisory Services Network, LLC 32 303 −17,79 1 588 −17,76
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 28 364 −1,01 1 397 −0,78
2025-08-08 13F Pnc Financial Services Group, Inc. 3 530 −11,15 174 −11,28
2025-08-06 13F Spurstone Advisory Services, LLC 8 0,00 0
2025-07-01 13F Private Client Services, Llc 6 386 −10,45 315 −10,29
2025-07-17 13F Janney Montgomery Scott LLC 221 383 −2,65 11 −9,09
2025-07-11 13F Pinnacle Bancorp, Inc. 3 220 0,00 159 0,00
2025-07-08 13F Braun-Bostich & Associates Inc. 71 134 −1,09 3 504 −0,88
2025-07-07 13F Vishria Bird Financial Group, LLC 15 137 −7,01 746 −6,87
2025-07-08 13F Atwood & Palmer Inc 23 710 −92,36 1 168 −92,35
2025-07-29 13F Stratos Wealth Advisors, LLC 14 366 146,80 708 147,20
2025-07-16 13F RWM Asset Management, LLC 59 543 8,90 2 933 9,11
2025-08-01 13F Wealth Watch Advisors, INC 18 271 −4,82 900 −4,56
2025-07-22 13F Belpointe Asset Management LLC 53 330 7,20 2 627 7,44
2025-07-23 13F Clear Creek Financial Management, LLC 123 211 −36,68 6 069 −36,56
2025-04-25 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-11 13F Platform Technology Partners 7 827 0,00 386 0,26
2025-07-31 13F Shaker Investments Llc/oh 0 −100,00 0
2025-08-14 13F Sargent Investment Group, LLC 8 220 −2,49 407 −1,93
2025-07-15 13F Retirement Income Solutions, Inc 4 735 2,18 233 2,64
2025-07-08 13F Ballew Advisors, Inc 15 976 −0,21 786 1,29
2025-07-16 13F PFS Partners, LLC 211 028 −2,50 10 395 −2,29
2025-07-18 13F Midwest Financial Group LLC 38 148 −14,96 1 879 −14,78
2025-07-15 13F Traction Financial Partners, LLC 40 555 18,33 1 998 18,59
2025-08-04 13F Center for Financial Planning, Inc. 65 000 −23,85 3 202 −23,71
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-07 13F O'Connor Financial Group LLC 12 376 0,55 609 0,50
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 126 516 −7,11 6 232 −6,92
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-08 13F Condor Capital Management 50 668 −0,14 2 496 0,04
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 64 272 1,64 3 166 1,87
2025-07-31 13F West Michigan Advisors, Llc 6 683 −1,56 329 −1,20
2025-08-04 13F Hantz Financial Services, Inc. 400 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 19 823 3,02 976 3,28
2025-07-10 13F Secure Asset Management, LLC 194 782 −4,11 9 595 −3,93
2025-08-14 13F Quantinno Capital Management LP 8 976 1,14 442 1,38
2025-08-01 13F Winebrenner Capital Management Llc 8 289 −3,29 408 −3,09
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-05-05 13F Impact Partnership Wealth, LLC 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 127 359 −24,60 6 274 −24,46
2025-07-22 13F Global Assets Advisory, LLC 26 585 −66,92 1 310 −66,70
2025-08-06 13F First Horizon Advisors, Inc. 6 769 −0,56 333 −0,30
2025-08-07 13F Alpha Financial Advisors, LLC 105 213 7,26 5 183 7,47
2025-08-13 13F Stenger Family Office, LLC 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-14 13F Snowden Capital Advisors LLC 104 881 1,47 5 166 1,67
2025-08-15 13F First Heartland Consultants, Inc. 113 939 −13,46 5 613 −13,29
2025-07-17 13F Mainsail Financial Group, LLC 127 903 7,52 6 283 7,44
2025-07-25 13F Apollon Wealth Management, LLC 46 010 −4,45 2 266 −4,27
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 262 0,00 13 0,00
2025-08-04 13F HBK Sorce Advisory LLC 4 995 −2,02 246 −1,60
2025-08-14 13F Integrity Wealth Advisors, Inc. 16 635 1,46 819 1,61
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-31 13F Optimum Investment Advisors 1 900 0,00 94 0,00
2025-07-11 13F Grove Bank & Trust 156 777 2,41 7 723 2,60
2025-07-25 NP LALT - First Trust Multi-Strategy Alternative ETF 25 235 1 112,06 1 234 1 145,45
2025-08-25 NP FTBI - First Trust Balanced Income ETF 2 565 126
2025-08-01 13F Capital Investment Counsel, LLC 4 195 −37,48 207 −37,39
2025-08-13 13F Capital Analysts, Inc. 116 0,87 0
2025-08-08 13F Hartland & Co., LLC 35 0,00 2 0,00
2025-07-17 13F Genesis Private Wealth, Llc 117 644 5 795
2025-07-23 13F Friedenthal Financial 70 053 −54,54 3 451 −54,46
2025-07-22 13F Simplicity Wealth,LLC 24 346 115,66 1 199 116,43
2025-08-13 13F Beacon Pointe Advisors, LLC 11 266 −6,02 555 −5,94
2025-09-11 13F Milestones Private Investment Advisors LLC 7 116 351
2025-07-10 13F American Financial Advisors, LLC 341 217 −0,72 16 808 −0,51
2025-07-17 13F Wagner Wealth Management, Llc 993 −12,36 49 −12,73
2025-07-09 13F Inspirion Wealth Advisors, Llc 422 450 2,47 20 810 2,68
2025-08-14 13F Raymond James Financial Inc 3 595 511 5,43 177 115 5,65
2025-07-02 13F Capital Market Strategies LLC 6 751 0,00 333 0,30
2025-08-13 13F Transce3nd, LLC 77 0,00 4 0,00
2025-07-24 13F WMG Financial Advisors, LLC 5 749 −0,38 283 0,00
2025-08-14 13F Sunbelt Securities, Inc. 604 113,43 29 123,08
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 445 675 −4,83 22 −8,70
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-08-08 13F Kingsview Wealth Management, LLC 188 581 −4,86 9 289 −4,66
2025-08-14 13F Riggs Asset Managment Co. Inc. 1 718 −2,55 85 −2,33
2025-07-16 13F Maridea Wealth Management LLC 26 127 79,88 1 287 80,11
2025-07-23 13F Heck Capital Advisors, LLC 453 087 4,02 22 319 4,24
2025-08-12 13F Jaffetilchin Investment Partners, LLC 5 150 1,02 254 1,20
2025-07-30 13F D.a. Davidson & Co. 131 300 −13,81 6 468 −13,65
2025-07-15 13F James J. Burns & Company, LLC 88 080 −0,69 4 339 −0,48
2025-07-01 13F Harbor Investment Advisory, Llc 2 746 0,00 135 0,75
2025-07-21 13F Barrett & Company, Inc. 24 671 0,00 1 215 0,25
2025-08-26 13F/A Thrivent Financial For Lutherans 35 852 2
2025-07-23 13F Laraway Financial Inc 9 093 −5,76 448 −5,70
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 80 532 −1,44 4 −25,00
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 16 810 −0,01 828 0,24
2025-07-24 13F Blair William & Co/il 766 −36,75 38 −37,29
2025-07-21 13F Clarity Capital Partners LLC 4 228 2,45 208 2,97
2025-05-14 13F REAP Financial Group, LLC 0 −100,00 0 −100,00
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-07-08 13F Morris Retirement Advisors, LLC 199 464 −5,63 9 826 −5,44
2025-07-17 13F Mattern Wealth Management LLC 11 500 0,00 566 0,18
2025-08-13 13F Summit Wealth Group Llc / Co 17 061 840
2025-05-15 13F National Wealth Management Group, LLC 9 343 459
2025-07-22 13F Kessler Investment Group, LLC 305 15
2025-07-30 13F Patten Group, Inc. 41 085 4,35 2 024 4,55
2025-07-25 13F Atria Wealth Solutions, Inc. 51 739 −54,36 2 548 −54,28
2025-08-06 13F Prospera Financial Services Inc 443 337 −13,65 21 849 −13,47
2025-08-14 13F Acorn Wealth Advisors, LLC 9 052 −4,26 446 −4,09
2025-07-29 13F Private Trust Co Na 18 477 −21,56 910 −21,42
2025-08-11 13F Anfield Capital Management, LLC 81 655 2,36 4 022 2,58
2025-08-13 13F Continuum Advisory, LLC 81 086 40,74 3 994 41,03
2025-08-14 13F Benjamin Edwards Inc 106 401 18,53 5 241 18,76
2025-07-08 13F Nbc Securities, Inc. 16 010 0,40 1
2025-07-31 13F Moloney Securities Asset Management, LLC 8 530 6,07 420 6,33
2025-07-28 13F Axxcess Wealth Management, Llc 23 782 7,56 1 172 7,83
2025-08-12 13F Change Path, LLC 12 126 8,22 597 8,55
2025-07-24 13F IFP Advisors, Inc 224 226 32,41 11 045 32,67
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-04 13F IFG Advisory, LLC 25 697 −26,16 1 266 −26,02
2025-07-29 13F Crux Wealth Advisors 8 659 8,78 427 8,95
2025-08-08 13F Meridian Wealth Management, LLC 6 745 −9,22 332 −9,04
2025-08-11 13F NewEdge Wealth, LLC 46 536 −2,44 2 302 −1,83
2025-05-01 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 321 449 5,93 15 835 6,15
2025-08-06 13F Walkner Condon Financial Advisors LLC 307 531 10,21 15 149 10,43
2025-07-02 13F HBW Advisory Services LLC 4 527 2,12 223 2,76
2025-07-11 13F Seacrest Wealth Management, Llc 5 069 0,00 250 0,00
2025-07-08 13F Prism Advisors, Inc. 263 224 −7,57 12 966 −7,39
2025-07-14 13F Financial Enhancement Group LLC 369 039 −25,76 18 142 −25,09
2025-08-04 13F Creekmur Asset Management LLC 633 497,17 31 520,00
2025-08-14 13F UBS Group AG 4 963 965 20,21 244 525 20,45
2025-07-23 13F Narwhal Capital Management 13 299 −4,95 655 −4,66
2025-07-31 13F Curio Wealth, Llc 100 5
2025-08-11 13F Private Advisor Group, LLC 261 445 −44,96 12 879 −44,85
2025-08-14 13F Citadel Advisors Llc 196 329 9 671
2025-07-11 13F Farther Finance Advisors, LLC 5 102 −74,34 251 −74,31
2025-07-09 13F Beacon Financial Group 4 226 0,00 208 0,48
2025-08-14 13F Citadel Advisors Llc Call 6 700 34,00 330 34,69
2025-08-12 13F Ameritas Investment Partners, Inc. 172 059 0,48 8 476 0,69
2025-07-17 13F TBH Global Asset Management, LLC 42 589 −32,12 2 098 −32,00
2025-07-28 13F Lunt Capital Management, Inc. 134 552 0,77 6 628 0,98
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 58 923 −13,43 2 903 −13,27
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 299 341 0,08 14 746 0,29
2025-08-12 13F Concentrum Wealth Management 14 544 −7,94 716 −7,73
2025-08-20 13F/A Coppell Advisory Solutions LLC 60 565 43,95 2 978 44,23
2025-07-03 13F TrueWealth Advisors, LLC 5 302 261
2025-07-11 13F Quad-Cities Investment Group, LLC 4 904 −1,25 242 −1,23
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 925 46
2025-08-14 13F LaSalle St. Investment Advisors, LLC 14 186 1,60 1
2025-08-13 13F Gateway Wealth Partners, LLC 19 455 −9,88 958 −9,71
2025-08-04 13F Assetmark, Inc 252 052 11,44 12 416 11,66
2025-08-14 13F Colony Group, LLC 178 915 −1,63 8 813 −1,42
2025-08-13 13F Holos Integrated Wealth LLC 4 485 0,00 222 0,45
2025-08-19 13F Asset Dedication, LLC 1 364 67
2025-08-13 13F First Trust Advisors Lp 1 103 235 11,45 54 345 11,68
2025-08-13 13F Baird Financial Group, Inc. 506 206 1,83 24 936 2,04
2025-08-14 13F Visionary Wealth Advisors 78 056 −9,51 3 845 −9,32
2025-08-18 13F Hollencrest Capital Management 638 31
2025-07-28 13F Harbour Investments, Inc. 469 605 3,17 23 133 3,38
2025-08-14 13F Ameriprise Financial Inc 10 603 −7,84 522 −7,61
2025-08-14 13F Ambassador Advisors, LLC 27 827 6,27 1 371 6,45
2025-05-14 13F Rede Wealth, LLC 0 −100,00 0
2025-07-22 13F Beacon Financial Advisory LLC 46 587 81,26 2 295 81,63
2025-08-13 13F Raab & Moskowitz Asset Management LLC 10 861 −1,78 535 −1,47
2025-08-13 13F Maia Wealth LLC 49 077 15,95 2 418 16,99
2025-07-11 13F SILVER OAK SECURITIES, Inc 103 587 0,08 5 103 0,29
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 825 0,00 41 0,00
2025-08-11 13F Tidemark, LLC 5 252 23,78 259 24,04
2025-08-14 13F Ssi Investment Management Llc 10 090 −62,41 497 −62,32
2025-07-08 13F Goldstone Financial Group, LLC 8 569 54,76 422 54,78
2025-07-09 13F VisionPoint Advisory Group, LLC 24 758 1 220
2025-07-09 13F Dynamic Advisor Solutions LLC 11 739 18,18 578 18,44
2025-07-28 13F Essex LLC 5 081 −2,16 250 −1,96
2025-07-10 13F Signal Advisors Wealth, LLC 5 657 23,41 279 23,56
2025-08-06 13F SOUTH STATE Corp 0 −100,00 0
2025-07-23 13F Gentry Private Wealth, Llc 6 561 −69,95 323 −69,90
2025-07-24 13F Us Bancorp \de\ 11 358 235,44 559 236,75
2025-05-05 13F Diversify Advisory Services, LLC 0 −100,00 0
2025-07-22 13F Coastal Investment Advisors, Inc. 0 −100,00 0
2025-07-30 13F Prosperity Financial Group, Inc. 0 −100,00 0
2025-08-05 13F Holistic Financial Partners 4 528 −57,32 223 −57,20
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-11 13F Strategic Wealth Partners, Ltd. 61 3
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Larson Financial Group LLC 4 007 −18,80 197 −18,60
2025-08-05 13F Huntington National Bank 2 0,00
2025-08-14 13F EP Wealth Advisors, Inc. 5 657 279
2025-07-10 13F Sovran Advisors, LLC 6 887 −51,98 338 −51,78
2025-08-14 13F Bank Of America Corp /de/ 1 630 521 18,01 80 319 18,24
2025-07-17 13F Sound Income Strategies, LLC 0 0
2025-08-14 13F Jane Street Group, Llc 18 058 890
2025-08-07 13F Resources Investment Advisors, LLC. 19 299 −14,49 951 −14,34
2025-08-08 13F Emerald Investment Partners, Llc 305 −39,60 15 −37,50
2025-07-08 13F TL Private Wealth 298 480 −1,32 14 640 −0,93
2025-08-12 13F MAI Capital Management 8 788 −87,93 433 −87,93
2025-04-24 13F Cambridge Advisors Inc. 0 −100,00 0
2025-07-09 13F Divergent Planning, LLC 16 475 812
2025-07-21 13F Fairvoy Private Wealth, LLC 312 260 1,80 15 380 2,00
2025-07-25 13F Concurrent Investment Advisors, LLC 775 525 4,51 38 202 4,72
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