FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund - Institusjonelt eierskap - Selgere

First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
US ˙ NasdaqGM ˙ US33738D3098

Institusjonelle- og Fondseierskap - Selgere

Denne siden viser institusjoner, fond og større aksjonærer som har redusert sine beholdninger eller stengt sine posisjoner i løpet av den siste rapporteringsperioden. Røde rader indikerer lukkede posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.

Oppgraderfor å låse opp premiumdata.

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-07-11 13F Coastwise Capital Group, LLC 44 895 −12,59 2 060 −12,12
2025-07-16 13F Cambridge Advisors Inc. 0 −100,00 0
2025-05-08 13F Arkadios Wealth Advisors 0 −100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 64 302 −66,87 2 951 −66,70
2025-05-12 13F Sandy Spring Bank 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 4 642 −0,15 213 0,47
2025-07-07 13F Investors Research Corp 29 911 −1,24 1 373 −0,72
2025-05-13 13F CacheTech Inc. 143 470 −6,89 6 319 −11,31
2025-08-06 13F Wedbush Securities Inc 10 478 −17,61 0
2025-04-24 13F Trust Co Of Vermont 0 −100,00 0
2025-08-14 13F Comerica Bank 40 550 −26,83 1 861 −26,45
2025-08-14 13F Goldman Sachs Group Inc 16 697 −85,49 766 −85,42
2025-08-11 13F Principal Securities, Inc. 10 163 −17,85 466 −18,53
2025-08-11 13F Tidemark, LLC 0 −100,00 0
2025-08-29 13F Centaurus Financial, Inc. 4 028 −1,83 0
2025-08-13 13F Virtue Capital Management, LLC 553 071 −14,70 25 380 −14,24
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0
2025-08-13 13F SageView Advisory Group, LLC 62 926 −0,61 2 892 0,03
2025-07-14 13F Iams Wealth Management, Llc 0 −100,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-16 13F Octavia Wealth Advisors, LLC 11 305 −11,63 519 −11,30
2025-07-30 13F Brookstone Capital Management 142 378 −3,40 6 534 −2,90
2025-05-20 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-14 13F Financial Network Wealth Advisors LLC 2 828 −6,45 130 −6,52
2025-07-14 13F Sowell Financial Services LLC 59 507 −28,54 2 731 −28,18
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 60 408 −17,70 3 −33,33
2025-07-25 13F We Are One Seven, LLC 14 479 −18,29 664 −17,82
2025-09-04 13F/A Advisor Group Holdings, Inc. 548 078 −8,85 25 150 −8,38
2025-08-07 13F Kestra Private Wealth Services, Llc 9 405 −0,53 432 0,00
2025-08-07 13F Alpha Cubed Investments, LLC 10 787 −3,44 495 −2,75
2025-08-06 13F Commonwealth Equity Services, Llc 171 019 −0,22 8 0,00
2025-08-14 13F Mariner, LLC 15 243 −68,95 700 −68,79
2025-07-16 13F Midwest Heritage Bank, FSB 14 485 −33,88 665 −33,60
2025-08-13 13F Northwestern Mutual Wealth Management Co 11 661 −11,92 535 −11,42
2025-04-08 13F Parallel Advisors, LLC 0 −100,00 0
2025-07-18 13F PFG Investments, LLC 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 22 459 −39,81 1 031 −39,91
2025-07-17 13F Northwest Wealth Management, Llc 14 411 −4,49 661 −3,92
2025-05-13 13F Adams Wealth Management 138 417 −10,17 6 319 −11,31
2025-08-04 13F Center for Financial Planning, Inc. 0 −100,00 0
2025-08-05 13F Integrity Financial Corp /WA 70 611 −15,36 3 240 −14,92
2025-07-31 13F Brinker Capital Investments, LLC 0 −100,00 0
2025-07-28 13F Mutual Advisors, LLC 21 272 −10,40 977 −9,54
2025-08-04 13F AlphaStar Capital Management, LLC 0 −100,00 0
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-11 13F/A Purus Wealth Management, LLC 8 077 −1,74 371 −1,33
2025-08-13 13F Stenger Family Office, LLC 0 −100,00 0
2025-07-11 13F My Legacy Advisors, LLC 18 449 −0,87 850 0,00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7 737 −1,78 355 −1,11
2025-09-02 13F Pvg Asset Management Corp 5 170 −4,29 237 −3,66
2025-07-28 13F Mission Hills Financial Advisory, LLC 131 835 −1,69 6 050 −1,18
2025-07-30 13F Insight Advisors, LLC/ PA 4 729 −3,55 217 −3,14
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-06 13F Walkner Condon Financial Advisors LLC 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-13 13F JT Stratford LLC 13 489 −13,84 619 −13,31
2025-08-07 13F Curtis Advisory Group, LLC 16 810 −16,71 771 −16,29
2025-04-23 13F Financial Enhancement Group LLC 0 −100,00 0 −100,00
2025-08-14 13F Harwood Advisory Group, LLC 48 −75,51 2 −77,78
2025-07-29 13F Ifrah Financial Services, Inc. 50 421 −0,09 2 314 0,43
2025-07-31 13F Brighton Jones Llc 5 906 −6,77 271 −6,23
2025-08-19 13F Advisory Services Network, LLC 17 188 −48,59 789 −48,30
2025-07-24 13F Aurora Private Wealth, Inc. 81 789 −3,37 4 0,00
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-01 13F Wealth Watch Advisors, INC 12 383 −2,15 568 −1,56
2025-07-18 13F First Pacific Financial 0 −100,00 0
2025-07-17 13F Keystone Global Partners, LLC 0 −100,00 0
2025-07-29 13F FLC Capital Advisors 0 −100,00 0
2025-07-29 13F ShoreHaven Wealth Partners, LLC 31 872 −13,25 1 463 −12,82
2025-07-29 13F Stratos Wealth Partners, LTD. 9 658 −0,55 443 0,00
2025-05-14 13F 1620 Investment Advisors, Inc. 0 −100,00 0
2025-08-06 13F Legacy Investment Solutions, LLC 35 870 −29,22 1 646 −29,69
2025-07-22 13F Global Assets Advisory, LLC 9 766 −66,67 449 −66,21
2025-08-14 13F Snowden Capital Advisors LLC 56 928 −1,43 2 612 −0,91
2025-07-18 13F Philip James Wealth Mangement, LLC 4 394 −24,73 202 −24,44
2025-07-29 13F Activest Wealth Management 2 600 −84,81 119 −84,76
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 100 400 −24,79 4 607 −24,40
2025-07-16 13F MJT & Associates Financial Advisory Group, Inc. 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 48 315 −6,78 2 217 −6,30
2025-07-22 13F IVC Wealth Advisors LLC 9 600 −8,40 441 −7,95
2025-08-12 13F Jpmorgan Chase & Co 164 889 −13,29 7 567 −12,84
2025-08-13 13F Barclays Plc 0 −100,00 0
2025-08-01 13F Winebrenner Capital Management Llc 6 631 −0,51 304 0,00
2025-07-23 13F Nbt Bank N A /ny 5 185 −1,46 238 −1,25
2025-08-05 13F Simplex Trading, Llc 124 −38,00 0
2025-08-05 13F Sigma Planning Corp 12 863 −13,04 590 −12,59
2025-05-12 13F National Bank Of Canada /fi/ 0 −100,00 0 −100,00
2025-08-11 13F One Capital Management, LLC 1 135 739 −14,27 52 119 −13,82
2025-08-14 13F UBS Group AG 778 837 −3,43 35 741 −2,92
2025-08-06 13F Csenge Advisory Group 7 106 −6,70 325 −5,80
2025-07-10 13F American Financial Advisors, LLC 32 699 −4,03 1 501 −3,54
2025-07-29 13F TrueMark Investments, LLC 0 −100,00 0
2025-08-15 13F First Heartland Consultants, Inc. 8 772 −82,33 403 −82,26
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-05-13 13F Hilton Capital Management, LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 376 411 −11,35 17 273 −10,89
2025-05-05 13F OneAscent Financial Services LLC 0 −100,00 0
2025-07-22 13F Accel Wealth Management 30 954 −2,07 1 420 −1,53
2025-08-08 13F L & S Advisors Inc 15 601 −13,20 716 −12,80
2025-08-11 13F Chiron Capital Management, Llc 5 277 −27,48 242 −27,11
2025-07-22 13F Coastal Investment Advisors, Inc. 6 405 −3,00 294 −2,66
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 10 029 −14,89 460 −14,34
2025-05-12 13F Benjamin Edwards Inc 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 65 680 −2,03 3 014 −1,50
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 150 820 −3,11 6 932 −2,49
2025-07-09 13F WealthCare Investment Partners, LLC 14 679 −4,68 676 −3,43
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 329 623 −24,20 15 −21,05
2025-08-14 13F Raymond James Financial Inc 1 502 512 −2,39 68 950 −1,88
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 12 711 −28,04 580 −28,92
2025-07-23 13F High Note Wealth, LLC 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 1 931 799 −10,76 88 650 −10,29
2025-07-28 13F Tower Wealth Partners, Inc. 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 626 −14,60 29 −15,15
2025-08-07 13F Allworth Financial LP 0 −100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 15 732 −3,09 722 −2,70
2025-07-30 13F D.a. Davidson & Co. 87 893 −15,17 4 033 −14,72
2025-07-24 13F Eastern Bank 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 0 −100,00 0
2025-07-18 13F Truist Financial Corp 68 830 −8,53 3 159 −8,06
2025-08-05 13F Prosperity Consulting Group, LLC 37 558 −4,52 1 724 −4,01
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-05-14 13F Clarity Financial LLC 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 0 −100,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 44 005 −20,15 2 019 −19,72
2025-08-12 13F Gladstone Institutional Advisory LLC 50 028 −15,22 2 296 −14,78
2025-08-12 13F Change Path, LLC 6 875 −5,86 315 −5,41
2025-07-25 13F Atria Wealth Solutions, Inc. 17 265 −53,70 792 −53,47
2025-04-09 13F Inspirion Wealth Advisors, Llc 0 −100,00 0 −100,00
2025-08-08 13F Avantax Advisory Services, Inc. 43 776 −44,58 2 009 −44,30
2025-08-13 13F StoneX Group Inc. 16 763 −2,57 769 −2,04
2025-08-11 13F NewEdge Wealth, LLC 23 336 −3,55 1 073 −2,90
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-19 13F National Asset Management, Inc. 31 284 −38,32 1 436 −38,81
2025-08-13 13F Capital Analysts, Inc. 10 064 −0,40 0
2025-08-04 13F IFG Advisory, LLC 6 254 −16,21 287 −15,59
2025-08-04 13F Creekmur Asset Management LLC 221 −0,45 10 0,00
2025-07-30 13F Exencial Wealth Advisors, Llc 97 320 −2,59 4 466 −2,06
2025-07-25 13F Richardson Financial Services Inc. 4 483 −5,70 206 −5,53
2025-08-28 NP WBIG - WBI BullBear Yield 3000 ETF 9 004 −27,17 413 −27,67
2025-08-12 13F Prudential Plc 67 450 −3,30 3 095 −2,80
2025-08-07 13F Resources Investment Advisors, LLC. 95 393 −12,60 4 378 −12,14
2025-07-09 13F Beacon Financial Group 5 518 −9,05 253 −8,33
2025-08-14 13F Mml Investors Services, Llc 139 833 −4,61 6 0,00
2025-07-25 13F Cwm, Llc 290 274 −15,51 13 −13,33
2025-07-24 13F Lokken Investment Group LLC 0 −100,00 0
2025-08-04 13F Assetmark, Inc 43 592 −7,19 2 000 −6,72
2025-08-12 13F J.w. Cole Advisors, Inc. 76 013 −2,65 3 488 −2,13
2025-04-09 13F McNaughton Wealth Management, LLC 0 −100,00 0
2025-07-23 13F Tcfg Wealth Management, Llc 23 303 −0,18 1 069 0,38
2025-08-06 13F AE Wealth Management LLC 13 400 −9,61 615 −9,17
2025-08-27 NP XFLX - FundX Flexible ETF 116 915 −4,30 5 365 −3,78
2025-07-11 13F Farther Finance Advisors, LLC 666 −36,33 31 −36,17
2025-08-14 13F Sand Hill Global Advisors, LLC 0 −100,00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 89 −88,50 4 −88,57
2025-07-24 13F Columbia Advisory Partners Llc 7 998 −1,15 367 −0,54
2025-08-11 13F United Capital Financial Advisers, Llc 0 −100,00 0
2025-07-17 13F Paradigm Financial Partners, Llc 44 095 −9,90 2 024 −9,44
2025-08-14 13F Warren Averett Asset Management, LLC 33 718 −1,11 1 547 −0,58
2025-04-10 13F Fermata Advisors, LLC 0 −100,00 0
2025-07-14 13F Southland Equity Partners LLC 5 411 −2,49 248 −1,98
2025-08-15 13F Asset Allocation Strategies LLC 42 568 −8,79 1 953 −8,31
2025-05-13 13F Claudia M.p. Batlle, Crp (r) Llc 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 26 121 −74,09 1 199 −73,96
2025-07-11 13F Seacrest Wealth Management, Llc 0 −100,00 0
2025-07-31 13F Buckingham Strategic Partners 14 738 −2,72 676 −2,17
2025-08-06 13F Prospera Financial Services Inc 115 081 −2,29 5 282 −1,79
2025-08-06 13F Legacy Wealth Managment, LLC/ID 35 870 −14,17 1 646 −13,69
2025-07-17 13F Mattern Wealth Management LLC 0 −100,00 0
2025-07-22 13F Willner & Heller, Llc 7 973 −11,65 366 −11,19
2025-08-13 13F Legacy Capital Wealth Partners, LLC 22 922 −8,22 1 020 −10,61
2025-07-31 13F Glass Jacobson Investment Advisors llc 8 488 −15,42 390 −16,16
2025-07-09 13F Dynamic Advisor Solutions LLC 32 194 −14,15 1 477 −13,68
2025-06-12 13F/A Deutsche Bank Ag\ 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-07-31 13F Wealthfront Advisers Llc 11 205 −10,99 514 −10,45
2025-08-13 13F Congress Wealth Management LLC / DE / 21 879 −0,54 1 004 −0,20
2025-08-11 13F HighTower Advisors, LLC 92 298 −5,40 4 236 −4,90
2025-08-12 13F BlackRock, Inc. 0 −100,00 0
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 1 875 309 −0,58 86 058 −0,05
2025-08-15 13F Morgan Stanley 4 674 003 −0,76 214 490 −0,24
2025-07-25 13F Concurrent Investment Advisors, LLC 61 759 −59,05 2 834 −58,84
2025-07-23 13F Kingswood Wealth Advisors, Llc 4 798 −39,68 220 −39,39
2025-08-12 13F MAI Capital Management 37 421 −6,08 1 717 −5,56
2025-08-14 13F Royal Bank Of Canada 1 493 366 −5,15 68 531 −4,65
2025-08-14 13F Sunbelt Securities, Inc. 1 863 −19,87 86 −18,87
2025-08-04 13F Creative Financial Designs Inc /adv 8 180 −1,46 375 −0,79
2025-05-12 13F Meridian Wealth Management, LLC 0 −100,00 0
2025-07-15 13F BKA Wealth Consulting, Inc. 16 907 −31,24 776 −30,93
2025-04-09 13F Milestone Asset Management, Llc 0 −100,00 0
2025-07-17 13F City Holding Co 0 −100,00 0
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