Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund, omfatter SHP Wealth Management, Gladstone Institutional Advisory LLC, Aqr Capital Management Llc, O'shaughnessy Asset Management, Llc, Mosley Wealth Management, og Ubs Asset Management Americas Inc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Smith, Moore & Co. | 8.862 | 1,70 | 727 | 4,91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 139.406 | 1,33 | 11.443 | 4,47 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 352 | 29 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 55.873 | 0,47 | 4.586 | 3,59 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.521 | 0,24 | 207 | 3,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 11.269 | 30,07 | 925 | 34,11 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 706 | 12,06 | 58 | 14,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6.839 | 62,22 | 561 | 67,46 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21.318 | 130,27 | 1.750 | 137,31 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 400 | 30 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 83 | 1,22 | 7 | 0,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7.704 | 0,03 | 632 | 3,10 | ||||
| 2026-05-15 | 13F | Fmr Llc | 682 | 20,28 | 56 | 24,44 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 6.161 | 506 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 18.770 | 26,18 | 1.525 | 28,72 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 214.367 | 26,82 | 17.596 | 30,76 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5.183 | 425 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.125 | 421 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.426 | 199 | ||||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 8.095 | 0,25 | 664 | 3,43 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7.793 | 10,26 | 640 | 13,70 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 81.786 | 5,71 | 6.713 | 8,99 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 192.065 | 0,83 | 16.829 | 6,48 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 24.307 | 9,45 | 1.995 | 12,84 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 14.844 | 20,49 | 1.218 | 24,29 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 4.073 | 59,98 | 0 | |||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 9.156 | 2,02 | 752 | 5,18 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 8 | 1 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 10.700 | 72,58 | 878 | 78,09 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 3.150 | 259 | ||||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2.984 | 6,15 | 245 | 9,42 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 12.815 | 0,59 | 1.052 | 3,65 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 4.544 | 0,29 | 373 | 3,33 |
