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 Private Advisory Group LLC, FFOX - FundX Future Fund Opportunities ETF, SJS Investment Consulting Inc., Glass Jacobson Investment Advisors llc, og First Horizon Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 38.124 | 1,91 | 2.731 | 17,37 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 77.317 | 2,34 | 5.539 | 17,88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13.025 | 79,26 | 933 | 106,65 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11.119 | 21,43 | 797 | 39,89 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 172.210 | 12.336 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8.686 | 24,60 | 622 | 43,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24.895 | 8,82 | 1.783 | 25,39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19.620 | 27,18 | 1 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 103 | 7 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 22.209 | 0,86 | 1.591 | 16,14 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 58 | 4 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 4.110 | 294 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11.054 | 21,29 | 788 | 38,49 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.016 | 916,00 | 73 | 1.100,00 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1.400 | 100 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 174.678 | 6,83 | 12.765 | 35,88 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6.348 | 2,59 | 455 | 18,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 100,00 | 29 | 133,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 7.996 | 5,70 | 573 | 21,70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.836 | 275 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 141.811 | 0,85 | 10.158 | 16,18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 150 | 11 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 105.012 | 0,44 | 7.522 | 15,71 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37.410 | 25,99 | 2.680 | 45,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25.691 | 276,37 | 1.840 | 333,96 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42.870 | 8,11 | 3.071 | 23,99 |
