Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Enhanced Equity Income Fund, omfatter Brown Brothers Harriman & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60.048 | 1,11 | 1.230 | 7,15 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 56.813 | 143,77 | 1.164 | 158,44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14.469 | 0,10 | 296 | 6,09 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 23.391 | 1,71 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24.724 | 3,47 | 506 | 9,76 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 28.748 | 7,33 | 589 | 13,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50.095 | 2,24 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 27.360 | 0,60 | 560 | 6,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 920 | 11,52 | 19 | 5,88 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 374.565 | 2,71 | 7.671 | 8,89 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 179.995 | 96,81 | 3.686 | 108,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 276.582 | 2,86 | 5.664 | 9,03 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10.783 | 0,62 | 221 | 6,28 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12.513 | 0,27 | 256 | 6,22 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 85.944 | 156,34 | 1.760 | 172,02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 12.752 | 0,22 | 261 | 6,53 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 29.131 | 185,01 | 597 | 202,54 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 246.496 | 0,60 | 4.863 | -3,09 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 557.569 | 4,76 | 11.419 | 11,06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 52.109 | 10,92 | 1.067 | 17,64 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 13.935 | 0,18 | 285 | 6,34 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9.911 | 203 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25.634 | 0,31 | 1 | |||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 93.382 | 121,36 | 1.912 | 134,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17.149 | 17,07 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 621 | 1,64 | 13 | 9,09 | ||||
| 2025-08-08 | 13F | Creative Planning | 77.460 | 1,80 | 1.586 | 7,89 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12.626 | 259 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.761 | 36 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 26.671 | 27,27 | 546 | 35,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 79.699 | 16,88 | 1.632 | 23,92 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 253.106 | 2,26 | 5.184 | 8,41 | ||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 192 | 3,78 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.701.965 | 7,79 | 34.856 | 14,27 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 22.688 | 3,12 | 465 | 9,18 |
