Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund - First Trust S&P REIT Index Fund, omfatter Evolution Wealth Management Inc., AdvisorNet Financial, Inc, og Ameritas Advisory Services, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 84.299 | 7,81 | 2.280 | 6,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26 | 1 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4.953 | 133 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 110.493 | 60,26 | 2.989 | 57,59 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 47 | 1 | ||||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 8.549 | 235 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.097 | 0,38 | 57 | -1,75 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 489.050 | 0,20 | 15.941 | 3,55 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30.401 | 85,56 | 4.205 | 834,22 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.872 | 6,93 | 239 | 5,78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 95.050 | 70,06 | 2.571 | 67,27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.930 | 52 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.958 | 32,07 | 269 | 29,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39.325 | 4,96 | 1.064 | 3,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 305 | 0,33 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1.800 | 49 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 8.498 | 1,18 | 230 | -0,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.316 | 0,04 | 63 | -1,59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 949.982 | 11,73 | 25.697 | 9,86 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 319.983 | 6,16 | 8.656 | 4,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 199.957 | 2.423,75 | 5 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 753.538 | 3,73 | 20.383 | 1,99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1.947 | 0,72 | 53 | -1,89 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.763 | 0,11 | 535 | -1,66 |
