Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust High Yield Opportunities 2027 Term Fund, omfatter Daymark Wealth Partners, Llc, Noble Wealth Management PBC, og Colonial Trust Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Narwhal Capital Management | 209.151 | 3.106 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6.073 | 465,98 | 90 | 500,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 62.825 | 6,04 | 933 | 8,88 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 493.598 | 35,42 | 7.330 | 39,18 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 1.155.633 | 0,23 | 17.161 | 3,01 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 44.044 | 2,86 | 654 | 5,83 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 6 | 0,00 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24.249 | 2,28 | 360 | 5,26 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 50.122 | 0,11 | 744 | 2,90 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 750 | 11 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 164.432 | 6,24 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20.440 | 23,43 | 304 | 26,78 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 359.224 | 1,99 | 5.334 | 4,81 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 156.767 | 3,27 | 2.328 | 6,11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 107.885 | 306,19 | 1.602 | 318,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.156.348 | 6,88 | 46.872 | 9,84 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 362.914 | 3,04 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7.392 | 110 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 341.141 | 0,47 | 5.066 | 3,24 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 605.827 | 4,68 | 8.997 | 7,58 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 85.293 | 30,98 | 1.267 | 34,68 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 558.705 | 0,50 | 8.297 | 3,29 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10.796 | 160 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 164.262 | 27,53 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 126.984 | 3,20 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 264.027 | 10,45 | 3.921 | 13,49 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19.779 | 27,45 | 294 | 30,80 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 152.682 | 162,42 | 2.267 | 169,88 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1.105.468 | 1,80 | 16.416 | 4,62 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1.359 | 2,64 | 20 | 5,26 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 877.890 | 1,74 | 13.037 | 4,56 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15.965 | 14,32 | 237 | 17,91 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16.849 | 3,55 | 250 | 6,38 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 1.401.635 | 7,21 | 21 | 11,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5.501 | 82 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 49 | 2,08 | 1 |
