Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Dynamic Focus 5 ETF, omfatter O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48.059 | 76,53 | 2 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24.423 | 36,02 | 868 | 37,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 839 | 466,89 | 30 | 480,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.252 | 44 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 206.621 | 7,29 | 7.341 | 8,35 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 300 | 11 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 160 | 1,27 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32.160 | 146,95 | 1.143 | 149,34 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 329.537 | 3,73 | 11.708 | 4,77 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6.789 | 1,07 | 244 | 4,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 348.035 | 62,03 | 12.366 | 63,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27.144 | 41,57 | 964 | 43,03 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 8.526 | 0,68 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 19.767 | 0,17 | 702 | 1,15 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 16.580 | 9,64 | 589 | 10,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 321 | 87,72 | 11 | 83,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11.765 | 75,75 | 418 | 77,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 21.004 | 11,77 | 746 | 11,68 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 18.352 | 7,67 | 652 | 8,85 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5.476 | 195 |
