Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund inkluderar Private Advisory Group LLC, FFOX - FundX Future Fund Opportunities ETF, SJS Investment Consulting Inc., Glass Jacobson Investment Advisors llc, och First Horizon Advisors, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
