Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton ETF Trust - Franklin U.S. Core Bond ETF inkluderar Anchor Pointe Wealth Management, LLC, Kestra Private Wealth Services, Llc, CIBC Private Wealth Group, LLC, Skopos Labs, Inc., och Capital Analysts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38 287 | 216,40 | 824 | 216,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 777 689 | 68,15 | 16 736 | 68,34 | ||||
| 2025-06-25 | NP | SCHAX - QS Growth Fund Class A | 1 734 981 | 20,47 | 37 250 | 22,06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 497 653 | 40,97 | 32 230 | 41,13 | ||||
| 2025-06-25 | NP | SBBAX - QS Conservative Growth Fund Class A | 3 226 056 | 3,98 | 69 263 | 5,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 297 437 | 387,89 | 6 401 | 388,55 | ||||
| 2025-08-26 | NP | FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C | 758 959 | 8,26 | 16 333 | 8,38 | ||||
| 2025-08-26 | NP | FTTAX - Franklin LifeSmart 2045 Retirement Target Fund CLASS A | 505 486 | 15,29 | 10 878 | 15,43 | ||||
| 2025-08-26 | NP | FLJSX - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class | 9 100 | 47,37 | 196 | 47,73 | ||||
| 2025-08-26 | NP | FTCZX - Franklin Conservative Allocation Fund Advisor Class | 9 301 318 | 3,13 | 200 164 | 3,25 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 767 | 0,66 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 21 682 | 4,14 | 467 | 4,25 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 678 | 36 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 657 729 | 10,41 | 35 674 | 10,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 131 | 105,06 | 498 | 105,37 | ||||
| 2025-08-26 | NP | QLMLFX - QS Variable Conservative Growth Class I | 1 129 862 | 0,08 | 24 315 | 0,20 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 164 623 | 4,37 | 3 543 | 4,48 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 48 596 | 10,21 | 1 | |||||
| 2025-06-25 | NP | SBCPX - QS Defensive Growth Fund Class A | 1 703 358 | 2,61 | 36 571 | 3,97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 983 | 14,09 | 172 | 14,00 | ||||
| 2025-08-26 | NP | FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A | 272 977 | 12,42 | 5 874 | 12,55 | ||||
| 2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 525 375 | 6,63 | 11 306 | 6,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 55 870 | 213,23 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64 179 | 6,87 | 1 381 | 6,97 | ||||
| 2025-08-26 | NP | QLMLSX - QS Variable Moderate Growth Class I | 230 948 | 3,17 | 4 970 | 3,30 | ||||
| 2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 927 083 | 2,84 | 19 951 | 2,96 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 816 026 | 26,22 | 17 500 | 26,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 33 794 | 174,52 | 727 | 175,38 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 38 028 | 802 | ||||||
| 2025-08-26 | NP | FLSJX - Franklin LifeSmart 2050 Retirement Target Fund Class A | 110 859 | 38,08 | 2 386 | 38,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 135 329 | 68,74 | 2 911 | 68,95 | ||||
| 2025-08-26 | NP | QLMLTX - QS Variable Growth Class I | 203 337 | 15,47 | 4 376 | 15,59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 946 897 | 10,42 | 20 377 | 10,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 510 580 | 17,98 | 10 988 | 18,11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 468 535 | 1,29 | 10 083 | 1,41 | ||||
| 2025-08-26 | NP | FMTZX - Franklin Moderate Allocation Fund Advisor Class | 11 783 516 | 5,84 | 253 581 | 5,97 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32 483 | 699 | ||||||
| 2025-06-25 | NP | SCGRX - QS Moderate Growth Fund Class A | 3 098 913 | 11,05 | 66 534 | 12,51 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 109 652 | 189,42 | 2 351 | 189,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 474 | 0 | ||||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 45 013 | 18,35 | 969 | 18,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16 952 | 3,43 | 365 | 3,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 81 487 315 | 9,60 | 1 753 607 | 9,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 166 814 | 3 590 | ||||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 21 338 | 3,70 | 459 | 3,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14 | 0 | ||||||
| 2025-08-26 | NP | FGTZX - Franklin Growth Allocation Fund Advisor Class | 4 566 238 | 15,12 | 98 265 | 15,25 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 214 | 91 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 38 243 | 1,97 | 823 | 1,99 | ||||
| 2025-08-26 | NP | FLTFX - Franklin LifeSmart 2055 Retirement Target Fund Class A | 42 021 | 41,15 | 904 | 41,47 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 25 596 | 1,72 | 551 | 1,85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 471 | 72,47 | 1 | |||||
| 2025-08-26 | NP | FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A | 257 213 | 1,26 | 5 535 | 1,37 |
