Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Franklin Templeton ETF Trust - Franklin High Yield Corporate ETF inkluderar rebel Financial LLC, Heritage Oak Wealth Advisors Llc, SIRAX - Sierra Tactical All Asset Fund Class A, Eqis Capital Management, Inc., Global View Capital Management LLC, Envestnet Portfolio Solutions, Inc., IFP Advisors, Inc, Strategic Blueprint, LLC, Arkadios Wealth Advisors, TFB Advisors LLC, We Are One Seven, LLC, Fulcrum Equity Management, Janney Montgomery Scott LLC, McAdam, LLC, RFG Advisory, LLC, Skopos Labs, Inc., Spire Wealth Management, Rossby Financial, LCC, och Global Retirement Partners, LLC .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Principal Securities, Inc. | 650 | 8,33 | 16 | 7,14 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 14 543 | 13,22 | 354 | 15,69 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 15 413 | 375 | ||||||
2025-08-14 | 13F | UBS Group AG | 179 | 15,48 | 4 | 33,33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 113 985 | 38,19 | 2 770 | 40,97 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 619 | 15 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 92 088 | 119 494,81 | 2 242 | 224 100,00 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 774 810 | 5,12 | 43 | 7,50 | ||||
2025-08-12 | 13F | LPL Financial LLC | 950 885 | 36,97 | 23 154 | 39,96 | ||||
2025-08-07 | 13F | PFG Advisors | 145 590 | 6,65 | 3 545 | 8,98 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 25 577 | 623 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 11 025 | 48,58 | 268 | 52,27 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 19 733 | 480 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 977 | 13,82 | 48 | 17,07 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 23 053 | 561 | ||||||
2025-08-15 | 13F | Global View Capital Management LLC | 31 532 | 768 | ||||||
2025-07-15 | 13F | McAdam, LLC | 9 541 | 232 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 507 | 1,81 | 12 | 9,09 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 32 173 | 783 | ||||||
2025-08-26 | NP | FLBL - Franklin Liberty Senior Loan ETF | 295 966 | 32,15 | 7 207 | 35,02 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49 295 | 14,94 | 1 201 | 17,53 | ||||
2025-07-25 | 13F | Cwm, Llc | 22 206 | 10,52 | 1 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 21 348 | 520 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 31 952 | 117,61 | 775 | 121,78 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 30 671 | 47,04 | 747 | 50,10 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 438 | 1,86 | 11 | 0,00 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15 628 | 0,40 | 0 | |||||
2025-08-26 | NP | FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C | 118 937 | 0,46 | 2 896 | 2,66 | ||||
2025-05-06 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 508 911 | 27,08 | 12 127 | 26,88 | ||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 129 430 | 3 152 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 10 847 | 351,96 | 264 | 363,16 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 15 385 | 375 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 680 156 | 8 054,37 | 16 562 | 8 264,14 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 087 | 0 | ||||||
2025-07-24 | 13F | rebel Financial LLC | 141 741 | 3 451 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 066 | 26 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 1 421 | 35 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 343 462 | 47,68 | 8 363 | 50,90 | ||||
2025-08-04 | 13F | Atria Investments Llc | 12 519 | 8,81 | 305 | 10,95 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 40 307 | 981 | ||||||
2025-08-26 | NP | FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A | 42 748 | 4,33 | 1 041 | 6,56 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 80 727 | 17,12 | 1 966 | 19,67 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 13 863 005 | 1,80 | 337 564 | 4,02 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 812 | 44 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 023 | 220 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 211 872 | 268,39 | 5 159 | 276,57 | ||||
2025-08-26 | NP | FGTZX - Franklin Growth Allocation Fund Advisor Class | 715 656 | 6,83 | 17 426 | 9,16 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 21 052 | 513 | ||||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 96 400 | 2 347 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 14 262 | 15,50 | 347 | 18,03 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 28 765 | 5,76 | 700 | 8,02 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 8 889 | 216 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 63 378 | 14,50 | 1 543 | 16,98 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 441 605 | 6,17 | 10 753 | 8,38 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 685 194 | 4,64 | 16 684 | 6,92 |