Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Enhanced Equity Income Fund termasuk Brown Brothers Harriman & Co .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60,048 | 1.11 | 1,230 | 7.15 | ||||
2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 56,813 | 143.77 | 1,164 | 158.44 | ||||
2025-08-14 | 13F | Comerica Bank | 14,469 | 0.10 | 296 | 6.09 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 23,391 | 1.71 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24,724 | 3.47 | 506 | 9.76 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 28,748 | 7.33 | 589 | 13.73 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50,095 | 2.24 | 1 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 27,360 | 0.60 | 560 | 6.46 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 920 | 11.52 | 19 | 5.88 | ||||
2025-08-13 | 13F | Invesco Ltd. | 374,565 | 2.71 | 7,671 | 8.89 | ||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 179,995 | 96.81 | 3,686 | 108.72 | ||||
2025-08-14 | 13F | UBS Group AG | 276,582 | 2.86 | 5,664 | 9.03 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 10,783 | 0.62 | 221 | 6.28 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12,513 | 0.27 | 256 | 6.22 | ||||
2025-08-08 | 13F | Cornerstone Advisors, LLC | 85,944 | 156.34 | 1,760 | 172.02 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 12,752 | 0.22 | 261 | 6.53 | ||||
2025-08-22 | NP | Cornerstone Total Return Fund Inc | 29,131 | 185.01 | 597 | 202.54 | ||||
2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 246,496 | 0.60 | 4,863 | -3.09 | ||||
2025-07-16 | 13F | Exeter Financial, LLC | 557,569 | 4.76 | 11,419 | 11.06 | ||||
2025-07-18 | 13F | Truist Financial Corp | 52,109 | 10.92 | 1,067 | 17.64 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 13,935 | 0.18 | 285 | 6.34 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 9,911 | 203 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,634 | 0.31 | 1 | |||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 93,382 | 121.36 | 1,912 | 134.60 | ||||
2025-07-25 | 13F | Cwm, Llc | 17,149 | 17.07 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 621 | 1.64 | 13 | 9.09 | ||||
2025-08-08 | 13F | Creative Planning | 77,460 | 1.80 | 1,586 | 7.89 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 12,626 | 259 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,761 | 36 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 26,671 | 27.27 | 546 | 35.15 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 79,699 | 16.88 | 1,632 | 23.92 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 253,106 | 2.26 | 5,184 | 8.41 | ||||
2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 192 | 3.78 | 4 | 0.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,701,965 | 7.79 | 34,856 | 14.27 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 22,688 | 3.12 | 465 | 9.18 |