Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Enhanced Equity Income Fund comprennent Brown Brothers Harriman & Co .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
