Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Franklin Templeton ETF Trust - Franklin U.S. Core Bond ETF includono Anchor Pointe Wealth Management, LLC, Kestra Private Wealth Services, Llc, CIBC Private Wealth Group, LLC, Skopos Labs, Inc., e Capital Analysts, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
