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Jackson Wealth Management LLC Takes Position in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Jackson Wealth Management LLC acquired a new stake in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 43,694 shares of the company’s stock, valued at approximately $2,034,000. Jackson Wealth […]
Advisor Group Holdings Inc News Ratings For First Trust Dorsey Wright Exchange Commission Quarter For First Trust Dorsey Wright Raymond James Associates First Trust Dorsey Wright

Advisor Group Holdings Inc. Acquires 133,370 Shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Advisor Group Holdings Inc. raised its holdings in shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Get Rating) by 9.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,503,509 shares of the company’s stock after purchasing an additional 133,370 […]
Exchange Commission Royal Bank Commonwealth Equity Services Raymond James Associates News Ratings For First Trust Dorsey Wright Quarter For First Trust Dorsey Wright

Advisor Group Holdings Inc. Boosts Stock Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Advisor Group Holdings Inc. grew its position in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 16.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,270,014 shares of the company’s stock after acquiring an additional 728,500 shares during the quarter. iShares […]
Prudential Financial Inc Advisor Group Holdings Inc Value Index Fund Vontobel Holding Ltd Cibc World Market Inc Mackenzie Financial Corp

FDx Advisors Inc. Increases Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

FDx Advisors Inc. lifted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 38.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,128 shares of the company’s stock after acquiring an additional 9,469 shares during the […]
Vontobel Holding Ltd Value Index Fund Exchange Commission Mackenzie Financial Corp Blair William Co Prudential Financial Inc
Source: wkrb13.com

Wayfinding Financial LLC Sells 953 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Wayfinding Financial LLC lessened its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 10.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,166 shares of the company’s stock after selling 953 shares during the period. Wayfinding Financial […]
Company Profile Value Index Fund Financial Services Group Inc Envestnet Asset Management Inc Securities Exchange Commission Jones Financial Companies Lllp

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Wealth Architects LLC Grows Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Wealth Architects LLC boosted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 954.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 97,594 shares of the company’s stock after purchasing an additional 88,336 shares during […]
Exchange Commission Weil Company Inc Advisors Network Index Fund Advisors Inc Value Index Fund Wealth Architects
Source: wkrb13.com

Briggs Advisory Group Inc. Decreases Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Briggs Advisory Group Inc. reduced its position in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 1.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,507 shares of the company’s stock after selling 524 shares during the period. iShares […]
First Heartland Consultants Inc Briggs Advisory Group Inc Financial Corp Exchange Commission Corepath Wealth Partners Company Profile

Ritter Daniher Financial Advisory LLC DE Buys 4,208 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Ritter Daniher Financial Advisory LLC DE raised its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 46.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,272 shares of the company’s stock after purchasing an additional 4,208 […]
United Kingdom Wealth Management Inc Exchange Commission Leelyn Smith Bessemer Group Inc Tortoise Investment Management
Source: wkrb13.com

Quarry Hill Advisors LLC Takes $454,000 Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Quarry Hill Advisors LLC bought a new stake in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 9,885 shares of the company’s stock, valued at approximately $454,000. iShares MSCI EAFE Value ETF makes up […]
Quarry Hill Quarry Hill Advisors Moors Cabot Inc Value Index Fund Horizon Bancorp Inc Investment Advisors

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