Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in AEGON Funding Company LLC - Corporate Bond/Note include
FSDIX - Fidelity Strategic Dividend & Income Fund
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-07-30 |
NP |
SMCIX - S&P SmallCap Index Fund Direct Shares
|
|
|
|
|
|
987 |
|
|
| 2025-07-24 |
NP |
FSDIX - Fidelity Strategic Dividend & Income Fund
|
|
|
|
228,987 |
|
4,452 |
|
|
| 2025-07-30 |
NP |
SPMIX - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
744 |
|
|
| 2025-07-30 |
NP |
SPFIX - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
7,736 |
|
|
| 2025-08-25 |
NP |
EMSQX - Shelton Emerging Markets Fund Institutional Shares
|
|
|
|
|
|
689 |
|
|
| 2025-07-28 |
NP |
FXED - Sound Enhanced Fixed Income ETF
|
|
|
|
40,298 |
1.12 |
784 |
-4.62 |
|
| 2025-07-22 |
NP |
GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
|
|
|
14,592 |
29.45 |
284 |
21.98 |
|
| 2025-08-25 |
NP |
SISLX - Shelton International Select Equity Fund Investor Class
|
|
|
|
|
|
1,094 |
|
|
| 2025-06-25 |
NP |
FPEAX - First Trust Preferred Securities and Income Fund Class A
|
|
|
|
67,947 |
0.26 |
1,367 |
-2.08 |
|
| 2025-06-25 |
NP |
FPE - First Trust Preferred Securities and Income ETF
|
|
|
|
2,498,228 |
1.17 |
50,264 |
-1.19 |
|
| 2025-06-25 |
NP |
First Trust Intermediate Duration Preferred & Income Fund
|
|
|
|
525,858 |
0.43 |
10,580 |
-1.91 |
|
| 2025-06-26 |
NP |
JHPI - John Hancock Preferred Income ETF
|
|
|
|
20,547 |
6.75 |
413 |
4.29 |
|
| 2025-07-30 |
NP |
NDXKX - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
21,543 |
|
|
