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icono de ECF

Ellsworth Growth & Income Fund
ECF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 11.4 M +USD 354 k +36,199 +3%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 8.62 M -USD 333 k -34,075 -4%
Wells Fargo
3
Wells Fargo
California
USD 6.62 M -USD 214 k -21,911 -3%
UBS Group
4
UBS Group
Switzerland
USD 5.53 M -USD 698 k -71,419 -12%
Guggenheim Capital
5
Guggenheim Capital
Illinois
USD 4.29 M +USD 218 k +22,275 +6%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 1.92 M -USD 26.7 k -2,737 -1%
Invesco
7
Invesco
Georgia
USD 1.22 M +USD 341 k +34,911 +42%
Aviance Capital Partners
8
Aviance Capital Partners
Florida
USD 1.17 M +USD 10.3 k +1,058 +0.9%
Raymond James Financial Services Advisors
9
Raymond James Financial Services Advisors
Florida
USD 1.11 M +USD 70.1 k +7,175 +7%
Wolverine Asset Management
10
Wolverine Asset Management
Illinois
USD 1.06 M +USD 919 k +94,023 +1,027%
9258 Wealth Management
11
9258 Wealth Management
Ohio
USD 1.01 M -USD 33.5 k -3,426 -3%
Ameriprise
12
Ameriprise
Minnesota
USD 830 k +USD 79.5 k +8,142 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 778 k +USD 34.9 k +3,570 +5%
Institute for Wealth Management
14
Institute for Wealth Management
Colorado
USD 777 k -USD 46 k -4,711 -6%
Shaker Financial Services
15
Shaker Financial Services
Virginia
USD 773 k +USD 175 k +17,948 +31%
Landscape Capital Management
16
Landscape Capital Management
New Jersey
USD 743 k +USD 138 k +14,117 +24%
Stifel Financial
17
Stifel Financial
Missouri
USD 605 k +USD 56.2 k +5,749 +11%
L.J. Altfest & Co
18
L.J. Altfest & Co
New York
USD 527 k -USD 68.3 k -6,987 -12%
Baird Financial Group
19
Baird Financial Group
Wisconsin
USD 451 k +USD 70.4 k +7,210 +20%
Relative Value Partners Group
20
Relative Value Partners Group
USD 300 k – – –
LPL Financial
21
LPL Financial
California
USD 235 k -USD 169 k -17,301 -43%
Curi RMB Capital
22
Curi RMB Capital
Illinois
USD 234 k +USD 223 k +22,840 Nuevas
Meridian Investment Counsel
23
Meridian Investment Counsel
California
USD 221 k – – –
Twin Focus Capital Partners
24
Twin Focus Capital Partners
Massachusetts
USD 185 k +USD 176 k +18,000 Nuevas
Raymond James Trust
25
Raymond James Trust
Florida
USD 181 k – – –
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