Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - First Trust Active Factor Small Cap ETF, omfatter Cwm, Llc, IFG Advisory, LLC, Kestra Private Wealth Services, Llc, Farther Finance Advisors, LLC, Total Investment Management Inc, og Bank Of America Corp /de/ .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32.912 | 84,11 | 983 | 96,99 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17.017 | 3,25 | 508 | 10,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 61.881 | 3,00 | 1.849 | 10,07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15.949 | 477 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 276.682 | 13,88 | 8.267 | 21,74 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 103.808 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 284.096 | 14,20 | 8.488 | 22,09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 33.009 | 2,00 | 986 | 9,07 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 636 | 19 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7.952 | 238 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 456 | 14 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 58.501 | 1.748 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 121.907 | 4,04 | 3.642 | 11,24 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.000 | 60 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 15.232 | 9,40 | 455 | 16,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 5.875 | 164 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 55.478 | 158,63 | 1.658 | 176,63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 199 | 6 |
