Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - FT Vest Laddered Small Cap Moderate Buffer ETF, omfatter NewEdge Wealth, LLC, Advisory Services Network, LLC, Principal Securities, Inc., og Ameritas Investment Partners, Inc. .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 338.042 | 5,81 | 7.116 | 10,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 469.361 | 28,63 | 9.878 | 33,67 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1.613 | 46,64 | 34 | 50,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 15.350 | 1,29 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22.237 | 52,21 | 468 | 58,31 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4.815 | 101 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 755.591 | 5,48 | 15.902 | 9,62 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 13.388 | 284 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 6.427 | 135 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 288.893 | 45,21 | 6 | 50,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | UBS Group AG | 2.171 | 46 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 407.071 | 205,11 | 8.569 | 217,22 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 11.752 | 6,56 | 238 | -0,84 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 53.149 | 269,14 | 1.119 | 264,17 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 38.870 | 1,29 | 833 | 7,21 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 15.259 | 324 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 12.822 | 3,26 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11.002 | 238,84 | 232 | 255,38 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 15.797 | 13,05 | 332 | 17,73 |