Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF, omfatter Arkadios Wealth Advisors, og Evolution Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Atria Investments Llc | 30.019 | 0,51 | 707 | 5,52 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 223.464 | 65,86 | 5.265 | 74,07 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 31.378 | 739 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 8.859 | 211 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 15.280 | 78,05 | 360 | 86,98 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 85.844 | 9,16 | 2.011 | 13,88 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33.558 | 6,11 | 791 | 11,42 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 9.069 | 214 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 20.263 | 1,05 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.538 | 4,80 | 248 | 10,22 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1.128 | 0,45 | 27 | 4,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 29.525 | 696 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 80.030 | 40,47 | 1.886 | 47,50 | ||||
2025-08-04 | 13F | Assetmark, Inc | 117.333 | 17,76 | 2.764 | 23,61 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 73.953 | 1,66 | 1.742 | 6,74 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 48.694 | 0,27 | 1.147 | 5,52 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 8.677 | 204 | ||||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 80.030 | 68,24 | 1.886 | 74,54 |