Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF, omfatter Forge Financial Services LLC, ZEGA Investments, LLC, Prosperity Financial Group, Inc., Resources Investment Advisors, LLC., Maridea Wealth Management LLC, Wealth Watch Advisors, INC, Legacy Capital Wealth Partners, LLC, GPS Wealth Strategies Group, LLC, DAVENPORT & Co LLC, HBK Sorce Advisory LLC, Advisory Services Network, LLC, Stratos Wealth Partners, LTD., Independent Wealth Network Inc., Dagco, Inc., og Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Old Mission Capital Llc | 44.902 | 12,51 | 1.119 | 19,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 530.678 | 109,19 | 13.230 | 121,93 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1.317.423 | 48,91 | 32.777 | 58,53 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 510.936 | 27,06 | 12.738 | 34,80 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13.279 | 3,91 | 331 | 10,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44.846 | 177,50 | 1.118 | 189,64 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 34.753 | 3,98 | 866 | 10,32 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 37.471 | 10,98 | 934 | 17,78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 118.896 | 211,33 | 3 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 149.216 | 1,82 | 3.738 | 8,54 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 130.131 | 150,29 | 3 | 200,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32.214 | 74,79 | 803 | 85,45 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 492.870 | 7,85 | 12.287 | 14,43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18.330 | 16,16 | 457 | 23,24 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 16.356 | 23,53 | 408 | 30,87 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 19.396 | 484 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 17.226 | 429 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 18.117 | 112,79 | 452 | 125,50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9.900 | 2,18 | 233 | 0,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 997.570 | 8,71 | 24.869 | 15,33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12.975 | 323 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215 | 5 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 39.868 | 0,63 | 994 | 6,66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37.074 | 57,42 | 924 | 67,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.355.048 | 20,54 | 83.641 | 27,87 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 35.428 | 78,63 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 95.129 | 5,26 | 2.372 | 11,68 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 9.958 | 5,32 | 248 | 11,71 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24.745 | 0,76 | 617 | 6,76 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 47.515 | 17,12 | 1.185 | 24,24 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 60.940 | 42,47 | 1.519 | 51,14 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 10.587 | 264 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13.374 | 333 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 849.665 | 9,32 | 21 | 16,67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.940 | 276 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 30.312 | 32,53 | 756 | 36,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.220.195 | 36,24 | 55.349 | 44,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.449.244 | 26,86 | 36.129 | 34,58 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14.033 | 350 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9.825 | 245 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 55.000 | 1.371 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28.395 | 708 | ||||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 64.914 | 1.622 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 686.946 | 25,08 | 17 | 41,67 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 64.541 | 1.609 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 116.581 | 64,07 | 2.906 | 74,12 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 297.515 | 69,74 | 7.417 | 80,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61.587 | 34,57 | 1.535 | 42,79 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 245.852 | 104,65 | 6.129 | 117,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 75.140 | 20,14 | 1.873 | 27,50 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 83.622 | 113,62 | 2.085 | 126,77 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 4.030 | 100 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 12.681 | 316 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.198.073 | 50,73 | 29.868 | 59,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8.938 | 223 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 15.463 | 52,43 | 385 | 61,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 461.221 | 77,15 | 11.498 | 87,94 |
