Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April, omfatter Oppenheimer & Co Inc, Evolution Wealth Management Inc., RFG Advisory, LLC, Schwallier Wealth Management LLC, Sagespring Wealth Partners, Llc, Spectrum Asset Management, Inc. (NB/CA), Holistic Planning, LLC, Capital Investment Advisory Services, LLC, Kilter Group LLC, FSC Wealth Advisors, LLC, og Blue Bell Private Wealth Management, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 7.355 | 277 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 14.099 | 532 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30.257 | 15,56 | 1.141 | 17,04 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 13.420 | 2,07 | 506 | 3,48 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 8.827 | 46,34 | 333 | 48,21 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12.776 | 482 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8.723 | 329 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 7.126 | 20,74 | 270 | 23,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 82.740 | 65,54 | 3.120 | 67,69 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10.776 | 406 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29.664 | 146,89 | 1.119 | 150,11 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 24.565 | 926 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 13.510 | 22,45 | 509 | 24,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32.806 | 86,30 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 189.832 | 15,80 | 7 | 16,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18.038 | 5,41 | 680 | 6,92 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 597 | 23 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8.913 | 336 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 15.181 | 38,56 | 572 | 40,54 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8.668 | 13,04 | 327 | 14,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2.280 | 86 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.186 | 70,65 | 45 | 76,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22.020 | 830 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.134 | 3,39 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 35.084 | 1.323 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15.331 | 578 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 120.627 | 20,07 | 4.548 | 21,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13.076 | 20,02 | 493 | 21,43 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 14.798 | 18,89 | 558 | 20,30 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.260 | 98,43 | 47 | 100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46.054 | 21,88 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8.067 | 6,51 | 304 | 8,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 59.531 | 33,32 | 2.245 | 35,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23.457 | 167,04 | 884 | 171,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 251.388 | 267,17 | 9.479 | 271,98 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 26.246 | 4,37 | 990 | 5,66 | ||||
| 2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2.914.608 | 8,63 | 107.940 | 6,60 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 74.242 | 50,11 | 2.799 | 52,04 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 10.000 | 377 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 157.978 | 205,14 | 5.957 | 209,08 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 42.236 | 8,74 | 1.593 | 13,80 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7.038 | 12,05 | 265 | 13,73 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.119 | 42 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 35.858 | 23,52 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 46.476 | 77,86 | 1.752 | 80,25 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 9.156 | 345 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5.863 | 221 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13.501 | 75,27 | 509 | 77,97 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 44.945 | 82,71 | 1.695 | 85,14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 67.410 | 2.542 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.394 | 11,70 | 53 | 13,04 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 149.405 | 7,59 | 5.633 | 8,98 |
