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 - August, omfatter Calton & Associates, Inc., Per Stirling Capital Management, LLC., Evolution Wealth Management Inc., og SJS Investment Consulting 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Susquehanna International Group, Llp | 25.261 | 102,64 | 1.052 | 117,81 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.553 | 65 | ||||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9.546 | 75,64 | 398 | 89,05 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 147 | 6 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 76.340 | 12,34 | 3.180 | 20,64 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 70.999 | 11,83 | 2.958 | 20,06 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 4.881 | 203 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 12.132 | 505 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 10.344 | 62,62 | 410 | 66,67 | ||||
2025-08-12 | 13F | LPL Financial LLC | 112.152 | 2,02 | 4.672 | 9,57 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 4.907 | 204 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 39.447 | 131,63 | 1.643 | 148,94 | ||||
2025-07-25 | 13F | Cwm, Llc | 93.909 | 0,42 | 4 | 0,00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 23.215 | 122,22 | 967 | 138,77 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4.903 | 204 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 39.908 | 8,18 | 1.663 | 17,12 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 39.908 | 17,98 | 1.663 | 26,68 | ||||
2025-08-14 | 13F | UBS Group AG | 40.764 | 1.217,09 | 1.698 | 1.315,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.276 | 11,54 | 53 | 20,45 | ||||
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 | 2.662.514 | 5,79 | 107.219 | 6,20 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7.636 | 318 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 825 | 65,00 | 34 | 78,95 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 156.152 | 3,72 | 6.505 | 11,37 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 7.910 | 330 |