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 - December, omfatter Evolution Wealth Management Inc., RFG Advisory, LLC, Great Valley Advisor Group, Inc., First Heartland Consultants, Inc., Signature Estate & Investment Advisors Llc, Core Wealth Partners LLC, Legacy Capital Wealth Partners, LLC, Santori & Peters, Inc., og EP Wealth Advisors, 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 | EP Wealth Advisors, Inc. | 4.045 | 169 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 5.100 | 213 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12.891 | 538 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 14.923 | 67,39 | 623 | 79,02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.431 | 9,92 | 227 | 17,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 194.763 | 0,97 | 8.134 | 7,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 78.606 | 2.200,44 | 3.283 | 2.295,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12.827 | 42,62 | 536 | 51,99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 102.992 | 10,81 | 4.301 | 18,26 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.327 | 8,75 | 334 | 11,71 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10.817 | 225,13 | 452 | 246,92 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44.687 | 10,82 | 1.866 | 18,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.903 | 497 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5.017 | 210 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70.610 | 17,18 | 2.949 | 24,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.450 | 269 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 100.490 | 339,07 | 4 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5.230 | 218 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4.977 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 72.817 | 21,21 | 3.041 | 29,31 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 111.584 | 8,37 | 4.660 | 15,61 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 4.989 | 208 | ||||||
| 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 | 2.660.536 | 6,72 | 107.825 | 6,85 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.252 | 11,49 | 52 | 20,93 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 35.745 | 120,76 | 1.493 | 135,70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7.676 | 321 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 134.888 | 181,80 | 5.633 | 200,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5.063 | 211 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 39.557 | 8,42 | 1.652 | 16,02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.071 | 212 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 9.858 | 25,71 | 412 | 34,31 |
