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 - July, omfatter Hartford Financial Management Inc., OneAscent Financial Services LLC, Evolution Wealth Management Inc., EP Wealth Advisors, Inc., Signaturefd, Llc, og Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 22.496 | 22,33 | 999 | 32,85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 11.353 | 504 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 265 | 12 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21.193 | 27,17 | 941 | 38,18 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 43.854 | 50,75 | 1.841 | 54,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 48.732 | 15,38 | 2.165 | 25,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.999 | 2,99 | 311 | 11,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 243.848 | 33,56 | 10.832 | 45,05 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 74.424 | 113,52 | 3.328 | 136,20 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12.818 | 64,12 | 569 | 78,37 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 273.215 | 43,67 | 12.137 | 56,05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12.205 | 3,19 | 542 | 12,22 | ||||
| 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 | 2.521.297 | 6,06 | 107.451 | 6,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13.278 | 33,99 | 590 | 45,07 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 147.299 | 6.543 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 18.148 | 75,38 | 806 | 90,54 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1.100 | 49 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 268.871 | 50,49 | 11.944 | 63,45 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.589 | 85,26 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.360 | 505 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7.600 | 338 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 37.304 | 2 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4.085 | 181 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 44.507 | 274,99 | 1.977 | 307,63 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.145 | 51 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9.965 | 55,56 | 443 | 68,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 167.509 | 2,73 | 7.441 | 11,58 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.248 | 12,74 | 55 | 22,22 |
