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 - June, omfatter BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Kovack Advisors, Inc., Evolution Wealth Management Inc., RFG Advisory, LLC, WT Wealth Management, Northwestern Mutual Wealth Management Co, EP Wealth Advisors, Inc., 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.250 | 326 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.625 | 163 | ||||||
2025-08-14 | 13F | Mariner, LLC | 12.055 | 7,39 | 543 | 15,07 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1.929 | 3,60 | 87 | 10,26 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4.453 | 29,33 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 35.329 | 26,67 | 1.591 | 35,90 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 78.380 | 74,82 | 3.529 | 87,46 | ||||
2025-07-18 | 13F | Truist Financial Corp | 21.094 | 21,61 | 950 | 30,36 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 20.722 | 169,82 | 933 | 189,44 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35.124 | 15,55 | 2 | 0,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 57.420 | 99,44 | 2.585 | 113,99 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 15.992 | 720 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.485 | 157 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 25.794 | 23,37 | 1.161 | 32,38 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 17.333 | 220,15 | 780 | 243,61 | ||||
2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF 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 | 895.727 | 39.308 | ||||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 15.524 | 77,34 | 699 | 90,19 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 75.004 | 3,21 | 3.377 | 10,65 | ||||
2025-09-10 | 13F | WT Wealth Management | 4.443 | 200 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 38.677 | 0,08 | 1.751 | 8,42 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 40.290 | 63,85 | 1.814 | 75,68 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 38.720 | 2,57 | 1.743 | 10,04 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5.085 | 229 | ||||||
2025-07-15 | 13F | Santori & Peters, Inc. | 35.742 | 6,69 | 1.609 | 14,44 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7.799 | 62,72 | 327 | 57,97 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 13.864 | 624 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16.406 | 5,96 | 739 | 13,54 | ||||
2025-07-14 | 13F | Abound Wealth Management | 1.400 | 63 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 53.652 | 16,48 | 2.416 | 24,94 | ||||
2025-08-07 | 13F | 1st Source Bank | 83.388 | 3.754 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 11.193 | 39,91 | 504 | 50,15 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 15.397 | 41,52 | 666 | 46,05 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 36.392 | 3,72 | 1.638 | 11,20 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 17.097 | 46,09 | 770 | 56,62 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 5.064 | 0 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.177 | 11,67 | 53 | 18,18 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 20.281 | 913 | ||||||
2025-07-14 | 13F | Chris Bulman Inc | 4.642 | 209 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 2.195 | 579,57 | 0 | |||||
2025-08-14 | 13F | Sequent Planning LLC | 7.840 | 0,54 | 353 | 7,65 | ||||
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 | 2.461.225 | 6,96 | 108.007 | 7,16 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 217.545 | 16,24 | 9.794 | 24,65 |