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 - May, omfatter Ausdal Financial Partners, Inc., Evolution Wealth Management Inc., Kovack Advisors, Inc., RFG Advisory, LLC, Buck Wealth Strategies, LLC, Schwallier Wealth Management LLC, Ferguson Shapiro LLC, Sequent Planning LLC, Insigneo Advisory Services, Llc, Riggs Asset Managment Co. Inc., Alerus Financial Na, og FSC Wealth Advisors, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 4.845 | 207 | ||||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 7.610 | 31,16 | 327 | 43,42 | ||||
2025-08-13 | 13F | Alerus Financial Na | 1.910 | 82 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 3.538 | 125,35 | 151 | 143,55 | ||||
2025-08-12 | 13F | LPL Financial LLC | 32.147 | 28,92 | 1.376 | 39,41 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 132.236 | 6 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 30.207 | 56,70 | 1.293 | 69,46 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 16.348 | 25,53 | 666 | 29,32 | ||||
2025-07-18 | 13F | Truist Financial Corp | 138.989 | 135,12 | 5.950 | 154,27 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8.586 | 22,90 | 368 | 32,97 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 47.836 | 11,41 | 2 | 100,00 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9.060 | 388 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 5.032 | 215 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 35.934 | 20,46 | 2 | -99,92 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 131.241 | 37,23 | 6 | 66,67 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 32.605 | 37,92 | 1.415 | 53,53 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 2.265 | 97 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 18.038 | 772 | ||||||
2025-08-14 | 13F | Mariner, LLC | 12.132 | 111,76 | 519 | 129,65 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70.339 | 17,18 | 3.011 | 26,73 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 38.735 | 17,21 | 1.658 | 26,76 | ||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 6.762 | 289 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 21.037 | 901 | ||||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 139.416 | 1.472,66 | 5.968 | 1.600,28 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 6.536 | 280 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 750 | 100,00 | 32 | 128,57 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 527 | 23 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12.278 | 34,14 | 526 | 45,03 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 170.776 | 126,57 | 7.311 | 144,97 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 81.803 | 60,90 | 3.502 | 73,92 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25.138 | 25,38 | 1 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 121.341 | 5.195 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 36.062 | 18,73 | 1.544 | 28,37 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 21.396 | 916 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 12.061 | 23,73 | 516 | 33,68 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 11.329 | 86,92 | 485 | 101,67 | ||||
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 | 2.578.483 | 5,46 | 107.961 | 7,07 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 15.525 | 16,79 | 665 | 26,24 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 35.068 | 4,05 | 1.501 | 12,52 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5.431 | 232 | ||||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 30.561 | 5,96 | 1.308 | 14,54 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 220.833 | 2,26 | 9.454 | 10,55 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 113.880 | 4.875 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5.374 | 230 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 11.846 | 507 | ||||||
2025-07-15 | 13F | Santori & Peters, Inc. | 14.713 | 68,40 | 630 | 82,32 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 10.798 | 99,93 | 462 | 116,90 | ||||
2025-07-25 | 13F | Cwm, Llc | 87.884 | 5,13 | 4 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 52.659 | 7,06 | 2.254 | 15,77 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 19.774 | 847 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.244 | 11,07 | 53 | 20,45 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 38.735 | 7,35 | 1.658 | 17,84 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 8.092 | 346 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 557 | 26,30 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 2.063 | 10,68 | 0 |