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 - September, omfatter RFG Advisory, LLC, Evolution Wealth Management Inc., og Buck Wealth Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4.488 | 4,30 | 190 | 11,76 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.749 | 498 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12.908 | 6,94 | 547 | 14,44 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 9.500 | 403 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.243 | 11,48 | 53 | 18,18 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 50.010 | 10,22 | 2.120 | 17,78 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5.786 | 245 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 176.707 | 0,50 | 7.492 | 7,40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 104.396 | 24,89 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 59.596 | 17,16 | 3 | -99,90 | ||||
| 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 | 2.627.996 | 6,61 | 108.077 | 6,97 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 63.793 | 15,98 | 2.705 | 23,92 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6.043 | 8,36 | 245 | 10,86 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 12.490 | 35,17 | 530 | 44,54 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.928 | 11,84 | 124 | 20,39 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 39.079 | 8,40 | 1.657 | 16,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13.378 | 16,93 | 567 | 25,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 155.028 | 8,66 | 6.573 | 16,13 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 482 | 20 |
