Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August, omfatter Stenger Family Office, LLC, SMART Wealth LLC, RFG Advisory, LLC, Wealth Management Nebraska, og Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | SMART Wealth LLC | 90.469 | 4.436 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 781 | 38 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 9.768 | 0,02 | 479 | 7,66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 52.154 | 12,28 | 2.557 | 21,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 100.301 | 6,71 | 4.918 | 15,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35.362 | 1,13 | 1.734 | 8,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177.718 | 7,18 | 8.617 | 14,25 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20.830 | 1.021 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 126.453 | 1,41 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10.011 | 283,12 | 491 | 315,25 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8.627 | 423 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 24.836 | 1.041,89 | 1.218 | 1.141,84 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 41.348 | 2,06 | 2.027 | 10,04 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4.281 | 209 | ||||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 391.520 | 14.412 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.953 | 3,61 | 145 | 11,63 | ||||
| 2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 11.615.625 | 1,42 | 548.838 | 1,68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188.985 | 32,08 | 9.266 | 42,36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.829 | 0,78 | 337 | 9,42 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18.332 | 8,51 | 899 | 18,16 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24.099 | 7,33 | 1.182 | 15,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.282 | 6,85 | 651 | 15,22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5.075 | 10,93 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.225 | 193,20 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 195.667 | 1,66 | 9.594 | 9,57 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14.652 | 27,54 | 682 | 30,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.275 | 1,11 | 112 | 6,73 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.395 | 461 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 6.500 | 17,03 | 319 | 26,19 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4.480 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 84.384 | 7,20 | 4.137 | 15,56 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13.074 | 1,29 | 595 | -1,00 | ||||
| 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 | 766.914 | 1,20 | 36.237 | 1,46 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8.467 | 415 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 127.812 | 1,17 | 6.267 | 9,05 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.372 | 74,46 | 460 | 88,11 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26.002 | 25,49 | 1.275 | 35,24 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 52.303 | 0,44 | 2.564 | 8,28 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6.031 | 296 |
