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 - February, omfatter Horizon Investments, LLC, Maridea Wealth Management LLC, RFG Advisory, LLC, og SRS Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Fragasso Group Inc. | 18.240 | 24,45 | 956 | 33,57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16.178 | 175,28 | 848 | 196,15 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 176.409 | 31,41 | 9.246 | 41,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 86.732 | 8,98 | 4.546 | 17,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33.258 | 0,04 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9.796 | 126,34 | 513 | 143,13 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11.336 | 41,52 | 594 | 52,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 310.337 | 3,88 | 16 | 14,29 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8.853 | 94,87 | 464 | 109,50 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 15.190 | 71,41 | 796 | 84,26 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10.503 | 550 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6.135 | 10,84 | 322 | 18,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16.112 | 220,89 | 844 | 245,90 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 21.840 | 56,41 | 1.145 | 67,99 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 6.040 | 317 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18.733 | 7,46 | 982 | 16,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 336.587 | 2,81 | 18 | 13,33 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 15.145 | 794 | ||||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 40.621 | 9,03 | 2.129 | 17,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 182.647 | 14,35 | 9.480 | 21,65 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 17.090 | 896 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 15.019 | 114,59 | 787 | 130,79 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 47.070 | 1,59 | 2.467 | 9,12 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6.210 | 16,62 | 325 | 25,48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29.577 | 3,10 | 1.550 | 10,48 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 659 | 35 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23.537 | 4,91 | 1.234 | 12,71 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10.951 | 5,99 | 574 | 13,69 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.979 | 209 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25.211 | 14,27 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11.836 | 12,29 | 589 | 14,59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 465.275 | 3,03 | 24.385 | 10,67 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 3.490 | 11,75 | 183 | 19,74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17.419 | 4,58 | 913 | 12,32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7.824 | 410 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12.475 | 47,95 | 654 | 58,88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 18.172 | 0,28 | 953 | 7,81 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.129 | 3,39 | 321 | 8,81 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 24.947 | 1,29 | 1.307 | 8,83 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 44.641 | 29,67 | 2.340 | 39,31 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 6.372 | 334 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 19.903 | 50,25 | 1.043 | 61,46 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 36.858 | 16,30 | 1.932 | 24,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 478.414 | 20,34 | 25.074 | 29,28 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8.010 | 420 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12.364 | 6,55 | 648 | 14,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13.028 | 86,94 | 683 | 100,59 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 109.004 | 0,22 | 5.713 | 7,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 127.654 | 6,91 | 6.690 | 14,85 | ||||
| 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 | 734.076 | 12,90 | 37.232 | 14,64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.175 | 481 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17.805 | 10,11 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1.266 | 52,16 | 66 | 65,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 102.950 | 82,60 | 5.396 | 96,18 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5.270 | 0,11 | 276 | 7,81 | ||||
| 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 | 10.845.985 | 1,68 | 550.108 | 1,68 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3.626 | 8,86 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 3.842 | 33,08 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 460.936 | 199,90 | 24.158 | 222,18 |
