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 - January, omfatter Foundations Investment Advisors, LLC, RFG Advisory, LLC, og Wealth Enhancement Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 243.647 | 2,60 | 12 | 10,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 193.688 | 32,59 | 9.210 | 42,16 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 75.970 | 1,34 | 3.612 | 8,66 | ||||
| 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 | 797.215 | 12,76 | 36.704 | 21,72 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 33.735 | 9,46 | 1.604 | 17,42 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18.776 | 8,80 | 893 | 17,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 210.222 | 24,56 | 9.996 | 33,55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.883 | 7,41 | 660 | 15,18 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.843 | 21,25 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 293.767 | 53,51 | 13.969 | 64,58 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14.781 | 29,60 | 703 | 38,93 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12.312 | 41,45 | 585 | 51,55 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 155.678 | 0,53 | 7.402 | 7,79 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 44.591 | 38,01 | 2.120 | 48,04 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 23.495 | 4,32 | 1.117 | 11,92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8.388 | 46,06 | 372 | 41,44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 55.324 | 221,74 | 2.631 | 245,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.150 | 100,00 | 102 | 117,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27.854 | 165,02 | 1.324 | 184,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23.093 | 3,45 | 1.098 | 10,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 193.551 | 10,97 | 9.115 | 17,83 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10.985 | 522 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 143.148 | 2,70 | 6.807 | 10,11 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11.557 | 3,25 | 550 | 10,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 827.315 | 6,50 | 39.339 | 14,19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21.560 | 134,91 | 1.025 | 151,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10.981 | 522 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12.449 | 54,76 | 592 | 66,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 466.395 | 4,40 | 22.177 | 11,93 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 55.917 | 0,56 | 2.659 | 7,83 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 59.594 | 9,30 | 2.834 | 17,16 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 27.864 | 24,16 | 1.325 | 33,07 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11.262 | 1,72 | 536 | 8,96 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 299.289 | 58,82 | 14.231 | 70,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 24.349 | 10,44 | 1.158 | 18,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.643 | 459 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22.126 | 9,35 | 1.052 | 17,28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.821 | 231 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 535.103 | 58,69 | 25.444 | 70,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 627 | 47,53 | 30 | 52,63 | ||||
| 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 | 11.926.812 | 1,55 | 549.110 | 1,64 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 26.088 | 0,36 | 1.240 | 7,64 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 44.848 | 0,87 | 2.133 | 8,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 582.716 | 2,12 | 27.708 | 9,49 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5.303 | 252 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21.258 | 0,01 | 1.011 | 7,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 444 | 21 | ||||||
| 2025-07-16 | 13F | Novem Group | 10.341 | 0,58 | 492 | 7,91 |
