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 - July, omfatter
Ferguson Shapiro LLC,
OneAscent Financial Services LLC,
Grant Private Wealth Management Inc,
Buck Wealth Strategies, LLC,
Abound Wealth Management,
og
Decker Retirement Planning 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.
Opgrader for at låse op for premium-data.
| Fil dato |
Kilde |
Investor |
|
Type |
Gennemsnitlig pris
(Øst) |
Aktier |
Δ Aktier
(%) |
Rapporteret
Værdi
($1000) |
Δ Værdi
(%) |
Port Alloc
(%) |
| 2025-08-08 |
13F |
Foundations Investment Advisors, LLC
|
|
|
|
4.720 |
|
244 |
|
|
| 2025-08-13 |
13F |
SMART Wealth LLC
|
|
|
|
132.987 |
3,16 |
6.881 |
12,05 |
|
| 2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
180.587 |
31,80 |
9.343 |
43,17 |
|
| 2025-08-07 |
13F |
Kestra Private Wealth Services, Llc
|
|
|
|
11.255 |
9,75 |
582 |
19,26 |
|
| 2025-08-04 |
13F |
Buck Wealth Strategies, LLC
|
|
|
|
6.731 |
|
348 |
|
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
151.626 |
52,77 |
7.845 |
65,96 |
|
| 2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
6.769 |
419,49 |
350 |
464,52 |
|
| 2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
9.714 |
10,56 |
503 |
20,10 |
|
| 2025-08-14 |
13F |
Sunbelt Securities, Inc.
|
|
|
|
13.756 |
102,23 |
674 |
107,72 |
|
| 2025-08-12 |
13F |
Wood Tarver Financial Group, LLC
|
|
|
|
1.148 |
856,67 |
0 |
-100,00 |
|
| 2025-08-08 |
13F |
Tanglewood Legacy Advisors, LLC
|
|
|
|
6.951 |
2,67 |
360 |
11,49 |
|
| 2025-07-31 |
13F |
Opes Wealth Management LLC
|
|
|
|
48.853 |
2,29 |
2.528 |
11,13 |
|
| 2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
12.829 |
8,01 |
664 |
17,35 |
|
| 2025-07-09 |
13F |
Keystone Wealth Services, LLC
|
|
|
|
82.113 |
2,75 |
4.248 |
11,61 |
|
| 2025-08-14 |
13F |
Harvest Investment Services, LLC
|
|
|
|
11.755 |
34,14 |
608 |
45,80 |
|
| 2025-07-30 |
13F |
Strategic Blueprint, LLC
|
|
|
|
21.430 |
9,38 |
1.109 |
18,76 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
1.808.552 |
156,01 |
93.574 |
178,09 |
|
| 2025-07-25 |
NP |
BUFR - FT Cboe Vest Fund of Buffer ETFs
|
|
|
|
11.086.376 |
1,82 |
549.816 |
1,93 |
|
| 2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
74.199 |
3,21 |
4 |
0,00 |
|
| 2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
80.136 |
2,10 |
4.146 |
10,91 |
|
| 2025-07-25 |
NP |
BUFG - FT Cboe Vest Buffered Allocation Growth ETF
|
|
|
|
752.928 |
2,25 |
37.341 |
2,36 |
|
| 2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
6.790 |
3,71 |
323 |
0,94 |
|
| 2025-07-11 |
13F |
Grant Private Wealth Management Inc
|
|
|
|
9.363 |
|
484 |
|
|
| 2025-08-06 |
13F |
Founders Financial Securities Llc
|
|
|
|
17.417 |
8,61 |
901 |
19,18 |
|
| 2025-07-25 |
13F |
We Are One Seven, LLC
|
|
|
|
6.650 |
|
344 |
|
|
| 2025-07-28 |
13F |
RFG Advisory, LLC
|
|
|
|
11.310 |
66,76 |
585 |
81,11 |
|
| 2025-07-14 |
13F |
Abound Wealth Management
|
|
|
|
500 |
|
26 |
|
|
| 2025-08-12 |
13F |
OneAscent Financial Services LLC
|
|
|
|
32.133 |
|
2 |
|
|
| 2025-08-14 |
13F |
Old Mission Capital Llc
|
|
|
|
12.883 |
|
667 |
|
|
| 2025-08-06 |
13F |
Decker Retirement Planning Inc.
|
|
|
|
253 |
|
13 |
|
|
| 2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
55.068 |
1,35 |
3 |
0,00 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-01 |
13F |
Ferguson Shapiro LLC
|
|
|
|
398.043 |
|
20.595 |
|
|
| 2025-08-18 |
13F |
Wolverine Trading, Llc
|
|
|
|
9.707 |
|
500 |
|
|
| 2025-08-12 |
13F |
Winnow Wealth Llc
|
|
|
|
0 |
|
0 |
|
|
| 2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
9.022 |
19,97 |
479 |
35,69 |
|
