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 - March, omfatter Synovus Financial Corp, RFG Advisory, LLC, Buck Wealth Strategies, LLC, Consolidated Portfolio Review Corp, Victory Financial Group, Llc, Nova Wealth Management, Inc., Wood Tarver Financial Group, LLC, Harwood Advisory Group, LLC, Twin Peaks Wealth Advisors, LLC, Abound Wealth Management, og Topsail Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 200 | 9 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 39.538 | 9,82 | 1.773 | 16,66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.037 | 14,82 | 136 | 22,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 131.297 | 20,82 | 5.810 | 26,70 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 101.039 | 2,20 | 4.531 | 8,58 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.284 | 68,69 | 102 | 78,95 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 205.324 | 32,85 | 9.207 | 41,15 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 6.598 | 7,04 | 296 | 13,46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 96.290 | 46,25 | 4.318 | 55,40 | ||||
| 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 | 12.636.560 | 2,76 | 550.196 | 1,71 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 31.734 | 63,27 | 1.423 | 73,41 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19.822 | 8,81 | 889 | 16,69 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1.658 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14.173 | 7,09 | 636 | 13,80 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9.204 | 27,60 | 413 | 35,53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 154.455 | 15,86 | 7 | 20,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1.242.612 | 2.470,67 | 55.719 | 2.632,61 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 6.319 | 1,95 | 283 | 8,43 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10.129 | 454 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 4.481 | 201 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 102.456 | 9,72 | 5 | 33,33 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5.821 | 261 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 454 | 20 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 906 | 41 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 59.083 | 17,44 | 2.650 | 24,82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7.966 | 3,04 | 357 | 9,51 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1.185 | 53 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 22.198 | 182,17 | 995 | 200,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22.622 | 3,71 | 1.014 | 10,22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8.531 | 29,91 | 383 | 37,91 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8.341 | 374 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 222.233 | 9,74 | 9.965 | 16,61 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10.582 | 4,63 | 474 | 11,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 75.029 | 67,39 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 17.547 | 787 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11.815 | 1,42 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7.291 | 327 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 84.496 | 569,17 | 3.789 | 612,03 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 125.890 | 6,49 | 5.645 | 13,15 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 126.502 | 3,77 | 5.672 | 10,26 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 29.370 | 34,81 | 1.317 | 43,20 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 9.926 | 1,00 | 445 | 7,49 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 19.113 | 6,53 | 862 | 14,17 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 371.653 | 2,36 | 16.665 | 8,77 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.183 | 54,84 | 322 | 65,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14.599 | 4,37 | 657 | 11,19 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 10.839 | 2,17 | 486 | 8,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 112.928 | 42,50 | 5.064 | 51,41 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 328.014 | 141,43 | 14.708 | 156,55 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3.856 | 173 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 54.819 | 438,55 | 2.458 | 472,96 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 57.127 | 12,77 | 2.562 | 19,84 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 21.513 | 5,98 | 965 | 12,62 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 121.610 | 11,76 | 5.453 | 18,75 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 12.440 | 2,90 | 558 | 9,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 99.617 | 9,06 | 4.467 | 15,88 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7.717 | 17,39 | 346 | 24,91 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5.757 | 258 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.466 | 28,55 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 115.269 | 0,42 | 5.169 | 6,71 |
