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 - September, omfatter American Alpha Advisors, LLC, Gallagher Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, LM Advisors LLC, Tcfg Wealth Management, Llc, Avion Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Change Path, LLC | 127.290 | 532,59 | 6.111 | 582,03 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4.517 | 0,13 | 217 | 8,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3.951 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 192.968 | 32,69 | 9.264 | 43,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 194.904 | 95,05 | 9.357 | 110,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 645.003 | 151,37 | 30.966 | 170,89 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.829 | 136 | ||||||
| 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 | 11.887.754 | 1,82 | 551.427 | 2,23 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12.770 | 613 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15.719 | 55,17 | 718 | 59,20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4.242 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8.568 | 20,61 | 411 | 30,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7.491 | 735,12 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35.425 | 6,89 | 1.701 | 15,18 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.193 | 179,16 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 45.616 | 2.190 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 19.778 | 0,04 | 950 | 7,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9.067 | 435 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 34.158 | 1.640 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12.312 | 591 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10.938 | 2,26 | 525 | 10,29 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 9.000 | 0 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 13.621 | 0,80 | 668 | 12,08 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18.660 | 8,79 | 896 | 18,07 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 64.844 | 7,32 | 3.113 | 15,64 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 12.298 | 90,52 | 590 | 105,57 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10.182 | 489 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32.894 | 14,77 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 5.456 | 11,71 | 262 | 20,28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.530 | 6,93 | 650 | 15,28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.916 | 533,91 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 330.359 | 4,94 | 15.762 | 12,39 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4.288 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 340.663 | 212,76 | 16.355 | 237,06 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.122 | 45,62 | 150 | 56,84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15.199 | 14,26 | 730 | 23,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11.659 | 560 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17.957 | 3,52 | 862 | 11,66 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 24.080 | 0,24 | 1.156 | 8,04 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10.932 | 525 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.055 | 99 |
