Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August, omfatter WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, Hrt Financial Lp, Morgan Stanley, og Ameritas 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Cetera Investment Advisers | 63.051 | 12,10 | 2.333 | 19,34 | ||||
2025-08-12 | 13F | LPL Financial LLC | 52.606 | 63,75 | 1.946 | 74,37 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 10.083 | 19,03 | 373 | 26,87 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.796 | 66 | ||||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 9.788 | 59,62 | 362 | 69,95 | ||||
2025-08-14 | 13F | UBS Group AG | 30.431 | 1.742,07 | 1.126 | 1.873,68 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 7.277 | 0 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 8.540 | 21,77 | 316 | 29,63 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 10.733 | 397 | ||||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 241.119 | 8.920 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 3.152 | 11,06 | 117 | 18,37 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 15.801 | 10,49 | 585 | 17,74 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 43.362 | 28,66 | 1.604 | 37,09 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 41.989 | 31,98 | 1.553 | 40,54 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 30.255 | 203,80 | 1.119 | 223,41 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 141.703 | 2,05 | 5.242 | 8,67 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 7.106 | 264 | ||||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.062.563 | 12,13 | 38.135 | 12,75 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 45.596 | 2,23 | 1.687 | 8,84 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 12.868 | 476 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.194.768 | 1.948,54 | 44.194 | 2.081,34 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 27.083 | 13,28 | 1.002 | 20,60 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 10.023 | 371 | ||||||
2025-08-15 | 13F | Morgan Stanley | 2.930 | 108 | ||||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 65.480 | 2.422 | ||||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 199.272 | 205,51 | 7.372 | 225,33 |