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 - December, omfatter Hollencrest Capital Management, Uniting Wealth Partners, LLC, First International Bank of Israel Ltd., Schulz Wealth, LTD., Hrt Financial Lp, Evolution Wealth Management Inc., Robertson Stephens Wealth Management, LLC, Anfield Capital Management, LLC, og IFP Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 460.926 | 12,85 | 16 | 23,08 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 20.814 | 3,59 | 732 | 9,92 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5.995 | 211 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 89.743 | 82,58 | 3.155 | 93,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 18.135 | 1.226,63 | 638 | 1.315,56 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1.102.017 | 38.742 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28.400 | 0,58 | 998 | 6,85 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 16.684 | 92,50 | 587 | 104,90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7.770 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9.290 | 1,53 | 327 | 7,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 430 | 115,00 | 15 | 150,00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 29.062 | 96,34 | 1.022 | 108,37 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 282.697 | 9.938 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 10.221 | 270,59 | 359 | 294,51 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 6.000 | 211 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5.781 | 203 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.116.525 | 12,47 | 38.147 | 12,62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9.748 | 2,79 | 343 | 9,27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9.101 | 320 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 150.000 | 5.273 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.511 | 53 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 12.544 | 441 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39.230 | 9,81 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 18.665 | 12,00 | 656 | 19,06 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 25.992 | 13,55 | 861 | 11,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24.120 | 848 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88.568 | 10,23 | 3.114 | 17,03 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 4.539 | 160 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 819 | 196,74 | 29 | 211,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25.506 | 103,28 | 897 | 115,90 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4.445 | 46,31 | 156 | 56,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36.087 | 444,38 | 1.269 | 479,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5.755 | 438,35 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1.900 | 280,00 | 63 | 287,50 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 7.213 | 254 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18.165 | 639 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25.416 | 39,94 | 894 | 48,59 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 12.623 | 78,49 | 444 | 89,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19.670 | 217,16 | 692 | 237,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
