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 - February, omfatter First International Bank of Israel Ltd., Uniting Wealth Partners, LLC, SMART Wealth LLC, Aqr Capital Management Llc, StoneX Group Inc., Madrona Financial Services, LLC, Silverlake Wealth Management Llc, Morgan Stanley, Evolution Wealth Management Inc., Anfield Capital Management, LLC, og Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.006.558 | 12,72 | 38.178 | 12,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 73.000 | 16,14 | 2.846 | 23,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 323.608 | 18,10 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 83.886 | 3.271 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 163.460 | 10,86 | 6.373 | 17,56 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6.625 | 258 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 35.498 | 1.384 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 322.938 | 2,11 | 12.591 | 8,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5.562 | 0 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 27.167 | 4,00 | 1.059 | 10,31 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5.200 | 203 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 17.744 | 64,45 | 692 | 74,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.673 | 104 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 15.126 | 9,50 | 1 | -100,00 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 127.308 | 4.964 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.928 | 919,02 | 309 | 1.003,57 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 37.411 | 4,93 | 1.459 | 11,30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15.150 | 137,46 | 591 | 152,14 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23.639 | 11,14 | 926 | 18,29 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 35.545 | 1.386 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 57.113 | 3,48 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 19.556 | 4,44 | 762 | 10,76 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6.380 | 249 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 545 | 21 | ||||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 52.582 | 9,08 | 2.050 | 15,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372.569 | 8,76 | 14.526 | 15,33 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 8.354 | 21,89 | 326 | 28,97 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 130.000 | 5.069 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 171 | 7 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 37.208 | 1.451 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 127.237 | 2,03 | 4.961 | 8,18 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 7.037 | 1,96 | 274 | 8,30 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 75.843 | 0,11 | 2.957 | 6,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 136.371 | 18,20 | 5.317 | 25,34 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 78.819 | 51,89 | 3.073 | 61,06 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.707 | 5.996,43 | 0 | |||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 14.107 | 1,47 | 550 | 7,63 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15.883 | 11,40 | 584 | 9,77 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 5.305 | 207 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8.191 | 319 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7.971 | 311 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17.245 | 65,99 | 672 | 75,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.595 | 62 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.873 | 144,76 | 268 | 156,73 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.253 | 88 |
