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 - July, omfatter Hartford Financial Management Inc., Mutual Advisors, LLC, XY Planning Network, Inc., Madrona Financial Services, LLC, Insigneo Advisory Services, Llc, Icon Wealth Advisors, LLC, Kilter Group LLC, Evolution Wealth Management Inc., Abound Wealth Management, og Allworth Financial LP .
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 | LPL Financial LLC | 259.285 | 60,64 | 10.032 | 72,89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 34.067 | 112,03 | 1.318 | 128,42 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5.340 | 183,14 | 207 | 207,46 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8.396 | 325 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3.596 | 22.375,00 | 139 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 59.408 | 1,58 | 2.178 | 3,62 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7.020 | 272 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 325 | 13 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 21.271 | 7,45 | 823 | 15,61 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12.958 | 19,14 | 1 | -100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5.200 | 201 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8.194 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 7.740 | 299 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.023.641 | 12,34 | 38.166 | 13,08 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 5.196 | 137,91 | 201 | 157,69 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 151.772 | 5.872 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5.308 | 205 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4.240 | 0,31 | 164 | 8,61 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 190.892 | 0,71 | 7.386 | 8,40 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.986 | 77 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6.525 | 254 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5.927 | 229 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 184.246 | 1,58 | 7.128 | 9,33 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 920 | 36 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12.393 | 490 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2.646 | 102 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.061.328 | 195,48 | 41.063 | 218,01 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22.320 | 0,17 | 864 | 7,74 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 42.235 | 3,14 | 1.634 | 11,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.078 | 80 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 621.330 | 1,70 | 24.039 | 9,46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 976 | 38 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26.383 | 41,43 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13.805 | 534 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 8.555 | 0,06 | 331 | 7,49 |
