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 - June, omfatter First International Bank of Israel Ltd., Triad Wealth Partners, LLC, Ausdal Financial Partners, Inc., Axxcess Wealth Management, Llc, United Capital Financial Advisers, Llc, Park Avenue Securities Llc, Stratos Wealth Advisors, LLC, Kilter Group LLC, Jones Financial Companies Lllp, Royal Bank Of Canada, Cwm, Llc, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 960 | 36 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 155.094 | 108,72 | 5.832 | 123,15 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 25.887 | 973 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 48.151 | 2,64 | 1.810 | 9,76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6.384 | 0 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 6.781 | 255 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 69.644 | 58,35 | 2.619 | 69,34 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 8.604 | 614,62 | 324 | 669,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.562 | 815,20 | 247 | 884,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10.484 | 104,61 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 34.914 | 1.313 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 843 | 32 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 57.886 | 451,30 | 2 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 506 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8.047 | 303 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10.966 | 1,65 | 412 | 8,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 153.064 | 23,97 | 5.755 | 32,54 | ||||
| 2025-08-14 | 13F | UBS Group AG | 32.735 | 32,07 | 1.231 | 41,22 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 22.255 | 28,49 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18.223 | 685 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14.571 | 132,17 | 548 | 148,64 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16.340 | 40,07 | 614 | 49,76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5.661 | 213 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319.579 | 75,85 | 12 | 100,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 13.405 | 2,03 | 504 | 9,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 178.623 | 20,28 | 6.716 | 28,59 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 32.657 | 15,98 | 1.228 | 23,94 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 61.406 | 1,70 | 2.211 | 4,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11.472 | 3,64 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4.613 | 27,04 | 173 | 36,22 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 238 | 9 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.045.036 | 12,78 | 38.175 | 13,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 283.808 | 9,57 | 10.671 | 17,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10.245 | 385 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 11.461 | 21,60 | 431 | 29,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 463.704 | 53,31 | 17.435 | 63,91 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12.571 | 479 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 200.000 | 7.520 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54.230 | 50,12 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 16.509 | 7,57 | 621 | 15,03 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.986 | 75 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 15.178 | 39,39 | 571 | 49,21 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 59.989 | 173,31 | 2.256 | 192,48 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 32.179 | 117,96 | 1.210 | 132,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28.335 | 7,31 | 1.065 | 14,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51.569 | 11,46 | 1.939 | 19,11 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 7.317 | 1,82 | 275 | 9,13 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 157.253 | 487,44 | 5.913 | 528,27 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 79.488 | 1,23 | 3.002 | 8,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31.125 | 45,56 | 1.175 | 56,12 |
