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 - March, omfatter Aqr Capital Management Llc, TrueWealth Advisors, LLC, Colony Group, LLC, Wealth Enhancement Advisory Services, Llc, Maridea Wealth Management LLC, Park Avenue Securities Llc, StoneX Group Inc., Fsb Premier Wealth Management, Inc., Ameritas Advisory Services, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Range Financial Group LLC | 17.511 | 101,93 | 682 | 111,80 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5.382 | 210 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8.127 | 0,57 | 317 | 5,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 25.052 | 976 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 7.816 | 304 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.859 | 113,68 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1.550 | 63,16 | 60 | 71,43 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3.388 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.045 | 60,13 | 158 | 68,82 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 6.767 | 5,62 | 264 | 10,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 163.960 | 125,76 | 6 | 200,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 133.250 | 0,66 | 5.190 | 5,40 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 8.248 | 10,44 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 36.551 | 13,08 | 1.424 | 18,39 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.261 | 3,64 | 233 | 2,65 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6.195 | 241 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 252.243 | 21,58 | 9.825 | 27,30 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22.330 | 32,92 | 870 | 39,26 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.052.741 | 411,44 | 41 | 485,71 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27.515 | 1.072 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5.719 | 0 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 18.535 | 27,74 | 722 | 33,77 | ||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.001.251 | 12,51 | 38.198 | 12,72 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 158.728 | 953,41 | 6 | -98,93 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 5.547 | 216 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16.090 | 627 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.925 | 114 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16.240 | 62,79 | 633 | 70,35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 154.805 | 358,21 | 6 | 500,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9.250 | 23,01 | 360 | 29,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7.366 | 287 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 589 | 23 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 173.104 | 10,75 | 6.742 | 15,96 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 41.482 | 1.616 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 82.703 | 216,86 | 3.156 | 227,62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6.910 | 269 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27.747 | 13,55 | 1.081 | 18,81 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 216.233 | 12,94 | 8.422 | 18,25 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 7.741 | 10,22 | 302 | 15,33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16.342 | 6,07 | 637 | 10,99 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8.627 | 30,10 | 336 | 36,59 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5.267 | 146,93 | 205 | 159,49 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 62.777 | 304,13 | 2 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9.261 | 13,56 | 361 | 18,81 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 16.363 | 1,07 | 637 | 5,81 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 20.281 | 1,92 | 803 | 9,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.259 | 245 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 37.637 | 6,25 | 1.466 | 11,24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.609 | 123,57 | 374 | 135,22 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5.339 | 208 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 5.597 | 0,18 | 218 | 4,83 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 13.953 | 0,81 | 543 | 5,64 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 31.291 | 1 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18.460 | 719 |
