Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - June, omfatter Americana Partners, LLC, Concurrent Investment Advisors, LLC, McKinley Carter Wealth Services, Inc., Defined Financial Planning LLC, Evolution Wealth Management Inc., og Steward Partners Investment Advisory, Llc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2.605 | 23,46 | 87 | 30,30 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 22.599 | 54,09 | 752 | 63,12 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 850 | 28 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 54.050 | 725,19 | 1.799 | 777,07 | ||||
2025-07-25 | 13F | Cwm, Llc | 7.994 | 13,73 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 25.099 | 2,32 | 835 | 8,30 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 49.930 | 434,24 | 1.662 | 466,89 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 59.330 | 214,25 | 2 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28.358 | 944 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 48.793 | 151,19 | 1.624 | 166,07 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 37.124 | 52,76 | 1.236 | 61,65 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 217.117 | 0,43 | 7 | 16,67 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 12.192 | 406 | ||||||
2025-07-23 | 13F | Defined Financial Planning LLC | 8.193 | 273 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 64.463 | 20,15 | 2.145 | 27,15 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 12.884 | 16,69 | 429 | 23,34 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 15.651 | 93,56 | 521 | 104,72 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 15.098 | 502 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12.242 | 0,39 | 385 | -0,78 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12.884 | 16,69 | 429 | 23,34 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21.110 | 175,41 | 703 | 191,29 | ||||
2025-08-12 | 13F | LPL Financial LLC | 28.260 | 118,26 | 941 | 130,96 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 31.669 | 1.054 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.272 | 109 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13.545 | 17,32 | 451 | 23,97 |