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 - October, omfatter Apollon Wealth Management, LLC, Janney Montgomery Scott LLC, Defined Financial Planning LLC, Atria Investments Llc, Commonwealth Financial Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 17.340 | 37,18 | 545 | 42,04 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 52.170 | 1.639 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 6.504 | 204 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 8.379 | 264 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.207 | 2.177,36 | 38 | 3.600,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22.727 | 1 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.552 | 112 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11.272 | 3,48 | 354 | 7,27 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43.283 | 80,99 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8.600 | 62,26 | 270 | 68,75 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7.305 | 230 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 136.936 | 1,67 | 4.303 | 5,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.779 | 11,55 | 0 |
