Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May, omfatter Lionshead Wealth Management, LLC, We Are One Seven, LLC, SMART Wealth LLC, Avantax Advisory Services, Inc., Wealth Enhancement Advisory Services, Llc, Diligent Investors, LLC, Twin Peaks Wealth Advisors, LLC, Abound Wealth Management, og Capital Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 700 | 17 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6.511 | 84,19 | 156 | 90,24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41.468 | 994 | ||||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 27.290 | 12,44 | 654 | 14,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16.626 | 399 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4.742 | 28,96 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16.604 | 13,77 | 398 | 16,08 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 32.062 | 215,07 | 769 | 222,69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 117.938 | 2.827 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28.979 | 12,32 | 695 | 14,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.698 | 260 | ||||||
| 2025-07-25 | NP | BUFS - FT Vest Laddered Small Cap Moderate Buffer ETF | 993.086 | 42,64 | 23.129 | 36,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 81.107 | 101,28 | 2 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 1.000 | 24 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 35.532 | 1,85 | 863 | 5,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 122.305 | 117,03 | 2.932 | 121,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 69.320 | 44,37 | 1.662 | 47,64 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 200.308 | 4.801 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 36.981 | 5,00 | 886 | 7,39 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 10.600 | 254 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 157.801 | 3.782 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.286 | 32 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47.689 | 7,21 | 1.143 | 9,59 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 13.043 | 14,70 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 88.937 | 2.132 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 197.779 | 4.741 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 29.730 | 21,17 | 722 | 26,27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 98.272 | 51,67 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 881 | 21 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 57.059 | 26,00 | 1.378 | 29,88 |
