Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June, omfatter First Trust Advisors Lp, Keel Point, LLC, Castle Rock Wealth Management, LLC, Truist Financial Corp, LVZ Advisors, Inc., Aurora Private Wealth, Inc., og Morgan Stanley .
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 | Northwestern Mutual Wealth Management Co | 643 | 26 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4.059 | 13,83 | 167 | 21,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 306.705 | 2,89 | 12.596 | 9,79 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 15.631 | 642 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8.104 | 0,90 | 333 | 7,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.470 | 60 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 72 | -1,39 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8.218 | 340 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 5.128 | 211 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 8.487 | 0,56 | 349 | 7,41 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 10.917 | 61,18 | 448 | 72,31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 97.724 | 1,90 | 4.054 | 10,74 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54.595 | 2,75 | 2.242 | 9,63 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 20.150 | 0,62 | 828 | 7,40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21.064 | 17,39 | 865 | 25,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 29.324 | 0,49 | 1.204 | 7,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8.014 | 2,19 | 0 | |||||
| 2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 433.556 | 9,50 | 17.306 | 11,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 42.162 | 1.732 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 48.485 | 15,75 | 1.991 | 23,51 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 11.634 | 478 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 6.449 | 265 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5.062 | 0 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 10.106 | 15,91 | 415 | 23,88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6.237 | 11,00 | 256 | 19,07 |
