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 - March, omfatter Americana Partners, LLC, Invenio Wealth Partners Llc, First Trust Advisors Lp, Consolidated Portfolio Review Corp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Atria Investments Llc | 10.730 | 37,79 | 411 | 43,36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 212.842 | 8.150 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5.253 | 201 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5.400 | 207 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 414.376 | 4,98 | 15.868 | 9,40 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 50.418 | 12,15 | 1.931 | 16,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 57.743 | 8,78 | 2.211 | 13,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 188.579 | 7,92 | 7 | 16,67 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10.000 | 383 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 72.269 | 2.767 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 120 | 5 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 6.130 | 7,54 | 235 | 11,96 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8.258 | 13,23 | 316 | 18,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22.416 | 42,80 | 858 | 48,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.589 | 27,63 | 61 | 32,61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9.600 | 41,91 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41.628 | 0,15 | 1.614 | 6,39 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6.905 | 264 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 5.765 | 44,49 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 191.307 | 9,36 | 7.326 | 13,97 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 34.193 | 3,97 | 1.309 | 8,36 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6.701 | 16,50 | 257 | 21,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14.958 | 22,71 | 573 | 27,96 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3.959 | 7,35 | 152 | 11,85 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5.319 | 204 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104.994 | 1,27 | 4.020 | 5,54 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 6.131 | 236 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 60.945 | 2.334 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 39.013 | 197,29 | 1.494 | 209,75 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18.625 | 5,73 | 713 | 10,37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 188.787 | 5,76 | 7.229 | 10,21 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8.464 | 324 |
