Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September, omfatter Octavia Wealth Advisors, 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 | Cetera Investment Advisers | 201.480 | 2,61 | 8.182 | 7,76 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 5.005 | 203 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 188.579 | 0,78 | 7.658 | 5,83 | ||||
2025-08-14 | 13F | Mariner, LLC | 58.655 | 0,95 | 2.382 | 6,01 | ||||
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 | 437.533 | 17.421 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2.246 | 13,15 | 91 | 19,74 | ||||
2025-08-04 | 13F | Atria Investments Llc | 12.945 | 25,19 | 526 | 31,58 | ||||
2025-08-12 | 13F | LPL Financial LLC | 73.672 | 400,25 | 2.992 | 425,66 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 9.157 | 0,34 | 372 | 5,40 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 4.944 | 201 | ||||||
2025-08-07 | 13F | Americana Partners, LLC | 146.921 | 5.966 | ||||||
2025-08-14 | 13F | UBS Group AG | 10.962 | 38,29 | 445 | 45,42 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 9.625 | 391 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 10.763 | 65,66 | 437 | 74,10 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8.270 | 23,56 | 336 | 29,84 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8.960 | 364 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 3.667 | 174,07 | 0 | |||||
2025-07-16 | 13F | PFS Partners, LLC | 3.817 | 12,80 | 155 | 19,23 | ||||
2025-08-12 | 13F | Change Path, LLC | 33.642 | 29,46 | 1.366 | 36,06 |