Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - First Trust Active Factor Large Cap ETF inkluderar Gladstone Institutional Advisory LLC, Bank Of America Corp /de/, Integrated Wealth Concepts LLC, Arkadios Wealth Advisors, Foundations Investment Advisors, LLC, Mutual Advisors, LLC, Traction Financial Partners, LLC, Goldman Sachs Group Inc, GeoWealth Management, LLC, LaSalle St. Investment Advisors, LLC, First Trust Advisors Lp, IHT Wealth Management, LLC, CIBC Private Wealth Group, LLC, Cwm, Llc, Ameritas Advisory Services, LLC, och Royal Bank Of Canada .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 885 | 2,52 | 1 557 | 10,50 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15 222 | 17,65 | 553 | 26,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 302 560 | 41,08 | 10 986 | 52,04 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 11 839 | 2,38 | 430 | 10,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48 202 | 15,02 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 724 835 | 4,64 | 26 319 | 12,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 241 | 9 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 76 749 | 0,43 | 2 787 | 8,24 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 17 400 | 45,17 | 632 | 56,58 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 57 949 | 0,91 | 2 104 | 8,79 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 637 | 30,52 | 677 | 40,54 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 255 | 5,19 | 263 | 13,36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 283 808 | 24,98 | 10 305 | 34,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 117 653 | 346,96 | 4 272 | 382,05 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 12 691 | 461 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 223 | 44 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 899 | 396 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25 794 | 937 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7 860 | 0,24 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 194 757 | 91 335,21 | 7 072 | 100 914,29 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 18 011 | 16,50 | 654 | 25,58 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 357 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 148 351 | 8,38 | 5 387 | 16,81 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47 134 | 13,01 | 1 588 | 10,21 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 48 886 | 5,13 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 65 643 | 7,49 | 2 383 | 15,85 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 58 720 | 50,14 | 2 132 | 61,88 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 53 430 | 24,16 | 1 940 | 33,89 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 29 060 | 16,24 | 1 055 | 25,30 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6 375 | 0 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 7 110 | 21,06 | 258 | 30,96 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 963 | 217 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 380 | 232 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 619 717 | 73,20 | 58 812 | 86,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 65 992 | 33,83 | 2 396 | 44,25 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 111 | 4 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19 712 | 41,32 | 716 | 43,57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232 529 | 75,81 | 8 | 100,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 136 338 | 4 950 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 99 895 | 3 627 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86 931 | 25,75 | 3 130 | 34,35 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 32 266 | 32,16 | 1 172 | 42,46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 353 | 66,43 | 267 | 75,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 36 120 | 51,55 | 1 335 | 66,46 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 38 623 | 1 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 392 758 | 92,74 | 14 261 | 107,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17 103 | 68,06 | 1 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 24 318 | 883 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 029 | 35,86 | 328 | 46,64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29 656 | 1 077 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 81 490 | 21,05 | 2 959 | 30,42 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19 593 | 727 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 512 | 200 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10 314 | 103,95 | 375 | 120,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24 484 | 37,70 | 889 | 48,41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 824 | 647 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 904 | 0,22 | 33 | 10,34 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 58 717 | 99,22 | 2 132 | 114,92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 133 772 | 1 084,35 | 4 857 | 1 178,16 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 81 121 | 2 946 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 53 813 | 23,33 | 1 958 | 33,13 |
