Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF inkluderar Crewe Advisors LLC, Arkadios Wealth Advisors, Jones Financial Companies Lllp, Evolution Wealth Management Inc., och Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 900 | 99 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 22 125 | 7,38 | 565 | 15,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11 306 | 0,04 | 289 | 7,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 364 | 0,30 | 60 | 5,26 | ||||
| 2025-09-03 | 13F | American Trust | 18 562 | 474 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 662 | 0,15 | 528 | 7,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 25 385 | 3,28 | 648 | 10,96 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 75 005 | 49,68 | 1 916 | 60,65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 212 705 | 67,22 | 5 432 | 79,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53 592 | 5,13 | 1 369 | 12,87 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 567 207 | 4,63 | 14 489 | 12,36 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 123 664 | 1,72 | 3 158 | 9,20 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 8 342 | 213 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 846 | 226 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 777 | 12,47 | 71 | 20,69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20 350 | 103,46 | 520 | 118,99 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 726 | 18,42 | 478 | 27,13 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 015 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 45 773 | 0,30 | 1 169 | 8,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 277 | 0,61 | 671 | 8,05 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 416 | 215 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 12 910 | 3,45 | 330 | 11,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 17 819 | 1,31 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 145 503 | 4,41 | 3 716 | 12,10 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 22 597 | 1,35 | 577 | 8,87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28 719 | 7,45 | 733 | 15,43 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22 957 | 32,79 | 586 | 42,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 597 | 15 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 590 | 15 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 801 978 | 9,91 | 20 483 | 18,01 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 232 252 | 16,31 | 5 932 | 24,86 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 11 497 | 294 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 65 490 | 23,47 | 1 673 | 32,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 043 204 | 0,52 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19 442 | 36,96 | 497 | 47,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 162 034 | 0,81 | 4 | 33,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 920 | 23 |
