Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF inkluderar Forge Financial Services LLC, ZEGA Investments, LLC, Prosperity Financial Group, Inc., Resources Investment Advisors, LLC., Maridea Wealth Management LLC, Wealth Watch Advisors, INC, Legacy Capital Wealth Partners, LLC, GPS Wealth Strategies Group, LLC, DAVENPORT & Co LLC, HBK Sorce Advisory LLC, Advisory Services Network, LLC, Stratos Wealth Partners, LTD., Independent Wealth Network Inc., Dagco, Inc., och Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Old Mission Capital Llc | 44 902 | 12,51 | 1 119 | 19,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 530 678 | 109,19 | 13 230 | 121,93 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 317 423 | 48,91 | 32 777 | 58,53 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 510 936 | 27,06 | 12 738 | 34,80 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 13 279 | 3,91 | 331 | 10,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44 846 | 177,50 | 1 118 | 189,64 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 34 753 | 3,98 | 866 | 10,32 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 37 471 | 10,98 | 934 | 17,78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 118 896 | 211,33 | 3 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 149 216 | 1,82 | 3 738 | 8,54 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 130 131 | 150,29 | 3 | 200,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32 214 | 74,79 | 803 | 85,45 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 492 870 | 7,85 | 12 287 | 14,43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 330 | 16,16 | 457 | 23,24 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 16 356 | 23,53 | 408 | 30,87 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 19 396 | 484 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 17 226 | 429 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 18 117 | 112,79 | 452 | 125,50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 900 | 2,18 | 233 | 0,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 997 570 | 8,71 | 24 869 | 15,33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12 975 | 323 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215 | 5 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 39 868 | 0,63 | 994 | 6,66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37 074 | 57,42 | 924 | 67,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 355 048 | 20,54 | 83 641 | 27,87 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 35 428 | 78,63 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 95 129 | 5,26 | 2 372 | 11,68 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 9 958 | 5,32 | 248 | 11,71 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24 745 | 0,76 | 617 | 6,76 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 47 515 | 17,12 | 1 185 | 24,24 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 60 940 | 42,47 | 1 519 | 51,14 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 10 587 | 264 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13 374 | 333 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 849 665 | 9,32 | 21 | 16,67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 940 | 276 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 30 312 | 32,53 | 756 | 36,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 220 195 | 36,24 | 55 349 | 44,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 449 244 | 26,86 | 36 129 | 34,58 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14 033 | 350 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 825 | 245 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 55 000 | 1 371 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28 395 | 708 | ||||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 64 914 | 1 622 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 686 946 | 25,08 | 17 | 41,67 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 64 541 | 1 609 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 116 581 | 64,07 | 2 906 | 74,12 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 297 515 | 69,74 | 7 417 | 80,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 587 | 34,57 | 1 535 | 42,79 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 245 852 | 104,65 | 6 129 | 117,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 75 140 | 20,14 | 1 873 | 27,50 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 83 622 | 113,62 | 2 085 | 126,77 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 4 030 | 100 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 12 681 | 316 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 198 073 | 50,73 | 29 868 | 59,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8 938 | 223 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 15 463 | 52,43 | 385 | 61,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 461 221 | 77,15 | 11 498 | 87,94 |
