Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August inkluderar Calton & Associates, Inc., Per Stirling Capital Management, LLC., Evolution Wealth Management Inc., och SJS Investment Consulting 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Susquehanna International Group, Llp | 25 261 | 102,64 | 1 052 | 117,81 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 553 | 65 | ||||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9 546 | 75,64 | 398 | 89,05 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 147 | 6 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 76 340 | 12,34 | 3 180 | 20,64 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 70 999 | 11,83 | 2 958 | 20,06 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 4 881 | 203 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 12 132 | 505 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 344 | 62,62 | 410 | 66,67 | ||||
2025-08-12 | 13F | LPL Financial LLC | 112 152 | 2,02 | 4 672 | 9,57 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 4 907 | 204 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 39 447 | 131,63 | 1 643 | 148,94 | ||||
2025-07-25 | 13F | Cwm, Llc | 93 909 | 0,42 | 4 | 0,00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 23 215 | 122,22 | 967 | 138,77 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 903 | 204 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 39 908 | 8,18 | 1 663 | 17,12 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 39 908 | 17,98 | 1 663 | 26,68 | ||||
2025-08-14 | 13F | UBS Group AG | 40 764 | 1 217,09 | 1 698 | 1 315,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 276 | 11,54 | 53 | 20,45 | ||||
2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs 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 | 2 662 514 | 5,79 | 107 219 | 6,20 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 636 | 318 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 825 | 65,00 | 34 | 78,95 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 156 152 | 3,72 | 6 505 | 11,37 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 7 910 | 330 |