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 - February inkluderar Maia Wealth LLC, National Asset Management, Inc., Kraematon Investment Advisors, Inc, Kestra Private Wealth Services, Llc, International Assets Investment Management, Llc, Madrona Financial Services, LLC, Insigneo Advisory Services, Llc, RFG Advisory, LLC, Sax Wealth Advisors, Llc, Legacy Capital Wealth Partners, LLC, Arrowroot Family Office, LLC, Evolution Wealth Management Inc., Alerus Financial Na, Oppenheimer & Co Inc, Icon Wealth Advisors, LLC, Noble Wealth Management PBC, FSC Wealth Advisors, LLC, SJS Investment Consulting Inc., och Aptus Capital Advisors, LLC .
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 | Alerus Financial Na | 4 700 | 210 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7 700 | 18,46 | 344 | 25,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107 983 | 15,92 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4 608 | 0 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 358 | 284 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 41 005 | 1,23 | 1 831 | 7,21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20 076 | 1,73 | 896 | 7,82 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 243 | 502 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 43 285 | 1 932 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 64 194 | 33,10 | 2 866 | 40,99 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 40 562 | 115,03 | 1 811 | 127,67 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 17 496 | 41,09 | 781 | 49,62 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37 995 | 1 696 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 33 951 | 1,36 | 2 | −99,93 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 46 536 | 8,78 | 2 078 | 15,20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 527 871 | 175,87 | 24 | 187,50 | ||||
| 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 | 2 484 849 | 6,78 | 107 743 | 6,75 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33 066 | 1 476 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 23 521 | 3,68 | 1 050 | 9,83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 706 | 99,92 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16 036 | 716 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 472 | 21 | ||||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 42 043 | 1 877 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 37 032 | 17,95 | 1 653 | 24,94 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6 054 | 270 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7 386 | 49,06 | 330 | 58,17 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 5 954 | 265 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 31 572 | 13,81 | 1 410 | 20,53 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 73 860 | 3 297 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18 694 | 2,58 | 835 | 8,59 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 514 | 23 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 151 739 | 8,16 | 6 774 | 14,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105 161 | 18,05 | 5 | 33,33 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 17 603 | 28,10 | 786 | 35,58 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4 937 | 220 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 15 768 | 704 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 316 | 14 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 846 | 177,10 | 1 243 | 193,85 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 6 304 | 281 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 31 966 | 22,64 | 1 427 | 29,96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 86 865 | 4,24 | 3 878 | 10,42 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 54 | 2 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 129 124 | 25,03 | 5 765 | 32,44 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 34 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12 750 | 569 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 540 | 515 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 100 | 4 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 45 558 | 2 034 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 208 264 | 45,64 | 9 | 50,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 39 793 | 25,40 | 1 777 | 32,83 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 243 657 | 2,89 | 10 878 | 8,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 274 | 1 039 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 127 730 | 68,77 | 5 702 | 78,80 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 19 100 | 1,19 | 1 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2 842 | 127 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 508 | 2 285,19 | 0 | |||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70 543 | 3,33 | 3 149 | 9,45 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6 515 | 26,63 | 291 | 34,26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130 395 | 51,80 | 5 821 | 60,80 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 37 928 | 3,22 | 1 706 | 10,14 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 38 192 | 8,03 | 1 705 | 15,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 81 263 | 13,59 | 3 628 | 20,30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 732 | 256 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 733 | 32,49 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 527 | 202 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 21 260 | 949 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 183 | 9,74 | 53 | 15,56 |
