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 - January inkluderar Maia Wealth LLC, Lionshead Wealth Management, LLC, Great Valley Advisor Group, Inc., Evolution Wealth Management Inc., RFG Advisory, LLC, United Capital Financial Advisers, Llc, Orion Portfolio Solutions, LLC, Holistic Planning, LLC, PFG Advisors, och RiverTree 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 30 426 | 0,47 | 1 227 | 6,79 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 063 | 204 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 665 | 471 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 91 261 | 0,10 | 3 681 | 6,36 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 8 315 | 335 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 268 | 495 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 80 851 | 19,90 | 3 261 | 27,38 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 7 035 | 8,82 | 287 | 16,26 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8 064 | 325 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 9 856 | 38,90 | 398 | 47,58 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 27 750 | 1 119 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 15 652 | 59,86 | 631 | 70,08 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 235 | 351 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 61 211 | 27,71 | 2 469 | 35,73 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 300 | 11,49 | 52 | 18,18 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2 525 | 4 755,77 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 50 322 | 2 030 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 40 907 | 18,17 | 1 650 | 25,57 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 11 444 | 68,07 | 462 | 78,68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 200 702 | 2,27 | 8 096 | 8,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 205 | 694 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 157 337 | 0,70 | 6 346 | 6,98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20 450 | 825 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9 085 | 4,34 | 366 | 10,91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 714 | 22,85 | 351 | 30,48 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 54 639 | 0,27 | 2 204 | 6,48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48 703 | 4,17 | 1 964 | 10,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 27 700 | 147,23 | 1 117 | 162,82 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 14 681 | 16,44 | 592 | 23,85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15 070 | 608 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 126 099 | 99,10 | 5 086 | 111,56 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 958 | 5,52 | 160 | 11,97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 000 | 202 | ||||||
| 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 | 2 752 561 | 6,77 | 107 708 | 6,69 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 5 220 | 211 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 54 358 | 2 193 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 31 981 | 217,27 | 1 290 | 236,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 490 | 204,08 | 60 | 233,33 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 231 690 | 0,69 | 9 346 | 6,97 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25 606 | 0,49 | 1 033 | 6,72 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 728 608 | 0,91 | 29 389 | 7,20 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 217 641 | 10,45 | 8 779 | 17,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6 017 | 247 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 050 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77 572 | 4,19 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 40 907 | 8,43 | 1 650 | 15,79 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26 555 | 10,07 | 1 071 | 16,92 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 803 | 16,35 | 188 | 19,87 |
