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 - June inkluderar BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Kovack Advisors, Inc., Evolution Wealth Management Inc., RFG Advisory, LLC, WT Wealth Management, Northwestern Mutual Wealth Management Co, EP Wealth Advisors, Inc., och Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 250 | 326 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 625 | 163 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 12 055 | 7,39 | 543 | 15,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 929 | 3,60 | 87 | 10,26 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 453 | 29,33 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 35 329 | 26,67 | 1 591 | 35,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 78 380 | 74,82 | 3 529 | 87,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 094 | 21,61 | 950 | 30,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20 722 | 169,82 | 933 | 189,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35 124 | 15,55 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 57 420 | 99,44 | 2 585 | 113,99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15 992 | 720 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 485 | 157 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 25 794 | 23,37 | 1 161 | 32,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 333 | 220,15 | 780 | 243,61 | ||||
| 2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF 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 | 895 727 | 39 308 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 15 524 | 77,34 | 699 | 90,19 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 75 004 | 3,21 | 3 377 | 10,65 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 4 443 | 200 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 38 677 | 0,08 | 1 751 | 8,42 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 40 290 | 63,85 | 1 814 | 75,68 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 720 | 2,57 | 1 743 | 10,04 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5 085 | 229 | ||||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 35 742 | 6,69 | 1 609 | 14,44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 799 | 62,72 | 327 | 57,97 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 864 | 624 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 406 | 5,96 | 739 | 13,54 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 400 | 63 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53 652 | 16,48 | 2 416 | 24,94 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 83 388 | 3 754 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 193 | 39,91 | 504 | 50,15 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15 397 | 41,52 | 666 | 46,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 36 392 | 3,72 | 1 638 | 11,20 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 17 097 | 46,09 | 770 | 56,62 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5 064 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 177 | 11,67 | 53 | 18,18 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 20 281 | 913 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 4 642 | 209 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 195 | 579,57 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 7 840 | 0,54 | 353 | 7,65 | ||||
| 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 | 2 461 225 | 6,96 | 108 007 | 7,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 217 545 | 16,24 | 9 794 | 24,65 |
