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 - May inkluderar Ausdal Financial Partners, Inc., Evolution Wealth Management Inc., Kovack Advisors, Inc., RFG Advisory, LLC, Buck Wealth Strategies, LLC, Schwallier Wealth Management LLC, Ferguson Shapiro LLC, Sequent Planning LLC, Insigneo Advisory Services, Llc, Riggs Asset Managment Co. Inc., Alerus Financial Na, och FSC Wealth 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 4 845 | 207 | ||||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 7 610 | 31,16 | 327 | 43,42 | ||||
2025-08-13 | 13F | Alerus Financial Na | 1 910 | 82 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 3 538 | 125,35 | 151 | 143,55 | ||||
2025-08-12 | 13F | LPL Financial LLC | 32 147 | 28,92 | 1 376 | 39,41 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 132 236 | 6 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 30 207 | 56,70 | 1 293 | 69,46 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 16 348 | 25,53 | 666 | 29,32 | ||||
2025-07-18 | 13F | Truist Financial Corp | 138 989 | 135,12 | 5 950 | 154,27 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8 586 | 22,90 | 368 | 32,97 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 47 836 | 11,41 | 2 | 100,00 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9 060 | 388 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 032 | 215 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 35 934 | 20,46 | 2 | −99,92 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 131 241 | 37,23 | 6 | 66,67 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 32 605 | 37,92 | 1 415 | 53,53 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 2 265 | 97 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 18 038 | 772 | ||||||
2025-08-14 | 13F | Mariner, LLC | 12 132 | 111,76 | 519 | 129,65 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70 339 | 17,18 | 3 011 | 26,73 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 38 735 | 17,21 | 1 658 | 26,76 | ||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 6 762 | 289 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 21 037 | 901 | ||||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 139 416 | 1 472,66 | 5 968 | 1 600,28 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 6 536 | 280 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 750 | 100,00 | 32 | 128,57 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 527 | 23 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 278 | 34,14 | 526 | 45,03 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 170 776 | 126,57 | 7 311 | 144,97 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 81 803 | 60,90 | 3 502 | 73,92 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25 138 | 25,38 | 1 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 121 341 | 5 195 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 36 062 | 18,73 | 1 544 | 28,37 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 21 396 | 916 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 061 | 23,73 | 516 | 33,68 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 11 329 | 86,92 | 485 | 101,67 | ||||
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 | 2 578 483 | 5,46 | 107 961 | 7,07 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 15 525 | 16,79 | 665 | 26,24 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 35 068 | 4,05 | 1 501 | 12,52 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5 431 | 232 | ||||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 30 561 | 5,96 | 1 308 | 14,54 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 220 833 | 2,26 | 9 454 | 10,55 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 113 880 | 4 875 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5 374 | 230 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 11 846 | 507 | ||||||
2025-07-15 | 13F | Santori & Peters, Inc. | 14 713 | 68,40 | 630 | 82,32 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 10 798 | 99,93 | 462 | 116,90 | ||||
2025-07-25 | 13F | Cwm, Llc | 87 884 | 5,13 | 4 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 52 659 | 7,06 | 2 254 | 15,77 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 19 774 | 847 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 244 | 11,07 | 53 | 20,45 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 38 735 | 7,35 | 1 658 | 17,84 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 8 092 | 346 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 557 | 26,30 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 2 063 | 10,68 | 0 |