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 - November inkluderar RFG Advisory, LLC, Evolution Wealth Management Inc., Precedent Wealth Partners, Llc, och Focus Financial Network, 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 | 12 731 | 569 | ||||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 21 047 | 30,51 | 941 | 39,26 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 681 | 209 | ||||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 49 004 | 14,96 | 2 190 | 22,56 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 65 792 | 2,83 | 2 940 | 9,66 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 13 262 | 593 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 72 121 | 37,65 | 3 223 | 46,77 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 66 109 | 2,49 | 2 954 | 9,29 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 7 168 | 320 | ||||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7 539 | 14,61 | 337 | 22,18 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 4 596 | 205 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 12 316 | 550 | ||||||
2025-08-11 | 13F | Oder Investment Management, LLC | 5 878 | 10,53 | 263 | 18,02 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 6 823 | 305 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 4 568 | 31,95 | 0 | |||||
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 | 2 490 322 | 6,87 | 107 949 | 6,94 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 493 146 | 0,98 | 22 038 | 7,66 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 113 032 | 3,18 | 5 051 | 10,02 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 35 147 | 2,11 | 1 507 | 4,44 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17 700 | 26,43 | 791 | 34,81 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 724 | 2,74 | 533 | 0,57 | ||||
2025-08-12 | 13F | Change Path, LLC | 4 730 | 211 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 300 | 100,00 | 13 | 116,67 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 170 | 11,53 | 52 | 20,93 | ||||
2025-07-18 | 13F | Truist Financial Corp | 49 167 | 0,67 | 2 197 | 7,33 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 36 990 | 18,22 | 1 653 | 26,09 | ||||
2025-08-14 | 13F | UBS Group AG | 8 363 | 352,05 | 374 | 384,42 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 130 496 | 3,39 | 5 832 | 10,23 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 36 990 | 8,41 | 1 653 | 16,24 |