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 - October inkluderar LifeWealth Investments, LLC, We Are One Seven, LLC, Evolution Wealth Management Inc., RFG Advisory, LLC, Simplicity Wealth,LLC, Armbruster Capital Management, Inc., och Twin Peaks 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 49 605 | 16,28 | 2 037 | 24,59 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 115 476 | 1,04 | 4 742 | 8,22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 811 | 3,37 | 280 | 10,71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26 578 | 336,42 | 1 092 | 368,24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15 971 | 656 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71 490 | 15,31 | 2 936 | 23,47 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17 313 | 46,19 | 711 | 56,61 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 4 991 | 205 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 55 119 | 13,55 | 2 296 | 23,37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 131 | 498 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12 238 | 71,21 | 503 | 83,21 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 287 523 | 50,80 | 11 808 | 61,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51 587 | 16,00 | 2 119 | 24,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 837 | 200,00 | 158 | 220,41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 010 | 3,34 | 1 232 | 10,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29 671 | 92,98 | 1 219 | 106,79 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 12 742 | 74,64 | 523 | 87,46 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 003 | 190,70 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42 056 | 0,68 | 1 727 | 7,87 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 136 191 | 0,90 | 5 593 | 8,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 316 824 | 692,91 | 13 | −99,15 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 082 | 660 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 295 291 | 46,99 | 12 127 | 57,41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 120 | 128 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 313 557 | 157,79 | 13 | 200,00 | ||||
| 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 | 2 714 997 | 6,76 | 107 832 | 6,75 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5 000 | 205 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 283 | 13,14 | 53 | 20,93 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 627 | 69 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 17 570 | 722 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 40 240 | 8,43 | 1 653 | 16,67 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9 780 | 402 |
