Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF inkluderar NWF Advisory Services Inc., Brown Brothers Harriman & Co, IHT Wealth Management, LLC, Concurrent Investment Advisors, LLC, Aqr Capital Management Llc, Thompson Investment Management, Inc., Assetmark, Inc, Bessemer Group Inc, Dogwood Wealth Management LLC, Financial Network Wealth Advisors LLC, Crews Bank & Trust, och SBI Securities Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 088 | 1,95 | 41 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 61 342 | 163,93 | 1 210 | 156,69 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 126 732 | 0,69 | 2 499 | −2,12 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 17 415 | 1,90 | 343 | −0,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 126 039 | 0,13 | 2 485 | −2,70 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 99 435 | 2 018 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 84 613 | 19,00 | 1 669 | 15,67 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 15 383 | 11,90 | 303 | 8,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 264 480 | 20,06 | 5 213 | 16,65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16 237 | 320 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 462 | 18,48 | 29 | 12,00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 141 873 | 2,34 | 2 798 | −0,53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 719 | 34 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 599 | 12 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 24 958 | 23,55 | 492 | 20,29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8 350 | 64 130,77 | 165 | −2,96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 84 895 | 4,78 | 1 674 | 1,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 285 | 0,60 | 597 | −2,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 166 475 | 547,38 | 3 283 | 529,94 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 207 | 24 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 79 619 | 1 570 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 79 454 | 2,88 | 1 567 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 552 | 1,90 | 31 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 68 064 | 0,83 | 1 342 | −1,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 47 640 | 0,88 | 939 | −1,98 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 26 052 | 99,07 | 514 | 93,58 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 21 022 | 55,94 | 415 | 51,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 61 867 | 0,41 | 1 220 | −2,40 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27 435 | 3,71 | 541 | 0,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 005 342 | 0,78 | 19 825 | −2,06 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 4 575 | 90 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 740 | 2,35 | 34 | 0,00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 61 003 | 1,99 | 1 203 | −0,91 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19 763 | 390 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 105 867 | 15,99 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 797 | 16 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 139 | 0,10 | 82 | −2,41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25 207 | 0,06 | 497 | −2,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 114 504 | 7,17 | 2 258 | 4,15 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 14 055 | 1,95 | 277 | −0,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20 809 | 9,10 | 410 | 5,94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 642 | 3 110,00 | 0 | |||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 96 967 | 0,75 | 1 912 | −2,05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21 306 | 13,12 | 420 | 9,95 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 35 048 | 2,26 | 691 | −0,58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 003 | 2,98 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 19 815 | 1,92 | 391 | −1,02 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 40 000 | 95,12 | 789 | 89,88 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 21 249 | 1,57 | 419 | −1,18 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 67 313 | 9,51 | 1 327 | 6,42 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 296 | 0,46 | 321 | −2,43 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 670 | 4,26 | 230 | 1,32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 532 | 78,31 | 50 | 81,48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 318 | 0,74 | 225 | −0,88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 52 637 | 13,45 | 1 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 892 783 | 2,28 | 17 605 | −0,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18 183 | 359 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 215 874 | 0,16 | 4 257 | −2,65 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 12 937 487 | 13 399 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1 264 | 25 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 123 | 2,50 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 | 0 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 141 504 | 1,39 | 2 790 | −1,45 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 42 413 | 0,03 | 836 | −2,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 189 379 | 0,55 | 3 735 | −2,28 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 688 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 035 | 2,88 | 20 | 5,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39 344 | 2,98 | 776 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45 605 | 1,82 | 899 | −0,99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 721 | 231 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 433 | 285 |
