Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June inkluderar Avantra Family Wealth, Inc., Citizens Financial Group Inc/ri, RFG Advisory, LLC, Modern Wealth Management, LLC, Buck Wealth Strategies, LLC, Savvy Advisors, Inc., Ignite Planners, LLC, Wood Tarver Financial Group, LLC, Mount Yale Investment Advisors, LLC, och SJS Investment Consulting 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24 032 | 1,76 | 1 290 | 9,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 295 | 1,09 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 60 593 | 7,88 | 3 252 | 16,06 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 14 593 | 3,73 | 1 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 221 547 | 88,95 | 11 890 | 103,28 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7 262 | 7,70 | 390 | 15,77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 171 555 | 32,14 | 9 207 | 42,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 31 793 | 3,87 | 1 706 | 11,80 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26 263 | 1 410 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 184 914 | 7,18 | 9 924 | 15,30 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 44 186 | 700,76 | 2 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 16 628 | 8,79 | 892 | 18,15 | ||||
| 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 | 722 956 | 2,49 | 37 608 | 2,36 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 710 | 253 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5 092 | 273 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3 404 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34 158 | 6,09 | 1 833 | 14,13 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 43 959 | 51,61 | 2 359 | 63,14 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 20 165 | 42,45 | 1 082 | 53,26 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25 131 | 38,77 | 1 349 | 49,28 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 290 | 4,21 | 314 | 0,97 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 967 | 176,61 | 911 | 197,39 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 16 628 | 16,30 | 892 | 25,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 9 750 | 21,01 | 501 | 24,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 210 574 | 25,01 | 11 198 | 33,25 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 840 | 3,17 | 367 | 11,21 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 846 | 44,71 | 421 | 55,93 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 769 | 202 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27 891 | 4,95 | 1 497 | 12,91 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 183 615 | 8,15 | 10 | 12,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42 159 | 32,56 | 2 263 | 42,62 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10 469 | 60,72 | 562 | 73,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16 769 | 126,49 | 900 | 143,90 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 96 | 5 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 123 036 | 6 603 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 7 652 | 6,04 | 411 | 13,89 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 841 | 152 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 33 185 | 0,49 | 1 781 | 8,14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45 649 | 20,13 | 2 450 | 29,23 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 280 | 37,36 | 391 | 47,73 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 204 416 | 10,56 | 10 971 | 18,94 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8 541 | 458 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111 850 | 2,74 | 6 003 | 10,51 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 30 293 | 0,18 | 1 626 | 7,76 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 59 391 | 12,50 | 3 188 | 21,04 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 8 088 | 2,61 | 434 | 10,43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10 291 | 9,01 | 561 | 20,17 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12 081 | 7,02 | 648 | 15,10 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 520 | 244 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 61 643 | 15,57 | 3 323 | 24,89 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 764 | 4,98 | 417 | 13,04 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 226 891 | 86,18 | 12 177 | 100,31 | ||||
| 2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 10 573 738 | 1,98 | 550 045 | 1,85 | ||||
| 2025-07-16 | 13F | Novem Group | 14 690 | 4,26 | 788 | 12,25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 500 | 403 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10 864 | 583 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 27 673 | 3,51 | 1 485 | 11,40 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 966 | 1,22 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 11 829 | 18,73 | 635 | 27,57 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 93 083 | 4 996 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12 289 | 12,40 | 660 | 20,92 |
