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 - October inkluderar World Equity Group, Inc., Foundations Investment Advisors, LLC, Bokf, Na, Evolution Wealth Management Inc., Noble Wealth Management PBC, First Horizon Advisors, Inc., och Alerus Financial Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 48 987 | 17,89 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 484 491 | 42,47 | 21 691 | 53,70 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 145 | 6 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 170 | 7,53 | 634 | 16,12 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 50 039 | 2 240 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 206 645 | 33,42 | 9 251 | 43,94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 716 816 | 159,77 | 32 092 | 180,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 75 571 | 11,38 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 223 | 3,56 | 368 | 11,85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 095 | 49 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 174 929 | 227,82 | 7 832 | 253,70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8 310 | 372 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 21 643 | 149,00 | 969 | 168,89 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 40 918 | 0,92 | 1 832 | 8,86 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 13 124 | 588 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 5 246 | 18,15 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 17 265 | 0,27 | 773 | 8,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 151 066 | 134,86 | 6 763 | 153,39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 113 | 5 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 37 926 | 1,15 | 1 698 | 9,06 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12 765 | 96,38 | 571 | 112,27 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 249 | 0,15 | 331 | 11,45 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 241 | 14,26 | 593 | 23,33 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 569 | 25 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 83 416 | 7,70 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 323 | 12,15 | 596 | 20,89 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 20 441 | 8,77 | 915 | 18,37 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 677 | 0,18 | 254 | 8,09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 603 284 | 2,80 | 27 009 | 10,91 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10 278 | 460 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14 452 | 7,46 | 647 | 15,95 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 500 | 90,91 | 470 | 106,14 | ||||
| 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 | 12 754 258 | 1,90 | 550 984 | 2,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 883 | 8,09 | 577 | 16,60 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 79 486 | 1,25 | 3 559 | 9,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188 286 | 42,03 | 8 333 | 51,48 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 13 970 | 27,73 | 625 | 37,97 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 000 | 42 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 709 | 524 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2 110 | 94 | ||||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-04-22 | 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 | 891 579 | 31,94 | 38 472 | 66,48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95 045 | 7,01 | 4 255 | 15,47 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 402 | 108 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 12 428 | 556 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 75 093 | 0,83 | 3 362 | 8,77 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 991 | 403 |
