Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April inkluderar Retirement Guys Formula Llc, Visionary Wealth Advisors, Fsb Premier Wealth Management, Inc., Madrona Financial Services, LLC, Anfield Capital Management, LLC, Koshinski Asset Management, Inc., Macroview Investment Management Llc, We Are One Seven, LLC, Wealthgarden F.s. Llc, Holistic Planning, LLC, Diligent Investors, LLC, EP Wealth Advisors, Inc., Blue Bell Private Wealth Management, Llc, Ameritas Advisory Services, LLC, Evolution Wealth Management Inc., och Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Range Financial Group LLC | 11 252 | 431 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 128 822 | 380,91 | 4 935 | 390,56 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 066 | 117 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 16 605 | 636 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 11 143 | 179,06 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 827 | 108 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 753 | 157,47 | 374 | 162,68 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7 134 | 48,16 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 87 362 | 41,33 | 3 347 | 44,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149 610 | 143,53 | 6 | 150,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 219 | 0,88 | 162 | 2,55 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8 076 | 309 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 178 701 | 42,83 | 6 846 | 45,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13 014 | 0 | ||||||
| 2025-07-17 | 13F | City Holding Co | 74 425 | 1,09 | 2 850 | 3,07 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 11 810 | 10,77 | 452 | 13,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 931 | 380 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 669 | 102 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 382 | 206 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 270 | 281,55 | 1 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 6 351 | 245 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 132 912 | 56,18 | 5 091 | 59,21 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 882 | 73,54 | 149 | 76,19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 393 | 322 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 278 137 | 113,89 | 10 655 | 118,16 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 615 | 215 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28 130 | 235,16 | 1 078 | 241,90 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 730 | 488 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 229 | 44,75 | 315 | 47,89 | ||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 014 350 | 13,69 | 38 089 | 12,36 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 14 154 | 542 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 15 173 | 581 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 336 | 13 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 51 447 | 236,43 | 1 971 | 243,21 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 846 | 4,97 | 224 | 6,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 448 394 | 22,54 | 17 178 | 24,97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 955 | 75 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 16 158 | 21,36 | 619 | 23,80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 797 | 17,43 | 255 | 17,05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 410 | 284 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 386 | 781 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 884 | 71,05 | 1 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 3 994 | 0,20 | 153 | 2,68 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 8 668 | 332 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 380 627 | 0,73 | 14 582 | 2,73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 172 | 90,85 | 160 | 93,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376 212 | 78,18 | 14 412 | 81,72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 186 | 31,05 | 658 | 33,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 670 | 10,51 | 370 | 12,80 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 375 | 206 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 266 765 | 4,76 | 10 220 | 6,83 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 891 | 53,21 | 111 | 57,14 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 510 | 23,07 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 59 322 | 2 273 |
