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 - July inkluderar Hartford Financial Management Inc., Mutual Advisors, LLC, XY Planning Network, Inc., Madrona Financial Services, LLC, Insigneo Advisory Services, Llc, Icon Wealth Advisors, LLC, Kilter Group LLC, Evolution Wealth Management Inc., Abound Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 259 285 | 60,64 | 10 032 | 72,89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 34 067 | 112,03 | 1 318 | 128,42 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 340 | 183,14 | 207 | 207,46 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 396 | 325 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 596 | 22 375,00 | 139 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 59 408 | 1,58 | 2 178 | 3,62 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7 020 | 272 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 325 | 13 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 21 271 | 7,45 | 823 | 15,61 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12 958 | 19,14 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 200 | 201 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 194 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 7 740 | 299 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 023 641 | 12,34 | 38 166 | 13,08 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 5 196 | 137,91 | 201 | 157,69 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 151 772 | 5 872 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5 308 | 205 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4 240 | 0,31 | 164 | 8,61 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 190 892 | 0,71 | 7 386 | 8,40 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 986 | 77 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6 525 | 254 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5 927 | 229 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 184 246 | 1,58 | 7 128 | 9,33 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 920 | 36 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12 393 | 490 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2 646 | 102 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 061 328 | 195,48 | 41 063 | 218,01 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22 320 | 0,17 | 864 | 7,74 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 42 235 | 3,14 | 1 634 | 11,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 078 | 80 | ||||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 621 330 | 1,70 | 24 039 | 9,46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 976 | 38 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26 383 | 41,43 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13 805 | 534 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 8 555 | 0,06 | 331 | 7,49 |
