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 - June inkluderar First International Bank of Israel Ltd., Triad Wealth Partners, LLC, Ausdal Financial Partners, Inc., Axxcess Wealth Management, Llc, United Capital Financial Advisers, Llc, Park Avenue Securities Llc, Stratos Wealth Advisors, LLC, Kilter Group LLC, Jones Financial Companies Lllp, Royal Bank Of Canada, Cwm, Llc, och Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 960 | 36 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 155 094 | 108,72 | 5 832 | 123,15 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 25 887 | 973 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 48 151 | 2,64 | 1 810 | 9,76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 384 | 0 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 6 781 | 255 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 69 644 | 58,35 | 2 619 | 69,34 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 8 604 | 614,62 | 324 | 669,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 562 | 815,20 | 247 | 884,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 484 | 104,61 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 34 914 | 1 313 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 843 | 32 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 57 886 | 451,30 | 2 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 506 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 047 | 303 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 966 | 1,65 | 412 | 8,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 153 064 | 23,97 | 5 755 | 32,54 | ||||
| 2025-08-14 | 13F | UBS Group AG | 32 735 | 32,07 | 1 231 | 41,22 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 22 255 | 28,49 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 223 | 685 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 571 | 132,17 | 548 | 148,64 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16 340 | 40,07 | 614 | 49,76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5 661 | 213 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319 579 | 75,85 | 12 | 100,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 13 405 | 2,03 | 504 | 9,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 178 623 | 20,28 | 6 716 | 28,59 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 32 657 | 15,98 | 1 228 | 23,94 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 61 406 | 1,70 | 2 211 | 4,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11 472 | 3,64 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 613 | 27,04 | 173 | 36,22 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 238 | 9 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 045 036 | 12,78 | 38 175 | 13,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 283 808 | 9,57 | 10 671 | 17,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10 245 | 385 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 11 461 | 21,60 | 431 | 29,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 463 704 | 53,31 | 17 435 | 63,91 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12 571 | 479 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 200 000 | 7 520 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54 230 | 50,12 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 16 509 | 7,57 | 621 | 15,03 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 986 | 75 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 15 178 | 39,39 | 571 | 49,21 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 59 989 | 173,31 | 2 256 | 192,48 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 179 | 117,96 | 1 210 | 132,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 335 | 7,31 | 1 065 | 14,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51 569 | 11,46 | 1 939 | 19,11 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 7 317 | 1,82 | 275 | 9,13 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 157 253 | 487,44 | 5 913 | 528,27 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 79 488 | 1,23 | 3 002 | 8,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31 125 | 45,56 | 1 175 | 56,12 |
