Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF inkluderar Kraft, Davis & Associates, LLC, Tradewinds, LLC., Merkkuri Wealth Advisors LLC, Betterment LLC, Newman Dignan & Sheerar, Inc., Morey & Quinn Wealth Partners, LLC, Kestra Advisory Services, LLC, Key Client Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, Raymond James Financial Inc, Geneos Wealth Management Inc., Twin Peaks Wealth Advisors, LLC, Morgan Stanley, Cwm, Llc, Steward Partners Investment Advisory, Llc, och SBI Securities Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Tradewinds, LLC. | 58 766 | 1 730 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 228 | 68 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 100 | 150 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 15 312 | 3,99 | 459 | 33,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 505 | 43,57 | 1 245 | 76,35 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 512 | 36,87 | 545 | 72,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36 858 | 23,18 | 1 085 | 55,52 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7 579 | 223 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 507 | 41,56 | 957 | 78,69 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13 521 | 8,87 | 398 | 37,37 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 61 083 | 1 873 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 509 | 5,62 | 309 | 33,19 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34 267 | 107,26 | 1 009 | 170,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 816 | 230 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49 630 | 1 461 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 591 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 80 430 | 1,07 | 2 367 | 27,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 | 1 | ||||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 8 944 | 263 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 51 140 | 4,81 | 1 505 | 32,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34 961 | 203,14 | 1 029 | 283,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11 764 | 0 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 58 766 | 1 730 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 167 000 | 55,09 | 4 915 | 95,74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 042 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 522 | 53,49 | 310 | 94,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 308 | 156 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10 919 | 321 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 005 | 206 |
