Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - June inkluderar Americana Partners, LLC, Concurrent Investment Advisors, LLC, McKinley Carter Wealth Services, Inc., Defined Financial Planning LLC, Evolution Wealth Management Inc., och Steward Partners Investment Advisory, Llc .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 605 | 23,46 | 87 | 30,30 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 599 | 54,09 | 752 | 63,12 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 850 | 28 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 54 050 | 725,19 | 1 799 | 777,07 | ||||
2025-07-25 | 13F | Cwm, Llc | 7 994 | 13,73 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 25 099 | 2,32 | 835 | 8,30 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 49 930 | 434,24 | 1 662 | 466,89 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 59 330 | 214,25 | 2 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28 358 | 944 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 48 793 | 151,19 | 1 624 | 166,07 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 37 124 | 52,76 | 1 236 | 61,65 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 217 117 | 0,43 | 7 | 16,67 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 12 192 | 406 | ||||||
2025-07-23 | 13F | Defined Financial Planning LLC | 8 193 | 273 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 64 463 | 20,15 | 2 145 | 27,15 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 12 884 | 16,69 | 429 | 23,34 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 15 651 | 93,56 | 521 | 104,72 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 15 098 | 502 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 242 | 0,39 | 385 | −0,78 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 884 | 16,69 | 429 | 23,34 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21 110 | 175,41 | 703 | 191,29 | ||||
2025-08-12 | 13F | LPL Financial LLC | 28 260 | 118,26 | 941 | 130,96 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 31 669 | 1 054 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 272 | 109 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 545 | 17,32 | 451 | 23,97 |