Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December inkluderar Modern Wealth Management, LLC, NWF Advisory Services Inc., Savvy Advisors, Inc., Integrated Advisors Network LLC, EP Wealth Advisors, Inc., Ameritas Investment Partners, Inc., Farther Finance Advisors, LLC, Bank Of Montreal /can/, och Abound Wealth Management .
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 | Integrated Advisors Network LLC | 6 840 | 201 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 975 | 117 | ||||||
2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 8 409 558 | 0,54 | 236 436 | 2,72 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 76 560 | 30,38 | 2 246 | 46,32 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 370 | 11 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 506 254 | 85,70 | 15 | 100,00 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 441 852 | 12 964 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 27 576 | 7,15 | 809 | 20,21 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 8 773 | 229 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 364 194 | 15,15 | 10 685 | 29,20 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 30 138 | 0,74 | 884 | 13,04 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 7 359 | 216 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 300 | 9 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 62 689 | 6,53 | 1 839 | 19,57 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32 391 | 15,60 | 950 | 29,78 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 306 929 | 17,54 | 9 005 | 31,88 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 7 148 | 4,73 | 210 | 17,42 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 149 731 | 0,64 | 4 393 | 12,93 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 68 501 | 57,02 | 2 010 | 76,23 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 8 381 | 0,24 | 246 | 12,39 | ||||
2025-08-14 | 13F | UBS Group AG | 13 948 | 409 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 245 529 | 1,94 | 7 218 | 14,61 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 25 615 | 162,31 | 752 | 194,51 | ||||
2025-08-07 | 13F | PFG Advisors | 11 020 | 5,83 | 323 | 18,75 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 150 | 4 | ||||||
2025-07-14 | 13F | Abound Wealth Management | 145 | 4 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 71 318 | 5,78 | 2 092 | 18,73 | ||||
2025-08-12 | 13F | Kaye Capital Management | 441 852 | 15,40 | 12 964 | 29,47 | ||||
2025-07-16 | 13F | Novem Group | 18 494 | 2,49 | 543 | 15,07 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 81 133 | 1,57 | 2 380 | 13,98 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 2 111 190 | 5,40 | 61 942 | 18,26 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 28 837 | 0,87 | 846 | 13,25 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15 324 | 0,83 | 452 | 13,60 | ||||
2025-08-12 | 13F | LPL Financial LLC | 154 647 | 43,51 | 4 537 | 61,06 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 6 893 | 12,06 | 202 | 26,25 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 23 595 | 692 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 32 088 | 26,90 | 941 | 42,36 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 112 718 | 0,30 | 3 307 | 6,88 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12 918 | 12,32 | 379 | 26,33 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 184 031 | 8,61 | 5 399 | 21,87 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9 370 | 254,25 | 275 | 297,10 |