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 - March inkluderar Onyx Bridge Wealth Group LLC, Citizens Financial Group Inc/ri, Modern Wealth Management, LLC, NWF Advisory Services Inc., Blue Bell Private Wealth Management, Llc, Twin Peaks Wealth Advisors, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26 650 | 4,74 | 826 | 14,74 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 000 | 25,00 | 31 | 36,36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 269 | 9 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 44 517 | 188,85 | 1 380 | 216,28 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 14 275 | 4,16 | 446 | 13,78 | ||||
| 2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 7 814 007 | 0,38 | 234 498 | 0,22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 940 | 29 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 27 296 | 57,23 | 846 | 72,10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 839 | 336 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 244 355 | 0,72 | 7 573 | 10,33 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 21 113 | 4,07 | 654 | 14,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 350 294 | 54,85 | 11 | 66,67 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23 612 | 0,00 | 732 | 9,60 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 16 121 | 500 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13 724 | 425 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 574 | 9,12 | 1 053 | 21,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 197 | 16,70 | 1 773 | 27,85 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 35 084 | 366,85 | 1 087 | 412,74 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 221 902 | 4,61 | 6 877 | 14,60 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12 086 | 14,14 | 375 | 25,08 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 363 | 352 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 7 375 | 209 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 6 829 | 212 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 32 386 | 1,87 | 1 004 | 11,57 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 230 | 7 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 73 749 | 2,12 | 2 285 | 11,85 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 573 140 | 2,37 | 17 762 | 12,14 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23 493 | 728 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 34 935 | 8,30 | 1 083 | 18,64 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 618 | 19 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 50 940 | 10,43 | 1 579 | 21,01 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 8 070 | 12,46 | 250 | 23,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 305 | 39,06 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 180 251 | 128,45 | 5 586 | 150,22 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 551 | 172 | ||||||
| 2025-07-16 | 13F | Novem Group | 22 173 | 10,46 | 687 | 21,16 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 103 509 | 3 208 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 570 | 266 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25 962 | 76,85 | 805 | 93,73 |
