Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May inkluderar Lionshead Wealth Management, LLC, We Are One Seven, LLC, SMART Wealth LLC, Avantax Advisory Services, Inc., Wealth Enhancement Advisory Services, Llc, Diligent Investors, LLC, Twin Peaks Wealth Advisors, LLC, Abound Wealth Management, och Capital Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 700 | 17 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6 511 | 84,19 | 156 | 90,24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41 468 | 994 | ||||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 27 290 | 12,44 | 654 | 14,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16 626 | 399 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 742 | 28,96 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16 604 | 13,77 | 398 | 16,08 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 32 062 | 215,07 | 769 | 222,69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 117 938 | 2 827 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28 979 | 12,32 | 695 | 14,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 698 | 260 | ||||||
| 2025-07-25 | NP | BUFS - FT Vest Laddered Small Cap Moderate Buffer ETF | 993 086 | 42,64 | 23 129 | 36,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 81 107 | 101,28 | 2 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 000 | 24 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 35 532 | 1,85 | 863 | 5,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 122 305 | 117,03 | 2 932 | 121,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 69 320 | 44,37 | 1 662 | 47,64 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 200 308 | 4 801 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 36 981 | 5,00 | 886 | 7,39 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 10 600 | 254 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 157 801 | 3 782 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 286 | 32 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 689 | 7,21 | 1 143 | 9,59 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 13 043 | 14,70 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 88 937 | 2 132 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 197 779 | 4 741 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 29 730 | 21,17 | 722 | 26,27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 98 272 | 51,67 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 881 | 21 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 57 059 | 26,00 | 1 378 | 29,88 |
