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 - November inkluderar Global Retirement Partners, LLC, National Asset Management, Inc., Guild Investment Management, Inc., Farther Finance Advisors, LLC, Wealth Enhancement Advisory Services, Llc, Twin Peaks Wealth Advisors, LLC, Topsail Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 268 098 | 2,03 | 6 193 | 6,83 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13 869 | 0,70 | 320 | 5,61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4 913 | 104,20 | 113 | 113,21 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 000 | 23 | ||||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 33 040 | 763 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 281 | 5,85 | 353 | 10,69 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 170 | 4 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 91 788 | 2 120 | ||||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 56 935 | 1,71 | 1 315 | 6,56 | ||||
| 2025-07-25 | NP | BUFS - FT Vest Laddered Small Cap Moderate Buffer ETF | 1 024 964 | 37,27 | 23 046 | 35,07 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 123 323 | 20,05 | 2 849 | 25,68 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30 214 | 211,36 | 698 | 225,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 141 498 | 3,75 | 3 269 | 8,64 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24 900 | 575 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 258 | 30 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 62 485 | 1 443 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35 266 | 12,10 | 815 | 17,46 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 26 985 | 6,01 | 634 | 14,23 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 577 | 390 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 12 984 | 0,70 | 300 | 5,28 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 58 776 | 20,62 | 1 369 | 27,47 |
