Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June inkluderar First Trust Advisors Lp, Keel Point, LLC, Castle Rock Wealth Management, LLC, Truist Financial Corp, LVZ Advisors, Inc., Aurora Private Wealth, Inc., och Morgan Stanley .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 643 | 26 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 059 | 13,83 | 167 | 21,17 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 306 705 | 2,89 | 12 596 | 9,79 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 15 631 | 642 | ||||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 8 104 | 0,90 | 333 | 7,44 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 470 | 60 | ||||||
2025-05-14 | 13F | Huntington National Bank | 72 | −1,39 | ||||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8 218 | 340 | ||||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 5 128 | 211 | ||||||
2025-08-07 | 13F | Private Advisory Group LLC | 8 487 | 0,56 | 349 | 7,41 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 10 917 | 61,18 | 448 | 72,31 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 97 724 | 1,90 | 4 054 | 10,74 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54 595 | 2,75 | 2 242 | 9,63 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 20 150 | 0,62 | 828 | 7,40 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21 064 | 17,39 | 865 | 25,36 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Mariner, LLC | 29 324 | 0,49 | 1 204 | 7,21 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 014 | 2,19 | 0 | |||||
2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 433 556 | 9,50 | 17 306 | 11,67 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 42 162 | 1 732 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 48 485 | 15,75 | 1 991 | 23,51 | ||||
2025-08-15 | 13F | Keel Point, LLC | 11 634 | 478 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 6 449 | 265 | ||||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5 062 | 0 | ||||||
2025-07-16 | 13F | PFS Partners, LLC | 10 106 | 15,91 | 415 | 23,88 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 237 | 11,00 | 256 | 19,07 |