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 - March inkluderar Americana Partners, LLC, Invenio Wealth Partners Llc, First Trust Advisors Lp, Consolidated Portfolio Review Corp, och Evolution Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Atria Investments Llc | 10 730 | 37,79 | 411 | 43,36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 212 842 | 8 150 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5 253 | 201 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 400 | 207 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 414 376 | 4,98 | 15 868 | 9,40 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 50 418 | 12,15 | 1 931 | 16,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 57 743 | 8,78 | 2 211 | 13,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 188 579 | 7,92 | 7 | 16,67 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10 000 | 383 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 72 269 | 2 767 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 120 | 5 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 6 130 | 7,54 | 235 | 11,96 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8 258 | 13,23 | 316 | 18,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22 416 | 42,80 | 858 | 48,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 589 | 27,63 | 61 | 32,61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9 600 | 41,91 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41 628 | 0,15 | 1 614 | 6,39 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6 905 | 264 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 765 | 44,49 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 191 307 | 9,36 | 7 326 | 13,97 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 34 193 | 3,97 | 1 309 | 8,36 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 701 | 16,50 | 257 | 21,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 958 | 22,71 | 573 | 27,96 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 959 | 7,35 | 152 | 11,85 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5 319 | 204 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104 994 | 1,27 | 4 020 | 5,54 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 6 131 | 236 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 60 945 | 2 334 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 39 013 | 197,29 | 1 494 | 209,75 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18 625 | 5,73 | 713 | 10,37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 188 787 | 5,76 | 7 229 | 10,21 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8 464 | 324 |
