Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF includono Crewe Advisors LLC, Arkadios Wealth Advisors, Jones Financial Companies Lllp, Evolution Wealth Management Inc., e Raymond James Financial Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.900 | 99 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 22.125 | 7,38 | 565 | 15,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11.306 | 0,04 | 289 | 7,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.364 | 0,30 | 60 | 5,26 | ||||
| 2025-09-03 | 13F | American Trust | 18.562 | 474 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20.662 | 0,15 | 528 | 7,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 25.385 | 3,28 | 648 | 10,96 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 75.005 | 49,68 | 1.916 | 60,65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 212.705 | 67,22 | 5.432 | 79,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53.592 | 5,13 | 1.369 | 12,87 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 567.207 | 4,63 | 14.489 | 12,36 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 123.664 | 1,72 | 3.158 | 9,20 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 8.342 | 213 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8.846 | 226 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.777 | 12,47 | 71 | 20,69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20.350 | 103,46 | 520 | 118,99 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18.726 | 18,42 | 478 | 27,13 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8.015 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 45.773 | 0,30 | 1.169 | 8,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26.277 | 0,61 | 671 | 8,05 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8.416 | 215 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 12.910 | 3,45 | 330 | 11,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 17.819 | 1,31 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 145.503 | 4,41 | 3.716 | 12,10 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 22.597 | 1,35 | 577 | 8,87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28.719 | 7,45 | 733 | 15,43 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22.957 | 32,79 | 586 | 42,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 597 | 15 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 590 | 15 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 801.978 | 9,91 | 20.483 | 18,01 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 232.252 | 16,31 | 5.932 | 24,86 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 11.497 | 294 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 65.490 | 23,47 | 1.673 | 32,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.043.204 | 0,52 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19.442 | 36,96 | 497 | 47,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 162.034 | 0,81 | 4 | 33,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 920 | 23 |
