Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF includono McElhenny Sheffield Capital Management, LLC, Nations Financial Group Inc, /ia/ /adv, Triton Wealth Management, PLLC, NewEdge Wealth, LLC, RFG Advisory, LLC, TFAZX - TFA Tactical Income Fund Class I, Sharper & Granite LLC, Western Wealth Management, LLC, HBK Sorce Advisory LLC, Ameritas Advisory Services, LLC, Morgan Stanley, e Assetmark, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 74.720 | 38,66 | 2.481 | 54,13 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 793 | 26 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 45.295 | 6,19 | 1.520 | 17,47 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6.087 | 202 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.175 | 105 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68.588 | 268,61 | 2.277 | 310,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 355.035 | 23,66 | 11.787 | 37,49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12.616 | 419 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 220.000 | 205 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22.204 | 737 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29.547 | 31,62 | 981 | 39,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 742.212 | 7,71 | 24.641 | 19,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46.022 | 7,11 | 1.528 | 19,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 17.180 | 25,58 | 513 | 17,43 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 33.296 | 4,58 | 1.105 | 16,32 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 10.976 | 55,12 | 364 | 72,51 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 42.812 | 11,55 | 1.421 | 24,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 277.545 | 191,31 | 9.214 | 223,98 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10.698 | 1,30 | 355 | 12,70 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55.002 | 35,06 | 1.826 | 50,16 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 83.655 | 587,44 | 2.777 | 665,01 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 48.995 | 253,24 | 1.627 | 292,75 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 140.450 | 1,95 | 4.663 | 13,35 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.697 | 71,63 | 123 | 82,09 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 14.466 | 480 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 219.880 | 7,70 | 7.300 | 19,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29.823 | 51,73 | 990 | 68,94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52.924 | 0,05 | 1.757 | 11,27 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 71.019 | 3,06 | 2.358 | 14,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8.366.453 | 6,38 | 277.766 | 18,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46.940 | 17,22 | 1.402 | 11,37 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 26.206 | 19,02 | 870 | 32,42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32.457 | 12,26 | 1.078 | 24,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22.827 | 132,93 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8.991 | 3,25 | 299 | 14,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10.007 | 281,66 | 332 | 304,88 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23.829 | 23,64 | 791 | 37,57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 556.286 | 45,52 | 18 | 63,64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 32.562 | 389,95 | 1.081 | 445,96 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7.435 | 2,76 | 247 | 8,37 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 90.493 | 5,91 | 3.004 | 17,76 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 71.427 | 39,32 | 2.371 | 54,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.342.232 | 19,25 | 44.561 | 32,59 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 86.403 | 611,55 | 2.869 | 692,27 | ||||
| 2025-05-29 | NP | TFAZX - TFA Tactical Income Fund Class I | 9.400 | 281 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 333.727 | 0,06 | 11.080 | 11,25 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 71.427 | 58,24 | 2.371 | 64,08 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 24.386 | 1,62 | 813 | 13,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 573.637 | 18,24 | 19.045 | 31,46 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 63.470 | 1,46 | 2.107 | 12,79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15.875 | 2,18 | 527 | 13,82 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1.185.798 | 3,53 | 39.368 | 15,11 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 65.491 | 1,20 | 2.174 | 12,53 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 171.785 | 0,62 | 5.703 | 11,89 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 95.057 | 3,48 | 3.156 | 15,02 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8.078 | 15,40 | 268 | 28,23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 371.830 | 3,69 | 12.345 | 15,28 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 8.389 | 278 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 70.648 | 1,26 | 2.346 | 12,58 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13.753 | 466 | ||||||
| 2025-07-16 | 13F | Novem Group | 10.698 | 355 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6.656 | 221 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 440.772 | 4,33 | 14.634 | 16,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.663 | 55 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 9.572 | 40,76 | 318 | 56,16 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 93.324 | 97,88 | 3.098 | 120,03 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17.900 | 0,28 | 594 | 11,44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168.199 | 50,94 | 5.584 | 67,84 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 89.830 | 6,06 | 2.982 | 17,96 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 256.154 | 9,04 | 8.504 | 21,24 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 214.062 | 2,44 | 7.107 | 13,90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 29.339 | 144,29 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.204.712 | 7,70 | 39.996 | 19,74 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 97.930 | 0,08 | 3.251 | 11,30 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 15.313 | 515 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 407.058 | 1,31 | 13.514 | 12,64 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 561.752 | 1,99 | 18.650 | 13,40 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7.112 | 1,43 | 236 | 12,92 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22.625 | 18,27 | 751 | 31,52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 96.488 | 2,48 | 3.303 | 19,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 49.213 | 4,84 | 1.634 | 16,56 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225.216 | 292,59 | 7.477 | 336,74 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6.725 | 224 |
