Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December includono Evolution Wealth Management Inc., RFG Advisory, LLC, Great Valley Advisor Group, Inc., First Heartland Consultants, Inc., Signature Estate & Investment Advisors Llc, Core Wealth Partners LLC, Legacy Capital Wealth Partners, LLC, Santori & Peters, Inc., e EP Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4.045 | 169 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 5.100 | 213 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12.891 | 538 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 14.923 | 67,39 | 623 | 79,02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.431 | 9,92 | 227 | 17,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 194.763 | 0,97 | 8.134 | 7,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 78.606 | 2.200,44 | 3.283 | 2.295,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12.827 | 42,62 | 536 | 51,99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 102.992 | 10,81 | 4.301 | 18,26 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.327 | 8,75 | 334 | 11,71 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10.817 | 225,13 | 452 | 246,92 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44.687 | 10,82 | 1.866 | 18,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.903 | 497 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5.017 | 210 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70.610 | 17,18 | 2.949 | 24,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.450 | 269 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 100.490 | 339,07 | 4 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5.230 | 218 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4.977 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 72.817 | 21,21 | 3.041 | 29,31 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 111.584 | 8,37 | 4.660 | 15,61 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 4.989 | 208 | ||||||
| 2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs 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 | 2.660.536 | 6,72 | 107.825 | 6,85 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.252 | 11,49 | 52 | 20,93 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 35.745 | 120,76 | 1.493 | 135,70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7.676 | 321 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 134.888 | 181,80 | 5.633 | 200,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5.063 | 211 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 39.557 | 8,42 | 1.652 | 16,02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.071 | 212 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 9.858 | 25,71 | 412 | 34,31 |
