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 - February includono Maia Wealth LLC, National Asset Management, Inc., Kraematon Investment Advisors, Inc, Kestra Private Wealth Services, Llc, International Assets Investment Management, Llc, Madrona Financial Services, LLC, Insigneo Advisory Services, Llc, RFG Advisory, LLC, Sax Wealth Advisors, Llc, Legacy Capital Wealth Partners, LLC, Arrowroot Family Office, LLC, Evolution Wealth Management Inc., Alerus Financial Na, Oppenheimer & Co Inc, Icon Wealth Advisors, LLC, Noble Wealth Management PBC, FSC Wealth Advisors, LLC, SJS Investment Consulting Inc., e Aptus Capital Advisors, LLC .
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 | Alerus Financial Na | 4.700 | 210 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7.700 | 18,46 | 344 | 25,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107.983 | 15,92 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4.608 | 0 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6.358 | 284 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 41.005 | 1,23 | 1.831 | 7,21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20.076 | 1,73 | 896 | 7,82 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.243 | 502 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 43.285 | 1.932 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 64.194 | 33,10 | 2.866 | 40,99 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 40.562 | 115,03 | 1.811 | 127,67 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 17.496 | 41,09 | 781 | 49,62 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37.995 | 1.696 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 33.951 | 1,36 | 2 | -99,93 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 46.536 | 8,78 | 2.078 | 15,20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 527.871 | 175,87 | 24 | 187,50 | ||||
| 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 | 2.484.849 | 6,78 | 107.743 | 6,75 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33.066 | 1.476 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 23.521 | 3,68 | 1.050 | 9,83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30.706 | 99,92 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 16.036 | 716 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 472 | 21 | ||||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 42.043 | 1.877 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 37.032 | 17,95 | 1.653 | 24,94 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6.054 | 270 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7.386 | 49,06 | 330 | 58,17 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 5.954 | 265 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 31.572 | 13,81 | 1.410 | 20,53 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 73.860 | 3.297 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18.694 | 2,58 | 835 | 8,59 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 514 | 23 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 151.739 | 8,16 | 6.774 | 14,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105.161 | 18,05 | 5 | 33,33 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 17.603 | 28,10 | 786 | 35,58 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4.937 | 220 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 15.768 | 704 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 316 | 14 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27.846 | 177,10 | 1.243 | 193,85 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 6.304 | 281 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 31.966 | 22,64 | 1.427 | 29,96 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 86.865 | 4,24 | 3.878 | 10,42 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 54 | 2 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 129.124 | 25,03 | 5.765 | 32,44 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 34 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12.750 | 569 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11.540 | 515 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 100 | 4 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 45.558 | 2.034 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 208.264 | 45,64 | 9 | 50,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 39.793 | 25,40 | 1.777 | 32,83 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 243.657 | 2,89 | 10.878 | 8,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23.274 | 1.039 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 127.730 | 68,77 | 5.702 | 78,80 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 19.100 | 1,19 | 1 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2.842 | 127 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.508 | 2.285,19 | 0 | |||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70.543 | 3,33 | 3.149 | 9,45 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6.515 | 26,63 | 291 | 34,26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 130.395 | 51,80 | 5.821 | 60,80 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 37.928 | 3,22 | 1.706 | 10,14 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 38.192 | 8,03 | 1.705 | 15,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 81.263 | 13,59 | 3.628 | 20,30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.732 | 256 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5.733 | 32,49 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4.527 | 202 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 21.260 | 949 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.183 | 9,74 | 53 | 15,56 |
