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 - March includono Legacy Capital Wealth Partners, LLC, Precedent Wealth Partners, Llc, Schwallier Wealth Management LLC, RFG Advisory, LLC, Advyzon Investment Management, LLC, 1776 Wealth LLC, AlphaStar Capital Management, LLC, Principal Securities, Inc., Evolution Wealth Management Inc., e FSC Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23.566 | 264,69 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24.192 | 957 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9.220 | 2,27 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 15.001 | 3,66 | 594 | 8,81 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24.570 | 972 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 103.037 | 37,79 | 4.077 | 44,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 83.599 | 16,66 | 3 | 50,00 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 5.277 | 209 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34.442 | 1,99 | 1.363 | 7,08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28.201 | 33,01 | 1.116 | 39,72 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 21.132 | 124,76 | 836 | 136,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45.901 | 8.384,47 | 1.816 | 8.980,00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5.245 | 208 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41.980 | 1.661 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.200 | 87 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10.669 | 3,64 | 407 | 5,17 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 7.965 | 24,55 | 315 | 31,25 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 185.896 | 553,09 | 7 | -99,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.560 | 2,61 | 247 | 1,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 38.126 | 109,55 | 1.509 | 120,15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13.665 | 541 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.957 | 434 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6.900 | 7,39 | 273 | 12,81 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 41.475 | 8,41 | 1.641 | 14,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.005 | 158 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 40.602 | 5,94 | 1.607 | 11,22 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13.691 | 57,99 | 542 | 65,95 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5.089 | 0 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 24.379 | 965 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 37.299 | 10,23 | 1.476 | 15,78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.324 | 10,61 | 52 | 15,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8.207 | 45,93 | 325 | 53,55 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 33.395 | 2,08 | 1.321 | 7,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.642 | 3,66 | 65 | 8,47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9.501 | 376 | ||||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 20.060 | 794 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15.165 | 9,57 | 600 | 15,16 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 241.169 | 73,37 | 9.543 | 82,08 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6.070 | 240 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20.277 | 802 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5.241 | 207 | ||||||
| 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 | 2.785.028 | 6,91 | 107.864 | 6,54 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 574 | 23 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13.334 | 528 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16.501 | 19,08 | 653 | 24,90 |
