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 - October includono LifeWealth Investments, LLC, We Are One Seven, LLC, Evolution Wealth Management Inc., RFG Advisory, LLC, Simplicity Wealth,LLC, Armbruster Capital Management, Inc., e Twin Peaks 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 49.605 | 16,28 | 2.037 | 24,59 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 115.476 | 1,04 | 4.742 | 8,22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.811 | 3,37 | 280 | 10,71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26.578 | 336,42 | 1.092 | 368,24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15.971 | 656 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71.490 | 15,31 | 2.936 | 23,47 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17.313 | 46,19 | 711 | 56,61 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 4.991 | 205 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 55.119 | 13,55 | 2.296 | 23,37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12.131 | 498 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12.238 | 71,21 | 503 | 83,21 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 287.523 | 50,80 | 11.808 | 61,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51.587 | 16,00 | 2.119 | 24,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.837 | 200,00 | 158 | 220,41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30.010 | 3,34 | 1.232 | 10,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29.671 | 92,98 | 1.219 | 106,79 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 12.742 | 74,64 | 523 | 87,46 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5.003 | 190,70 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42.056 | 0,68 | 1.727 | 7,87 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 136.191 | 0,90 | 5.593 | 8,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 316.824 | 692,91 | 13 | -99,15 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16.082 | 660 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 295.291 | 46,99 | 12.127 | 57,41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.120 | 128 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 313.557 | 157,79 | 13 | 200,00 | ||||
| 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 | 2.714.997 | 6,76 | 107.832 | 6,75 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5.000 | 205 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.283 | 13,14 | 53 | 20,93 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.627 | 69 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 17.570 | 722 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 40.240 | 8,43 | 1.653 | 16,67 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9.780 | 402 |
