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 Buffer ETF - December includono Grant Private Wealth Management Inc, Foundations Investment Advisors, LLC, Buck Wealth Strategies, LLC, PFG Advisors, Octavia Wealth Advisors, LLC, Chris Bulman Inc, Evolution Wealth Management Inc., e SRS Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 558.364 | 7,60 | 24.235 | 4,77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 198.308 | 32,71 | 9.254 | 42,70 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.735 | 81 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16.412 | 23,39 | 766 | 32,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32.294 | 9,12 | 1.507 | 17,37 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 19.710 | 920 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35.937 | 13,49 | 1.677 | 22,05 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5.250 | 245 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.060 | 67,99 | 49 | 75,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17.228 | 211,88 | 804 | 235,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.885 | 6,90 | 648 | 14,92 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 66.672 | 1,37 | 3.111 | 9,00 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 46.818 | 2,96 | 2.185 | 10,69 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 372.072 | 6,74 | 17.363 | 14,76 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12.759 | 39,73 | 595 | 50,25 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12.945 | 2,11 | 604 | 9,82 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.032 | 6,77 | 358 | 9,82 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14.423 | 8,59 | 673 | 16,84 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 20.000 | 20,19 | 933 | 29,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15.719 | 73,04 | 734 | 85,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 156.526 | 23,53 | 7.305 | 32,82 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4.869 | 227 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 719.210 | 5,01 | 33.563 | 12,90 | ||||
| 2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 12.205.643 | 1,88 | 550.188 | 1,94 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 21.220 | 7,93 | 990 | 17,30 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 79.567 | 73,56 | 3.713 | 86,68 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4.437 | 207 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 4.392 | 205 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.723 | 8,85 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 170.614 | 3,73 | 7.962 | 11,53 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 604.354 | 28.203 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7.555 | 8,74 | 353 | 16,94 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8.687 | 5,66 | 405 | 13,76 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3.490 | 201,90 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 725 | 34 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 114.233 | 5,89 | 5.331 | 13,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 52.411 | 11,27 | 2.469 | 20,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 12.172 | 2.354,03 | 568 | 2.604,76 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 46.171 | 36,35 | 2.155 | 46,63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.687 | 6,84 | 79 | 14,71 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11.943 | 4,14 | 557 | 12,07 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 14.613 | 46,47 | 682 | 57,27 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 4.290 | 200 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 6.870 | 319 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.445 | 44,50 | 67 | 55,81 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 22.883 | 4,62 | 1.068 | 12,43 |
