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 - January includono Foundations Investment Advisors, LLC, RFG Advisory, LLC, e Wealth Enhancement Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 243.647 | 2,60 | 12 | 10,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 193.688 | 32,59 | 9.210 | 42,16 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 75.970 | 1,34 | 3.612 | 8,66 | ||||
| 2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF 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 | 797.215 | 12,76 | 36.704 | 21,72 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 33.735 | 9,46 | 1.604 | 17,42 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18.776 | 8,80 | 893 | 17,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 210.222 | 24,56 | 9.996 | 33,55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.883 | 7,41 | 660 | 15,18 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.843 | 21,25 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 293.767 | 53,51 | 13.969 | 64,58 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14.781 | 29,60 | 703 | 38,93 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12.312 | 41,45 | 585 | 51,55 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 155.678 | 0,53 | 7.402 | 7,79 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 44.591 | 38,01 | 2.120 | 48,04 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 23.495 | 4,32 | 1.117 | 11,92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8.388 | 46,06 | 372 | 41,44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 55.324 | 221,74 | 2.631 | 245,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.150 | 100,00 | 102 | 117,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27.854 | 165,02 | 1.324 | 184,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23.093 | 3,45 | 1.098 | 10,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 193.551 | 10,97 | 9.115 | 17,83 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10.985 | 522 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 143.148 | 2,70 | 6.807 | 10,11 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11.557 | 3,25 | 550 | 10,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 827.315 | 6,50 | 39.339 | 14,19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21.560 | 134,91 | 1.025 | 151,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10.981 | 522 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12.449 | 54,76 | 592 | 66,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 466.395 | 4,40 | 22.177 | 11,93 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 55.917 | 0,56 | 2.659 | 7,83 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 59.594 | 9,30 | 2.834 | 17,16 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 27.864 | 24,16 | 1.325 | 33,07 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11.262 | 1,72 | 536 | 8,96 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 299.289 | 58,82 | 14.231 | 70,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 24.349 | 10,44 | 1.158 | 18,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.643 | 459 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22.126 | 9,35 | 1.052 | 17,28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.821 | 231 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 535.103 | 58,69 | 25.444 | 70,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 627 | 47,53 | 30 | 52,63 | ||||
| 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 | 11.926.812 | 1,55 | 549.110 | 1,64 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 26.088 | 0,36 | 1.240 | 7,64 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 44.848 | 0,87 | 2.133 | 8,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 582.716 | 2,12 | 27.708 | 9,49 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5.303 | 252 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21.258 | 0,01 | 1.011 | 7,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 444 | 21 | ||||||
| 2025-07-16 | 13F | Novem Group | 10.341 | 0,58 | 492 | 7,91 |
