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 - June includono Avantra Family Wealth, Inc., Citizens Financial Group Inc/ri, RFG Advisory, LLC, Modern Wealth Management, LLC, Buck Wealth Strategies, LLC, Savvy Advisors, Inc., Ignite Planners, LLC, Wood Tarver Financial Group, LLC, Mount Yale Investment Advisors, LLC, e SJS Investment Consulting 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24.032 | 1,76 | 1.290 | 9,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27.295 | 1,09 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 60.593 | 7,88 | 3.252 | 16,06 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 14.593 | 3,73 | 1 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 221.547 | 88,95 | 11.890 | 103,28 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7.262 | 7,70 | 390 | 15,77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 171.555 | 32,14 | 9.207 | 42,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 31.793 | 3,87 | 1.706 | 11,80 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26.263 | 1.410 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 184.914 | 7,18 | 9.924 | 15,30 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 44.186 | 700,76 | 2 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 16.628 | 8,79 | 892 | 18,15 | ||||
| 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 | 722.956 | 2,49 | 37.608 | 2,36 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4.710 | 253 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5.092 | 273 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3.404 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34.158 | 6,09 | 1.833 | 14,13 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 43.959 | 51,61 | 2.359 | 63,14 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 20.165 | 42,45 | 1.082 | 53,26 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25.131 | 38,77 | 1.349 | 49,28 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.290 | 4,21 | 314 | 0,97 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16.967 | 176,61 | 911 | 197,39 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 16.628 | 16,30 | 892 | 25,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 9.750 | 21,01 | 501 | 24,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 210.574 | 25,01 | 11.198 | 33,25 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6.840 | 3,17 | 367 | 11,21 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7.846 | 44,71 | 421 | 55,93 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3.769 | 202 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27.891 | 4,95 | 1.497 | 12,91 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 183.615 | 8,15 | 10 | 12,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42.159 | 32,56 | 2.263 | 42,62 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10.469 | 60,72 | 562 | 73,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16.769 | 126,49 | 900 | 143,90 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 96 | 5 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 123.036 | 6.603 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 7.652 | 6,04 | 411 | 13,89 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2.841 | 152 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 33.185 | 0,49 | 1.781 | 8,14 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45.649 | 20,13 | 2.450 | 29,23 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7.280 | 37,36 | 391 | 47,73 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 204.416 | 10,56 | 10.971 | 18,94 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8.541 | 458 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111.850 | 2,74 | 6.003 | 10,51 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 30.293 | 0,18 | 1.626 | 7,76 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 59.391 | 12,50 | 3.188 | 21,04 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 8.088 | 2,61 | 434 | 10,43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10.291 | 9,01 | 561 | 20,17 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12.081 | 7,02 | 648 | 15,10 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4.520 | 244 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 61.643 | 15,57 | 3.323 | 24,89 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7.764 | 4,98 | 417 | 13,04 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 226.891 | 86,18 | 12.177 | 100,31 | ||||
| 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 | 10.573.738 | 1,98 | 550.045 | 1,85 | ||||
| 2025-07-16 | 13F | Novem Group | 14.690 | 4,26 | 788 | 12,25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7.500 | 403 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10.864 | 583 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 27.673 | 3,51 | 1.485 | 11,40 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.966 | 1,22 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 11.829 | 18,73 | 635 | 27,57 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 93.083 | 4.996 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12.289 | 12,40 | 660 | 20,92 |
