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 - May includono Gallagher Fiduciary Advisors, LLC, Maridea Wealth Management LLC, RFG Advisory, LLC, StoneX Group Inc., Beacon Financial Advisory LLC, Mutual Advisors, LLC, Holistic Planning, LLC, Arkadios Wealth Advisors, United Advisor Group, LLC, Nova Wealth Management, Inc., National Bank Of Canada /fi/, Alerus Financial Na, e ENDW - Cambria Endowment Style ETF .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 6.543 | 32,85 | 329 | 44,93 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1.516 | 76 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4.092 | 205 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10.915 | 6,86 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 184.560 | 30,83 | 9.234 | 41,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 28.157 | 0,54 | 1.409 | 8,89 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 10.046 | 238,93 | 1 | -100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17.015 | 15,25 | 1 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 12.623 | 8,78 | 632 | 17,94 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11.698 | 585 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 39.400 | 32,63 | 1.971 | 43,76 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16.847 | 3,94 | 843 | 12,57 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 17.947 | 898 | ||||||
| 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 | 11.336.524 | 0,97 | 549.821 | 1,81 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 50.332 | 5,15 | 2.518 | 13,94 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 6.330 | 317 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 32.896 | 1.646 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 375.050 | 8,52 | 19 | 20,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.245 | 463 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4.254 | 213 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7.985 | 281 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9.765 | 212,98 | 489 | 238,89 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 9.860 | 493 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170.819 | 93,57 | 8.443 | 107,19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13.993 | 44,57 | 700 | 56,95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13.449 | 200,00 | 673 | 224,64 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7.500 | 375 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16.700 | 117,36 | 836 | 135,88 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2.750 | 138 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 16.284 | 30,94 | 815 | 41,81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4.301 | 215 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22.935 | 1.147 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11.064 | 554 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 378.358 | 267,43 | 18.929 | 298,09 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8.237 | 43,58 | 412 | 56,06 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 7.985 | 41,48 | 399 | 53,46 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1.320 | 66 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 178.469 | 10,16 | 8.929 | 19,34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 117.645 | 37,20 | 5.886 | 48,65 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44.685 | 2.236 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 41.395 | 2.071 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 20.848 | 57,36 | 1.043 | 70,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182.509 | 4,08 | 9 | 12,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 530.507 | 785,49 | 26.541 | 859,54 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 11.527 | 577 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.700 | 85 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6.094 | 305 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 115.626 | 2.288,97 | 5.785 | 2.493,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12.198 | 611 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 52.092 | 15,74 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17.983 | 1,90 | 900 | 10,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25.424 | 31,15 | 1 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 31.469 | 30,95 | 1.574 | 41,93 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 16.602 | 56,37 | 831 | 69,39 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 25.742 | 13,35 | 1.288 | 24,59 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 479.491 | 0,40 | 23.989 | 8,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 24.865 | 15,97 | 1.244 | 22,34 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 250 | 12 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.041 | 152,88 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 104.042 | 25,19 | 5.205 | 35,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.117 | 8,00 | 656 | 17,14 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14.780 | 60,15 | 739 | 73,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 253.436 | 7,35 | 12.679 | 16,31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22.985 | 15,00 | 1.150 | 24,62 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 71.257 | 2,15 | 3.593 | 12,11 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15.579 | 15,03 | 783 | 25,28 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4.490 | 225 | ||||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 26.512 | 19,99 | 1.326 | 30,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 42.141 | 2,41 | 2.108 | 10,95 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.917 | 301 | ||||||
| 2025-07-16 | 13F | Novem Group | 6.364 | 30,84 | 318 | 41,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 40.355 | 8,74 | 2.019 | 17,81 |
