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 - September includono American Alpha Advisors, LLC, Gallagher Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, LM Advisors LLC, Tcfg Wealth Management, Llc, Avion Wealth, e Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Change Path, LLC | 127.290 | 532,59 | 6.111 | 582,03 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4.517 | 0,13 | 217 | 8,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3.951 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 192.968 | 32,69 | 9.264 | 43,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 194.904 | 95,05 | 9.357 | 110,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 645.003 | 151,37 | 30.966 | 170,89 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.829 | 136 | ||||||
| 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 | 11.887.754 | 1,82 | 551.427 | 2,23 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12.770 | 613 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15.719 | 55,17 | 718 | 59,20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4.242 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8.568 | 20,61 | 411 | 30,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7.491 | 735,12 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35.425 | 6,89 | 1.701 | 15,18 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.193 | 179,16 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 45.616 | 2.190 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 19.778 | 0,04 | 950 | 7,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9.067 | 435 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 34.158 | 1.640 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12.312 | 591 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10.938 | 2,26 | 525 | 10,29 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 9.000 | 0 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 13.621 | 0,80 | 668 | 12,08 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18.660 | 8,79 | 896 | 18,07 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 64.844 | 7,32 | 3.113 | 15,64 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 12.298 | 90,52 | 590 | 105,57 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10.182 | 489 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32.894 | 14,77 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 5.456 | 11,71 | 262 | 20,28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13.530 | 6,93 | 650 | 15,28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.916 | 533,91 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 330.359 | 4,94 | 15.762 | 12,39 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4.288 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 340.663 | 212,76 | 16.355 | 237,06 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.122 | 45,62 | 150 | 56,84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15.199 | 14,26 | 730 | 23,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11.659 | 560 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17.957 | 3,52 | 862 | 11,66 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 24.080 | 0,24 | 1.156 | 8,04 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10.932 | 525 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.055 | 99 |
