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 Moderate Buffer ETF - December includono Hollencrest Capital Management, Uniting Wealth Partners, LLC, First International Bank of Israel Ltd., Schulz Wealth, LTD., Hrt Financial Lp, Evolution Wealth Management Inc., Robertson Stephens Wealth Management, LLC, Anfield Capital Management, LLC, e IFP 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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 460.926 | 12,85 | 16 | 23,08 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 20.814 | 3,59 | 732 | 9,92 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5.995 | 211 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 89.743 | 82,58 | 3.155 | 93,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 18.135 | 1.226,63 | 638 | 1.315,56 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1.102.017 | 38.742 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28.400 | 0,58 | 998 | 6,85 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 16.684 | 92,50 | 587 | 104,90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7.770 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9.290 | 1,53 | 327 | 7,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 430 | 115,00 | 15 | 150,00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 29.062 | 96,34 | 1.022 | 108,37 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 282.697 | 9.938 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 10.221 | 270,59 | 359 | 294,51 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 6.000 | 211 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5.781 | 203 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.116.525 | 12,47 | 38.147 | 12,62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9.748 | 2,79 | 343 | 9,27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9.101 | 320 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 150.000 | 5.273 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.511 | 53 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 12.544 | 441 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39.230 | 9,81 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 18.665 | 12,00 | 656 | 19,06 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 25.992 | 13,55 | 861 | 11,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24.120 | 848 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88.568 | 10,23 | 3.114 | 17,03 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 4.539 | 160 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 819 | 196,74 | 29 | 211,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25.506 | 103,28 | 897 | 115,90 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4.445 | 46,31 | 156 | 56,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36.087 | 444,38 | 1.269 | 479,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5.755 | 438,35 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1.900 | 280,00 | 63 | 287,50 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 7.213 | 254 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18.165 | 639 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25.416 | 39,94 | 894 | 48,59 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 12.623 | 78,49 | 444 | 89,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19.670 | 217,16 | 692 | 237,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
