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 - February includono Cooper Financial Group, Diversify Wealth Management, Llc, NorthCrest Asset Manangement, LLC, Fsb Premier Wealth Management, Inc., Compass Financial Services Inc, Reicon Wealth Advisors, Llc, Global Retirement Partners, LLC, e Topsail Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Chris Bulman Inc | 38.426 | 9,61 | 1.579 | 8,45 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 32.996 | 0,69 | 1.356 | -0,37 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 3.657 | 150 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 8.629 | 25,81 | 355 | 24,65 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.100 | 46 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 293.400 | 12,74 | 12.056 | 11,54 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 38.925 | 7,37 | 1.599 | 6,25 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 66.809 | 374,66 | 2.745 | 370,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 848 | 35 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 8.961 | 371 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 33.238 | 1.366 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 13.314 | 42,64 | 547 | 41,34 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 41.418 | 10,56 | 1.702 | 9,39 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 8.189 | 49,19 | 336 | 48,02 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 9.944 | 83,67 | 409 | 82,14 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.500 | 226 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 114.605 | 6,29 | 4.709 | 5,18 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6.340 | 261 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 12.880 | 80,14 | 529 | 78,72 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 790 | 32 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 125.801 | 7,71 | 5.169 | 6,58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 73.089 | 37,52 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24.687 | 112,45 | 1.014 | 110,37 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 41.393 | 27,19 | 1.701 | 25,83 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 149.657 | 41,86 | 6.149 | 40,36 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 245.893 | 961,85 | 10.104 | 951,30 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 19.025 | 16,54 | 782 | 15,36 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 6.535 | 76,24 | 0 | |||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 9.279 | 381 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 6.705 | 287,80 | 276 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 14.069 | 63,67 | 578 | 62,36 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 7.431 | 53,82 | 305 | 52,50 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12.331 | 507 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 57.316 | 9,83 | 2.419 | 11,63 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 12.680 | 134,73 | 521 | 132,59 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 493.389 | 42,70 | 20.273 | 41,20 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 17.555 | 721 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.791 | 0,83 | 361 | -0,28 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 137.554 | 9,75 | 5.652 | 8,59 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 6.503 | 267 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.526 | 22,03 | 268 | 20,72 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 7.764 | 24,52 | 319 | 23,64 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 7.947 | 8,12 | 327 | 6,89 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 16.142 | 26,89 | 663 | 25,57 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 176.920 | 77,40 | 7.270 | 75,54 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 132.733 | 6,68 | 5.454 | 5,54 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 10.466 | 450 | ||||||
| 2026-04-30 | 13F | Range Financial Group LLC | 39.511 | 201,59 | 1.624 | 198,35 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 8.370 | 344 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 11.686 | 450,97 | 480 | 445,45 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 116.770 | 321,64 | 4.798 | 317,22 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.472 | 423,73 | 102 | 431,58 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 95.023 | 15,57 | 3.904 | 14,35 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 9.030 | 22,31 | 371 | 21,24 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 43.990 | 39,09 | 1.808 | 37,62 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12.172 | 500 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 79.328 | 298,13 | 3.260 | 294,07 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 30.934 | 10,12 | 1.271 | 9,01 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 51.530 | 2.117 | ||||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 89.829 | 32,16 | 3.691 | 30,79 |
