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 - September includono POM Investment Strategies, LLC, New Wave Wealth Advisors Llc, Elevated Capital Advisors, LLC, SRS Capital Advisors, Inc., Clear Creek Financial Management, LLC, Global Retirement Partners, LLC, Hantz Financial Services, Inc., e Geneos 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Barclays Plc | 4.672 | 181 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 51.190 | 18,99 | 1.951 | 17,05 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 120.152 | 19,98 | 4.579 | 18,02 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 27.011 | 2,34 | 1.029 | 0,68 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 14.400 | 0,70 | 549 | -0,90 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.807 | 107 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 16.449 | 627 | ||||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 15.815 | 6,75 | 603 | 5,06 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 44.171 | 1.683 | ||||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 3.519 | 21,47 | 134 | 19,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 300 | 12 | ||||||
| 2026-04-22 | 13F | Integrated Wealth Management | 62.840 | 16,10 | 2.395 | 14,22 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 1.598 | 55,15 | 61 | 53,85 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 15.154 | 578 | ||||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 234.124 | 8.922 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 217.632 | 3,67 | 8.294 | 1,98 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 9.030 | 344 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 27.709 | 4,65 | 1.056 | 2,93 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 58.263 | 205,84 | 2.257 | 140,36 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9.278 | 354 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 14.960 | 36,41 | 570 | 34,43 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 140.961 | 10,37 | 5 | 25,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 26.033 | 201,10 | 112 | -67,35 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10.577 | 2,02 | 403 | 0,50 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 45.942 | 13,86 | 1.793 | 14,72 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 20.257 | 772 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 25 | 1 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 52.815 | 8,56 | 2.013 | 6,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 20.257 | 63,81 | 772 | 60,96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 168.653 | 0,44 | 6.427 | -1,18 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 293.761 | 6,07 | 11.195 | 4,35 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 24.627 | 0,96 | 939 | -0,64 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 25.199 | 19,14 | 960 | 17,22 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 53 | 0 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 9.564 | 19,55 | 371 | 21,71 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6.135 | 1,78 | 234 | 0,00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 30.665 | 247,16 | 1.169 | 241,52 |
