Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF includono Kraft, Davis & Associates, LLC, Tradewinds, LLC., Merkkuri Wealth Advisors LLC, Betterment LLC, Newman Dignan & Sheerar, Inc., Morey & Quinn Wealth Partners, LLC, Kestra Advisory Services, LLC, Key Client Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, Raymond James Financial Inc, Geneos Wealth Management Inc., Twin Peaks Wealth Advisors, LLC, Morgan Stanley, Cwm, Llc, Steward Partners Investment Advisory, Llc, e SBI Securities Co., Ltd. .
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 | Tradewinds, LLC. | 58.766 | 1.730 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2.228 | 68 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.100 | 150 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 15.312 | 3,99 | 459 | 33,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43.505 | 43,57 | 1.245 | 76,35 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18.512 | 36,87 | 545 | 72,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36.858 | 23,18 | 1.085 | 55,52 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7.579 | 223 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32.507 | 41,56 | 957 | 78,69 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13.521 | 8,87 | 398 | 37,37 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 61.083 | 1.873 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10.509 | 5,62 | 309 | 33,19 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34.267 | 107,26 | 1.009 | 170,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7.816 | 230 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49.630 | 1.461 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 591 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 80.430 | 1,07 | 2.367 | 27,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 | 1 | ||||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 8.944 | 263 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 51.140 | 4,81 | 1.505 | 32,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34.961 | 203,14 | 1.029 | 283,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11.764 | 0 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 58.766 | 1.730 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 167.000 | 55,09 | 4.915 | 95,74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.042 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10.522 | 53,49 | 310 | 94,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5.308 | 156 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10.919 | 321 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7.005 | 206 |
