Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December includono Modern Wealth Management, LLC, NWF Advisory Services Inc., Savvy Advisors, Inc., Integrated Advisors Network LLC, EP Wealth Advisors, Inc., Ameritas Investment Partners, Inc., Farther Finance Advisors, LLC, Bank Of Montreal /can/, e Abound Wealth Management .
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 | Integrated Advisors Network LLC | 6.840 | 201 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.975 | 117 | ||||||
2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 8.409.558 | 0,54 | 236.436 | 2,72 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 76.560 | 30,38 | 2.246 | 46,32 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 370 | 11 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 506.254 | 85,70 | 15 | 100,00 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 441.852 | 12.964 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 27.576 | 7,15 | 809 | 20,21 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 8.773 | 229 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 364.194 | 15,15 | 10.685 | 29,20 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 30.138 | 0,74 | 884 | 13,04 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 7.359 | 216 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 300 | 9 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 62.689 | 6,53 | 1.839 | 19,57 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32.391 | 15,60 | 950 | 29,78 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 306.929 | 17,54 | 9.005 | 31,88 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 7.148 | 4,73 | 210 | 17,42 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 149.731 | 0,64 | 4.393 | 12,93 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 68.501 | 57,02 | 2.010 | 76,23 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 8.381 | 0,24 | 246 | 12,39 | ||||
2025-08-14 | 13F | UBS Group AG | 13.948 | 409 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 245.529 | 1,94 | 7.218 | 14,61 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 25.615 | 162,31 | 752 | 194,51 | ||||
2025-08-07 | 13F | PFG Advisors | 11.020 | 5,83 | 323 | 18,75 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 150 | 4 | ||||||
2025-07-14 | 13F | Abound Wealth Management | 145 | 4 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 71.318 | 5,78 | 2.092 | 18,73 | ||||
2025-08-12 | 13F | Kaye Capital Management | 441.852 | 15,40 | 12.964 | 29,47 | ||||
2025-07-16 | 13F | Novem Group | 18.494 | 2,49 | 543 | 15,07 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 81.133 | 1,57 | 2.380 | 13,98 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 2.111.190 | 5,40 | 61.942 | 18,26 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 28.837 | 0,87 | 846 | 13,25 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15.324 | 0,83 | 452 | 13,60 | ||||
2025-08-12 | 13F | LPL Financial LLC | 154.647 | 43,51 | 4.537 | 61,06 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 6.893 | 12,06 | 202 | 26,25 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 23.595 | 692 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 32.088 | 26,90 | 941 | 42,36 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 112.718 | 0,30 | 3.307 | 6,88 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12.918 | 12,32 | 379 | 26,33 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 184.031 | 8,61 | 5.399 | 21,87 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9.370 | 254,25 | 275 | 297,10 |