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 Enhance & Moderate Buffer ETF - June includono First Trust Advisors Lp, Keel Point, LLC, Castle Rock Wealth Management, LLC, Truist Financial Corp, LVZ Advisors, Inc., Aurora Private Wealth, Inc., e Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 643 | 26 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4.059 | 13,83 | 167 | 21,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 306.705 | 2,89 | 12.596 | 9,79 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 15.631 | 642 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8.104 | 0,90 | 333 | 7,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.470 | 60 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 72 | -1,39 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8.218 | 340 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 5.128 | 211 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 8.487 | 0,56 | 349 | 7,41 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 10.917 | 61,18 | 448 | 72,31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 97.724 | 1,90 | 4.054 | 10,74 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54.595 | 2,75 | 2.242 | 9,63 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 20.150 | 0,62 | 828 | 7,40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21.064 | 17,39 | 865 | 25,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 29.324 | 0,49 | 1.204 | 7,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8.014 | 2,19 | 0 | |||||
| 2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 433.556 | 9,50 | 17.306 | 11,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 42.162 | 1.732 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 48.485 | 15,75 | 1.991 | 23,51 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 11.634 | 478 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 6.449 | 265 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5.062 | 0 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 10.106 | 15,91 | 415 | 23,88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6.237 | 11,00 | 256 | 19,07 |
