Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF termasuk Crewe Advisors LLC, Arkadios Wealth Advisors, Jones Financial Companies Lllp, Evolution Wealth Management Inc., dan Raymond James Financial Inc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Jones Financial Companies Lllp | 3,900 | 99 | ||||||
2025-08-07 | 13F | PFG Advisors | 22,125 | 7.38 | 565 | 15.31 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 11,306 | 0.04 | 289 | 7.46 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,364 | 0.30 | 60 | 5.26 | ||||
2025-09-03 | 13F | American Trust | 18,562 | 474 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20,662 | 0.15 | 528 | 7.55 | ||||
2025-08-14 | 13F | UBS Group AG | 25,385 | 3.28 | 648 | 10.96 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 75,005 | 49.68 | 1,916 | 60.65 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 212,705 | 67.22 | 5,432 | 79.51 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 53,592 | 5.13 | 1,369 | 12.87 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 567,207 | 4.63 | 14,489 | 12.36 | ||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 123,664 | 1.72 | 3,158 | 9.20 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 8,342 | 213 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 8,846 | 226 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 2,777 | 12.47 | 71 | 20.69 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 20,350 | 103.46 | 520 | 118.99 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,726 | 18.42 | 478 | 27.13 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 8,015 | 0 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 45,773 | 0.30 | 1,169 | 8.34 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 26,277 | 0.61 | 671 | 8.05 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8,416 | 215 | ||||||
2025-08-12 | 13F | Change Path, LLC | 12,910 | 3.45 | 330 | 11.15 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 17,819 | 1.31 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 145,503 | 4.41 | 3,716 | 12.10 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 22,597 | 1.35 | 577 | 8.87 | ||||
2025-08-14 | 13F | Mariner, LLC | 28,719 | 7.45 | 733 | 15.43 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 22,957 | 32.79 | 586 | 42.58 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 597 | 15 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 590 | 15 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 801,978 | 9.91 | 20,483 | 18.01 | ||||
2025-08-04 | 13F | Assetmark, Inc | 232,252 | 16.31 | 5,932 | 24.86 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 11,497 | 294 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 65,490 | 23.47 | 1,673 | 32.59 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,043,204 | 0.52 | 27 | 8.33 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 19,442 | 36.96 | 497 | 47.18 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 162,034 | 0.81 | 4 | 33.33 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 920 | 23 |