Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund VIII - FT Vest Laddered Small Cap Moderate Buffer ETF termasuk NewEdge Wealth, LLC, Advisory Services Network, LLC, Principal Securities, Inc., dan Ameritas Investment Partners, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 338,042 | 5.81 | 7,116 | 10.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 469,361 | 28.63 | 9,878 | 33.67 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,613 | 46.64 | 34 | 50.00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 15,350 | 1.29 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22,237 | 52.21 | 468 | 58.31 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4,815 | 101 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 755,591 | 5.48 | 15,902 | 9.62 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 13,388 | 284 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 6,427 | 135 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 288,893 | 45.21 | 6 | 50.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | UBS Group AG | 2,171 | 46 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 407,071 | 205.11 | 8,569 | 217.22 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 11,752 | 6.56 | 238 | -0.84 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 53,149 | 269.14 | 1,119 | 264.17 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 38,870 | 1.29 | 833 | 7.21 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 15,259 | 324 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 12,822 | 3.26 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,002 | 238.84 | 232 | 255.38 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 15,797 | 13.05 | 332 | 17.73 |