Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October termasuk LifeWealth Investments, LLC, We Are One Seven, LLC, Evolution Wealth Management Inc., RFG Advisory, LLC, Simplicity Wealth,LLC, Armbruster Capital Management, Inc., dan Twin Peaks Wealth Advisors, LLC .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F | Truist Financial Corp | 49,605 | 16.28 | 2,037 | 24.59 | ||||
2025-08-11 | 13F | Lcnb Corp | 115,476 | 1.04 | 4,742 | 8.22 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,811 | 3.37 | 280 | 10.71 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 26,578 | 336.42 | 1,092 | 368.24 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 15,971 | 656 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 71,490 | 15.31 | 2,936 | 23.47 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 17,313 | 46.19 | 711 | 56.61 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 4,991 | 205 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 55,119 | 13.55 | 2,296 | 23.37 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12,131 | 498 | ||||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12,238 | 71.21 | 503 | 83.21 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 287,523 | 50.80 | 11,808 | 61.49 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 51,587 | 16.00 | 2,119 | 24.22 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,837 | 200.00 | 158 | 220.41 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 30,010 | 3.34 | 1,232 | 10.69 | ||||
2025-08-12 | 13F | LPL Financial LLC | 29,671 | 92.98 | 1,219 | 106.79 | ||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 12,742 | 74.64 | 523 | 87.46 | ||||
2025-08-14 | 13F/A | Barclays Plc | 5,003 | 190.70 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 42,056 | 0.68 | 1,727 | 7.87 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 136,191 | 0.90 | 5,593 | 8.06 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 316,824 | 692.91 | 13 | -99.15 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 16,082 | 660 | ||||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 295,291 | 46.99 | 12,127 | 57.41 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,120 | 128 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 313,557 | 157.79 | 13 | 200.00 | ||||
2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs 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 | 2,714,997 | 6.76 | 107,832 | 6.75 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5,000 | 205 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,283 | 13.14 | 53 | 20.93 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,627 | 69 | ||||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 17,570 | 722 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 40,240 | 8.43 | 1,653 | 16.67 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 9,780 | 402 |