Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September termasuk American Alpha Advisors, LLC, Gallagher Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, LM Advisors LLC, Tcfg Wealth Management, Llc, Avion Wealth, dan Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Change Path, LLC | 127,290 | 532.59 | 6,111 | 582.03 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,517 | 0.13 | 217 | 8.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3,951 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 192,968 | 32.69 | 9,264 | 43.01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 194,904 | 95.05 | 9,357 | 110.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 645,003 | 151.37 | 30,966 | 170.89 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,829 | 136 | ||||||
| 2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 11,887,754 | 1.82 | 551,427 | 2.23 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12,770 | 613 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15,719 | 55.17 | 718 | 59.20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,242 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8,568 | 20.61 | 411 | 30.06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7,491 | 735.12 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35,425 | 6.89 | 1,701 | 15.18 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,193 | 179.16 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 45,616 | 2,190 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 19,778 | 0.04 | 950 | 7.84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9,067 | 435 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 34,158 | 1,640 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,312 | 591 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10,938 | 2.26 | 525 | 10.29 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 9,000 | 0 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 13,621 | 0.80 | 668 | 12.08 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18,660 | 8.79 | 896 | 18.07 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 64,844 | 7.32 | 3,113 | 15.64 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 12,298 | 90.52 | 590 | 105.57 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,182 | 489 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32,894 | 14.77 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 5,456 | 11.71 | 262 | 20.28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13,530 | 6.93 | 650 | 15.28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,916 | 533.91 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 330,359 | 4.94 | 15,762 | 12.39 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4,288 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 340,663 | 212.76 | 16,355 | 237.06 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,122 | 45.62 | 150 | 56.84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15,199 | 14.26 | 730 | 23.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11,659 | 560 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17,957 | 3.52 | 862 | 11.66 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 24,080 | 0.24 | 1,156 | 8.04 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10,932 | 525 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,055 | 99 |
