Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF termasuk Kraft, Davis & Associates, LLC, Tradewinds, LLC., Merkkuri Wealth Advisors LLC, Betterment LLC, Newman Dignan & Sheerar, Inc., Morey & Quinn Wealth Partners, LLC, Kestra Advisory Services, LLC, Key Client Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, Raymond James Financial Inc, Geneos Wealth Management Inc., Twin Peaks Wealth Advisors, LLC, Morgan Stanley, Cwm, Llc, Steward Partners Investment Advisory, Llc, dan SBI Securities Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Tradewinds, LLC. | 58,766 | 1,730 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2,228 | 68 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,100 | 150 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 15,312 | 3.99 | 459 | 33.53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43,505 | 43.57 | 1,245 | 76.35 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18,512 | 36.87 | 545 | 72.70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36,858 | 23.18 | 1,085 | 55.52 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7,579 | 223 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32,507 | 41.56 | 957 | 78.69 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13,521 | 8.87 | 398 | 37.37 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 61,083 | 1,873 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10,509 | 5.62 | 309 | 33.19 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34,267 | 107.26 | 1,009 | 170.97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,816 | 230 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49,630 | 1,461 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 591 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 80,430 | 1.07 | 2,367 | 27.60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 | 1 | ||||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 8,944 | 263 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 51,140 | 4.81 | 1,505 | 32.37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34,961 | 203.14 | 1,029 | 283.96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11,764 | 0 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 58,766 | 1,730 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 167,000 | 55.09 | 4,915 | 95.74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,042 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,522 | 53.49 | 310 | 94.34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5,308 | 156 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10,919 | 321 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7,005 | 206 |
