Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - March termasuk Onyx Bridge Wealth Group LLC, Citizens Financial Group Inc/ri, Modern Wealth Management, LLC, NWF Advisory Services Inc., Blue Bell Private Wealth Management, Llc, Twin Peaks Wealth Advisors, LLC, dan Abound Wealth Management .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26,650 | 4.74 | 826 | 14.74 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,000 | 25.00 | 31 | 36.36 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 269 | 9 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 44,517 | 188.85 | 1,380 | 216.28 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 14,275 | 4.16 | 446 | 13.78 | ||||
2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 7,814,007 | 0.38 | 234,498 | 0.22 | ||||
2025-08-07 | 13F | Allworth Financial LP | 940 | 29 | ||||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 27,296 | 57.23 | 846 | 72.10 | ||||
2025-08-08 | 13F | Gts Securities Llc | 10,839 | 336 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 244,355 | 0.72 | 7,573 | 10.33 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 21,113 | 4.07 | 654 | 14.14 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 350,294 | 54.85 | 11 | 66.67 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 23,612 | 0.00 | 732 | 9.60 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 16,121 | 500 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 13,724 | 425 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 33,574 | 9.12 | 1,053 | 21.03 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 57,197 | 16.70 | 1,773 | 27.85 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 35,084 | 366.85 | 1,087 | 412.74 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 221,902 | 4.61 | 6,877 | 14.60 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 12,086 | 14.14 | 375 | 25.08 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,363 | 352 | ||||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 7,375 | 209 | ||||||
2025-08-14 | 13F | UBS Group AG | 6,829 | 212 | ||||||
2025-08-08 | 13F | 1776 Wealth LLC | 32,386 | 1.87 | 1,004 | 11.57 | ||||
2025-07-14 | 13F | Abound Wealth Management | 230 | 7 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 73,749 | 2.12 | 2,285 | 11.85 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 573,140 | 2.37 | 17,762 | 12.14 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 23,493 | 728 | ||||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 34,935 | 8.30 | 1,083 | 18.64 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 618 | 19 | ||||||
2025-08-04 | 13F | Family Wealth Group, LLC | 50,940 | 10.43 | 1,579 | 21.01 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 8,070 | 12.46 | 250 | 23.15 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 12,305 | 39.06 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 180,251 | 128.45 | 5,586 | 150.22 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5,551 | 172 | ||||||
2025-07-16 | 13F | Novem Group | 22,173 | 10.46 | 687 | 21.16 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 103,509 | 3,208 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,570 | 266 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25,962 | 76.85 | 805 | 93.73 |