Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May termasuk Lionshead Wealth Management, LLC, We Are One Seven, LLC, SMART Wealth LLC, Avantax Advisory Services, Inc., Wealth Enhancement Advisory Services, Llc, Diligent Investors, LLC, Twin Peaks Wealth Advisors, LLC, Abound Wealth Management, dan Capital Investment Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 700 | 17 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6,511 | 84.19 | 156 | 90.24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41,468 | 994 | ||||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 27,290 | 12.44 | 654 | 14.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,626 | 399 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,742 | 28.96 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16,604 | 13.77 | 398 | 16.08 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 32,062 | 215.07 | 769 | 222.69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 117,938 | 2,827 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28,979 | 12.32 | 695 | 14.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,698 | 260 | ||||||
| 2025-07-25 | NP | BUFS - FT Vest Laddered Small Cap Moderate Buffer ETF | 993,086 | 42.64 | 23,129 | 36.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 81,107 | 101.28 | 2 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 1,000 | 24 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 35,532 | 1.85 | 863 | 5.38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 122,305 | 117.03 | 2,932 | 121.88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 69,320 | 44.37 | 1,662 | 47.64 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 200,308 | 4,801 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 36,981 | 5.00 | 886 | 7.39 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 10,600 | 254 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 157,801 | 3,782 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,286 | 32 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47,689 | 7.21 | 1,143 | 9.59 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 13,043 | 14.70 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 88,937 | 2,132 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 197,779 | 4,741 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 29,730 | 21.17 | 722 | 26.27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 98,272 | 51.67 | 2 | 100.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 881 | 21 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 57,059 | 26.00 | 1,378 | 29.88 |
