Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June termasuk First Trust Advisors Lp, Keel Point, LLC, Castle Rock Wealth Management, LLC, Truist Financial Corp, LVZ Advisors, Inc., Aurora Private Wealth, Inc., dan Morgan Stanley .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 643 | 26 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4,059 | 13.83 | 167 | 21.17 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 306,705 | 2.89 | 12,596 | 9.79 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 15,631 | 642 | ||||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 8,104 | 0.90 | 333 | 7.44 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,470 | 60 | ||||||
2025-05-14 | 13F | Huntington National Bank | 72 | -1.39 | ||||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8,218 | 340 | ||||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 5,128 | 211 | ||||||
2025-08-07 | 13F | Private Advisory Group LLC | 8,487 | 0.56 | 349 | 7.41 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 10,917 | 61.18 | 448 | 72.31 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 97,724 | 1.90 | 4,054 | 10.74 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54,595 | 2.75 | 2,242 | 9.63 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 20,150 | 0.62 | 828 | 7.40 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21,064 | 17.39 | 865 | 25.36 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Mariner, LLC | 29,324 | 0.49 | 1,204 | 7.21 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,014 | 2.19 | 0 | |||||
2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF 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 | 433,556 | 9.50 | 17,306 | 11.67 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 42,162 | 1,732 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 48,485 | 15.75 | 1,991 | 23.51 | ||||
2025-08-15 | 13F | Keel Point, LLC | 11,634 | 478 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 6,449 | 265 | ||||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5,062 | 0 | ||||||
2025-07-16 | 13F | PFS Partners, LLC | 10,106 | 15.91 | 415 | 23.88 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,237 | 11.00 | 256 | 19.07 |