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 - March termasuk Americana Partners, LLC, Invenio Wealth Partners Llc, First Trust Advisors Lp, Consolidated Portfolio Review Corp, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Atria Investments Llc | 10,730 | 37.79 | 411 | 43.36 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 212,842 | 8,150 | ||||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5,253 | 201 | ||||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5,400 | 207 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 414,376 | 4.98 | 15,868 | 9.40 | ||||
2025-08-12 | 13F | Change Path, LLC | 50,418 | 12.15 | 1,931 | 16.90 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 57,743 | 8.78 | 2,211 | 13.38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 188,579 | 7.92 | 7 | 16.67 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 10,000 | 383 | ||||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 72,269 | 2,767 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 120 | 5 | ||||||
2025-08-07 | 13F | PFG Advisors | 6,130 | 7.54 | 235 | 11.96 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8,258 | 13.23 | 316 | 18.35 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 22,416 | 42.80 | 858 | 48.96 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,589 | 27.63 | 61 | 32.61 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,600 | 41.91 | 0 | |||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 41,628 | 0.15 | 1,614 | 6.39 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 6,905 | 264 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 5,765 | 44.49 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 191,307 | 9.36 | 7,326 | 13.97 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 34,193 | 3.97 | 1,309 | 8.36 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 6,701 | 16.50 | 257 | 21.33 | ||||
2025-08-14 | 13F | Mariner, LLC | 14,958 | 22.71 | 573 | 27.96 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3,959 | 7.35 | 152 | 11.85 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5,319 | 204 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104,994 | 1.27 | 4,020 | 5.54 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 6,131 | 236 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 60,945 | 2,334 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 39,013 | 197.29 | 1,494 | 209.75 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18,625 | 5.73 | 713 | 10.37 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 188,787 | 5.76 | 7,229 | 10.21 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8,464 | 324 |