Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September termasuk Octavia Wealth Advisors, 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 | Cetera Investment Advisers | 201,480 | 2.61 | 8,182 | 7.76 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 5,005 | 203 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 188,579 | 0.78 | 7,658 | 5.83 | ||||
2025-08-14 | 13F | Mariner, LLC | 58,655 | 0.95 | 2,382 | 6.01 | ||||
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 | 437,533 | 17,421 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,246 | 13.15 | 91 | 19.74 | ||||
2025-08-04 | 13F | Atria Investments Llc | 12,945 | 25.19 | 526 | 31.58 | ||||
2025-08-12 | 13F | LPL Financial LLC | 73,672 | 400.25 | 2,992 | 425.66 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 9,157 | 0.34 | 372 | 5.40 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 4,944 | 201 | ||||||
2025-08-07 | 13F | Americana Partners, LLC | 146,921 | 5,966 | ||||||
2025-08-14 | 13F | UBS Group AG | 10,962 | 38.29 | 445 | 45.42 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 9,625 | 391 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 10,763 | 65.66 | 437 | 74.10 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8,270 | 23.56 | 336 | 29.84 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8,960 | 364 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 3,667 | 174.07 | 0 | |||||
2025-07-16 | 13F | PFS Partners, LLC | 3,817 | 12.80 | 155 | 19.23 | ||||
2025-08-12 | 13F | Change Path, LLC | 33,642 | 29.46 | 1,366 | 36.06 |