Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF comprennent Perennial Investment Advisors, LLC, We Are One Seven, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, GGM Financials LLC, Defined Financial Planning LLC, Core Wealth Advisors, Inc., et Cornerstone Wealth Management, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 972 | 79 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 17 354 | 13,75 | 425 | 9,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 819 | 208 | ||||||
| 2025-07-23 | 13F | GGM Financials LLC | 16 198 | 430 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25 131 | 667 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 659 729 | 32,17 | 17 437 | 40,98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 200 363 | 7,74 | 5 322 | 14,70 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 24 522 | 149,97 | 651 | 166,80 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 80 799 | 7,28 | 2 146 | 14,21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 251 | 232,76 | 139 | 256,41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17 969 | 48,14 | 477 | 57,95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 721 868 | 535,98 | 19 173 | 577,22 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 41 916 | 16,54 | 1 113 | 24,08 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 275 408 | 4,12 | 7 315 | 10,83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13 188 | 45,71 | 358 | 62,27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 275 091 | 0,80 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 17 475 | 12,92 | 464 | 20,21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 53 431 | 236,64 | 1 419 | 258,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 146 | 14,91 | 110 | 22,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 128 503 | 1,59 | 29 973 | 8,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27 671 | 8,92 | 735 | 15,96 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 361 | 6,51 | 275 | 13,64 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 418 721 | 34,43 | 11 121 | 43,11 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 702 397 | 4,40 | 18 656 | 11,13 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 103 704 | 42,44 | 2 754 | 51,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 44 119 | 9,73 | 1 172 | 16,75 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 53 960 | 3,92 | 1 433 | 10,66 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8 105 | 215 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 926 | 211 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 134 982 | 15,26 | 3 585 | 22,73 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 33 980 | 1,14 | 1 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 106 530 | 57,91 | 2 829 | 62,12 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 16 198 | 1,36 | 430 | 8,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8 066 365 | 2,80 | 214 243 | 9,43 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 41 511 | 4,89 | 1 107 | 14,83 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 16 779 | 15,46 | 452 | 24,86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20 727 | 1,45 | 1 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 202 770 | 73,22 | 5 386 | 84,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 36 385 | 25,46 | 966 | 33,61 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17 985 | 3,42 | 478 | 10,16 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 425 004 | 5,19 | 11 288 | 11,98 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 66 202 | 15,52 | 1 758 | 23,02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 53 075 | 20,77 | 1 410 | 25,69 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 36 581 | 2,24 | 972 | 8,86 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 174 066 | 9,40 | 4 679 | 17,86 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16 152 | 1,23 | 429 | 7,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 756 473 | 6,87 | 46 652 | 13,77 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 106 530 | 39,09 | 2 829 | 48,12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83 669 | 1,02 | 2 222 | 7,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 538 025 | 106,35 | 14 290 | 119,66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 526 162 | 6,93 | 13 975 | 13,83 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 490 215 | 3,48 | 39 580 | 10,16 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 54 585 | 10,19 | 1 450 | 17,33 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 15 587 | 415 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33 913 | 901 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 221 781 | 5,49 | 5 891 | 12,30 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 391 090 | 0,04 | 10 387 | 6,50 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 569 210 | 17,00 | 15 118 | 24,56 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10 135 | 5,08 | 269 | 12,08 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 86 687 | 21,81 | 2 302 | 29,69 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26 626 | 1,68 | 707 | 8,27 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 117 842 | 107,11 | 3 130 | 120,51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 426 708 | 5,96 | 11 333 | 12,80 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16 280 | 432 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 22 791 | 605 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 738 615 | 4,35 | 19 588 | 10,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 019 430 | 4,40 | 27 076 | 11,14 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 30 655 | 2,25 | 814 | 8,82 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 1 933 867 | 0,87 | 51 364 | 7,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 480 049 | 1,32 | 92 430 | 7,86 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 112 101 | 2 977 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 340 | 10,16 | 832 | 17,35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23 246 | 2 052,41 | 617 | 2 273,08 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 633 | 8,21 | 17 | 14,29 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 117 378 | 8,37 | 3 118 | 15,36 |
