Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF comprennent Crewe Advisors LLC, Arkadios Wealth Advisors, Jones Financial Companies Lllp, Evolution Wealth Management Inc., et Raymond James Financial Inc .
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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 900 | 99 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 22 125 | 7,38 | 565 | 15,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 11 306 | 0,04 | 289 | 7,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 364 | 0,30 | 60 | 5,26 | ||||
| 2025-09-03 | 13F | American Trust | 18 562 | 474 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20 662 | 0,15 | 528 | 7,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 25 385 | 3,28 | 648 | 10,96 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 75 005 | 49,68 | 1 916 | 60,65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 212 705 | 67,22 | 5 432 | 79,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53 592 | 5,13 | 1 369 | 12,87 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 567 207 | 4,63 | 14 489 | 12,36 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 123 664 | 1,72 | 3 158 | 9,20 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 8 342 | 213 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 846 | 226 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 777 | 12,47 | 71 | 20,69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20 350 | 103,46 | 520 | 118,99 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 726 | 18,42 | 478 | 27,13 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 015 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 45 773 | 0,30 | 1 169 | 8,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 277 | 0,61 | 671 | 8,05 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 416 | 215 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 12 910 | 3,45 | 330 | 11,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 17 819 | 1,31 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 145 503 | 4,41 | 3 716 | 12,10 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 22 597 | 1,35 | 577 | 8,87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28 719 | 7,45 | 733 | 15,43 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22 957 | 32,79 | 586 | 42,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 597 | 15 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 590 | 15 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 801 978 | 9,91 | 20 483 | 18,01 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 232 252 | 16,31 | 5 932 | 24,86 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 11 497 | 294 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 65 490 | 23,47 | 1 673 | 32,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 043 204 | 0,52 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19 442 | 36,96 | 497 | 47,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 162 034 | 0,81 | 4 | 33,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 920 | 23 |
