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 Nasdaq Buffer ETF comprennent McElhenny Sheffield Capital Management, LLC, Nations Financial Group Inc, /ia/ /adv, Triton Wealth Management, PLLC, NewEdge Wealth, LLC, RFG Advisory, LLC, Sharper & Granite LLC, Western Wealth Management, LLC, HBK Sorce Advisory LLC, Ameritas Advisory Services, LLC, Morgan Stanley, et Assetmark, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 74 720 | 38,66 | 2 481 | 54,13 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 793 | 26 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 45 295 | 6,19 | 1 520 | 17,47 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6 087 | 202 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 175 | 105 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68 588 | 268,61 | 2 277 | 310,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 355 035 | 23,66 | 11 787 | 37,49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 616 | 419 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 220 000 | 205 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 204 | 737 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29 547 | 31,62 | 981 | 39,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 742 212 | 7,71 | 24 641 | 19,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46 022 | 7,11 | 1 528 | 19,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 17 180 | 25,58 | 513 | 17,43 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 33 296 | 4,58 | 1 105 | 16,32 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 10 976 | 55,12 | 364 | 72,51 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 42 812 | 11,55 | 1 421 | 24,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 277 545 | 191,31 | 9 214 | 223,98 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10 698 | 1,30 | 355 | 12,70 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55 002 | 35,06 | 1 826 | 50,16 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 83 655 | 587,44 | 2 777 | 665,01 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 48 995 | 253,24 | 1 627 | 292,75 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 140 450 | 1,95 | 4 663 | 13,35 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 697 | 71,63 | 123 | 82,09 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 14 466 | 480 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 219 880 | 7,70 | 7 300 | 19,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29 823 | 51,73 | 990 | 68,94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52 924 | 0,05 | 1 757 | 11,27 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 71 019 | 3,06 | 2 358 | 14,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8 366 453 | 6,38 | 277 766 | 18,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46 940 | 17,22 | 1 402 | 11,37 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 26 206 | 19,02 | 870 | 32,42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32 457 | 12,26 | 1 078 | 24,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 827 | 132,93 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 991 | 3,25 | 299 | 14,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 007 | 281,66 | 332 | 304,88 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23 829 | 23,64 | 791 | 37,57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 556 286 | 45,52 | 18 | 63,64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 32 562 | 389,95 | 1 081 | 445,96 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7 435 | 2,76 | 247 | 8,37 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 90 493 | 5,91 | 3 004 | 17,76 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 71 427 | 39,32 | 2 371 | 54,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 342 232 | 19,25 | 44 561 | 32,59 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 86 403 | 611,55 | 2 869 | 692,27 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 333 727 | 0,06 | 11 080 | 11,25 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 71 427 | 58,24 | 2 371 | 64,08 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 24 386 | 1,62 | 813 | 13,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 573 637 | 18,24 | 19 045 | 31,46 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 63 470 | 1,46 | 2 107 | 12,79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15 875 | 2,18 | 527 | 13,82 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 185 798 | 3,53 | 39 368 | 15,11 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 65 491 | 1,20 | 2 174 | 12,53 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 171 785 | 0,62 | 5 703 | 11,89 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 95 057 | 3,48 | 3 156 | 15,02 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8 078 | 15,40 | 268 | 28,23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 371 830 | 3,69 | 12 345 | 15,28 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 8 389 | 278 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 70 648 | 1,26 | 2 346 | 12,58 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13 753 | 466 | ||||||
| 2025-07-16 | 13F | Novem Group | 10 698 | 355 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6 656 | 221 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 440 772 | 4,33 | 14 634 | 16,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 663 | 55 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 9 572 | 40,76 | 318 | 56,16 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 93 324 | 97,88 | 3 098 | 120,03 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 900 | 0,28 | 594 | 11,44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168 199 | 50,94 | 5 584 | 67,84 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 89 830 | 6,06 | 2 982 | 17,96 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 256 154 | 9,04 | 8 504 | 21,24 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 214 062 | 2,44 | 7 107 | 13,90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 29 339 | 144,29 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 204 712 | 7,70 | 39 996 | 19,74 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 97 930 | 0,08 | 3 251 | 11,30 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 15 313 | 515 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 407 058 | 1,31 | 13 514 | 12,64 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 561 752 | 1,99 | 18 650 | 13,40 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 112 | 1,43 | 236 | 12,92 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22 625 | 18,27 | 751 | 31,52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 96 488 | 2,48 | 3 303 | 19,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 49 213 | 4,84 | 1 634 | 16,56 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225 216 | 292,59 | 7 477 | 336,74 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 725 | 224 |
