Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - April comprennent Oppenheimer & Co Inc, Evolution Wealth Management Inc., RFG Advisory, LLC, Schwallier Wealth Management LLC, Sagespring Wealth Partners, Llc, Spectrum Asset Management, Inc. (NB/CA), Holistic Planning, LLC, Capital Investment Advisory Services, LLC, Kilter Group LLC, FSC Wealth Advisors, LLC, et Blue Bell Private 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 7 355 | 277 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 14 099 | 532 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30 257 | 15,56 | 1 141 | 17,04 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 13 420 | 2,07 | 506 | 3,48 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 8 827 | 46,34 | 333 | 48,21 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 776 | 482 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8 723 | 329 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 7 126 | 20,74 | 270 | 23,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 82 740 | 65,54 | 3 120 | 67,69 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10 776 | 406 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29 664 | 146,89 | 1 119 | 150,11 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 24 565 | 926 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 13 510 | 22,45 | 509 | 24,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32 806 | 86,30 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 189 832 | 15,80 | 7 | 16,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18 038 | 5,41 | 680 | 6,92 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 597 | 23 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8 913 | 336 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 15 181 | 38,56 | 572 | 40,54 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 668 | 13,04 | 327 | 14,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 280 | 86 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 186 | 70,65 | 45 | 76,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22 020 | 830 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20 134 | 3,39 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 35 084 | 1 323 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15 331 | 578 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 120 627 | 20,07 | 4 548 | 21,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 076 | 20,02 | 493 | 21,43 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 14 798 | 18,89 | 558 | 20,30 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 260 | 98,43 | 47 | 100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46 054 | 21,88 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 067 | 6,51 | 304 | 8,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 59 531 | 33,32 | 2 245 | 35,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 457 | 167,04 | 884 | 171,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 251 388 | 267,17 | 9 479 | 271,98 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 26 246 | 4,37 | 990 | 5,66 | ||||
| 2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs 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 | 2 914 608 | 8,63 | 107 940 | 6,60 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 74 242 | 50,11 | 2 799 | 52,04 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 10 000 | 377 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 157 978 | 205,14 | 5 957 | 209,08 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 42 236 | 8,74 | 1 593 | 13,80 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 038 | 12,05 | 265 | 13,73 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 119 | 42 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 35 858 | 23,52 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 46 476 | 77,86 | 1 752 | 80,25 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 9 156 | 345 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 863 | 221 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13 501 | 75,27 | 509 | 77,97 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 44 945 | 82,71 | 1 695 | 85,14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 67 410 | 2 542 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 394 | 11,70 | 53 | 13,04 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 149 405 | 7,59 | 5 633 | 8,98 |
