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 - December comprennent Evolution Wealth Management Inc., RFG Advisory, LLC, Great Valley Advisor Group, Inc., First Heartland Consultants, Inc., Signature Estate & Investment Advisors Llc, Core Wealth Partners LLC, Legacy Capital Wealth Partners, LLC, Santori & Peters, Inc., et EP Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 045 | 169 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 5 100 | 213 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12 891 | 538 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 14 923 | 67,39 | 623 | 79,02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 431 | 9,92 | 227 | 17,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 194 763 | 0,97 | 8 134 | 7,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 78 606 | 2 200,44 | 3 283 | 2 295,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 827 | 42,62 | 536 | 51,99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 102 992 | 10,81 | 4 301 | 18,26 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 327 | 8,75 | 334 | 11,71 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10 817 | 225,13 | 452 | 246,92 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44 687 | 10,82 | 1 866 | 18,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 903 | 497 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5 017 | 210 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70 610 | 17,18 | 2 949 | 24,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 450 | 269 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 100 490 | 339,07 | 4 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 230 | 218 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 977 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 72 817 | 21,21 | 3 041 | 29,31 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 111 584 | 8,37 | 4 660 | 15,61 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 4 989 | 208 | ||||||
| 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 | 2 660 536 | 6,72 | 107 825 | 6,85 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 252 | 11,49 | 52 | 20,93 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 35 745 | 120,76 | 1 493 | 135,70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 676 | 321 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 134 888 | 181,80 | 5 633 | 200,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5 063 | 211 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 39 557 | 8,42 | 1 652 | 16,02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 071 | 212 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 9 858 | 25,71 | 412 | 34,31 |
