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 - March comprennent Legacy Capital Wealth Partners, LLC, Precedent Wealth Partners, Llc, Schwallier Wealth Management LLC, RFG Advisory, LLC, Advyzon Investment Management, LLC, 1776 Wealth LLC, AlphaStar Capital Management, LLC, Principal Securities, Inc., Evolution Wealth Management Inc., et FSC Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23 566 | 264,69 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 192 | 957 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9 220 | 2,27 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 15 001 | 3,66 | 594 | 8,81 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24 570 | 972 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 103 037 | 37,79 | 4 077 | 44,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 83 599 | 16,66 | 3 | 50,00 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 5 277 | 209 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34 442 | 1,99 | 1 363 | 7,08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 201 | 33,01 | 1 116 | 39,72 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 21 132 | 124,76 | 836 | 136,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45 901 | 8 384,47 | 1 816 | 8 980,00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5 245 | 208 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41 980 | 1 661 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 200 | 87 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 669 | 3,64 | 407 | 5,17 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 7 965 | 24,55 | 315 | 31,25 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 185 896 | 553,09 | 7 | -99,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 560 | 2,61 | 247 | 1,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 38 126 | 109,55 | 1 509 | 120,15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 665 | 541 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 957 | 434 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6 900 | 7,39 | 273 | 12,81 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 41 475 | 8,41 | 1 641 | 14,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 005 | 158 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 40 602 | 5,94 | 1 607 | 11,22 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13 691 | 57,99 | 542 | 65,95 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 089 | 0 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 24 379 | 965 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 37 299 | 10,23 | 1 476 | 15,78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 324 | 10,61 | 52 | 15,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 207 | 45,93 | 325 | 53,55 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 33 395 | 2,08 | 1 321 | 7,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 642 | 3,66 | 65 | 8,47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 501 | 376 | ||||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 20 060 | 794 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15 165 | 9,57 | 600 | 15,16 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 241 169 | 73,37 | 9 543 | 82,08 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 070 | 240 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20 277 | 802 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5 241 | 207 | ||||||
| 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 | 2 785 028 | 6,91 | 107 864 | 6,54 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 574 | 23 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13 334 | 528 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16 501 | 19,08 | 653 | 24,90 |
