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 - October comprennent LifeWealth Investments, LLC, We Are One Seven, LLC, Evolution Wealth Management Inc., RFG Advisory, LLC, Simplicity Wealth,LLC, Armbruster Capital Management, Inc., et Twin Peaks 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 49 605 | 16,28 | 2 037 | 24,59 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 115 476 | 1,04 | 4 742 | 8,22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 811 | 3,37 | 280 | 10,71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26 578 | 336,42 | 1 092 | 368,24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15 971 | 656 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71 490 | 15,31 | 2 936 | 23,47 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17 313 | 46,19 | 711 | 56,61 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 4 991 | 205 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 55 119 | 13,55 | 2 296 | 23,37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 131 | 498 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12 238 | 71,21 | 503 | 83,21 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 287 523 | 50,80 | 11 808 | 61,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51 587 | 16,00 | 2 119 | 24,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 837 | 200,00 | 158 | 220,41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 010 | 3,34 | 1 232 | 10,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29 671 | 92,98 | 1 219 | 106,79 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 12 742 | 74,64 | 523 | 87,46 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 003 | 190,70 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42 056 | 0,68 | 1 727 | 7,87 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 136 191 | 0,90 | 5 593 | 8,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 316 824 | 692,91 | 13 | -99,15 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 082 | 660 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 295 291 | 46,99 | 12 127 | 57,41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 120 | 128 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 313 557 | 157,79 | 13 | 200,00 | ||||
| 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 | 2 714 997 | 6,76 | 107 832 | 6,75 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5 000 | 205 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 283 | 13,14 | 53 | 20,93 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 627 | 69 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 17 570 | 722 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 40 240 | 8,43 | 1 653 | 16,67 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9 780 | 402 |
