Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF comprennent Brown Brothers Harriman & Co, IHT Wealth Management, LLC, Concurrent Investment Advisors, LLC, Aqr Capital Management Llc, Thompson Investment Management, Inc., Assetmark, Inc, Bessemer Group Inc, Dogwood Wealth Management LLC, Financial Network Wealth Advisors LLC, Crews Bank & Trust, et SBI Securities Co., Ltd. .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 088 | 1,95 | 41 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 61 342 | 163,93 | 1 210 | 156,69 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 126 732 | 0,69 | 2 499 | -2,12 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 17 415 | 1,90 | 343 | -0,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 126 039 | 0,13 | 2 485 | -2,70 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 84 613 | 19,00 | 1 669 | 15,67 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 15 383 | 11,90 | 303 | 8,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 264 480 | 20,06 | 5 213 | 16,65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16 237 | 320 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 462 | 18,48 | 29 | 12,00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 141 873 | 2,34 | 2 798 | -0,53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 719 | 34 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 599 | 12 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 24 958 | 23,55 | 492 | 20,29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8 350 | 64 130,77 | 165 | -2,96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 84 895 | 4,78 | 1 674 | 1,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 285 | 0,60 | 597 | -2,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 166 475 | 547,38 | 3 283 | 529,94 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 207 | 24 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 79 619 | 1 570 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 79 454 | 2,88 | 1 567 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 552 | 1,90 | 31 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 68 064 | 0,83 | 1 342 | -1,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 47 640 | 0,88 | 939 | -1,98 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 26 052 | 99,07 | 514 | 93,58 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 21 022 | 55,94 | 415 | 51,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 61 867 | 0,41 | 1 220 | -2,40 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27 435 | 3,71 | 541 | 0,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 005 342 | 0,78 | 19 825 | -2,06 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 4 575 | 90 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 740 | 2,35 | 34 | 0,00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 61 003 | 1,99 | 1 203 | -0,91 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19 763 | 390 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 105 867 | 15,99 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 797 | 16 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 139 | 0,10 | 82 | -2,41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25 207 | 0,06 | 497 | -2,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 114 504 | 7,17 | 2 258 | 4,15 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 104 635 | 5,23 | 2 063 | 2,28 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 14 055 | 1,95 | 277 | -0,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20 809 | 9,10 | 410 | 5,94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 642 | 3 110,00 | 0 | |||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 96 967 | 0,75 | 1 912 | -2,05 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21 306 | 13,12 | 420 | 9,95 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 35 048 | 2,26 | 691 | -0,58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 003 | 2,98 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 19 815 | 1,92 | 391 | -1,02 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 40 000 | 95,12 | 789 | 89,88 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 21 249 | 1,57 | 419 | -1,18 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 67 313 | 9,51 | 1 327 | 6,42 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 296 | 0,46 | 321 | -2,43 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 670 | 4,26 | 230 | 1,32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 532 | 78,31 | 50 | 81,48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 318 | 0,74 | 225 | -0,88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 52 637 | 13,45 | 1 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 892 783 | 2,28 | 17 605 | -0,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18 183 | 359 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 215 874 | 0,16 | 4 257 | -2,65 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 12 937 487 | 13 399 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1 264 | 25 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 123 | 2,50 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 | 0 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 141 504 | 1,39 | 2 790 | -1,45 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 42 413 | 0,03 | 836 | -2,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 189 379 | 0,55 | 3 735 | -2,28 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 688 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 035 | 2,88 | 20 | 5,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39 344 | 2,98 | 776 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45 605 | 1,82 | 899 | -0,99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 721 | 231 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 433 | 285 |
