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 Buffer ETF - August comprennent Stenger Family Office, LLC, SMART Wealth LLC, RFG Advisory, LLC, Wealth Management Nebraska, et Evolution Wealth Management 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | SMART Wealth LLC | 90 469 | 4 436 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 781 | 38 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 9 768 | 0,02 | 479 | 7,66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 52 154 | 12,28 | 2 557 | 21,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 100 301 | 6,71 | 4 918 | 15,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35 362 | 1,13 | 1 734 | 8,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177 718 | 7,18 | 8 617 | 14,25 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20 830 | 1 021 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 126 453 | 1,41 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 011 | 283,12 | 491 | 315,25 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8 627 | 423 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 24 836 | 1 041,89 | 1 218 | 1 141,84 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 41 348 | 2,06 | 2 027 | 10,04 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4 281 | 209 | ||||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 391 520 | 14 412 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 953 | 3,61 | 145 | 11,63 | ||||
| 2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 11 615 625 | 1,42 | 548 838 | 1,68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188 985 | 32,08 | 9 266 | 42,36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 829 | 0,78 | 337 | 9,42 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 332 | 8,51 | 899 | 18,16 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 099 | 7,33 | 1 182 | 15,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 282 | 6,85 | 651 | 15,22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 075 | 10,93 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 225 | 193,20 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 195 667 | 1,66 | 9 594 | 9,57 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14 652 | 27,54 | 682 | 30,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 275 | 1,11 | 112 | 6,73 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 395 | 461 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 6 500 | 17,03 | 319 | 26,19 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 480 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 84 384 | 7,20 | 4 137 | 15,56 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 074 | 1,29 | 595 | -1,00 | ||||
| 2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF 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 | 766 914 | 1,20 | 36 237 | 1,46 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8 467 | 415 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 127 812 | 1,17 | 6 267 | 9,05 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 372 | 74,46 | 460 | 88,11 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26 002 | 25,49 | 1 275 | 35,24 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 52 303 | 0,44 | 2 564 | 8,28 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6 031 | 296 |
