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 - December comprennent Grant Private Wealth Management Inc, Foundations Investment Advisors, LLC, Buck Wealth Strategies, LLC, PFG Advisors, Octavia Wealth Advisors, LLC, Chris Bulman Inc, Evolution Wealth Management Inc., et SRS Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 558 364 | 7,60 | 24 235 | 4,77 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 198 308 | 32,71 | 9 254 | 42,70 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 735 | 81 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 412 | 23,39 | 766 | 32,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32 294 | 9,12 | 1 507 | 17,37 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 19 710 | 920 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35 937 | 13,49 | 1 677 | 22,05 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5 250 | 245 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 060 | 67,99 | 49 | 75,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17 228 | 211,88 | 804 | 235,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 885 | 6,90 | 648 | 14,92 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 66 672 | 1,37 | 3 111 | 9,00 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 46 818 | 2,96 | 2 185 | 10,69 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 372 072 | 6,74 | 17 363 | 14,76 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12 759 | 39,73 | 595 | 50,25 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 945 | 2,11 | 604 | 9,82 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 032 | 6,77 | 358 | 9,82 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 423 | 8,59 | 673 | 16,84 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 20 000 | 20,19 | 933 | 29,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15 719 | 73,04 | 734 | 85,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 156 526 | 23,53 | 7 305 | 32,82 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4 869 | 227 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 719 210 | 5,01 | 33 563 | 12,90 | ||||
| 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 | 12 205 643 | 1,88 | 550 188 | 1,94 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 21 220 | 7,93 | 990 | 17,30 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 79 567 | 73,56 | 3 713 | 86,68 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4 437 | 207 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 4 392 | 205 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 723 | 8,85 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 170 614 | 3,73 | 7 962 | 11,53 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 604 354 | 28 203 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 555 | 8,74 | 353 | 16,94 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 687 | 5,66 | 405 | 13,76 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3 490 | 201,90 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 725 | 34 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 114 233 | 5,89 | 5 331 | 13,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 52 411 | 11,27 | 2 469 | 20,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 12 172 | 2 354,03 | 568 | 2 604,76 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 46 171 | 36,35 | 2 155 | 46,63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 687 | 6,84 | 79 | 14,71 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11 943 | 4,14 | 557 | 12,07 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 14 613 | 46,47 | 682 | 57,27 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 4 290 | 200 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 6 870 | 319 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 445 | 44,50 | 67 | 55,81 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 22 883 | 4,62 | 1 068 | 12,43 |
