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 - February comprennent Horizon Investments, LLC, Maridea Wealth Management LLC, RFG Advisory, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Fragasso Group Inc. | 18 240 | 24,45 | 956 | 33,57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16 178 | 175,28 | 848 | 196,15 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 176 409 | 31,41 | 9 246 | 41,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 86 732 | 8,98 | 4 546 | 17,08 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 5 137 | 20,76 | 251 | 18,48 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33 258 | 0,04 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9 796 | 126,34 | 513 | 143,13 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11 336 | 41,52 | 594 | 52,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 310 337 | 3,88 | 16 | 14,29 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8 853 | 94,87 | 464 | 109,50 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 15 190 | 71,41 | 796 | 84,26 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 503 | 550 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 135 | 10,84 | 322 | 18,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 112 | 220,89 | 844 | 245,90 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 21 840 | 56,41 | 1 145 | 67,99 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 6 040 | 317 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 733 | 7,46 | 982 | 16,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 336 587 | 2,81 | 18 | 13,33 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 15 145 | 794 | ||||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 40 621 | 9,03 | 2 129 | 17,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 182 647 | 14,35 | 9 480 | 21,65 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 17 090 | 896 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 15 019 | 114,59 | 787 | 130,79 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 47 070 | 1,59 | 2 467 | 9,12 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 210 | 16,62 | 325 | 25,48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29 577 | 3,10 | 1 550 | 10,48 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 659 | 35 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23 537 | 4,91 | 1 234 | 12,71 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 10 951 | 5,99 | 574 | 13,69 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 979 | 209 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 211 | 14,27 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 836 | 12,29 | 589 | 14,59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 465 275 | 3,03 | 24 385 | 10,67 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 3 490 | 11,75 | 183 | 19,74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 419 | 4,58 | 913 | 12,32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 824 | 410 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12 475 | 47,95 | 654 | 58,88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 18 172 | 0,28 | 953 | 7,81 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 129 | 3,39 | 321 | 8,81 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 24 947 | 1,29 | 1 307 | 8,83 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 44 641 | 29,67 | 2 340 | 39,31 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 6 372 | 334 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 19 903 | 50,25 | 1 043 | 61,46 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 36 858 | 16,30 | 1 932 | 24,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 478 414 | 20,34 | 25 074 | 29,28 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 010 | 420 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12 364 | 6,55 | 648 | 14,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 028 | 86,94 | 683 | 100,59 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 109 004 | 0,22 | 5 713 | 7,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 127 654 | 6,91 | 6 690 | 14,85 | ||||
| 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 | 734 076 | 12,90 | 37 232 | 14,64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 175 | 481 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17 805 | 10,11 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1 266 | 52,16 | 66 | 65,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 102 950 | 82,60 | 5 396 | 96,18 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 270 | 0,11 | 276 | 7,81 | ||||
| 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 | 10 845 985 | 1,68 | 550 108 | 1,68 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 626 | 8,86 | 0 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 3 842 | 33,08 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 460 936 | 199,90 | 24 158 | 222,18 |
