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 - January comprennent Foundations Investment Advisors, LLC, RFG Advisory, LLC, et Wealth Enhancement Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 243 647 | 2,60 | 12 | 10,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 193 688 | 32,59 | 9 210 | 42,16 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 75 970 | 1,34 | 3 612 | 8,66 | ||||
| 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 | 797 215 | 12,76 | 36 704 | 21,72 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 33 735 | 9,46 | 1 604 | 17,42 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 776 | 8,80 | 893 | 17,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 210 222 | 24,56 | 9 996 | 33,55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 883 | 7,41 | 660 | 15,18 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 843 | 21,25 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 293 767 | 53,51 | 13 969 | 64,58 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 781 | 29,60 | 703 | 38,93 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12 312 | 41,45 | 585 | 51,55 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 155 678 | 0,53 | 7 402 | 7,79 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 44 591 | 38,01 | 2 120 | 48,04 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 23 495 | 4,32 | 1 117 | 11,92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 388 | 46,06 | 372 | 41,44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 55 324 | 221,74 | 2 631 | 245,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 150 | 100,00 | 102 | 117,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27 854 | 165,02 | 1 324 | 184,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 093 | 3,45 | 1 098 | 10,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 193 551 | 10,97 | 9 115 | 17,83 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10 985 | 522 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 143 148 | 2,70 | 6 807 | 10,11 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11 557 | 3,25 | 550 | 10,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 827 315 | 6,50 | 39 339 | 14,19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21 560 | 134,91 | 1 025 | 151,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10 981 | 522 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12 449 | 54,76 | 592 | 66,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 466 395 | 4,40 | 22 177 | 11,93 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 55 917 | 0,56 | 2 659 | 7,83 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 59 594 | 9,30 | 2 834 | 17,16 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 27 864 | 24,16 | 1 325 | 33,07 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 262 | 1,72 | 536 | 8,96 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 299 289 | 58,82 | 14 231 | 70,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 24 349 | 10,44 | 1 158 | 18,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 643 | 459 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 126 | 9,35 | 1 052 | 17,28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 821 | 231 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 535 103 | 58,69 | 25 444 | 70,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 627 | 47,53 | 30 | 52,63 | ||||
| 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 | 11 926 812 | 1,55 | 549 110 | 1,64 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 26 088 | 0,36 | 1 240 | 7,64 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 44 848 | 0,87 | 2 133 | 8,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 582 716 | 2,12 | 27 708 | 9,49 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 303 | 252 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21 258 | 0,01 | 1 011 | 7,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 444 | 21 | ||||||
| 2025-07-16 | 13F | Novem Group | 10 341 | 0,58 | 492 | 7,91 |
