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 - March comprennent Synovus Financial Corp, RFG Advisory, LLC, Buck Wealth Strategies, LLC, Consolidated Portfolio Review Corp, Victory Financial Group, Llc, Nova Wealth Management, Inc., Wood Tarver Financial Group, LLC, Harwood Advisory Group, LLC, Twin Peaks Wealth Advisors, LLC, Abound Wealth Management, et Topsail Wealth Management, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 200 | 9 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 39 538 | 9,82 | 1 773 | 16,66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 037 | 14,82 | 136 | 22,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 131 297 | 20,82 | 5 810 | 26,70 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 101 039 | 2,20 | 4 531 | 8,58 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 284 | 68,69 | 102 | 78,95 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 205 324 | 32,85 | 9 207 | 41,15 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 6 598 | 7,04 | 296 | 13,46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 96 290 | 46,25 | 4 318 | 55,40 | ||||
| 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 | 12 636 560 | 2,76 | 550 196 | 1,71 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 31 734 | 63,27 | 1 423 | 73,41 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19 822 | 8,81 | 889 | 16,69 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 658 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14 173 | 7,09 | 636 | 13,80 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 204 | 27,60 | 413 | 35,53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 154 455 | 15,86 | 7 | 20,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 242 612 | 2 470,67 | 55 719 | 2 632,61 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 6 319 | 1,95 | 283 | 8,43 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10 129 | 454 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 4 481 | 201 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 102 456 | 9,72 | 5 | 33,33 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5 821 | 261 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 454 | 20 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 906 | 41 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 59 083 | 17,44 | 2 650 | 24,82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 966 | 3,04 | 357 | 9,51 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 185 | 53 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 22 198 | 182,17 | 995 | 200,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 622 | 3,71 | 1 014 | 10,22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 531 | 29,91 | 383 | 37,91 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 341 | 374 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 222 233 | 9,74 | 9 965 | 16,61 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10 582 | 4,63 | 474 | 11,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 75 029 | 67,39 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 17 547 | 787 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 815 | 1,42 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 291 | 327 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 84 496 | 569,17 | 3 789 | 612,03 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 125 890 | 6,49 | 5 645 | 13,15 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 126 502 | 3,77 | 5 672 | 10,26 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 29 370 | 34,81 | 1 317 | 43,20 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 9 926 | 1,00 | 445 | 7,49 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 19 113 | 6,53 | 862 | 14,17 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 371 653 | 2,36 | 16 665 | 8,77 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 183 | 54,84 | 322 | 65,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14 599 | 4,37 | 657 | 11,19 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 10 839 | 2,17 | 486 | 8,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 112 928 | 42,50 | 5 064 | 51,41 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 328 014 | 141,43 | 14 708 | 156,55 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3 856 | 173 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 54 819 | 438,55 | 2 458 | 472,96 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 57 127 | 12,77 | 2 562 | 19,84 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 21 513 | 5,98 | 965 | 12,62 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 121 610 | 11,76 | 5 453 | 18,75 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 12 440 | 2,90 | 558 | 9,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 99 617 | 9,06 | 4 467 | 15,88 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7 717 | 17,39 | 346 | 24,91 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 757 | 258 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 466 | 28,55 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 115 269 | 0,42 | 5 169 | 6,71 |
