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 - May comprennent Gallagher Fiduciary Advisors, LLC, Maridea Wealth Management LLC, RFG Advisory, LLC, StoneX Group Inc., Beacon Financial Advisory LLC, Mutual Advisors, LLC, Holistic Planning, LLC, Arkadios Wealth Advisors, United Advisor Group, LLC, Nova Wealth Management, Inc., National Bank Of Canada /fi/, Alerus Financial Na, et ENDW - Cambria Endowment Style ETF .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 6 543 | 32,85 | 329 | 44,93 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 516 | 76 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 092 | 205 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 915 | 6,86 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 184 560 | 30,83 | 9 234 | 41,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 28 157 | 0,54 | 1 409 | 8,89 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 10 046 | 238,93 | 1 | -100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17 015 | 15,25 | 1 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 12 623 | 8,78 | 632 | 17,94 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11 698 | 585 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 39 400 | 32,63 | 1 971 | 43,76 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16 847 | 3,94 | 843 | 12,57 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 17 947 | 898 | ||||||
| 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 | 11 336 524 | 0,97 | 549 821 | 1,81 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 50 332 | 5,15 | 2 518 | 13,94 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 6 330 | 317 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 32 896 | 1 646 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 375 050 | 8,52 | 19 | 20,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 245 | 463 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 254 | 213 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 985 | 281 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 765 | 212,98 | 489 | 238,89 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 9 860 | 493 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170 819 | 93,57 | 8 443 | 107,19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13 993 | 44,57 | 700 | 56,95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 449 | 200,00 | 673 | 224,64 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 500 | 375 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 16 700 | 117,36 | 836 | 135,88 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 750 | 138 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 16 284 | 30,94 | 815 | 41,81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 301 | 215 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 935 | 1 147 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11 064 | 554 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 378 358 | 267,43 | 18 929 | 298,09 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 237 | 43,58 | 412 | 56,06 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 7 985 | 41,48 | 399 | 53,46 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 320 | 66 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 178 469 | 10,16 | 8 929 | 19,34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 117 645 | 37,20 | 5 886 | 48,65 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44 685 | 2 236 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 41 395 | 2 071 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 20 848 | 57,36 | 1 043 | 70,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182 509 | 4,08 | 9 | 12,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 530 507 | 785,49 | 26 541 | 859,54 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 11 527 | 577 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 700 | 85 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 094 | 305 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 115 626 | 2 288,97 | 5 785 | 2 493,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 198 | 611 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 52 092 | 15,74 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 983 | 1,90 | 900 | 10,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 424 | 31,15 | 1 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 31 469 | 30,95 | 1 574 | 41,93 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 16 602 | 56,37 | 831 | 69,39 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 25 742 | 13,35 | 1 288 | 24,59 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 479 491 | 0,40 | 23 989 | 8,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 24 865 | 15,97 | 1 244 | 22,34 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 250 | 12 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 041 | 152,88 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 104 042 | 25,19 | 5 205 | 35,65 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 117 | 8,00 | 656 | 17,14 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 780 | 60,15 | 739 | 73,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 253 436 | 7,35 | 12 679 | 16,31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 985 | 15,00 | 1 150 | 24,62 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 71 257 | 2,15 | 3 593 | 12,11 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15 579 | 15,03 | 783 | 25,28 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 4 490 | 225 | ||||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 26 512 | 19,99 | 1 326 | 30,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 42 141 | 2,41 | 2 108 | 10,95 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 917 | 301 | ||||||
| 2025-07-16 | 13F | Novem Group | 6 364 | 30,84 | 318 | 41,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 40 355 | 8,74 | 2 019 | 17,81 |
