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 - November comprennent Foundations Investment Advisors, LLC, Financial Engines Advisors L.L.C., RFG Advisory, LLC, Buck Wealth Strategies, LLC, Fortress Private Ledger, Llc, et Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 4 445 | 223 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 223 521 | 5,11 | 11 201 | 12,86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 078 | 268,40 | 1 106 | 296,42 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11 772 | 590 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 341 | 37,22 | 919 | 47,51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23 366 | 33,00 | 1 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 478 | 671,96 | 0 | -100,00 | ||||
| 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 | 11 301 344 | 1,29 | 548 108 | 1,48 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 164 | 459 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 28 999 | 11,92 | 1 453 | 20,18 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6 174 | 309 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6 265 | 0,18 | 314 | 7,56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 569 | 21,32 | 29 | 33,33 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 4 208 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4 633 | 232 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 20 957 | 7,46 | 1 050 | 16,54 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 14 085 | 706 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 20 568 | 12,71 | 1 031 | 21,03 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 12 723 | 638 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25 339 | 13,53 | 1 270 | 21,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 763 457 | 48,41 | 38 257 | 59,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 094 | 255 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 44 505 | 0,20 | 2 230 | 7,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 850 | 443 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 23 862 | 24,63 | 1 196 | 33,82 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 963 | 48 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18 348 | 919 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 116 002 | 1 138,41 | 5 813 | 1 229,98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 465 949 | 381,14 | 23 349 | 416,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10 014 | 78,47 | 502 | 91,95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 908 | 45 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5 138 | 257 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 46 442 | 0,11 | 2 327 | 7,48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 852 | 27,16 | 43 | 35,48 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 542 | 0 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 4 147 | 208 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 261 | 815 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 455 481 | 3,62 | 22 824 | 11,26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58 953 | 8,63 | 2 954 | 16,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12 935 | 7,43 | 648 | 15,51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 609 | 2,49 | 431 | 9,95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 38 247 | 3,21 | 1 917 | 10,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 184 272 | 32,71 | 9 234 | 42,48 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 114 531 | 13,52 | 4 424 | 24,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 46 132 | 4,10 | 2 350 | 13,64 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 49 961 | 597,49 | 2 504 | 649,40 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 52 230 | 303,41 | 2 030 | 235,93 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17 635 | 3,87 | 843 | 6,44 |
