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 - September comprennent American Alpha Advisors, LLC, Gallagher Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, LM Advisors LLC, Tcfg Wealth Management, Llc, Avion Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Change Path, LLC | 127 290 | 532,59 | 6 111 | 582,03 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 517 | 0,13 | 217 | 8,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3 951 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 192 968 | 32,69 | 9 264 | 43,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 194 904 | 95,05 | 9 357 | 110,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 645 003 | 151,37 | 30 966 | 170,89 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 829 | 136 | ||||||
| 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 | 11 887 754 | 1,82 | 551 427 | 2,23 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12 770 | 613 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15 719 | 55,17 | 718 | 59,20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 242 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8 568 | 20,61 | 411 | 30,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7 491 | 735,12 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 425 | 6,89 | 1 701 | 15,18 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 193 | 179,16 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 45 616 | 2 190 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 19 778 | 0,04 | 950 | 7,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 067 | 435 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 34 158 | 1 640 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12 312 | 591 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 938 | 2,26 | 525 | 10,29 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 9 000 | 0 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 13 621 | 0,80 | 668 | 12,08 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 660 | 8,79 | 896 | 18,07 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 64 844 | 7,32 | 3 113 | 15,64 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 12 298 | 90,52 | 590 | 105,57 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10 182 | 489 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32 894 | 14,77 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 5 456 | 11,71 | 262 | 20,28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 530 | 6,93 | 650 | 15,28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 916 | 533,91 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 330 359 | 4,94 | 15 762 | 12,39 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4 288 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 340 663 | 212,76 | 16 355 | 237,06 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 122 | 45,62 | 150 | 56,84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 199 | 14,26 | 730 | 23,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11 659 | 560 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17 957 | 3,52 | 862 | 11,66 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 24 080 | 0,24 | 1 156 | 8,04 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10 932 | 525 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 055 | 99 |
