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 Moderate Buffer ETF - April comprennent Retirement Guys Formula Llc, Visionary Wealth Advisors, Fsb Premier Wealth Management, Inc., Madrona Financial Services, LLC, Anfield Capital Management, LLC, Koshinski Asset Management, Inc., Macroview Investment Management Llc, We Are One Seven, LLC, Wealthgarden F.s. Llc, Holistic Planning, LLC, Diligent Investors, LLC, EP Wealth Advisors, Inc., Blue Bell Private Wealth Management, Llc, Ameritas Advisory Services, LLC, Evolution Wealth Management Inc., et Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Range Financial Group LLC | 11 252 | 431 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 128 822 | 380,91 | 4 935 | 390,56 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 066 | 117 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 16 605 | 636 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 11 143 | 179,06 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 827 | 108 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 753 | 157,47 | 374 | 162,68 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7 134 | 48,16 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 87 362 | 41,33 | 3 347 | 44,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149 610 | 143,53 | 6 | 150,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 219 | 0,88 | 162 | 2,55 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8 076 | 309 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 178 701 | 42,83 | 6 846 | 45,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13 014 | 0 | ||||||
| 2025-07-17 | 13F | City Holding Co | 74 425 | 1,09 | 2 850 | 3,07 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 11 810 | 10,77 | 452 | 13,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 931 | 380 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 669 | 102 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 382 | 206 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 270 | 281,55 | 1 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 6 351 | 245 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 132 912 | 56,18 | 5 091 | 59,21 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 882 | 73,54 | 149 | 76,19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 393 | 322 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 278 137 | 113,89 | 10 655 | 118,16 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 615 | 215 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28 130 | 235,16 | 1 078 | 241,90 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 730 | 488 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 229 | 44,75 | 315 | 47,89 | ||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 014 350 | 13,69 | 38 089 | 12,36 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 14 154 | 542 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 15 173 | 581 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 336 | 13 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 51 447 | 236,43 | 1 971 | 243,21 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 846 | 4,97 | 224 | 6,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 448 394 | 22,54 | 17 178 | 24,97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 955 | 75 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 16 158 | 21,36 | 619 | 23,80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 797 | 17,43 | 255 | 17,05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 410 | 284 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 386 | 781 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 884 | 71,05 | 1 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 3 994 | 0,20 | 153 | 2,68 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 8 668 | 332 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 380 627 | 0,73 | 14 582 | 2,73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 172 | 90,85 | 160 | 93,90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376 212 | 78,18 | 14 412 | 81,72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 186 | 31,05 | 658 | 33,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 670 | 10,51 | 370 | 12,80 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 375 | 206 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 266 765 | 4,76 | 10 220 | 6,83 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 891 | 53,21 | 111 | 57,14 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 510 | 23,07 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 59 322 | 2 273 |
