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 - December comprennent Hollencrest Capital Management, Uniting Wealth Partners, LLC, First International Bank of Israel Ltd., Schulz Wealth, LTD., Hrt Financial Lp, Evolution Wealth Management Inc., Robertson Stephens Wealth Management, LLC, Anfield Capital Management, LLC, et IFP Advisors, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 460 926 | 12,85 | 16 | 23,08 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 20 814 | 3,59 | 732 | 9,92 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 995 | 211 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 89 743 | 82,58 | 3 155 | 93,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 18 135 | 1 226,63 | 638 | 1 315,56 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 102 017 | 38 742 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 400 | 0,58 | 998 | 6,85 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 16 684 | 92,50 | 587 | 104,90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 770 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 290 | 1,53 | 327 | 7,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 430 | 115,00 | 15 | 150,00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 29 062 | 96,34 | 1 022 | 108,37 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 282 697 | 9 938 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 10 221 | 270,59 | 359 | 294,51 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 6 000 | 211 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5 781 | 203 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 116 525 | 12,47 | 38 147 | 12,62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9 748 | 2,79 | 343 | 9,27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 101 | 320 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 150 000 | 5 273 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 511 | 53 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 12 544 | 441 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39 230 | 9,81 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 18 665 | 12,00 | 656 | 19,06 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 25 992 | 13,55 | 861 | 11,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24 120 | 848 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88 568 | 10,23 | 3 114 | 17,03 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 4 539 | 160 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 819 | 196,74 | 29 | 211,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25 506 | 103,28 | 897 | 115,90 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4 445 | 46,31 | 156 | 56,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36 087 | 444,38 | 1 269 | 479,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 755 | 438,35 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 900 | 280,00 | 63 | 287,50 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 7 213 | 254 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18 165 | 639 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25 416 | 39,94 | 894 | 48,59 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 12 623 | 78,49 | 444 | 89,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19 670 | 217,16 | 692 | 237,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
