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 - February comprennent First International Bank of Israel Ltd., Uniting Wealth Partners, LLC, SMART Wealth LLC, Aqr Capital Management Llc, StoneX Group Inc., Madrona Financial Services, LLC, Silverlake Wealth Management Llc, Morgan Stanley, Evolution Wealth Management Inc., Anfield Capital Management, LLC, et Private Trust Co Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 006 558 | 12,72 | 38 178 | 12,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 73 000 | 16,14 | 2 846 | 23,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 323 608 | 18,10 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 83 886 | 3 271 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 163 460 | 10,86 | 6 373 | 17,56 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 625 | 258 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 35 498 | 1 384 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 322 938 | 2,11 | 12 591 | 8,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 562 | 0 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 27 167 | 4,00 | 1 059 | 10,31 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 200 | 203 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 17 744 | 64,45 | 692 | 74,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 673 | 104 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 15 126 | 9,50 | 1 | -100,00 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 127 308 | 4 964 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 928 | 919,02 | 309 | 1 003,57 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 37 411 | 4,93 | 1 459 | 11,30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 150 | 137,46 | 591 | 152,14 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 639 | 11,14 | 926 | 18,29 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 35 545 | 1 386 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 57 113 | 3,48 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 19 556 | 4,44 | 762 | 10,76 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 380 | 249 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 545 | 21 | ||||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 52 582 | 9,08 | 2 050 | 15,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372 569 | 8,76 | 14 526 | 15,33 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 8 354 | 21,89 | 326 | 28,97 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 130 000 | 5 069 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 171 | 7 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 37 208 | 1 451 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 127 237 | 2,03 | 4 961 | 8,18 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 7 037 | 1,96 | 274 | 8,30 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 75 843 | 0,11 | 2 957 | 6,18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 136 371 | 18,20 | 5 317 | 25,34 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 78 819 | 51,89 | 3 073 | 61,06 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 707 | 5 996,43 | 0 | |||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 14 107 | 1,47 | 550 | 7,63 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15 883 | 11,40 | 584 | 9,77 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 5 305 | 207 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8 191 | 319 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 971 | 311 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 245 | 65,99 | 672 | 75,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 595 | 62 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 873 | 144,76 | 268 | 156,73 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 253 | 88 |
