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 - June comprennent First International Bank of Israel Ltd., Triad Wealth Partners, LLC, Ausdal Financial Partners, Inc., Axxcess Wealth Management, Llc, United Capital Financial Advisers, Llc, Park Avenue Securities Llc, Stratos Wealth Advisors, LLC, Kilter Group LLC, Jones Financial Companies Lllp, Royal Bank Of Canada, Cwm, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 960 | 36 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 155 094 | 108,72 | 5 832 | 123,15 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 25 887 | 973 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 48 151 | 2,64 | 1 810 | 9,76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 384 | 0 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 6 781 | 255 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 69 644 | 58,35 | 2 619 | 69,34 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 8 604 | 614,62 | 324 | 669,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 562 | 815,20 | 247 | 884,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 484 | 104,61 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 34 914 | 1 313 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 843 | 32 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 57 886 | 451,30 | 2 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 506 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 047 | 303 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 966 | 1,65 | 412 | 8,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 153 064 | 23,97 | 5 755 | 32,54 | ||||
| 2025-08-14 | 13F | UBS Group AG | 32 735 | 32,07 | 1 231 | 41,22 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 22 255 | 28,49 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 223 | 685 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 571 | 132,17 | 548 | 148,64 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16 340 | 40,07 | 614 | 49,76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5 661 | 213 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319 579 | 75,85 | 12 | 100,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 13 405 | 2,03 | 504 | 9,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 178 623 | 20,28 | 6 716 | 28,59 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 32 657 | 15,98 | 1 228 | 23,94 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 61 406 | 1,70 | 2 211 | 4,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11 472 | 3,64 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 613 | 27,04 | 173 | 36,22 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 238 | 9 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 045 036 | 12,78 | 38 175 | 13,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 283 808 | 9,57 | 10 671 | 17,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10 245 | 385 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 11 461 | 21,60 | 431 | 29,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 463 704 | 53,31 | 17 435 | 63,91 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12 571 | 479 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 200 000 | 7 520 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54 230 | 50,12 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 16 509 | 7,57 | 621 | 15,03 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 986 | 75 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 15 178 | 39,39 | 571 | 49,21 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 59 989 | 173,31 | 2 256 | 192,48 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 179 | 117,96 | 1 210 | 132,95 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 335 | 7,31 | 1 065 | 14,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51 569 | 11,46 | 1 939 | 19,11 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 7 317 | 1,82 | 275 | 9,13 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 157 253 | 487,44 | 5 913 | 528,27 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 79 488 | 1,23 | 3 002 | 8,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31 125 | 45,56 | 1 175 | 56,12 |
