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 - May comprennent Ausdal Financial Partners, Inc., Foguth Wealth Management, LLC., Signal Advisors Wealth, LLC, Avantra Family Wealth, Inc., Per Stirling Capital Management, LLC., Brookstone Capital Management, Chris Bulman Inc, Hartland & Co., LLC, Colony Group, LLC, Beacon Financial Advisory LLC, Arete Wealth Advisors, LLC, We Are One Seven, LLC, Park Avenue Securities Llc, Wealth Enhancement Advisory Services, Llc, REAP Financial Group, LLC, RFG Advisory, LLC, Kestra Private Wealth Services, Llc, Evolution Wealth Management Inc., 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.
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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 | 13F | Cwm, Llc | 8 365 | 1 610,63 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 129 148 | 5 057 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 296 091 | 157,05 | 11 593 | 177,59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 350 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 182 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 723 | 6,91 | 224 | 15,46 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 161 | 241 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20 995 | 220,29 | 822 | 245,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 304 080 | 112,04 | 11 905 | 128,97 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 455 | 370 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 5 840 | 229 | ||||||
| 2025-07-17 | 13F | City Holding Co | 60 834 | 50,45 | 2 382 | 62,53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16 190 | 80,65 | 642 | 100,63 | ||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 000 858 | 10,70 | 38 153 | 12,80 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 146 087 | 1,77 | 5 720 | 9,90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10 552 | 413 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 166 822 | 17,26 | 6 532 | 26,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 269 081 | 36,09 | 11 | 42,86 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 10 350 | 33,67 | 405 | 44,64 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 140 702 | 514,37 | 6 | -99,40 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 770 | 578 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 28 919 | 195,57 | 1 132 | 219,77 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13 000 | 1 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 8 076 | 20,09 | 316 | 30,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 927 | 114,22 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34 447 | 0,23 | 1 349 | 8,19 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 7 440 | 291 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7 440 | 291 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 169 304 | 41,87 | 6 629 | 53,21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 138 | 50,24 | 710 | 62,47 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 16 240 | 636 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 611 | 259 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 426 230 | 16 688 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 13 496 | 25,93 | 528 | 36,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 826 | 10,87 | 32 | 18,52 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 107 | 200 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 61 130 | 983,48 | 2 393 | 1 073,04 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 2 081 | 81 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 50 390 | 1 973 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 860 | 229 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 408 453 | 103,33 | 15 992 | 119,61 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 29 878 | 1 170 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16 250 | 22,64 | 636 | 32,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 337 608 | 5,12 | 13 218 | 13,53 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 13 095 | 121,20 | 513 | 139,25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 149 | 10,23 | 358 | 19,33 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 45 578 | 23,61 | 1 785 | 33,53 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 28 913 | 1 132 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73 900 | 16,04 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 41 037 | 64,31 | 1 607 | 77,46 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19 219 | 14,26 | 752 | 23,48 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 6 822 | 0,12 | 267 | 8,10 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 15 593 | 10,13 | 611 | 18,91 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 14 346 | 39 750,00 | 562 | 56 000,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13 960 | 8,77 | 547 | 17,42 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 577 | 258 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 7 073 | 0,68 | 277 | 8,66 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 9 560 | 22,99 | 374 | 33,10 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 127 617 | 4 997 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 055 | 23,59 | 668 | 33,40 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 24 516 | 960 | ||||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 127 580 | 4 995 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 796 | 306 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 23 592 | 55,31 | 929 | 69,53 |
