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 - November comprennent Foundations Investment Advisors, LLC, Wealth Enhancement Advisory Services, Llc, Gallagher Fiduciary Advisors, LLC, Quad-Cities Investment Group, LLC, et Ameritas Advisory Services, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 439 | 151,57 | 52 | 173,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 598 | 95 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 052 | 1,63 | 513 | 8,02 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 31 585 | 34,55 | 1 152 | 43,28 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 5 587 | 204 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 113 | 32,12 | 150 | 41,51 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27 667 | 14,48 | 1 009 | 21,86 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 34 897 | 1 273 | ||||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 35 327 | 3,89 | 1 289 | 10,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58 834 | 2,10 | 2 146 | 8,66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 30 885 | 1 127 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 316 421 | 1,35 | 11 542 | 7,81 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 936 | 364 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 381 | 27,32 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 134 951 | 2,70 | 4 922 | 9,26 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 5 711 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 83 363 | 40,53 | 3 041 | 49,46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7 400 | 4,23 | 270 | 10,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 41 575 | 3,50 | 1 516 | 10,09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 432 786 | 1,93 | 16 | 7,14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17 866 | 33,02 | 652 | 41,52 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 35 257 | 1 286 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 463 | 23,46 | 819 | 31,46 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 827 | 1,81 | 474 | -0,21 | ||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1 077 334 | 12,79 | 38 203 | 13,27 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 952 | 5,77 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
