Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF comprennent Kraft, Davis & Associates, LLC, Tradewinds, LLC., Merkkuri Wealth Advisors LLC, Betterment LLC, Newman Dignan & Sheerar, Inc., Morey & Quinn Wealth Partners, LLC, Kestra Advisory Services, LLC, Key Client Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, Raymond James Financial Inc, Geneos Wealth Management Inc., Twin Peaks Wealth Advisors, LLC, Morgan Stanley, Cwm, Llc, Steward Partners Investment Advisory, Llc, et SBI Securities Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Tradewinds, LLC. | 58 766 | 1 730 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 228 | 68 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 100 | 150 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 15 312 | 3,99 | 459 | 33,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 505 | 43,57 | 1 245 | 76,35 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 512 | 36,87 | 545 | 72,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36 858 | 23,18 | 1 085 | 55,52 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7 579 | 223 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 507 | 41,56 | 957 | 78,69 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13 521 | 8,87 | 398 | 37,37 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 61 083 | 1 873 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 509 | 5,62 | 309 | 33,19 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34 267 | 107,26 | 1 009 | 170,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 816 | 230 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49 630 | 1 461 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 591 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 80 430 | 1,07 | 2 367 | 27,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 | 1 | ||||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 8 944 | 263 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 51 140 | 4,81 | 1 505 | 32,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34 961 | 203,14 | 1 029 | 283,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11 764 | 0 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 58 766 | 1 730 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 167 000 | 55,09 | 4 915 | 95,74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 042 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 522 | 53,49 | 310 | 94,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 308 | 156 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10 919 | 321 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 005 | 206 |
