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 Max Buffer ETF - June comprennent Americana Partners, LLC, Concurrent Investment Advisors, LLC, McKinley Carter Wealth Services, Inc., Defined Financial Planning LLC, Evolution Wealth Management Inc., et Steward Partners Investment Advisory, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 605 | 23,46 | 87 | 30,30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 22 599 | 54,09 | 752 | 63,12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 850 | 28 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 54 050 | 725,19 | 1 799 | 777,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 994 | 13,73 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 25 099 | 2,32 | 835 | 8,30 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49 930 | 434,24 | 1 662 | 466,89 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 59 330 | 214,25 | 2 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28 358 | 944 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48 793 | 151,19 | 1 624 | 166,07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 37 124 | 52,76 | 1 236 | 61,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 217 117 | 0,43 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 192 | 406 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 8 193 | 273 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 64 463 | 20,15 | 2 145 | 27,15 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 12 884 | 16,69 | 429 | 23,34 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 15 651 | 93,56 | 521 | 104,72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 15 098 | 502 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 242 | 0,39 | 385 | -0,78 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 884 | 16,69 | 429 | 23,34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21 110 | 175,41 | 703 | 191,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 260 | 118,26 | 941 | 130,96 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 31 669 | 1 054 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 272 | 109 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 545 | 17,32 | 451 | 23,97 |
