Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December comprennent Modern Wealth Management, LLC, NWF Advisory Services Inc., Savvy Advisors, Inc., Integrated Advisors Network LLC, EP Wealth Advisors, Inc., Ameritas Investment Partners, Inc., Farther Finance Advisors, LLC, Bank Of Montreal /can/, et Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 840 | 201 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 975 | 117 | ||||||
| 2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 8 409 558 | 0,54 | 236 436 | 2,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 76 560 | 30,38 | 2 246 | 46,32 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 370 | 11 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 506 254 | 85,70 | 15 | 100,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 441 852 | 12 964 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 27 576 | 7,15 | 809 | 20,21 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 8 773 | 229 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 364 194 | 15,15 | 10 685 | 29,20 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 138 | 0,74 | 884 | 13,04 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 359 | 216 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 300 | 9 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 62 689 | 6,53 | 1 839 | 19,57 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32 391 | 15,60 | 950 | 29,78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 306 929 | 17,54 | 9 005 | 31,88 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 7 148 | 4,73 | 210 | 17,42 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 149 731 | 0,64 | 4 393 | 12,93 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 68 501 | 57,02 | 2 010 | 76,23 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 381 | 0,24 | 246 | 12,39 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13 948 | 409 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 245 529 | 1,94 | 7 218 | 14,61 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 25 615 | 162,31 | 752 | 194,51 | ||||
| 2025-08-07 | 13F | PFG Advisors | 11 020 | 5,83 | 323 | 18,75 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 150 | 4 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 145 | 4 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 71 318 | 5,78 | 2 092 | 18,73 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 441 852 | 15,40 | 12 964 | 29,47 | ||||
| 2025-07-16 | 13F | Novem Group | 18 494 | 2,49 | 543 | 15,07 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 81 133 | 1,57 | 2 380 | 13,98 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 2 111 190 | 5,40 | 61 942 | 18,26 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 28 837 | 0,87 | 846 | 13,25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15 324 | 0,83 | 452 | 13,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 154 647 | 43,51 | 4 537 | 61,06 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 6 893 | 12,06 | 202 | 26,25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 595 | 692 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32 088 | 26,90 | 941 | 42,36 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 112 718 | 0,30 | 3 307 | 6,88 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12 918 | 12,32 | 379 | 26,33 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 184 031 | 8,61 | 5 399 | 21,87 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9 370 | 254,25 | 275 | 297,10 |
