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 - March comprennent Onyx Bridge Wealth Group LLC, Citizens Financial Group Inc/ri, Modern Wealth Management, LLC, NWF Advisory Services Inc., Blue Bell Private Wealth Management, Llc, Twin Peaks Wealth Advisors, LLC, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26 650 | 4,74 | 826 | 14,74 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 000 | 25,00 | 31 | 36,36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 269 | 9 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 44 517 | 188,85 | 1 380 | 216,28 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 14 275 | 4,16 | 446 | 13,78 | ||||
| 2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 7 814 007 | 0,38 | 234 498 | 0,22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 940 | 29 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 27 296 | 57,23 | 846 | 72,10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 839 | 336 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 244 355 | 0,72 | 7 573 | 10,33 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 21 113 | 4,07 | 654 | 14,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 350 294 | 54,85 | 11 | 66,67 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23 612 | 0,00 | 732 | 9,60 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 16 121 | 500 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13 724 | 425 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 574 | 9,12 | 1 053 | 21,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 197 | 16,70 | 1 773 | 27,85 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 35 084 | 366,85 | 1 087 | 412,74 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 221 902 | 4,61 | 6 877 | 14,60 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12 086 | 14,14 | 375 | 25,08 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 363 | 352 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 7 375 | 209 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 6 829 | 212 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 32 386 | 1,87 | 1 004 | 11,57 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 230 | 7 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 73 749 | 2,12 | 2 285 | 11,85 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 573 140 | 2,37 | 17 762 | 12,14 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23 493 | 728 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 34 935 | 8,30 | 1 083 | 18,64 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 618 | 19 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 50 940 | 10,43 | 1 579 | 21,01 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 8 070 | 12,46 | 250 | 23,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 305 | 39,06 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 180 251 | 128,45 | 5 586 | 150,22 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 551 | 172 | ||||||
| 2025-07-16 | 13F | Novem Group | 22 173 | 10,46 | 687 | 21,16 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 103 509 | 3 208 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 570 | 266 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25 962 | 76,85 | 805 | 93,73 |
