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 Enhance & Moderate Buffer ETF - June comprennent First Trust Advisors Lp, Keel Point, LLC, Castle Rock Wealth Management, LLC, Truist Financial Corp, LVZ Advisors, Inc., Aurora Private Wealth, Inc., et Morgan Stanley .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 643 | 26 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 059 | 13,83 | 167 | 21,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 306 705 | 2,89 | 12 596 | 9,79 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 15 631 | 642 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8 104 | 0,90 | 333 | 7,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 470 | 60 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 72 | -1,39 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8 218 | 340 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 5 128 | 211 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 8 487 | 0,56 | 349 | 7,41 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 10 917 | 61,18 | 448 | 72,31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 97 724 | 1,90 | 4 054 | 10,74 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54 595 | 2,75 | 2 242 | 9,63 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 20 150 | 0,62 | 828 | 7,40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21 064 | 17,39 | 865 | 25,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 29 324 | 0,49 | 1 204 | 7,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 014 | 2,19 | 0 | |||||
| 2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 433 556 | 9,50 | 17 306 | 11,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 42 162 | 1 732 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 48 485 | 15,75 | 1 991 | 23,51 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 11 634 | 478 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 449 | 265 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5 062 | 0 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 10 106 | 15,91 | 415 | 23,88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 237 | 11,00 | 256 | 19,07 |
