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 - March comprennent Americana Partners, LLC, Invenio Wealth Partners Llc, First Trust Advisors Lp, Consolidated Portfolio Review Corp, et Evolution Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Atria Investments Llc | 10 730 | 37,79 | 411 | 43,36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 212 842 | 8 150 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5 253 | 201 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 400 | 207 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 414 376 | 4,98 | 15 868 | 9,40 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 50 418 | 12,15 | 1 931 | 16,90 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 57 743 | 8,78 | 2 211 | 13,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 188 579 | 7,92 | 7 | 16,67 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10 000 | 383 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 72 269 | 2 767 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 120 | 5 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 6 130 | 7,54 | 235 | 11,96 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8 258 | 13,23 | 316 | 18,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22 416 | 42,80 | 858 | 48,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 589 | 27,63 | 61 | 32,61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9 600 | 41,91 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41 628 | 0,15 | 1 614 | 6,39 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6 905 | 264 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 765 | 44,49 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 191 307 | 9,36 | 7 326 | 13,97 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 34 193 | 3,97 | 1 309 | 8,36 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 701 | 16,50 | 257 | 21,33 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 958 | 22,71 | 573 | 27,96 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 959 | 7,35 | 152 | 11,85 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5 319 | 204 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104 994 | 1,27 | 4 020 | 5,54 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 6 131 | 236 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 60 945 | 2 334 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 39 013 | 197,29 | 1 494 | 209,75 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18 625 | 5,73 | 713 | 10,37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 188 787 | 5,76 | 7 229 | 10,21 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8 464 | 324 |
