Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund VIII - FT Vest International Equity Buffer ETF - June comprennent Financial Engines Advisors L.L.C., Clear Creek Financial Management, LLC, Janney Montgomery Scott LLC, EP Wealth Advisors, Inc., Jane Street Group, Llc, Wealth Enhancement Advisory Services, Llc, Mariner, LLC, Diligent Investors, LLC, Farther Finance Advisors, LLC, Anfield Capital Management, LLC, Decker Retirement Planning Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 848 | 412 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 196 154 | 13,52 | 4 802 | 22,51 | ||||
| 2025-07-25 | NP | BUFY - FT Vest Laddered International Moderate Buffer ETF | 273 150 | 78,57 | 6 650 | 91,67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 615 | 137 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28 381 | 695 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 437 | 19,06 | 31 | 14,81 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 36 004 | 99,98 | 881 | 115,93 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 984 | 6,50 | 122 | 15,09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 895 | 22 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 156 436 | 3 830 | ||||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 40 343 | 3,29 | 988 | 11,53 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16 455 | 33,48 | 403 | 44,09 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 69 157 | 1 693 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 13 405 | 25,63 | 328 | 36,10 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 309 | 57 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 300 | 3,00 | 252 | 11,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 47 616 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 41 745 | 1 022 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28 969 | 78,22 | 709 | 91,11 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 3 000 | 73 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 235 | 65,47 | 79 | 79,55 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19 924 | 488 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 658 | 2,86 | 383 | 11,01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28 084 | 7,39 | 687 | 15,85 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12 762 | 15,23 | 312 | 24,30 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 35 544 | 37,34 | 870 | 48,46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 033 | 111,68 | 25 | 127,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 97 465 | 124,04 | 2 211 | 135,36 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15 487 | 10,27 | 379 | 19,18 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 614 | 15 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15 355 | 376 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 748 | 2,61 | 386 | 10,63 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 082 | 13 425,00 | 26 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17 763 | 41,79 | 435 | 52,82 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 10 400 | 255 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 18 727 | 73,66 | 458 | 87,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 672 134 | 18,13 | 16 454 | 27,50 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 16 058 | 393 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 475 | 12 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 34 990 | 857 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 935 | 2,58 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99 048 | 1,62 | 2 425 | 9,68 |
