Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF inkluderer McElhenny Sheffield Capital Management, LLC, Nations Financial Group Inc, /ia/ /adv, Triton Wealth Management, PLLC, NewEdge Wealth, LLC, RFG Advisory, LLC, Sharper & Granite LLC, Western Wealth Management, LLC, HBK Sorce Advisory LLC, Ameritas Advisory Services, LLC, Morgan Stanley, og Assetmark, Inc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 74 720 | 38,66 | 2 481 | 54,13 | ||||
2025-08-04 | 13F | Assetmark, Inc | 793 | 26 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 45 295 | 6,19 | 1 520 | 17,47 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 6 087 | 202 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 175 | 105 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68 588 | 268,61 | 2 277 | 310,27 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 355 035 | 23,66 | 11 787 | 37,49 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12 616 | 419 | ||||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 220 000 | 205 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 204 | 737 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 29 547 | 31,62 | 981 | 39,01 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 742 212 | 7,71 | 24 641 | 19,76 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46 022 | 7,11 | 1 528 | 19,10 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-01 | 13F | Lane & Associates LLC | 17 180 | 25,58 | 513 | 17,43 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 33 296 | 4,58 | 1 105 | 16,32 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 10 976 | 55,12 | 364 | 72,51 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 42 812 | 11,55 | 1 421 | 24,00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 277 545 | 191,31 | 9 214 | 223,98 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 10 698 | 1,30 | 355 | 12,70 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55 002 | 35,06 | 1 826 | 50,16 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 83 655 | 587,44 | 2 777 | 665,01 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 48 995 | 253,24 | 1 627 | 292,75 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 140 450 | 1,95 | 4 663 | 13,35 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3 697 | 71,63 | 123 | 82,09 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 14 466 | 480 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 219 880 | 7,70 | 7 300 | 19,75 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 29 823 | 51,73 | 990 | 68,94 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 52 924 | 0,05 | 1 757 | 11,27 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 71 019 | 3,06 | 2 358 | 14,58 | ||||
2025-08-12 | 13F | LPL Financial LLC | 8 366 453 | 6,38 | 277 766 | 18,27 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46 940 | 17,22 | 1 402 | 11,37 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 26 206 | 19,02 | 870 | 32,42 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32 457 | 12,26 | 1 078 | 24,80 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 827 | 132,93 | 1 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 8 991 | 3,25 | 299 | 14,62 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 10 007 | 281,66 | 332 | 304,88 | ||||
2025-08-12 | 13F | Change Path, LLC | 23 829 | 23,64 | 791 | 37,57 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 556 286 | 45,52 | 18 | 63,64 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 32 562 | 389,95 | 1 081 | 445,96 | ||||
2025-08-26 | 13F | Claris Financial LLC | 7 435 | 2,76 | 247 | 8,37 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 90 493 | 5,91 | 3 004 | 17,76 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 71 427 | 39,32 | 2 371 | 54,97 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 342 232 | 19,25 | 44 561 | 32,59 | ||||
2025-08-04 | 13F | Atria Investments Llc | 86 403 | 611,55 | 2 869 | 692,27 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 333 727 | 0,06 | 11 080 | 11,25 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 71 427 | 58,24 | 2 371 | 64,08 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 24 386 | 1,62 | 813 | 13,55 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 573 637 | 18,24 | 19 045 | 31,46 | ||||
2025-07-18 | 13F | Cooper Financial Group | 63 470 | 1,46 | 2 107 | 12,79 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 15 875 | 2,18 | 527 | 13,82 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 185 798 | 3,53 | 39 368 | 15,11 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 65 491 | 1,20 | 2 174 | 12,53 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 171 785 | 0,62 | 5 703 | 11,89 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 95 057 | 3,48 | 3 156 | 15,02 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 8 078 | 15,40 | 268 | 28,23 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 371 830 | 3,69 | 12 345 | 15,28 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 8 389 | 278 | ||||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 70 648 | 1,26 | 2 346 | 12,58 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 13 753 | 466 | ||||||
2025-07-16 | 13F | Novem Group | 10 698 | 355 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 6 656 | 221 | ||||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 440 772 | 4,33 | 14 634 | 16,01 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 663 | 55 | ||||||
2025-08-11 | 13F | Advisor Resource Council | 9 572 | 40,76 | 318 | 56,16 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 93 324 | 97,88 | 3 098 | 120,03 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 900 | 0,28 | 594 | 11,44 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 168 199 | 50,94 | 5 584 | 67,84 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 89 830 | 6,06 | 2 982 | 17,96 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 256 154 | 9,04 | 8 504 | 21,24 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 214 062 | 2,44 | 7 107 | 13,90 | ||||
2025-07-25 | 13F | Cwm, Llc | 29 339 | 144,29 | 1 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 204 712 | 7,70 | 39 996 | 19,74 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 97 930 | 0,08 | 3 251 | 11,30 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 15 313 | 515 | ||||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 407 058 | 1,31 | 13 514 | 12,64 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 561 752 | 1,99 | 18 650 | 13,40 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 112 | 1,43 | 236 | 12,92 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22 625 | 18,27 | 751 | 31,52 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 96 488 | 2,48 | 3 303 | 19,42 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 49 213 | 4,84 | 1 634 | 16,56 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225 216 | 292,59 | 7 477 | 336,74 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 725 | 224 |