Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December inkluderer Evolution Wealth Management Inc., RFG Advisory, LLC, Great Valley Advisor Group, Inc., First Heartland Consultants, Inc., Signature Estate & Investment Advisors Llc, Core Wealth Partners LLC, Legacy Capital Wealth Partners, LLC, Santori & Peters, Inc., og EP Wealth Advisors, 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.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 045 | 169 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 5 100 | 213 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12 891 | 538 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 14 923 | 67,39 | 623 | 79,02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 431 | 9,92 | 227 | 17,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 194 763 | 0,97 | 8 134 | 7,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 78 606 | 2 200,44 | 3 283 | 2 295,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 827 | 42,62 | 536 | 51,99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 102 992 | 10,81 | 4 301 | 18,26 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 327 | 8,75 | 334 | 11,71 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10 817 | 225,13 | 452 | 246,92 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44 687 | 10,82 | 1 866 | 18,25 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 903 | 497 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5 017 | 210 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70 610 | 17,18 | 2 949 | 24,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 450 | 269 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 100 490 | 339,07 | 4 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 230 | 218 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 977 | 208 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 72 817 | 21,21 | 3 041 | 29,31 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 111 584 | 8,37 | 4 660 | 15,61 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 4 989 | 208 | ||||||
| 2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs 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 | 2 660 536 | 6,72 | 107 825 | 6,85 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 252 | 11,49 | 52 | 20,93 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 35 745 | 120,76 | 1 493 | 135,70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 676 | 321 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 134 888 | 181,80 | 5 633 | 200,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5 063 | 211 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 39 557 | 8,42 | 1 652 | 16,02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 071 | 212 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 9 858 | 25,71 | 412 | 34,31 |
