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 - October inkluderer LifeWealth Investments, LLC, We Are One Seven, LLC, Evolution Wealth Management Inc., RFG Advisory, LLC, Simplicity Wealth,LLC, Armbruster Capital Management, Inc., og Twin Peaks Wealth Advisors, LLC .
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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F | Truist Financial Corp | 49 605 | 16,28 | 2 037 | 24,59 | ||||
2025-08-11 | 13F | Lcnb Corp | 115 476 | 1,04 | 4 742 | 8,22 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 811 | 3,37 | 280 | 10,71 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 26 578 | 336,42 | 1 092 | 368,24 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 15 971 | 656 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 71 490 | 15,31 | 2 936 | 23,47 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 17 313 | 46,19 | 711 | 56,61 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 4 991 | 205 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 55 119 | 13,55 | 2 296 | 23,37 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12 131 | 498 | ||||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12 238 | 71,21 | 503 | 83,21 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 287 523 | 50,80 | 11 808 | 61,49 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 51 587 | 16,00 | 2 119 | 24,22 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 837 | 200,00 | 158 | 220,41 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 30 010 | 3,34 | 1 232 | 10,69 | ||||
2025-08-12 | 13F | LPL Financial LLC | 29 671 | 92,98 | 1 219 | 106,79 | ||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 12 742 | 74,64 | 523 | 87,46 | ||||
2025-08-14 | 13F/A | Barclays Plc | 5 003 | 190,70 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 42 056 | 0,68 | 1 727 | 7,87 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 136 191 | 0,90 | 5 593 | 8,06 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 316 824 | 692,91 | 13 | −99,15 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 16 082 | 660 | ||||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 295 291 | 46,99 | 12 127 | 57,41 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 120 | 128 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 313 557 | 157,79 | 13 | 200,00 | ||||
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 | 2 714 997 | 6,76 | 107 832 | 6,75 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5 000 | 205 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 283 | 13,14 | 53 | 20,93 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 627 | 69 | ||||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 17 570 | 722 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 40 240 | 8,43 | 1 653 | 16,67 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 9 780 | 402 |