Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF inkluderer Kraft, Davis & Associates, LLC, Tradewinds, LLC., Merkkuri Wealth Advisors LLC, Betterment LLC, Newman Dignan & Sheerar, Inc., Morey & Quinn Wealth Partners, LLC, Kestra Advisory Services, LLC, Key Client Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, Raymond James Financial Inc, Geneos Wealth Management Inc., Twin Peaks Wealth Advisors, LLC, Morgan Stanley, Cwm, Llc, Steward Partners Investment Advisory, Llc, og SBI Securities Co., Ltd. .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Tradewinds, LLC. | 58 766 | 1 730 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 228 | 68 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 100 | 150 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 15 312 | 3,99 | 459 | 33,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43 505 | 43,57 | 1 245 | 76,35 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 512 | 36,87 | 545 | 72,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36 858 | 23,18 | 1 085 | 55,52 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7 579 | 223 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 507 | 41,56 | 957 | 78,69 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 13 521 | 8,87 | 398 | 37,37 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 61 083 | 1 873 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 509 | 5,62 | 309 | 33,19 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34 267 | 107,26 | 1 009 | 170,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 816 | 230 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49 630 | 1 461 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 591 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 80 430 | 1,07 | 2 367 | 27,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 | 1 | ||||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 8 944 | 263 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 51 140 | 4,81 | 1 505 | 32,37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34 961 | 203,14 | 1 029 | 283,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11 764 | 0 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 58 766 | 1 730 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 167 000 | 55,09 | 4 915 | 95,74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 042 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 522 | 53,49 | 310 | 94,34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 308 | 156 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10 919 | 321 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 005 | 206 |
