Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - March inkluderer Onyx Bridge Wealth Group LLC, Citizens Financial Group Inc/ri, Modern Wealth Management, LLC, Blue Bell Private Wealth Management, Llc, Twin Peaks Wealth Advisors, LLC, og Abound Wealth Management .
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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26 650 | 4,74 | 826 | 14,74 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 000 | 25,00 | 31 | 36,36 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 269 | 9 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 44 517 | 188,85 | 1 380 | 216,28 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 14 275 | 4,16 | 446 | 13,78 | ||||
2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 7 814 007 | 0,38 | 234 498 | 0,22 | ||||
2025-08-07 | 13F | Allworth Financial LP | 940 | 29 | ||||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 27 296 | 57,23 | 846 | 72,10 | ||||
2025-08-08 | 13F | Gts Securities Llc | 10 839 | 336 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 244 355 | 0,72 | 7 573 | 10,33 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 21 113 | 4,07 | 654 | 14,14 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 350 294 | 54,85 | 11 | 66,67 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 23 612 | 0,00 | 732 | 9,60 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 16 121 | 500 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 13 724 | 425 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 33 574 | 9,12 | 1 053 | 21,03 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 197 | 16,70 | 1 773 | 27,85 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 35 084 | 366,85 | 1 087 | 412,74 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 221 902 | 4,61 | 6 877 | 14,60 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 12 086 | 14,14 | 375 | 25,08 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 363 | 352 | ||||||
2025-08-14 | 13F | UBS Group AG | 6 829 | 212 | ||||||
2025-08-08 | 13F | 1776 Wealth LLC | 32 386 | 1,87 | 1 004 | 11,57 | ||||
2025-07-14 | 13F | Abound Wealth Management | 230 | 7 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 73 749 | 2,12 | 2 285 | 11,85 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 573 140 | 2,37 | 17 762 | 12,14 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 23 493 | 728 | ||||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 34 935 | 8,30 | 1 083 | 18,64 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 618 | 19 | ||||||
2025-08-04 | 13F | Family Wealth Group, LLC | 50 940 | 10,43 | 1 579 | 21,01 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 8 070 | 12,46 | 250 | 23,15 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 12 305 | 39,06 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 180 251 | 128,45 | 5 586 | 150,22 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 551 | 172 | ||||||
2025-07-16 | 13F | Novem Group | 22 173 | 10,46 | 687 | 21,16 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 103 509 | 3 208 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 570 | 266 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25 962 | 76,85 | 805 | 93,73 |