Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF meliputi Perennial Investment Advisors, LLC, We Are One Seven, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, GGM Financials LLC, Defined Financial Planning LLC, Core Wealth Advisors, Inc., dan Cornerstone Wealth Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,972 | 79 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 17,354 | 13.75 | 425 | 9.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,819 | 208 | ||||||
| 2025-07-23 | 13F | GGM Financials LLC | 16,198 | 430 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,131 | 667 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 659,729 | 32.17 | 17,437 | 40.98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 200,363 | 7.74 | 5,322 | 14.70 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 24,522 | 149.97 | 651 | 166.80 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 80,799 | 7.28 | 2,146 | 14.21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,251 | 232.76 | 139 | 256.41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17,969 | 48.14 | 477 | 57.95 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 721,868 | 535.98 | 19,173 | 577.22 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 41,916 | 16.54 | 1,113 | 24.08 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 275,408 | 4.12 | 7,315 | 10.83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13,188 | 45.71 | 358 | 62.27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 275,091 | 0.80 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 17,475 | 12.92 | 464 | 20.21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 53,431 | 236.64 | 1,419 | 258.33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4,146 | 14.91 | 110 | 22.22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,128,503 | 1.59 | 29,973 | 8.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 27,671 | 8.92 | 735 | 15.96 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,361 | 6.51 | 275 | 13.64 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 418,721 | 34.43 | 11,121 | 43.11 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 702,397 | 4.40 | 18,656 | 11.13 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 103,704 | 42.44 | 2,754 | 51.65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 44,119 | 9.73 | 1,172 | 16.75 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 53,960 | 3.92 | 1,433 | 10.66 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 8,105 | 215 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,926 | 211 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 134,982 | 15.26 | 3,585 | 22.73 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 33,980 | 1.14 | 1 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 106,530 | 57.91 | 2,829 | 62.12 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 16,198 | 1.36 | 430 | 8.04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,066,365 | 2.80 | 214,243 | 9.43 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 41,511 | 4.89 | 1,107 | 14.83 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 16,779 | 15.46 | 452 | 24.86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,727 | 1.45 | 1 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 202,770 | 73.22 | 5,386 | 84.42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 36,385 | 25.46 | 966 | 33.61 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17,985 | 3.42 | 478 | 10.16 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 425,004 | 5.19 | 11,288 | 11.98 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 66,202 | 15.52 | 1,758 | 23.02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 53,075 | 20.77 | 1,410 | 25.69 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 36,581 | 2.24 | 972 | 8.86 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 174,066 | 9.40 | 4,679 | 17.86 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16,152 | 1.23 | 429 | 7.54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,756,473 | 6.87 | 46,652 | 13.77 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 106,530 | 39.09 | 2,829 | 48.12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83,669 | 1.02 | 2,222 | 7.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 538,025 | 106.35 | 14,290 | 119.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 526,162 | 6.93 | 13,975 | 13.83 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,490,215 | 3.48 | 39,580 | 10.16 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 54,585 | 10.19 | 1,450 | 17.33 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 15,587 | 415 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33,913 | 901 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 221,781 | 5.49 | 5,891 | 12.30 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 391,090 | 0.04 | 10,387 | 6.50 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 569,210 | 17.00 | 15,118 | 24.56 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10,135 | 5.08 | 269 | 12.08 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 86,687 | 21.81 | 2,302 | 29.69 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26,626 | 1.68 | 707 | 8.27 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 117,842 | 107.11 | 3,130 | 120.51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 426,708 | 5.96 | 11,333 | 12.80 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 16,280 | 432 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 22,791 | 605 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 738,615 | 4.35 | 19,588 | 10.26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,019,430 | 4.40 | 27,076 | 11.14 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 30,655 | 2.25 | 814 | 8.82 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 1,933,867 | 0.87 | 51,364 | 7.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,480,049 | 1.32 | 92,430 | 7.86 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 112,101 | 2,977 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,340 | 10.16 | 832 | 17.35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23,246 | 2,052.41 | 617 | 2,273.08 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 633 | 8.21 | 17 | 14.29 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 117,378 | 8.37 | 3,118 | 15.36 |
