Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF meliputi McElhenny Sheffield Capital Management, LLC, Nations Financial Group Inc, /ia/ /adv, Triton Wealth Management, PLLC, NewEdge Wealth, LLC, RFG Advisory, LLC, TFAZX - TFA Tactical Income Fund Class I, Sharper & Granite LLC, Western Wealth Management, LLC, HBK Sorce Advisory LLC, Ameritas Advisory Services, LLC, Morgan Stanley, dan Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 74,720 | 38.66 | 2,481 | 54.13 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 793 | 26 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 45,295 | 6.19 | 1,520 | 17.47 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6,087 | 202 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,175 | 105 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68,588 | 268.61 | 2,277 | 310.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 355,035 | 23.66 | 11,787 | 37.49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,616 | 419 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 220,000 | 205 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,204 | 737 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 29,547 | 31.62 | 981 | 39.01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 742,212 | 7.71 | 24,641 | 19.76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46,022 | 7.11 | 1,528 | 19.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 17,180 | 25.58 | 513 | 17.43 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 33,296 | 4.58 | 1,105 | 16.32 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 10,976 | 55.12 | 364 | 72.51 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 42,812 | 11.55 | 1,421 | 24.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 277,545 | 191.31 | 9,214 | 223.98 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10,698 | 1.30 | 355 | 12.70 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55,002 | 35.06 | 1,826 | 50.16 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 83,655 | 587.44 | 2,777 | 665.01 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 48,995 | 253.24 | 1,627 | 292.75 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 140,450 | 1.95 | 4,663 | 13.35 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,697 | 71.63 | 123 | 82.09 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 14,466 | 480 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 219,880 | 7.70 | 7,300 | 19.75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29,823 | 51.73 | 990 | 68.94 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52,924 | 0.05 | 1,757 | 11.27 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 71,019 | 3.06 | 2,358 | 14.58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,366,453 | 6.38 | 277,766 | 18.27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46,940 | 17.22 | 1,402 | 11.37 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 26,206 | 19.02 | 870 | 32.42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32,457 | 12.26 | 1,078 | 24.80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,827 | 132.93 | 1 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8,991 | 3.25 | 299 | 14.62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,007 | 281.66 | 332 | 304.88 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23,829 | 23.64 | 791 | 37.57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 556,286 | 45.52 | 18 | 63.64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 32,562 | 389.95 | 1,081 | 445.96 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7,435 | 2.76 | 247 | 8.37 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 90,493 | 5.91 | 3,004 | 17.76 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 71,427 | 39.32 | 2,371 | 54.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,342,232 | 19.25 | 44,561 | 32.59 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 86,403 | 611.55 | 2,869 | 692.27 | ||||
| 2025-05-29 | NP | TFAZX - TFA Tactical Income Fund Class I | 9,400 | 281 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 333,727 | 0.06 | 11,080 | 11.25 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 71,427 | 58.24 | 2,371 | 64.08 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 24,386 | 1.62 | 813 | 13.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 573,637 | 18.24 | 19,045 | 31.46 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 63,470 | 1.46 | 2,107 | 12.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15,875 | 2.18 | 527 | 13.82 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,185,798 | 3.53 | 39,368 | 15.11 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 65,491 | 1.20 | 2,174 | 12.53 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 171,785 | 0.62 | 5,703 | 11.89 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 95,057 | 3.48 | 3,156 | 15.02 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8,078 | 15.40 | 268 | 28.23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 371,830 | 3.69 | 12,345 | 15.28 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 8,389 | 278 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 70,648 | 1.26 | 2,346 | 12.58 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13,753 | 466 | ||||||
| 2025-07-16 | 13F | Novem Group | 10,698 | 355 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6,656 | 221 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 440,772 | 4.33 | 14,634 | 16.01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,663 | 55 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 9,572 | 40.76 | 318 | 56.16 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 93,324 | 97.88 | 3,098 | 120.03 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17,900 | 0.28 | 594 | 11.44 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168,199 | 50.94 | 5,584 | 67.84 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 89,830 | 6.06 | 2,982 | 17.96 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 256,154 | 9.04 | 8,504 | 21.24 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 214,062 | 2.44 | 7,107 | 13.90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 29,339 | 144.29 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,204,712 | 7.70 | 39,996 | 19.74 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 97,930 | 0.08 | 3,251 | 11.30 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 15,313 | 515 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 407,058 | 1.31 | 13,514 | 12.64 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 561,752 | 1.99 | 18,650 | 13.40 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7,112 | 1.43 | 236 | 12.92 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22,625 | 18.27 | 751 | 31.52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 96,488 | 2.48 | 3,303 | 19.42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 49,213 | 4.84 | 1,634 | 16.56 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225,216 | 292.59 | 7,477 | 336.74 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6,725 | 224 |
