Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January meliputi Maia Wealth LLC, Lionshead Wealth Management, LLC, Great Valley Advisor Group, Inc., Evolution Wealth Management Inc., RFG Advisory, LLC, United Capital Financial Advisers, Llc, Orion Portfolio Solutions, LLC, WT Wealth Management, Holistic Planning, LLC, PFG Advisors, dan RiverTree Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 30,426 | 0.47 | 1,227 | 6.79 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5,063 | 204 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11,665 | 471 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 91,261 | 0.10 | 3,681 | 6.36 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 8,315 | 335 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,268 | 495 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 80,851 | 19.90 | 3,261 | 27.38 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 7,035 | 8.82 | 287 | 16.26 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8,064 | 325 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 9,856 | 38.90 | 398 | 47.58 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 27,750 | 1,119 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 15,652 | 59.86 | 631 | 70.08 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,235 | 351 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 61,211 | 27.71 | 2,469 | 35.73 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,300 | 11.49 | 52 | 18.18 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2,525 | 4,755.77 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 50,322 | 2,030 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 40,907 | 18.17 | 1,650 | 25.57 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 11,444 | 68.07 | 462 | 78.68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 200,702 | 2.27 | 8,096 | 8.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17,205 | 694 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 157,337 | 0.70 | 6,346 | 6.98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20,450 | 825 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9,085 | 4.34 | 366 | 10.91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,714 | 22.85 | 351 | 30.48 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 54,639 | 0.27 | 2,204 | 6.48 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48,703 | 4.17 | 1,964 | 10.65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 27,700 | 147.23 | 1,117 | 162.82 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 14,681 | 16.44 | 592 | 23.85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15,070 | 608 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 126,099 | 99.10 | 5,086 | 111.56 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3,958 | 5.52 | 160 | 11.97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5,000 | 202 | ||||||
| 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 | 2,752,561 | 6.77 | 107,708 | 6.69 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 5,220 | 211 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 54,358 | 2,193 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 31,981 | 217.27 | 1,290 | 236.55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,490 | 204.08 | 60 | 233.33 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 231,690 | 0.69 | 9,346 | 6.97 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25,606 | 0.49 | 1,033 | 6.72 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 728,608 | 0.91 | 29,389 | 7.20 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 217,641 | 10.45 | 8,779 | 17.34 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 8,333 | 316 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,017 | 247 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6,050 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,572 | 4.19 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 40,907 | 8.43 | 1,650 | 15.79 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26,555 | 10.07 | 1,071 | 16.92 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4,803 | 16.35 | 188 | 19.87 |
