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 - October meliputi LifeWealth Investments, LLC, We Are One Seven, LLC, Evolution Wealth Management Inc., RFG Advisory, LLC, Simplicity Wealth,LLC, Armbruster Capital Management, Inc., dan Twin Peaks Wealth 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 | 49,605 | 16.28 | 2,037 | 24.59 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 115,476 | 1.04 | 4,742 | 8.22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,811 | 3.37 | 280 | 10.71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26,578 | 336.42 | 1,092 | 368.24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 15,971 | 656 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71,490 | 15.31 | 2,936 | 23.47 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17,313 | 46.19 | 711 | 56.61 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 4,991 | 205 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 55,119 | 13.55 | 2,296 | 23.37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12,131 | 498 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12,238 | 71.21 | 503 | 83.21 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 287,523 | 50.80 | 11,808 | 61.49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51,587 | 16.00 | 2,119 | 24.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,837 | 200.00 | 158 | 220.41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30,010 | 3.34 | 1,232 | 10.69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29,671 | 92.98 | 1,219 | 106.79 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 12,742 | 74.64 | 523 | 87.46 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,003 | 190.70 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42,056 | 0.68 | 1,727 | 7.87 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 136,191 | 0.90 | 5,593 | 8.06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 316,824 | 692.91 | 13 | -99.15 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16,082 | 660 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 295,291 | 46.99 | 12,127 | 57.41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,120 | 128 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 313,557 | 157.79 | 13 | 200.00 | ||||
| 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 | 2,714,997 | 6.76 | 107,832 | 6.75 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5,000 | 205 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,283 | 13.14 | 53 | 20.93 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,627 | 69 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 17,570 | 722 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 40,240 | 8.43 | 1,653 | 16.67 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9,780 | 402 |
