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 - September meliputi RFG Advisory, LLC, Evolution Wealth Management Inc., dan Buck Wealth Strategies, 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4,488 | 4.30 | 190 | 11.76 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 11,749 | 498 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 12,908 | 6.94 | 547 | 14.44 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 9,500 | 403 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,243 | 11.48 | 53 | 18.18 | ||||
2025-08-12 | 13F | LPL Financial LLC | 50,010 | 10.22 | 2,120 | 17.78 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,786 | 245 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 176,707 | 0.50 | 7,492 | 7.40 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 104,396 | 24.89 | 4 | 33.33 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 59,596 | 17.16 | 3 | -99.90 | ||||
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 | 2,627,996 | 6.61 | 108,077 | 6.97 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 63,793 | 15.98 | 2,705 | 23.92 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,043 | 8.36 | 245 | 10.86 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 12,490 | 35.17 | 530 | 44.54 | ||||
2025-08-14 | 13F | UBS Group AG | 2,928 | 11.84 | 124 | 20.39 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 39,079 | 8.40 | 1,657 | 16.54 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 13,378 | 16.93 | 567 | 25.17 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 155,028 | 8.66 | 6,573 | 16.13 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 482 | 20 |