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 Buffer ETF - August meliputi Stenger Family Office, LLC, SMART Wealth LLC, RFG Advisory, LLC, Wealth Management Nebraska, dan Evolution Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | SMART Wealth LLC | 90,469 | 4,436 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 781 | 38 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 9,768 | 0.02 | 479 | 7.66 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 52,154 | 12.28 | 2,557 | 21.07 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 100,301 | 6.71 | 4,918 | 15.02 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 35,362 | 1.13 | 1,734 | 8.99 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177,718 | 7.18 | 8,617 | 14.25 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 20,830 | 1,021 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 126,453 | 1.41 | 6 | 20.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 10,011 | 283.12 | 491 | 315.25 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 8,627 | 423 | ||||||
2025-08-14 | 13F | UBS Group AG | 24,836 | 1,041.89 | 1,218 | 1,141.84 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 41,348 | 2.06 | 2,027 | 10.04 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 4,281 | 209 | ||||||
2025-08-13 | 13F | Stenger Family Office, LLC | 391,520 | 14,412 | ||||||
2025-08-15 | 13F | Morgan Stanley | 2,953 | 3.61 | 145 | 11.63 | ||||
2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 11,615,625 | 1.42 | 548,838 | 1.68 | ||||
2025-08-04 | 13F | Assetmark, Inc | 188,985 | 32.08 | 9,266 | 42.36 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,829 | 0.78 | 337 | 9.42 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 18,332 | 8.51 | 899 | 18.16 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 24,099 | 7.33 | 1,182 | 15.67 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 13,282 | 6.85 | 651 | 15.22 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 5,075 | 10.93 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 4,225 | 193.20 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 195,667 | 1.66 | 9,594 | 9.57 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 14,652 | 27.54 | 682 | 30.46 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,275 | 1.11 | 112 | 6.73 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 9,395 | 461 | ||||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 6,500 | 17.03 | 319 | 26.19 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 4,480 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 84,384 | 7.20 | 4,137 | 15.56 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,074 | 1.29 | 595 | -1.00 | ||||
2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF 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 | 766,914 | 1.20 | 36,237 | 1.46 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 8,467 | 415 | ||||||
2025-07-22 | 13F | MBL Wealth, LLC | 127,812 | 1.17 | 6,267 | 9.05 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 9,372 | 74.46 | 460 | 88.11 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 26,002 | 25.49 | 1,275 | 35.24 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 52,303 | 0.44 | 2,564 | 8.28 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 6,031 | 296 |