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 Moderate Buffer ETF - August meliputi WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, Hrt Financial Lp, Morgan Stanley, dan Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 63,051 | 12.10 | 2,333 | 19.34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 52,606 | 63.75 | 1,946 | 74.37 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 10,083 | 19.03 | 373 | 26.87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,796 | 66 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 9,788 | 59.62 | 362 | 69.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 30,431 | 1,742.07 | 1,126 | 1,873.68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,277 | 0 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 8,540 | 21.77 | 316 | 29.63 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 10,733 | 397 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 241,119 | 8,920 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 3,152 | 11.06 | 117 | 18.37 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 15,801 | 10.49 | 585 | 17.74 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 43,362 | 28.66 | 1,604 | 37.09 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 41,989 | 31.98 | 1,553 | 40.54 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 30,255 | 203.80 | 1,119 | 223.41 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 141,703 | 2.05 | 5,242 | 8.67 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 7,106 | 264 | ||||||
| 2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1,062,563 | 12.13 | 38,135 | 12.75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 45,596 | 2.23 | 1,687 | 8.84 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 12,868 | 476 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,194,768 | 1,948.54 | 44,194 | 2,081.34 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 27,083 | 13.28 | 1,002 | 20.60 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,023 | 371 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,930 | 108 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 65,480 | 2,422 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 199,272 | 205.51 | 7,372 | 225.33 |
