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 - July meliputi Hartford Financial Management Inc., Mutual Advisors, LLC, XY Planning Network, Inc., Madrona Financial Services, LLC, Insigneo Advisory Services, Llc, Icon Wealth Advisors, LLC, Kilter Group LLC, Evolution Wealth Management Inc., Abound Wealth Management, dan Allworth Financial LP .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | LPL Financial LLC | 259,285 | 60.64 | 10,032 | 72.89 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 34,067 | 112.03 | 1,318 | 128.42 | ||||
2025-08-14 | 13F | UBS Group AG | 5,340 | 183.14 | 207 | 207.46 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 8,396 | 325 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Morgan Stanley | 3,596 | 22,375.00 | 139 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 59,408 | 1.58 | 2,178 | 3.62 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 7,020 | 272 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 325 | 13 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 21,271 | 7.45 | 823 | 15.61 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12,958 | 19.14 | 1 | -100.00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,200 | 201 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 8,194 | 0 | ||||||
2025-07-09 | 13F | Triumph Capital Management | 7,740 | 299 | ||||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1,023,641 | 12.34 | 38,166 | 13.08 | ||||
2025-08-12 | 13F | Archer Investment Corp | 5,196 | 137.91 | 201 | 157.69 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 151,772 | 5,872 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5,308 | 205 | ||||||
2025-08-12 | 13F | MAI Capital Management | 4,240 | 0.31 | 164 | 8.61 | ||||
2025-07-18 | 13F | Truist Financial Corp | 190,892 | 0.71 | 7,386 | 8.40 | ||||
2025-08-13 | 13F | Kilter Group LLC | 1,986 | 77 | ||||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6,525 | 254 | ||||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 5,927 | 229 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 184,246 | 1.58 | 7,128 | 9.33 | ||||
2025-07-14 | 13F | Abound Wealth Management | 920 | 36 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 12,393 | 490 | ||||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2,646 | 102 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1,061,328 | 195.48 | 41,063 | 218.01 | ||||
2025-08-12 | 13F | Change Path, LLC | 22,320 | 0.17 | 864 | 7.74 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 42,235 | 3.14 | 1,634 | 11.01 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,078 | 80 | ||||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 621,330 | 1.70 | 24,039 | 9.46 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 976 | 38 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,383 | 41.43 | 1 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 13,805 | 534 | ||||||
2025-07-10 | 13F | CWC Advisors, LLC. | 8,555 | 0.06 | 331 | 7.49 |