Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - March meliputi Onyx Bridge Wealth Group LLC, Citizens Financial Group Inc/ri, Modern Wealth Management, LLC, NWF Advisory Services Inc., Blue Bell Private Wealth Management, Llc, Twin Peaks Wealth Advisors, LLC, dan Abound Wealth Management .
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 | Avantax Advisory Services, Inc. | 26,650 | 4.74 | 826 | 14.74 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1,000 | 25.00 | 31 | 36.36 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 269 | 9 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 44,517 | 188.85 | 1,380 | 216.28 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 14,275 | 4.16 | 446 | 13.78 | ||||
2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 7,814,007 | 0.38 | 234,498 | 0.22 | ||||
2025-08-07 | 13F | Allworth Financial LP | 940 | 29 | ||||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 27,296 | 57.23 | 846 | 72.10 | ||||
2025-08-08 | 13F | Gts Securities Llc | 10,839 | 336 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 244,355 | 0.72 | 7,573 | 10.33 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 21,113 | 4.07 | 654 | 14.14 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 350,294 | 54.85 | 11 | 66.67 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 23,612 | 0.00 | 732 | 9.60 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 16,121 | 500 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 13,724 | 425 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 33,574 | 9.12 | 1,053 | 21.03 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 57,197 | 16.70 | 1,773 | 27.85 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 35,084 | 366.85 | 1,087 | 412.74 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 221,902 | 4.61 | 6,877 | 14.60 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 12,086 | 14.14 | 375 | 25.08 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,363 | 352 | ||||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 7,375 | 209 | ||||||
2025-08-14 | 13F | UBS Group AG | 6,829 | 212 | ||||||
2025-08-08 | 13F | 1776 Wealth LLC | 32,386 | 1.87 | 1,004 | 11.57 | ||||
2025-07-14 | 13F | Abound Wealth Management | 230 | 7 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 73,749 | 2.12 | 2,285 | 11.85 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 573,140 | 2.37 | 17,762 | 12.14 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 23,493 | 728 | ||||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 34,935 | 8.30 | 1,083 | 18.64 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 618 | 19 | ||||||
2025-08-04 | 13F | Family Wealth Group, LLC | 50,940 | 10.43 | 1,579 | 21.01 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 8,070 | 12.46 | 250 | 23.15 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 12,305 | 39.06 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 180,251 | 128.45 | 5,586 | 150.22 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5,551 | 172 | ||||||
2025-07-16 | 13F | Novem Group | 22,173 | 10.46 | 687 | 21.16 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 103,509 | 3,208 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,570 | 266 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 25,962 | 76.85 | 805 | 93.73 |