Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May meliputi Lionshead Wealth Management, LLC, We Are One Seven, LLC, SMART Wealth LLC, Avantax Advisory Services, Inc., Wealth Enhancement Advisory Services, Llc, Diligent Investors, LLC, Twin Peaks Wealth Advisors, LLC, Abound Wealth Management, dan Capital Investment 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 | Capital Investment Advisory Services, LLC | 700 | 17 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6,511 | 84.19 | 156 | 90.24 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41,468 | 994 | ||||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 27,290 | 12.44 | 654 | 14.94 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 16,626 | 399 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 4,742 | 28.96 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 16,604 | 13.77 | 398 | 16.08 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 32,062 | 215.07 | 769 | 222.69 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 117,938 | 2,827 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 28,979 | 12.32 | 695 | 14.71 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,698 | 260 | ||||||
2025-07-25 | NP | BUFS - FT Vest Laddered Small Cap Moderate Buffer ETF | 993,086 | 42.64 | 23,129 | 36.10 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 81,107 | 101.28 | 2 | |||||
2025-07-14 | 13F | Abound Wealth Management | 1,000 | 24 | ||||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 35,532 | 1.85 | 863 | 5.38 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 122,305 | 117.03 | 2,932 | 121.88 | ||||
2025-08-12 | 13F | LPL Financial LLC | 69,320 | 44.37 | 1,662 | 47.64 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 200,308 | 4,801 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 36,981 | 5.00 | 886 | 7.39 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 10,600 | 254 | ||||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 157,801 | 3,782 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,286 | 32 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 47,689 | 7.21 | 1,143 | 9.59 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 13,043 | 14.70 | 0 | -100.00 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 88,937 | 2,132 | ||||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 197,779 | 4,741 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 29,730 | 21.17 | 722 | 26.27 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 98,272 | 51.67 | 2 | 100.00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 881 | 21 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 57,059 | 26.00 | 1,378 | 29.88 |