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 Enhance & Moderate Buffer ETF - March meliputi Americana Partners, LLC, Invenio Wealth Partners Llc, First Trust Advisors Lp, Consolidated Portfolio Review Corp, 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Atria Investments Llc | 10,730 | 37.79 | 411 | 43.36 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 212,842 | 8,150 | ||||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5,253 | 201 | ||||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5,400 | 207 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 414,376 | 4.98 | 15,868 | 9.40 | ||||
2025-08-12 | 13F | Change Path, LLC | 50,418 | 12.15 | 1,931 | 16.90 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 57,743 | 8.78 | 2,211 | 13.38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 188,579 | 7.92 | 7 | 16.67 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 10,000 | 383 | ||||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 72,269 | 2,767 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 120 | 5 | ||||||
2025-08-07 | 13F | PFG Advisors | 6,130 | 7.54 | 235 | 11.96 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 8,258 | 13.23 | 316 | 18.35 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 22,416 | 42.80 | 858 | 48.96 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,589 | 27.63 | 61 | 32.61 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,600 | 41.91 | 0 | |||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 41,628 | 0.15 | 1,614 | 6.39 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 6,905 | 264 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 5,765 | 44.49 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 191,307 | 9.36 | 7,326 | 13.97 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 34,193 | 3.97 | 1,309 | 8.36 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 6,701 | 16.50 | 257 | 21.33 | ||||
2025-08-14 | 13F | Mariner, LLC | 14,958 | 22.71 | 573 | 27.96 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3,959 | 7.35 | 152 | 11.85 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5,319 | 204 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104,994 | 1.27 | 4,020 | 5.54 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 6,131 | 236 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 60,945 | 2,334 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 39,013 | 197.29 | 1,494 | 209.75 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18,625 | 5.73 | 713 | 10.37 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 188,787 | 5.76 | 7,229 | 10.21 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8,464 | 324 |