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 Deep Buffer ETF - March meliputi Legacy Capital Wealth Partners, LLC, Precedent Wealth Partners, Llc, Schwallier Wealth Management LLC, RFG Advisory, LLC, Advyzon Investment Management, LLC, 1776 Wealth LLC, AlphaStar Capital Management, LLC, Principal Securities, Inc., Evolution Wealth Management Inc., dan FSC Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23,566 | 264.69 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,192 | 957 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,220 | 2.27 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 15,001 | 3.66 | 594 | 8.81 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24,570 | 972 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 103,037 | 37.79 | 4,077 | 44.73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 83,599 | 16.66 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 5,277 | 209 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 34,442 | 1.99 | 1,363 | 7.08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28,201 | 33.01 | 1,116 | 39.72 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 21,132 | 124.76 | 836 | 136.16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45,901 | 8,384.47 | 1,816 | 8,980.00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5,245 | 208 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41,980 | 1,661 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,200 | 87 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10,669 | 3.64 | 407 | 5.17 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 7,965 | 24.55 | 315 | 31.25 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 185,896 | 553.09 | 7 | -99.35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,560 | 2.61 | 247 | 1.23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 38,126 | 109.55 | 1,509 | 120.15 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13,665 | 541 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,957 | 434 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 6,900 | 7.39 | 273 | 12.81 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 41,475 | 8.41 | 1,641 | 14.59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,005 | 158 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 40,602 | 5.94 | 1,607 | 11.22 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13,691 | 57.99 | 542 | 65.95 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,089 | 0 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 24,379 | 965 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 37,299 | 10.23 | 1,476 | 15.78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,324 | 10.61 | 52 | 15.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,207 | 45.93 | 325 | 53.55 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 33,395 | 2.08 | 1,321 | 7.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,642 | 3.66 | 65 | 8.47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,501 | 376 | ||||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 20,060 | 794 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15,165 | 9.57 | 600 | 15.16 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 241,169 | 73.37 | 9,543 | 82.08 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,070 | 240 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 20,277 | 802 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 5,241 | 207 | ||||||
| 2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,785,028 | 6.91 | 107,864 | 6.54 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 574 | 23 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13,334 | 528 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16,501 | 19.08 | 653 | 24.90 |
