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 Buffer ETF - October meliputi World Equity Group, Inc., Foundations Investment Advisors, LLC, Bokf, Na, Evolution Wealth Management Inc., Noble Wealth Management PBC, First Horizon Advisors, Inc., dan Alerus Financial Na .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Janney Montgomery Scott LLC | 48,987 | 17.89 | 2 | 100.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 484,491 | 42.47 | 21,691 | 53.70 | ||||
2025-08-13 | 13F | Alerus Financial Na | 145 | 6 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 14,170 | 7.53 | 634 | 16.12 | ||||
2025-08-04 | 13F | Atria Investments Llc | 50,039 | 2,240 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 206,645 | 33.42 | 9,251 | 43.94 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 716,816 | 159.77 | 32,092 | 180.25 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 75,571 | 11.38 | 3 | 50.00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,223 | 3.56 | 368 | 11.85 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,095 | 49 | ||||||
2025-08-12 | 13F | Change Path, LLC | 174,929 | 227.82 | 7,832 | 253.70 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8,310 | 372 | ||||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 21,643 | 149.00 | 969 | 168.89 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 40,918 | 0.92 | 1,832 | 8.86 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 13,124 | 588 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 5,246 | 18.15 | 0 | -100.00 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 17,265 | 0.27 | 773 | 8.12 | ||||
2025-08-12 | 13F | LPL Financial LLC | 151,066 | 134.86 | 6,763 | 153.39 | ||||
2025-08-15 | 13F | Morgan Stanley | 113 | 5 | ||||||
2025-08-04 | 13F | Family Wealth Group, LLC | 37,926 | 1.15 | 1,698 | 9.06 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12,765 | 96.38 | 571 | 112.27 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 7,249 | 0.15 | 331 | 11.45 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13,241 | 14.26 | 593 | 23.33 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 569 | 25 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 83,416 | 7.70 | 4 | 0.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 13,323 | 12.15 | 596 | 20.89 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 20,441 | 8.77 | 915 | 18.37 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5,677 | 0.18 | 254 | 8.09 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 603,284 | 2.80 | 27,009 | 10.91 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 10,278 | 460 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 14,452 | 7.46 | 647 | 15.95 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,500 | 90.91 | 470 | 106.14 | ||||
2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 12,754,258 | 1.90 | 550,984 | 2.02 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 12,883 | 8.09 | 577 | 16.60 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 79,486 | 1.25 | 3,559 | 9.21 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188,286 | 42.03 | 8,333 | 51.48 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 13,970 | 27.73 | 625 | 37.97 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1,000 | 42 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11,709 | 524 | ||||||
2025-08-12 | 13F | Bokf, Na | 2,110 | 94 | ||||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
2025-04-22 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF 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 | 891,579 | 31.94 | 38,472 | 66.48 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 95,045 | 7.01 | 4,255 | 15.47 | ||||
2025-08-14 | 13F | UBS Group AG | 2,402 | 108 | ||||||
2025-07-15 | 13F | World Equity Group, Inc. | 12,428 | 556 | ||||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 75,093 | 0.83 | 3,362 | 8.77 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 8,991 | 403 |