Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF meliputi Kraft, Davis & Associates, LLC, Tradewinds, LLC., Merkkuri Wealth Advisors LLC, Betterment LLC, Newman Dignan & Sheerar, Inc., Morey & Quinn Wealth Partners, LLC, Kestra Advisory Services, LLC, Key Client Fiduciary Advisors, LLC, Foundations Investment Advisors, LLC, Raymond James Financial Inc, Geneos Wealth Management Inc., Twin Peaks Wealth Advisors, LLC, Morgan Stanley, Cwm, Llc, Steward Partners Investment Advisory, Llc, dan SBI Securities Co., Ltd. .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | Tradewinds, LLC. | 58,766 | 1,730 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2,228 | 68 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,100 | 150 | ||||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
2025-08-12 | 13F | Centric Wealth Management | 15,312 | 3.99 | 459 | 33.53 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 43,505 | 43.57 | 1,245 | 76.35 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 18,512 | 36.87 | 545 | 72.70 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 36,858 | 23.18 | 1,085 | 55.52 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7,579 | 223 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 32,507 | 41.56 | 957 | 78.69 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 13,521 | 8.87 | 398 | 37.37 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 61,083 | 1,873 | ||||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10,509 | 5.62 | 309 | 33.19 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 34,267 | 107.26 | 1,009 | 170.97 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,816 | 230 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 49,630 | 1,461 | ||||||
2025-07-25 | 13F | Cwm, Llc | 591 | 0 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 80,430 | 1.07 | 2,367 | 27.60 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 | 1 | ||||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 8,944 | 263 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 51,140 | 4.81 | 1,505 | 32.37 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34,961 | 203.14 | 1,029 | 283.96 | ||||
2025-08-14 | 13F | Betterment LLC | 11,764 | 0 | ||||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 58,766 | 1,730 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 167,000 | 55.09 | 4,915 | 95.74 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,042 | 31 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,522 | 53.49 | 310 | 94.34 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 5,308 | 156 | ||||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 10,919 | 321 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7,005 | 206 |