Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September includ POM Investment Strategies, LLC, New Wave Wealth Advisors Llc, Elevated Capital Advisors, LLC, SRS Capital Advisors, Inc., Clear Creek Financial Management, LLC, Global Retirement Partners, LLC, Hantz Financial Services, Inc., și Geneos Wealth Management Inc. .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Barclays Plc | 4.672 | 181 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 51.190 | 18,99 | 1.951 | 17,05 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 120.152 | 19,98 | 4.579 | 18,02 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 27.011 | 2,34 | 1.029 | 0,68 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 14.400 | 0,70 | 549 | -0,90 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.807 | 107 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 16.449 | 627 | ||||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 15.815 | 6,75 | 603 | 5,06 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 44.171 | 1.683 | ||||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 3.519 | 21,47 | 134 | 19,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 300 | 12 | ||||||
| 2026-04-22 | 13F | Integrated Wealth Management | 62.840 | 16,10 | 2.395 | 14,22 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 1.598 | 55,15 | 61 | 53,85 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 15.154 | 578 | ||||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 234.124 | 8.922 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 217.632 | 3,67 | 8.294 | 1,98 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 9.030 | 344 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 27.709 | 4,65 | 1.056 | 2,93 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 58.263 | 205,84 | 2.257 | 140,36 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9.278 | 354 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 14.960 | 36,41 | 570 | 34,43 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 140.961 | 10,37 | 5 | 25,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 26.033 | 201,10 | 112 | -67,35 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10.577 | 2,02 | 403 | 0,50 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 45.942 | 13,86 | 1.793 | 14,72 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 20.257 | 772 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 25 | 1 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 52.815 | 8,56 | 2.013 | 6,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 20.257 | 63,81 | 772 | 60,96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 168.653 | 0,44 | 6.427 | -1,18 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 293.761 | 6,07 | 11.195 | 4,35 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 24.627 | 0,96 | 939 | -0,64 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 25.199 | 19,14 | 960 | 17,22 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 53 | 0 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 9.564 | 19,55 | 371 | 21,71 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6.135 | 1,78 | 234 | 0,00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 30.665 | 247,16 | 1.169 | 241,52 |
