Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - March, to m.in BAM Wealth Management, LLC, VestGen Advisors, LLC, Gallagher Fiduciary Advisors, LLC, Signal Advisors Wealth, LLC, Bleakley Financial Group, LLC, Accel Wealth Management, United Capital Financial Advisers, Llc, Gateway Wealth Partners, LLC, Merit Financial Group, LLC, HighTower Advisors, LLC, Pacific Excel Wealth Advisors, Inc., Sigma Planning Corp, Arkadios Wealth Advisors, i TopTier Wealth Management, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6 943 | 337 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7 135 | 346 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 95 461 | 21,25 | 4 629 | 23,84 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 20 440 | 1 055 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 19 171 | 930 | ||||||
| 2026-04-08 | 13F | Accel Wealth Management | 9 240 | 448 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 5 276 | 256 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 738 | 3,22 | 36 | 6,06 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 90 697 | 13,08 | 4 398 | 15,53 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13 806 | 669 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 54 654 | 131,14 | 2 650 | 136,19 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4 172 | 202 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 289 680 | 6,72 | 14 047 | 9,03 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 906 | 44 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 155 667 | 7 548 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 71 658 | 339,46 | 3 475 | 349,42 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 107 002 | 5 189 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 51 737 | 10,97 | 2 509 | 13,38 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 25 573 | 128,41 | 1 240 | 133,52 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 10 696 | 72,18 | 519 | 76,19 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 106 937 | 28,36 | 5 185 | 31,13 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 143 113 | 12,28 | 6 940 | 14,69 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 19 046 | 47,47 | 924 | 50,57 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7 188 | 31,65 | 349 | 34,36 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 7 543 | 1,00 | 366 | 3,11 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 37 635 | 1,54 | 1 825 | 3,75 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7 538 | 45,44 | 366 | 48,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6 115 | 297 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 223 | 1 211,76 | 11 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 122 | 6 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 16 104 | 10,71 | 781 | 13,04 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 19 538 | 2,22 | 947 | 3,72 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 5 868 | 0,10 | 285 | 2,16 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6 209 | 38,41 | 301 | 41,98 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 613 429 | 154,75 | 29 745 | 160,26 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 500 | 24 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10 915 | 41,66 | 529 | 44,93 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 11 789 | 572 | ||||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 33 784 | 17,07 | 1 638 | 19,65 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 15 122 | 733 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17 916 | 0,31 | 869 | 2,48 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 206 118 | 96,70 | 9 995 | 100,97 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 6 501 | 315 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3 506 | 0,66 | 170 | 3,03 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 207 367 | 74,58 | 10 055 | 78,38 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 7 631 | 7,13 | 370 | 9,47 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 11 310 | 9,43 | 548 | 11,84 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 29 573 | 6,68 | 1 434 | 8,97 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 9 675 | 4,31 | 469 | 6,35 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 15 444 | 143,29 | 1 | |||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 92 573 | 4 489 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 35 293 | 261,16 | 1 729 | 273,43 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 78 252 | 15,20 | 3 794 | 17,68 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10 221 | 4,88 | 496 | 7,14 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 30 591 | 8,62 | 1 528 | 14,37 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 26 921 | 1,16 | 1 305 | 3,33 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 4 534 | 220 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4 088 | 198 | ||||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 16 112 | 781 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 12 149 | 589 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 8 825 | 427 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5 242 | 254 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 29 527 | 10,48 | 1 432 | 12,85 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 382 322 | 96,22 | 18 539 | 100,45 |
