Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September, to m.in 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., i Geneos Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 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 |
