Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January eröffnet haben, gehören First International Bank of Israel Ltd., Private Advisor Group, LLC, Sigma Planning Corp, VestGen Advisors, LLC, Oakmont Advisory Group, LLC, Outlook Wealth Advisors, LLC, Hartland & Co., LLC, Kovack Advisors, Inc., Gateway Wealth Partners, LLC, Pacific Excel Wealth Advisors, Inc., Buck Wealth Strategies, LLC, und CX Institutional .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | 13F | Novem Group | 11.130 | 9,87 | 561 | 7,06 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 18.579 | 237,37 | 937 | 229,58 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 90.283 | 18,73 | 4.551 | 15,65 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22.455 | 90,60 | 1.138 | 85,64 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 85.296 | 4.300 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 9.559 | 482 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2.380 | 26,60 | 120 | 22,68 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 154.116 | 7.769 | ||||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 28.163 | 19,87 | 1.420 | 16,79 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.392 | 24,02 | 322 | 21,05 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 28.294 | 13,93 | 1.426 | 10,97 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 70.796 | 426,01 | 3.569 | 412,64 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 316.622 | 3,54 | 15.961 | 0,86 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 9.683 | 93,66 | 488 | 89,15 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 15.439 | 111,12 | 778 | 105,82 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 10.405 | 8,67 | 525 | 5,86 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 70.100 | 90,36 | 3.534 | 85,46 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 20.058 | 1.091 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 79.110 | 5,76 | 3.988 | 3,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 204.574 | 8,89 | 10.313 | 6,07 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 181.913 | 16,01 | 9.170 | 13,00 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 4.250 | 6,25 | 214 | 3,38 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 63.017 | 204,00 | 3.177 | 196,27 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.000 | 50 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 294.205 | 199,37 | 14.831 | 296.500,00 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 32.046 | 25,69 | 1.615 | 22,44 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 14.846 | 10,63 | 748 | 7,78 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.880 | 700 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 48.216 | 7,42 | 2.431 | 4,65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 27.397 | 4,43 | 1.381 | 1,77 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11.410 | 57,68 | 575 | 53,74 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 40.207 | 2,64 | 2.027 | -0,05 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 190.000 | 9.578 | ||||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 4.539 | 15,23 | 229 | 12,32 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 12.681 | 2,23 | 639 | -0,31 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 419.603 | 156,85 | 21.152 | 150,20 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 11.777 | 594 | ||||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 58.580 | 0,14 | 2.953 | -2,44 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 10.135 | 52,59 | 511 | 48,69 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 26.170 | 228,44 | 1.319 | 220,15 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 7.546 | 83,60 | 380 | 79,25 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 36.295 | 85,71 | 1.830 | 80,91 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 3.982 | 201 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 246.206 | 0,40 | 12 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 162.908 | 66,06 | 8 | 60,00 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 14.095 | 252,20 | 711 | 243,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 824 | 66,13 | 42 | 64,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 365 | 0 | ||||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 9.938 | 1,50 | 501 | -1,19 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 90.857 | 4.580 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 31.979 | 5,41 | 1.612 | 2,68 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 22.842 | 15,82 | 1.151 | 12,84 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 3.000 | 100,00 | 151 | 96,10 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8.994 | 453 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 22.172 | 59,74 | 1.117 | 55,57 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5.404 | 272 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 18.818 | 949 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.987 | 251 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 6.914 | 350 | ||||||
| 2026-04-08 | 13F | Accel Wealth Management | 8.588 | 433 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 280.123 | 11,06 | 14.121 | 8,19 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 14.789 | 746 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8.389 | 90,05 | 414 | 81,14 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 31.901 | 107,34 | 1.608 | 102,01 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 21.014 | 19,23 | 1 | |||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 54.272 | 2.736 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 145.092 | 45,49 | 7.314 | 41,74 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15.566 | 12,15 | 785 | 9,33 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 19.610 | 10,30 | 989 | 7,39 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 68.039 | 64,06 | 3.430 | 59,79 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 23.757 | 132,21 | 1 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 122.181 | 74,11 | 6.159 | 69,62 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 14.064 | 71,30 | 709 | 66,98 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.847 | 345 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 6.353 | 26,91 | 329 | 30,68 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 4.124 | 208 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 10.286 | 1,98 | 519 | -0,58 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 20.074 | 105,07 | 1.012 | 99,80 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 671.987 | 131,80 | 33.875 | 125,80 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 8.583 | 9,14 | 433 | 6,40 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 13.679 | 690 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 8.958 | 47,82 | 452 | 44,09 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 282.417 | 12,88 | 14.237 | 9,96 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 30.302 | 98,05 | 1.528 | 93,05 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 10.418 | 58,55 | 525 | 54,41 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 14.049 | 19,98 | 708 | 17,02 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 18.655 | 1,49 | 101 | -89,48 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 25.275 | 6,11 | 1.274 | 2,41 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.004 | 202 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 26.133 | 1,30 | 1.330 | -0,37 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 7.020 | 1,81 | 354 | -0,84 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11.776 | 8,61 | 594 | 5,70 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 28.933 | 9,14 | 1.503 | 9,63 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7.712 | 26,82 | 389 | 23,17 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 12.625 | 23,17 | 636 | 20,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 70.422 | 3.550 | ||||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 16.523 | 833 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 11.145 | 40,93 | 562 | 37,16 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 608.364 | 131,45 | 30.668 | 125,46 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 143 | 7 |
