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 - October eröffnet haben, gehören Reflection Asset Management, Gateway Wealth Partners, LLC, Pacific Excel Wealth Advisors, Inc., Financial Advisory Corp /ut/ /adv, und Northwestern Mutual Wealth Management Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | RFG Advisory, LLC | 15.663 | 10,86 | 747 | 7,80 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 6.742 | 18,09 | 321 | 15,05 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.500 | 70 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 5.970 | 9,56 | 286 | 7,52 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 5.293 | 252 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 27.826 | 1.370 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 16.956 | 41,78 | 808 | 38,12 | ||||
| 2026-05-05 | 13F | UBS Group AG | 651 | 190,62 | 31 | 210,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 11.603 | 6,26 | 553 | 3,56 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 874.953 | 0,75 | 41.718 | -1,95 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13.889 | 11,25 | 662 | 8,35 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 295.232 | 11,56 | 14.077 | 8,58 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 66.953 | 44,28 | 3.192 | 40,43 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 6.831 | 7,56 | 326 | 4,50 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 32.266 | 31,33 | 1.538 | 27,85 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 47.413 | 2,53 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 13.972 | 7,63 | 666 | 4,88 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 159.523 | 1,75 | 7.606 | -0,96 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 91.522 | 0,67 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 161.438 | 24,34 | 7.909 | 131.700,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 22.732 | 8,52 | 1.084 | 5,56 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 14.559 | 2,89 | 694 | 0,14 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 100.548 | 2,82 | 4.794 | 0,08 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 33 | 2 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16.453 | 5,15 | 784 | 2,35 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 8.278 | 1,93 | 0 | |||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 5.071 | 0 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 24.854 | 160,77 | 1.185 | 154,29 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 23.101 | 1.101 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 107.151 | 15,98 | 5.109 | 12,88 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 31.132 | 8,93 | 1.532 | 9,43 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 51.250 | 0,58 | 2.444 | -2,12 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4.266 | 203 | ||||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 6.837 | 50,23 | 326 | 46,40 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 25.441 | 308,69 | 1.311 | 330,92 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.234 | 345 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 38.702 | 8,77 | 1.845 | 5,85 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 10.992 | 10,51 | 524 | 7,60 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 25.584 | 15,81 | 1.220 | 12,66 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 961 | 46 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 7.512 | 18,21 | 358 | 15,11 |
