Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February incluem Cooper Financial Group, Diversify Wealth Management, Llc, NorthCrest Asset Manangement, LLC, Fsb Premier Wealth Management, Inc., Compass Financial Services Inc, Reicon Wealth Advisors, Llc, Global Retirement Partners, LLC, e Topsail Wealth Management, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Chris Bulman Inc | 38,426 | 9.61 | 1,579 | 8.45 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 32,996 | 0.69 | 1,356 | -0.37 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 3,657 | 150 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 8,629 | 25.81 | 355 | 24.65 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,100 | 46 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 293,400 | 12.74 | 12,056 | 11.54 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 38,925 | 7.37 | 1,599 | 6.25 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 66,809 | 374.66 | 2,745 | 370.03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 848 | 35 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 8,961 | 371 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 33,238 | 1,366 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 13,314 | 42.64 | 547 | 41.34 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 41,418 | 10.56 | 1,702 | 9.39 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 8,189 | 49.19 | 336 | 48.02 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 9,944 | 83.67 | 409 | 82.14 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5,500 | 226 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 114,605 | 6.29 | 4,709 | 5.18 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6,340 | 261 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 12,880 | 80.14 | 529 | 78.72 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 790 | 32 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 125,801 | 7.71 | 5,169 | 6.58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 73,089 | 37.52 | 3 | 50.00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24,687 | 112.45 | 1,014 | 110.37 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 41,393 | 27.19 | 1,701 | 25.83 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 149,657 | 41.86 | 6,149 | 40.36 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 245,893 | 961.85 | 10,104 | 951.30 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 19,025 | 16.54 | 782 | 15.36 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 6,535 | 76.24 | 0 | |||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 9,279 | 381 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 6,705 | 287.80 | 276 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 14,069 | 63.67 | 578 | 62.36 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 7,431 | 53.82 | 305 | 52.50 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12,331 | 507 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 57,316 | 9.83 | 2,419 | 11.63 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 12,680 | 134.73 | 521 | 132.59 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 493,389 | 42.70 | 20,273 | 41.20 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 17,555 | 721 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8,791 | 0.83 | 361 | -0.28 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 137,554 | 9.75 | 5,652 | 8.59 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 6,503 | 267 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6,526 | 22.03 | 268 | 20.72 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 7,764 | 24.52 | 319 | 23.64 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 7,947 | 8.12 | 327 | 6.89 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 16,142 | 26.89 | 663 | 25.57 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 176,920 | 77.40 | 7,270 | 75.54 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 132,733 | 6.68 | 5,454 | 5.54 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 10,466 | 450 | ||||||
| 2026-04-30 | 13F | Range Financial Group LLC | 39,511 | 201.59 | 1,624 | 198.35 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 8,370 | 344 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 11,686 | 450.97 | 480 | 445.45 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 116,770 | 321.64 | 4,798 | 317.22 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2,472 | 423.73 | 102 | 431.58 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 95,023 | 15.57 | 3,904 | 14.35 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 9,030 | 22.31 | 371 | 21.24 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 43,990 | 39.09 | 1,808 | 37.62 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12,172 | 500 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 79,328 | 298.13 | 3,260 | 294.07 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 30,934 | 10.12 | 1,271 | 9.01 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 51,530 | 2,117 | ||||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 89,829 | 32.16 | 3,691 | 30.79 |
