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 - September incluem 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., e Geneos Wealth Management Inc. .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 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 |
