Who owns FIRST TRUST EXCHANGE TRADED FUND VIII FT CONFLUENCE BDC & SPECIALTY FINANCE INCOME ETF?
- CUSIP Number: 33740f110
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Exchange Traded Fund Viii Ft Confluence Bdc & Specialty Finance Income Etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of First Trust Exchange Traded Fund Viii Ft Confluence Bdc & Specialty Finance Income Etf stock
Who bought or sold FIRST TRUST EXCHANGE TRADED FUND VIII FT CONFLUENCE BDC & SPECIALTY FINANCE INCOME ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 693k | $2.9M | 100% | Jun 2025 |
|
| Good Life Advisors | 101k | $424k | 100% | Jun 2025 |
|
| Advisor Group Holdings | 41k | $175k | 216% | Sep 2025 |
|
| CWM | 4.4k | $86k | -80% | Sep 2025 |
|
| IFP Advisors | 2.2k | $9.2k | -26% | Sep 2025 |
|
| Concord Wealth Partners | 166.00 | $3.3k | 100% | Sep 2025 |
|
Who sold out of First Trust Exchange Traded Fund Viii Ft Confluence Bdc & Specialty Finance Income Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sit Investment Associates | Jun 2025 | 1.4M | $5.9M |
| LPL Financial | Jun 2025 | 1.3M | $5.3M |
| Almitas Capital | Jun 2025 | 213k | $894k |
| Commonwealth Equity Services | Jun 2025 | 170k | $711k |
| Asset Allocation Strategies | Jun 2025 | 157k | $2.8M |
| Atomi Financial Group | Jun 2025 | 148k | $619k |
| Newbridge Financial Services Group | Jun 2025 | 148k | $619k |
| CSS | Jun 2025 | 119k | $499k |
| Nbc Securities | Jun 2025 | 85k | $355k |
| Atlas Wealth | Jun 2025 | 74k | $311k |
| Wells Fargo & Company | Jun 2025 | 73k | $304k |
| Uhlmann Price Securities | Jun 2025 | 66k | $278k |
| Sym Financial Corporation | Jun 2025 | 61k | $254k |
| Raymond James Financial | Jun 2025 | 51k | $0 |
| Yakira Capital Management | Jun 2025 | 35k | $145k |
| Jane Street | Jun 2025 | 25k | $105k |
| Cambridge Investment Research Advisors | Jun 2025 | 20k | $84k |
| Mendel Capital Management | Jun 2025 | 20k | $84k |
| Cetera Investment Advisers | Jun 2025 | 15k | $64k |
| KPP Advisory Services | Jun 2025 | 13k | $52k |
| Belpointe Asset Management | Jun 2025 | 10k | $43k |
| Citadel Advisors | Jun 2025 | 10k | $43k |
| Susquehanna International | Jun 2025 | 10k | $43k |
| Equitable Holdings | Jun 2025 | 10k | $42k |
| UBS Group | Jun 2025 | 5.6k | $24k |
| Us Bancorp | Jun 2025 | 2.9k | $12k |
| Park Square Financial Group | Jun 2025 | 2.3k | $9.8k |