Mga Batayang Estadistika
Pemilik Institusional | 99 total, 99 long only, 0 short only, 0 long/short - change of 12.50% MRQ |
Alokasi Portofolio Rata-rata | 0.2466 % - change of 2.99% MRQ |
Saham Institusional (Jangka Panjang) | 18,144,151 (ex 13D/G) - change of 3.04MM shares 20.13% MRQ |
Nilai Institusional (Jangka Panjang) | $ 405,352 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF (US:BUFZ) memiliki 99 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 18,144,151 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Coppell Advisory Solutions LLC, Envestnet Asset Management Inc, Kestra Advisory Services, LLC, Commonwealth Equity Services, Llc, Cwm, Llc, Geneos Wealth Management Inc., and Jacobi Capital Management LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 25.62 / share. Previously, on September 9, 2024, the share price was 23.08 / share. This represents an increase of 10.98% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Old Mission Capital Llc | 44,902 | 12.51 | 1,119 | 19.42 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 510,936 | 27.06 | 12,738 | 34.80 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 139,973 | -0.73 | 3,490 | 5.31 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 34,753 | 3.98 | 866 | 10.32 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 37,471 | 10.98 | 934 | 17.78 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49,905 | -1.99 | 1,244 | 4.01 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 149,216 | 1.82 | 3,738 | 8.54 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 77,144 | -10.59 | 1,923 | -5.13 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 19,396 | 484 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 18,117 | 112.79 | 452 | 125.50 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,900 | 2.18 | 233 | 0.43 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 12,975 | 323 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 215 | 5 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 39,868 | 0.63 | 994 | 6.66 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 37,074 | 57.42 | 924 | 67.09 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 35,428 | 78.63 | 1 | |||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 16,230 | 0.00 | 381 | 0.00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 95,129 | 5.26 | 2,372 | 11.68 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4,717 | -25.67 | 118 | -21.48 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 24,745 | 0.76 | 617 | 6.76 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,101 | -64.78 | 177 | -62.58 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 10,587 | 264 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 849,665 | 9.32 | 21 | 16.67 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10,940 | 276 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5,516 | -39.71 | 138 | -36.28 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 88,524 | -0.86 | 2,247 | 7.05 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,449,244 | 26.86 | 36,129 | 34.58 | ||||
2025-08-11 | 13F | Forge Financial Services LLC | 64,914 | 1,622 | ||||||
2025-07-25 | 13F | Cwm, Llc | 686,946 | 25.08 | 17 | 41.67 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 549 | -87.58 | 14 | -87.38 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18,572 | 0.00 | 463 | 6.19 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 297,515 | 69.74 | 7,417 | 80.11 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 245,852 | 104.65 | 6,129 | 117.11 | ||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 83,622 | 113.62 | 2,085 | 126.77 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 7,481 | 0.00 | 0 | |||||
2025-08-14 | 13F | Dagco, Inc. | 4,030 | 100 | ||||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 12,681 | 316 | ||||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13,970 | 0.00 | 348 | 6.10 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 461,221 | 77.15 | 11,498 | 87.94 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 13,291 | 0.00 | 331 | 6.09 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 530,678 | 109.19 | 13,230 | 121.93 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,101 | 0.00 | 52 | 6.12 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1,317,423 | 48.91 | 32,777 | 58.53 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37,403 | -35.89 | 932 | -32.02 | ||||
2025-05-15 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 13,279 | 3.91 | 331 | 10.33 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,700 | 0.00 | 292 | 6.20 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 4,500 | 0.00 | 112 | 6.67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 44,846 | 177.50 | 1,118 | 189.64 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 16,790 | 0.00 | 419 | 6.09 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 36,500 | 0.00 | 910 | 6.07 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 118,896 | 211.33 | 3 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 130,131 | 150.29 | 3 | 200.00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 32,214 | 74.79 | 803 | 85.45 | ||||
2025-07-18 | 13F | Truist Financial Corp | 492,870 | 7.85 | 12,287 | 14.43 | ||||
2025-07-29 | 13F | Private Trust Co Na | 18,330 | 16.16 | 457 | 23.24 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 42,337 | -7.81 | 1,055 | -2.22 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 16,356 | 23.53 | 408 | 30.87 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 74,993 | -85.82 | 1,870 | -84.96 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 8,946 | 0.00 | 223 | 6.19 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 17,226 | 429 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 997,570 | 8.71 | 24,869 | 15.33 | ||||
2025-08-04 | 13F | Atria Investments Llc | 63,016 | -87.97 | 1,571 | -87.24 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 49,330 | -6.75 | 1,230 | -1.13 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3,355,048 | 20.54 | 83,641 | 27.87 | ||||
2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | SLT Holdings LLC | 18,572 | 0.00 | 463 | 6.19 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 36,335 | -6.06 | 1 | |||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 9,958 | 5.32 | 248 | 11.71 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 47,515 | 17.12 | 1,185 | 24.24 | ||||
2025-08-12 | 13F | Change Path, LLC | 34,657 | -1.96 | 864 | 4.10 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 60,940 | 42.47 | 1,519 | 51.14 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 88,273 | -8.75 | 2,201 | -3.21 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13,374 | 333 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 30,312 | -22.62 | 756 | -17.93 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 30,312 | 32.53 | 756 | 36.28 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,220,195 | 36.24 | 55,349 | 44.53 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14,033 | 350 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9,825 | 245 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 55,000 | 1,371 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28,395 | 708 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14,878 | -2.36 | 371 | 3.35 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 64,541 | 1,609 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 116,581 | 64.07 | 2,906 | 74.12 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 61,587 | 34.57 | 1,535 | 42.79 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 143,912 | -8.06 | 3,588 | -2.47 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 10,534 | -35.80 | 263 | -31.95 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 179,862 | -9.23 | 4,484 | -3.72 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 75,140 | 20.14 | 1,873 | 27.50 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 59,314 | -4.65 | 1,417 | -3.01 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10,384 | 0.00 | 259 | 5.74 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,200 | 0.00 | 254 | 6.28 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 16,900 | -76.33 | 421 | -74.90 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10,000 | 0.00 | 249 | 5.96 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3,284 | 0.00 | 82 | 6.49 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 272,868 | 0.00 | 6,412 | 0.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1,198,073 | 50.73 | 29,868 | 59.90 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 8,938 | 223 | ||||||
2025-07-28 | 13F | Nvest Financial, LLC | 41,298 | -13.14 | 1,030 | -7.88 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 15,463 | 52.43 | 385 | 61.76 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,900 | 0.00 | 247 | 6.03 |