Mga Batayang Estadistika
Pemilik Institusional | 105 total, 105 long only, 0 short only, 0 long/short - change of -0.94% MRQ |
Alokasi Portofolio Rata-rata | 0.4155 % - change of 3.38% MRQ |
Saham Institusional (Jangka Panjang) | 7,086,282 (ex 13D/G) - change of 0.23MM shares 3.36% MRQ |
Nilai Institusional (Jangka Panjang) | $ 264,977 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (US:DJUL) memiliki 105 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 7,086,282 saham. Pemegang saham terbesar meliputi BUFD - FT Cboe Vest Fund of Deep Buffer ETFs, Ogorek Anthony Joseph /ny/ /adv, Foguth Wealth Management, LLC., Signal Advisors Wealth, LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Envestnet Asset Management Inc, Armis Advisers, LLC, Ignite Planners, LLC, and REAP Financial Group, LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July (BATS:DJUL) 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 12, 2025 is 46.46 / share. Previously, on September 13, 2024, the share price was 40.80 / share. This represents an increase of 13.88% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-07-16 | FIRST TRUST PORTFOLIOS LP | 2,450,182 | 2,493,443 | 1.77 | 31.97 | 3.73 |
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,423 | 0.00 | 63 | 8.62 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 6,550 | 0.00 | 291 | 8.61 | ||||
2025-05-15 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 5,970 | 0.00 | 265 | 8.61 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 7,396 | -6.33 | 334 | 3.10 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 7,729 | -9.37 | 0 | |||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 700 | 0.00 | 31 | 10.71 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 500 | 0.00 | 22 | 10.00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 243,848 | 33.56 | 10,832 | 45.05 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 19,420 | -21.44 | 863 | -14.74 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,641 | 0.00 | 251 | 8.70 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12,818 | 64.12 | 569 | 78.37 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 43,404 | -3.47 | 2 | -99.95 | ||||
2025-08-14 | 13F | Mariner, LLC | 12,205 | 3.19 | 542 | 12.22 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 148,976 | -2.07 | 6,618 | 6.37 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,796 | -0.18 | 278 | -2.81 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,278 | 33.99 | 590 | 45.07 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 18,148 | 75.38 | 806 | 90.54 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4,589 | 85.26 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 37,304 | 2 | ||||||
2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 6,131 | 0.00 | 272 | 8.80 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,085 | 181 | ||||||
2025-08-14 | 13F | Certified Advisory Corp | 10,000 | 0.00 | 444 | 8.56 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 44,507 | 274.99 | 1,977 | 307.63 | ||||
2025-08-14 | 13F | UBS Group AG | 9,965 | 55.56 | 443 | 68.70 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 167,509 | 2.73 | 7,441 | 11.58 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 82,155 | -4.22 | 3,650 | 4.02 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 88,112 | -12.31 | 3,914 | -4.75 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 5,565 | 0.00 | 247 | 8.81 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 537 | -95.62 | 24 | -95.41 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 43,854 | 50.75 | 1,841 | 54.84 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6,980 | -72.51 | 0 | -100.00 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 18,805 | -16.20 | 835 | -8.94 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 6,364 | -4.64 | 283 | 3.68 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 220 | 0.00 | 10 | 0.00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 16,239 | -2.49 | 721 | 5.87 | ||||
2025-07-09 | 13F | Beacon Financial Group | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 7,357 | 0.00 | 327 | 8.67 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,265 | 0.00 | 234 | 8.37 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 964 | 0.00 | 43 | 7.69 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 147,299 | 6,543 | ||||||
2025-08-11 | 13F | Inspire Advisors, LLC | 5,700 | 0.00 | 253 | 8.58 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,621 | -9.83 | 205 | -1.91 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,921 | -0.02 | 219 | 8.46 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 11,360 | 505 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,907 | -2.31 | 2 | 0.00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,600 | 338 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 5,895 | 0.00 | 0 | |||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 82,313 | -4.04 | 3,657 | 4.22 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 5,746 | 0.00 | 255 | 8.51 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,248 | 12.74 | 55 | 22.22 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 91,757 | -1.36 | 4,076 | 7.15 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 20,262 | 0.00 | 900 | 8.70 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,929 | -92.71 | 0 | -100.00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 149,625 | -0.42 | 6,647 | 8.15 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2,398 | 0.00 | 107 | 8.16 | ||||
2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 22,496 | 22.33 | 999 | 32.85 | ||||
2025-08-12 | 13F | LPL Financial LLC | 48,732 | 15.38 | 2,165 | 25.30 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 8,638 | 0.00 | 384 | 8.50 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 693,828 | -9.01 | 31 | -3.23 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,872 | -7.68 | 350 | 0.29 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 273,215 | 43.67 | 12,137 | 56.05 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 18,043 | -20.68 | 802 | -13.87 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 12,163 | -1.55 | 554 | 11.02 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62,783 | -15.84 | 3 | -33.33 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 561 | 0.00 | 25 | 9.09 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25,374 | -48.23 | 1,127 | -44.94 | ||||
2025-07-14 | 13F | Abound Wealth Management | 1,100 | 49 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 12,200 | -6.15 | 542 | 1.88 | ||||
2025-08-12 | 13F | Change Path, LLC | 6,300 | -4.28 | 280 | 3.72 | ||||
2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 24,991 | -0.94 | 1,110 | 7.66 | ||||
2025-08-06 | 13F | Smart Money Group LLC | 14,443 | -21.59 | 642 | -14.87 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12,170 | -4.59 | 541 | 3.65 | ||||
2025-08-15 | 13F | Morgan Stanley | 205 | 0.00 | 9 | 12.50 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 630 | 0.00 | 28 | 8.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | SMART Wealth LLC | 31,979 | -3.33 | 1,421 | 5.03 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1,658 | 0.00 | 74 | 10.61 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,000 | -17.08 | 444 | -9.94 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 11,353 | 504 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 265 | 12 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 21,193 | 27.17 | 941 | 38.18 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,999 | 2.99 | 311 | 11.91 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 74,424 | 113.52 | 3,328 | 136.20 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 130,397 | -1.75 | 5,793 | 6.71 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 22,576 | 0.00 | 1,003 | 8.56 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 17,552 | 0.00 | 780 | 8.65 | ||||
2025-07-25 | 13F | Cwm, Llc | 96,632 | -2.05 | 4 | 0.00 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5,137 | 0.00 | 228 | 8.57 | ||||
2025-08-04 | 13F | Spire Wealth Management | 43,583 | -10.49 | 1,936 | -2.76 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 125 | 0.00 | 6 | 0.00 | ||||
2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,521,297 | 6.06 | 107,451 | 6.40 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 22,576 | 0.00 | 1,003 | 9.03 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 164,405 | -0.43 | 7,444 | 10.09 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,939 | -27.75 | 624 | -21.04 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 247,673 | -6.03 | 11,002 | 2.06 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 26,959 | -16.87 | 1,198 | -9.73 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 268,871 | 50.49 | 11,944 | 63.45 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 16,304 | -12.08 | 724 | -4.49 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 6,000 | 0.00 | 267 | 8.57 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15,175 | -1.83 | 674 | 6.65 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 4,722 | -6.66 | 210 | 1.46 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 159,132 | -6.10 | 7,069 | 1.99 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 166,932 | -5.83 | 7,416 | 2.28 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1,145 | 51 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 60 | 0.00 | 3 | 0.00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 8,585 | 0.00 | 381 | 8.55 |