Mga Batayang Estadistika
Pemilik Institusional | 106 total, 106 long only, 0 short only, 0 long/short - change of 1.92% MRQ |
Alokasi Portofolio Rata-rata | 0.4117 % - change of 3.78% MRQ |
Saham Institusional (Jangka Panjang) | 8,811,954 (ex 13D/G) - change of -0.45MM shares -4.81% MRQ |
Nilai Institusional (Jangka Panjang) | $ 282,618 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December (US:GDEC) memiliki 106 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 8,811,954 saham. Pemegang saham terbesar meliputi AE Wealth Management LLC, BUFZ - FT Vest Laddered Moderate Buffer ETF, Hollencrest Capital Management, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Uniting Wealth Partners, LLC, MAI Capital Management, Raymond James Financial Inc, Envestnet Asset Management Inc, and FSR Wealth Management Ltd. .
Struktur kepemilikan institusional First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December (BATS:GDEC) 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 36.18 / share. Previously, on September 6, 2024, the share price was 32.59 / share. This represents an increase of 11.01% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-08-07 | FIRST TRUST PORTFOLIOS LP | 1,289,372 | 1,482,862 | 15.01 | 17.65 | 73.21 |
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
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Gries Financial Llc | 6,930 | 0.00 | 244 | 6.11 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 20,814 | 3.59 | 732 | 9.92 | ||||
2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,520 | -5.34 | 440 | 0.69 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 9,290 | 1.53 | 327 | 7.95 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 18,884 | -3.76 | 1 | -100.00 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 683 | -66.91 | 23 | -68.12 | ||||
2025-08-15 | 13F | Morgan Stanley | 430 | 115.00 | 15 | 150.00 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 29,062 | 96.34 | 1,022 | 108.37 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 25,625 | 0.00 | 901 | 6.13 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 282,697 | 9,938 | ||||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 22,811 | -52.15 | 802 | -49.24 | ||||
2025-08-14 | 13F | Mariner, LLC | 9,748 | 2.79 | 343 | 9.27 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 634 | -68.50 | 22 | -66.67 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 460,181 | -16.52 | 16,176 | -11.37 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 18,665 | 12.00 | 656 | 19.06 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 12,714 | -5.62 | 447 | 0.00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 2,500 | 0.00 | 88 | 6.10 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 735 | -7.66 | 26 | -3.85 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 25,506 | 103.28 | 897 | 115.90 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 124,894 | -3.92 | 4,135 | -3.90 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36,087 | 444.38 | 1,269 | 479.00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 12,623 | 78.49 | 444 | 89.32 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 19,670 | 217.16 | 692 | 237.07 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 667 | -19.15 | 23 | -14.81 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 52,930 | -53.12 | 1,861 | -50.24 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 14,515 | 0.00 | 510 | 6.25 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 7,400 | 0.00 | 260 | 6.12 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 26,075 | -50.94 | 917 | -47.92 | ||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 213,794 | -21.18 | 7,516 | -16.30 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 16,684 | 92.50 | 587 | 104.90 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 33,104 | -2.17 | 1,164 | 4.87 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,500 | 0.00 | 123 | 6.96 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 157,342 | -0.38 | 5,532 | 5.78 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 10,221 | 270.59 | 359 | 294.51 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 0.00 | 14 | 7.69 | ||||
2025-08-12 | 13F | Archer Investment Corp | 6,208 | 0.00 | 218 | 6.34 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 7,900 | -9.50 | 278 | -4.15 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 150,000 | 5,273 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 7,601 | -7.53 | 267 | -1.84 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 39 | -92.26 | 1 | -93.75 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,131 | -85.08 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 25,992 | 13.55 | 861 | 11.40 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1,494 | 0.00 | 0 | |||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 23,489 | -78.49 | 826 | -77.18 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 88,568 | 10.23 | 3,114 | 17.03 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,978,741 | -34.38 | 69,564 | -30.32 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 26,051 | 0.00 | 916 | 6.15 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 24,913 | -1.70 | 851 | 5.19 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 2,000 | 0.00 | 70 | 6.06 | ||||
2025-08-14 | 13F/A | Barclays Plc | 5,755 | 438.35 | 0 | |||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 7,924 | -3.71 | 279 | 2.21 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 7,932 | 0.00 | 279 | 6.11 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 7,500 | 0.00 | 264 | 6.05 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 460,926 | 12.85 | 16 | 23.08 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 16,192 | 0.00 | 569 | 6.16 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 5,995 | 211 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 89,743 | 82.58 | 3,155 | 93.85 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 17,178 | -0.84 | 604 | 5.24 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 1,102,017 | 38,742 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 28,400 | 0.58 | 998 | 6.85 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 30,309 | -54.56 | 1,066 | -51.77 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16,170 | 0.00 | 568 | 6.17 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 7,770 | 0 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,690 | 0.00 | 59 | 7.27 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 164,519 | -14.07 | 5,784 | -8.76 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 23,578 | -35.24 | 829 | -31.29 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 6,000 | 211 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5,781 | 203 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 9,101 | 320 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,511 | 53 | ||||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 7,604 | 0.00 | 267 | 6.37 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,230 | 9.81 | 1 | 0.00 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 7,192 | 0.00 | 253 | 5.88 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 4,539 | 160 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,090 | -9.89 | 320 | -4.49 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 4,445 | 46.31 | 156 | 56.00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 189,647 | -6.69 | 7 | 0.00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 7,213 | 254 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 163,201 | -0.04 | 5,737 | 6.14 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 531 | 0.00 | 19 | 5.88 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,721 | 0.00 | 166 | 5.77 | ||||
2025-08-14 | 13F | UBS Group AG | 18,135 | 1,226.63 | 638 | 1,315.56 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 40,828 | -8.07 | 1,435 | -2.38 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8,490 | -0.04 | 298 | 6.05 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 148,566 | -2.04 | 5,223 | 4.00 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 14,453 | -61.11 | 508 | -58.70 | ||||
2025-08-12 | 13F | MAI Capital Management | 269,952 | -12.95 | 9,490 | -7.57 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 14,003 | 0.00 | 492 | 6.26 | ||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1,116,525 | 12.47 | 38,147 | 12.62 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 985 | -84.39 | 35 | -83.89 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 18,362 | -1.39 | 646 | 4.71 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 12,544 | 441 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 18,362 | -1.39 | 646 | 4.71 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 24,120 | 848 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 216,185 | -7.89 | 7,600 | -2.19 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 2,000 | -42.86 | 70 | -39.13 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 819 | 196.74 | 29 | 211.11 | ||||
2025-04-22 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1,900 | 280.00 | 63 | 287.50 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9,191 | -2.17 | 323 | 3.86 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 17,600 | 0.00 | 619 | 6.19 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 15,462 | -40.01 | 521 | -38.92 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 18,165 | 639 | ||||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 94,353 | 0.00 | 3,124 | 0.00 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25,416 | 39.94 | 894 | 48.59 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 217,672 | -72.10 | 7,652 | -70.37 |