Mga Batayang Estadistika
Pemilik Institusional | 109 total, 109 long only, 0 short only, 0 long/short - change of 3.81% MRQ |
Alokasi Portofolio Rata-rata | 0.4144 % - change of 3.95% MRQ |
Saham Institusional (Jangka Panjang) | 7,432,463 (ex 13D/G) - change of 0.23MM shares 3.20% MRQ |
Nilai Institusional (Jangka Panjang) | $ 278,387 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January (US:GJAN) memiliki 109 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 7,432,463 saham. Pemegang saham terbesar meliputi Raymond James Financial Inc, BUFZ - FT Vest Laddered Moderate Buffer ETF, REAP Financial Group, LLC, Armis Advisers, LLC, Advisor Group Holdings, Inc., Range Financial Group LLC, Cetera Investment Advisers, First International Bank of Israel Ltd., Commonwealth Equity Services, Llc, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January (BATS:GJAN) 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 11, 2025 is 41.39 / share. Previously, on September 12, 2024, the share price was 37.51 / share. This represents an increase of 10.34% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-07-23 | FIRST TRUST PORTFOLIOS LP | 980,618 | 1,133,666 | 15.61 | 11.78 | 14.70 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10,540 | 1.44 | 421 | 7.67 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 4,392 | 0.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 8,001 | -1.32 | 320 | 4.59 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1,400 | 0.00 | 56 | 5.77 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 12,215 | 2.68 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,764 | 0.00 | 510 | 6.25 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,343 | 0.00 | 214 | 5.97 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32,960 | -60.46 | 1 | -99.97 | ||||
2025-05-12 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,459 | 19.70 | 243 | 16.83 | ||||
2025-08-14 | 13F | LM Advisors LLC | 61,615 | -0.31 | 2 | 0.00 | ||||
2025-07-14 | 13F | Gries Financial Llc | 108,010 | -6.96 | 4,317 | -1.30 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 110 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | Mariner, LLC | 42,000 | -0.25 | 1,679 | 5.80 | ||||
2025-07-25 | 13F | Cwm, Llc | 7,849 | 0.00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,528 | -3.23 | 61 | 3.39 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 607 | -8.03 | 24 | 0.00 | ||||
2025-07-09 | 13F | Triumph Capital Management | 17,188 | 687 | ||||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 70,733 | 8.55 | 2,827 | 15.20 | ||||
2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 17,730 | 709 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,612 | 64 | ||||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 5,435 | 0.00 | 217 | 6.37 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 445,345 | 1.19 | 17,797 | 7.35 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 21,350 | 853 | ||||||
2025-08-14 | 13F | UBS Group AG | 4,511 | 99.96 | 180 | 114.29 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 6,161 | 0.00 | 246 | 6.03 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27,098 | 0.18 | 1,083 | 6.39 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1,435 | 0.00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 6,398 | 0.00 | 256 | 5.81 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 100,830 | -0.50 | 4,030 | 5.58 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 15,046 | 0.00 | 601 | 6.18 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,050 | 2.44 | 42 | 7.89 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 109,082 | -1.33 | 4,360 | 4.68 | ||||
2025-08-12 | 13F | Archer Investment Corp | 13,610 | -0.87 | 544 | 5.03 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 205,000 | 8,194 | ||||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 26,435 | -13.41 | 1,063 | -7.57 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 7,753 | 21.94 | 310 | 29.29 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7,062 | 0.00 | 282 | 6.02 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2,760 | 76.92 | 110 | 83.33 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 63,048 | 2.11 | 2,520 | 8.30 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,143 | -92.95 | 83 | -92.84 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 73,463 | 5.48 | 2,936 | 11.93 | ||||
2025-08-14 | 13F/A | Barclays Plc | 5,037 | 9,403.77 | 0 | |||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 39,939 | 1.44 | 1,596 | 7.62 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 6,000 | 0.00 | 243 | 7.52 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 12,785 | 0.00 | 511 | 6.03 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 11,294 | 0.00 | 451 | 6.12 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 119,473 | -2.08 | 5 | 0.00 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 338,625 | -6.04 | 13,534 | -0.31 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 24,751 | 989 | ||||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 13,115 | 0.00 | 524 | 6.07 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 6,139 | -0.57 | 245 | 5.60 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 825 | 0.00 | 33 | 3.23 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 5,555 | 0.00 | 222 | 6.22 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 5,759 | -6.60 | 230 | -0.86 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 404 | 0.00 | 16 | 6.67 | ||||
2025-08-12 | 13F | LPL Financial LLC | 103,142 | 18.79 | 4,122 | 26.06 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 161,480 | 10.23 | 6 | 20.00 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 450 | 0.00 | 18 | 6.25 | ||||
2025-07-18 | 13F | Truist Financial Corp | 112,022 | 0.31 | 4,477 | 6.44 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 128,794 | 5,148 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 10,659 | -1.42 | 426 | 4.67 | ||||
2025-07-29 | 13F | Schubert & Co | 96,890 | 0.00 | 3,873 | 6.11 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8,245 | 0.00 | 330 | 6.13 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 17,694 | -1.85 | 667 | -4.31 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 25,133 | -1.82 | 1,005 | 4.80 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 25,276 | -3.26 | 1,010 | 2.64 | ||||
2025-07-29 | 13F | Private Trust Co Na | 963 | -21.52 | 38 | -17.39 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6,750 | 0.00 | 270 | 3.46 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 6,139 | -39.33 | 245 | -35.70 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 8,867 | 0.58 | 354 | 6.63 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 122,505 | 3.05 | 4,896 | 9.33 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 7,568 | 20.57 | 302 | 27.97 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 21,110 | 9.95 | 844 | 16.60 | ||||
2025-08-12 | 13F | Change Path, LLC | 21,413 | -0.99 | 856 | 5.04 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 33,165 | -54.09 | 1 | -50.00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,434 | 97 | ||||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 21,400 | 0.00 | 855 | 6.08 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 106,271 | -1.93 | 4,247 | 4.07 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 215,659 | -4.11 | 8,620 | 1.74 | ||||
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 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 8,621 | 0.06 | 345 | 6.17 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 550,716 | -13.13 | 22,011 | -7.83 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,348 | 0.00 | 54 | 6.00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 981,848 | 12.77 | 38,194 | 13.12 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 8,100 | 0.00 | 324 | 5.90 | ||||
2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Corrado Advisors, Llc | 38,320 | -1.32 | 1,532 | 4.72 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,547 | 0.00 | 102 | 6.32 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 24,541 | 0.00 | 981 | 6.06 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 43,691 | 2,070.44 | 1,746 | 2,228.00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 23,853 | 61.54 | 953 | 71.40 | ||||
2025-08-12 | 13F | MAI Capital Management | 61,112 | -9.48 | 2,443 | -3.97 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8,849 | 0.00 | 354 | 6.01 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,873 | 30.96 | 558 | 39.60 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 104,749 | -5.41 | 4,187 | 0.36 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 136,034 | 3.92 | 5,437 | 10.26 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,032 | 2.60 | 1,080 | 8.87 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 22,480 | 2.27 | 898 | 8.59 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 155,153 | -16.81 | 6,201 | -11.73 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,018,772 | -3.47 | 40,719 | 2.42 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 26,984 | 0.00 | 1,087 | 6.88 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 7,210 | -46.63 | 288 | -43.31 | ||||
2025-08-04 | 13F | Assetmark, Inc | 72 | 0.00 | 3 | 0.00 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 554,968 | -20.36 | 22,181 | -15.50 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 5,381 | 0.00 | 215 | 6.44 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 5,335 | 213 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 8,198 | -8.42 | 328 | -2.97 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 147,326 | 149.69 | 5,888 | 164.99 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,308 | 0.00 | 52 | 6.12 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 22,241 | 0.00 | 903 | 8.53 |