Mga Batayang Estadistika
Pemilik Institusional | 103 total, 103 long only, 0 short only, 0 long/short - change of 13.19% MRQ |
Alokasi Portofolio Rata-rata | 0.2713 % - change of 46.93% MRQ |
Saham Institusional (Jangka Panjang) | 5,480,324 (ex 13D/G) - change of 1.92MM shares 53.84% MRQ |
Nilai Institusional (Jangka Panjang) | $ 189,798 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May (US:GMAY) memiliki 103 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 5,480,324 saham. Pemegang saham terbesar meliputi BUFZ - FT Vest Laddered Moderate Buffer ETF, Ausdal Financial Partners, Inc., Cetera Investment Advisers, Raymond James Financial Inc, Advisor Group Holdings, Inc., Americana Partners, LLC, Commonwealth Equity Services, Llc, Kestra Advisory Services, LLC, LPL Financial LLC, and Milestone Asset Management, Llc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May (BATS:GMAY) 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 40.06 / share. Previously, on September 9, 2024, the share price was 35.27 / share. This represents an increase of 13.58% 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.
Upgrade to unlock premium data.
Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-07-23 | FIRST TRUST PORTFOLIOS LP | 992,287 | 1,156,814 | 16.58 | 14.19 | -19.56 |
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
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 497 | -91.03 | 0 | |||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 38,000 | 0.00 | 1,488 | 7.99 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 15,118 | -0.77 | 1 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 9,182 | 0 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,042 | -54.75 | 41 | -51.81 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 6,161 | 241 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 9,086 | 0.00 | 0 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20,995 | 220.29 | 822 | 245.38 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 11,548 | -33.53 | 452 | -28.14 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 304,080 | 112.04 | 11,905 | 128.97 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 5,840 | 229 | ||||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12,073 | -0.04 | 438 | -1.80 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 8,070 | -1.36 | 316 | 6.42 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 14,175 | -23.31 | 555 | -17.31 | ||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1,000,858 | 10.70 | 38,153 | 12.80 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 38,767 | -1.33 | 1,518 | 6.53 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 140,702 | 514.37 | 6 | -99.40 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 28,919 | 195.57 | 1,132 | 219.77 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | Avidian Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 34,447 | 0.23 | 1,349 | 8.19 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 6,981 | 0.00 | 273 | 7.91 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 96 | 0.00 | 4 | 0.00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 169,304 | 41.87 | 6,629 | 53.21 | ||||
2025-08-14 | 13F | Colony Group, LLC | 16,240 | 636 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,611 | 259 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 426,230 | 16,688 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 826 | 10.87 | 32 | 18.52 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 7,855 | 0.00 | 308 | 8.10 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 2,081 | 81 | ||||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 50,390 | 1,973 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,860 | 229 | ||||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5,830 | -23.08 | 228 | -16.79 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 408,453 | 103.33 | 15,992 | 119.61 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 12,174 | 0.00 | 477 | 7.94 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 29,878 | 1,170 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 16,250 | 22.64 | 636 | 32.50 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 13,095 | 121.20 | 513 | 139.25 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 9,691 | -9.52 | 381 | -2.06 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 28,913 | 1,132 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73,900 | 16.04 | 3 | 0.00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,000 | 0.00 | 78 | 8.33 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 41,037 | 64.31 | 1,607 | 77.46 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 6,822 | 0.12 | 267 | 8.10 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2,685 | -22.96 | 105 | -17.97 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 14,346 | 39,750.00 | 562 | 56,000.00 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,648 | 0.00 | 260 | 7.88 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 9,560 | 22.99 | 374 | 33.10 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 63,414 | -3.41 | 2,507 | 5.34 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 24,516 | 960 | ||||||
2025-07-25 | 13F | Cwm, Llc | 8,365 | 1,610.63 | 0 | |||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 129,148 | 5,057 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,954 | -13.90 | 194 | -7.21 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 21,240 | -4.50 | 832 | 3.10 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 296,091 | 157.05 | 11,593 | 177.59 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 350 | 14 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5,723 | 6.91 | 224 | 15.46 | ||||
2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 9,455 | 370 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 20,908 | -20.58 | 819 | -14.26 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 49,287 | -71.54 | 2 | -83.33 | ||||
2025-07-17 | 13F | City Holding Co | 60,834 | 50.45 | 2,382 | 62.53 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 16,190 | 80.65 | 642 | 100.63 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 146,087 | 1.77 | 5,720 | 9.90 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,168 | 0.00 | 264 | 1.93 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 10,552 | 413 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 166,822 | 17.26 | 6,532 | 26.64 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,870 | 0.00 | 269 | 7.63 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 25,666 | -3.97 | 1,005 | 5.24 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 269,081 | 36.09 | 11 | 42.86 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 10,970 | -1.53 | 430 | 4.63 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 10,350 | 33.67 | 405 | 44.64 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 14,770 | 578 | ||||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6,100 | 0.00 | 239 | 7.69 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,000 | 1 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 7,200 | 0.00 | 282 | 7.66 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 6,456 | -3.73 | 253 | 3.70 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 8,076 | 20.09 | 316 | 30.04 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 14,927 | 114.22 | 1 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 7,440 | 291 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 7,440 | 291 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18,138 | 50.24 | 710 | 62.47 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 13,496 | 25.93 | 528 | 36.08 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,107 | 200 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 54,915 | -4.66 | 2,150 | 2.97 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 61,130 | 983.48 | 2,393 | 1,073.04 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 80 | 0.00 | 3 | 0.00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,133 | -7.11 | 201 | 0.00 | ||||
2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 25,854 | 0.00 | 937 | 0.00 | ||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 337,608 | 5.12 | 13,218 | 13.53 | ||||
2025-08-12 | 13F | MAI Capital Management | 9,149 | 10.23 | 358 | 19.33 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 45,578 | 23.61 | 1,785 | 33.53 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 19,219 | 14.26 | 752 | 23.48 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 15,593 | 10.13 | 611 | 18.91 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 6,522 | 0.00 | 255 | 8.05 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,960 | 8.77 | 547 | 17.42 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 6,577 | 258 | ||||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 7,073 | 0.68 | 277 | 8.66 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 127,617 | 4,997 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 17,055 | 23.59 | 668 | 33.40 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 214 | 0.00 | 0 | |||||
2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 127,580 | 4,995 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,796 | 306 | ||||||
2025-07-28 | 13F | Nvest Financial, LLC | 8,572 | 0.00 | 336 | 8.06 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 23,592 | 55.31 | 929 | 69.53 |