Mga Batayang Estadistika
Pemilik Institusional | 112 total, 112 long only, 0 short only, 0 long/short - change of 6.67% MRQ |
Alokasi Portofolio Rata-rata | 0.7198 % - change of 68.11% MRQ |
Saham Institusional (Jangka Panjang) | 18,122,415 (ex 13D/G) - change of 3.50MM shares 23.96% MRQ |
Nilai Institusional (Jangka Panjang) | $ 505,686 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June (US:QJUN) memiliki 112 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 18,122,415 saham. Pemegang saham terbesar meliputi BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs, Ferguson Shapiro LLC, Stuart Chaussee & Associates, Inc., Truist Financial Corp, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Cetera Investment Advisers, Kestra Advisory Services, LLC, LPL Financial LLC, and Raymond James Financial Inc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June (BATS:QJUN) 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 30.54 / share. Previously, on September 9, 2024, the share price was 25.79 / share. This represents an increase of 18.42% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-06-06 | FIRST TRUST PORTFOLIOS LP | 8,214,438 | 8,308,553 | 1.15 | 41.03 | -12.08 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,500 | 0.00 | 74 | 10.61 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 12,970 | 0.00 | 384 | 11.66 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 11,192 | -8.20 | 331 | 2.48 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 2,750 | 0.00 | 81 | 12.50 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 12,869 | 8.02 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 7,815 | -64.38 | 231 | -60.17 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 392,818 | -11.09 | 11,616 | -0.61 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 19,965 | 590 | ||||||
2025-08-14 | 13F | Mariner, LLC | 22,537 | 1.46 | 666 | 13.46 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 5,350 | 0.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 27,462 | 24.44 | 812 | 39.28 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 67,111 | -0.08 | 1,984 | 11.71 | ||||
2025-05-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9,981 | 295 | ||||||
2025-05-06 | 13F | WESPAC Advisors SoCal, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Diligent Investors, LLC | 11,999 | 0.00 | 355 | 11.67 | ||||
2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,108 | 0.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2,574 | 76 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 9,938 | 294 | ||||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 16,345 | 15.15 | 483 | 28.80 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 100 | 3 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,374 | 0.00 | 341 | 11.44 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20,310 | 10.64 | 601 | 23.71 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 125,911 | -23.52 | 4 | -25.00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 800 | 0 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 703 | 0.14 | 21 | 11.11 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 387,110 | -37.03 | 11 | -31.25 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 565 | 17 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 33,739 | 998 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 271,798 | 6.57 | 8,037 | 19.15 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 61,389 | -2.37 | 1,815 | 9.14 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 11,548 | 2.16 | 341 | 14.43 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 26,481 | -0.01 | 783 | 11.86 | ||||
2025-04-18 | 13F | Prosperity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 44,832 | 12.21 | 1,326 | 25.47 | ||||
2025-05-02 | 13F | Kaye Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 177,863 | -2.14 | 5,259 | 9.40 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7,229 | 214 | ||||||
2025-08-11 | 13F | United Advisor Group, LLC | 13,982 | -19.85 | 413 | -10.41 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 11,721 | -39.25 | 347 | -32.16 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 523 | 0.00 | 15 | 15.38 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,146 | 203.17 | 34 | 230.00 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 16,363 | -2.21 | 484 | 9.28 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 6,527 | 0.00 | 193 | 12.21 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | Noble Wealth Management PBC | 48,170 | -1.93 | 1,274 | -7.41 | ||||
2025-08-12 | 13F | Archer Investment Corp | 8,470 | 250 | ||||||
2025-08-15 | 13F | Morgan Stanley | 444 | 0.00 | 13 | 18.18 | ||||
2025-07-16 | 13F | Novem Group | 16,475 | 8.96 | 487 | 22.06 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 9,000 | 0.00 | 266 | 11.76 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 720 | 0.00 | 20 | 5.26 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 11,891 | -12.23 | 352 | -1.96 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 318,692 | -3.04 | 9,424 | 8.40 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 25,059 | 0.00 | 741 | 11.78 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 7,227 | 214 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 11,759 | 19.18 | 348 | 33.46 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 118,785 | -8.86 | 4 | 0.00 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24,704 | -10.51 | 730 | 0.00 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 41,014 | 5.53 | 1,226 | 17.00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 30,836 | -1.59 | 912 | 6.92 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13,505 | 399 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 150,158 | -0.42 | 4,440 | 11.33 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 11,365 | 301 | ||||||
2025-07-28 | 13F | Holistic Planning, LLC | 31,951 | -4.48 | 945 | 6.79 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,456 | 0.00 | 339 | 11.55 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | HBW Advisory Services LLC | 8,190 | -10.47 | 242 | 0.41 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 406,300 | -7.06 | 12,014 | 3.91 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 39,365 | 0.00 | 1 | 0.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 8,119 | -62.95 | 240 | -58.55 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 89,190 | -6.91 | 2,637 | 4.06 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 129,312 | -6.01 | 3,824 | 5.06 | ||||
2025-07-14 | 13F | Abound Wealth Management | 2,300 | 68 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 15,075 | 0.00 | 446 | 11.81 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 8,744 | 8.34 | 259 | 21.13 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 20,926 | -0.83 | 619 | 10.75 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 48,822 | 14.96 | 1,444 | 28.50 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,573 | 0.00 | 76 | 11.76 | ||||
2025-07-25 | 13F | Cwm, Llc | 69 | 0.00 | 0 | |||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20,990 | -3.42 | 621 | 8.01 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 88,701 | 17.02 | 2,623 | 30.84 | ||||
2025-08-12 | 13F | LPL Financial LLC | 266,391 | 15.65 | 7,877 | 29.30 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,085 | 239 | ||||||
2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 9,341 | 0.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 10,336 | -80.02 | 306 | -77.69 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 14,681 | -4.15 | 0 | |||||
2025-08-13 | 13F | SMART Wealth LLC | 181,545 | 7.74 | 5,368 | 20.44 | ||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 3,056,182 | 626.07 | 90,371 | 711.74 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 27,728 | 0.00 | 733 | 0.00 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 15,379 | -7.79 | 455 | 2.95 | ||||
2025-04-23 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 181,819 | -3.99 | 5,376 | 7.35 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 65,449 | -0.73 | 1,935 | 11.02 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 20,578 | 0.00 | 608 | 11.76 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 76,178 | -1.41 | 2,253 | 10.23 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 3,122 | -8.34 | 92 | 2.22 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 7,548 | -34.60 | 223 | -26.89 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2,574 | -25.26 | 76 | -16.48 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 508 | -96.41 | 15 | -96.07 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16,483 | 10.96 | 487 | 24.23 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 14,930 | -0.05 | 441 | 11.65 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16,506 | -71.81 | 488 | -68.48 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 44,696 | 2.91 | 1,322 | 15.07 | ||||
2025-08-04 | 13F | Spire Wealth Management | 10,934 | -1.73 | 323 | 9.86 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 11,902 | 11.68 | 352 | 24.91 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 104,188 | -1.09 | 3,094 | 11.06 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 28,393 | 0.00 | 840 | 11.87 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 109,873 | 0.28 | 3,249 | 12.12 | ||||
2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 30,732 | -0.02 | 938 | 14.13 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 24,914 | -6.55 | 737 | 4.40 | ||||
2025-07-16 | 13F | ORG Partners LLC | 5,000 | -60.00 | 148 | -55.72 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 174,029 | -2.18 | 5,146 | 9.37 | ||||
2025-08-12 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
2025-04-14 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 30,217 | 5.97 | 894 | 18.44 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 16,531 | 2.12 | 498 | 15.58 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 10,815 | 320 | ||||||
2025-07-25 | NP | BUFQ - FT Cboe Vest Fund of Nasdaq-100 Buffer ETFs | 8,307,991 | 1.15 | 236,861 | 2.84 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 176,063 | -25.63 | 5,206 | -16.86 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 1,391,119 | 41,135 |