Mga Batayang Estadistika
Pemilik Institusional | 60 total, 60 long only, 0 short only, 0 long/short - change of -4.76% MRQ |
Alokasi Portofolio Rata-rata | 0.2416 % - change of -1.63% MRQ |
Saham Institusional (Jangka Panjang) | 4,475,728 (ex 13D/G) - change of -0.39MM shares -8.01% MRQ |
Nilai Institusional (Jangka Panjang) | $ 95,373 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF (US:BUFT) memiliki 60 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 4,475,728 saham. Pemegang saham terbesar meliputi Glen Eagle Advisors, LLC, Centennial Wealth Advisory LLC, Envestnet Asset Management Inc, Cwm, Llc, Geneos Wealth Management Inc., LPL Financial LLC, Cetera Investment Advisers, Synovus Financial Corp, Assetmark, Inc, and Lunt Capital Management, Inc. .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF (BATS:BUFT) 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 24.04 / share. Previously, on September 9, 2024, the share price was 22.05 / share. This represents an increase of 9.02% 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 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,567 | -5.69 | 415 | -0.96 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 16,991 | 0.00 | 400 | 4.99 | ||||
2025-08-04 | 13F | Atria Investments Llc | 30,019 | 0.51 | 707 | 5.52 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 223,464 | 65.86 | 5,265 | 74.07 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 33,384 | -9.82 | 787 | -5.30 | ||||
2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 34,468 | -0.99 | 1 | |||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,003,870 | -8.24 | 23,651 | -3.69 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,766 | 0.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 15,391 | 0.00 | 363 | 4.93 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2,555 | 0.00 | 60 | 5.26 | ||||
2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 109,857 | -13.09 | 2,588 | -8.78 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1,000 | -50.00 | 24 | -47.73 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 10,300 | -1.55 | 243 | 3.42 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 73,953 | 1.66 | 1,742 | 6.74 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,112 | -8.11 | 238 | -3.64 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 768 | -36.42 | 18 | -33.33 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,587 | -80.66 | 108 | -79.70 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 179,290 | -2.37 | 4,224 | 2.47 | ||||
2025-07-16 | 13F | American National Bank | 269 | 0.00 | 6 | 0.00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,105 | -6.14 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 15,280 | 78.05 | 360 | 86.98 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 85,844 | 9.16 | 2,011 | 13.88 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1,500 | 0.00 | 35 | 6.06 | ||||
2025-07-16 | 13F | Novem Group | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33,558 | 6.11 | 791 | 11.42 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 9,069 | 214 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 16,306 | -0.21 | 384 | 4.92 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,538 | 4.80 | 248 | 10.22 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 61,985 | -9.41 | 1,461 | -4.89 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,549 | -0.21 | 743 | 4.80 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 23,452 | -5.78 | 553 | -1.08 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 29,525 | 696 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 80,030 | 40.47 | 1,886 | 47.50 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2,688 | 0.00 | 0 | |||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,866 | -0.50 | 1 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 8,677 | 204 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 80,030 | 68.24 | 1,886 | 74.54 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 48,095 | -4.16 | 1,133 | 0.62 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 8,859 | 211 | ||||||
2025-07-25 | 13F | Cwm, Llc | 226,900 | -1.33 | 5 | 0.00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 164,412 | -1.20 | 3,874 | 3.69 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 32,718 | -3.98 | 771 | 0.79 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 11,507 | 0.00 | 271 | 5.04 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,128 | 0.45 | 27 | 4.00 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 12,098 | 0.00 | 285 | 5.17 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 6,520 | -7.25 | 154 | -2.55 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6,260 | 0.00 | 147 | 5.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 45,054 | -0.05 | 1,061 | 4.95 | ||||
2025-05-15 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 31,378 | 739 | ||||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 631,353 | -0.79 | 14,875 | 4.12 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 41,575 | -3.65 | 980 | 1.14 | ||||
2025-07-07 | 13F | Trust Co | 1,584 | 0.00 | 37 | 5.71 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 20,263 | 1.05 | 0 | |||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,141 | 0.00 | 27 | 4.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 360,007 | -9.64 | 8,482 | -5.17 | ||||
2025-08-12 | 13F | LPL Financial LLC | 212,630 | -43.72 | 5,010 | -40.93 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 117,333 | 17.76 | 2,764 | 23.61 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 9,651 | 0.00 | 227 | 5.09 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 36,419 | 0.00 | 858 | 5.02 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 48,694 | 0.27 | 1,147 | 5.52 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101,536 | -56.43 | 2 | -60.00 |