Mga Batayang Estadistika
Pemilik Institusional | 106 total, 106 long only, 0 short only, 0 long/short - change of -0.93% MRQ |
Alokasi Portofolio Rata-rata | 0.2022 % - change of -40.14% MRQ |
Saham Institusional (Jangka Panjang) | 5,915,295 (ex 13D/G) - change of -0.49MM shares -7.60% MRQ |
Nilai Institusional (Jangka Panjang) | $ 220,094 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December (US:DDEC) 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 5,915,295 saham. Pemegang saham terbesar meliputi BUFD - FT Cboe Vest Fund of Deep Buffer ETFs, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Kestra Advisory Services, LLC, Envestnet Asset Management Inc, Beacon Financial Group, Armis Advisers, LLC, REAP Financial Group, LLC, Hartford Financial Management Inc., and Cetera Investment Advisers .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December (BATS:DDEC) 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 43.07 / share. Previously, on September 6, 2024, the share price was 38.69 / share. This represents an increase of 11.32% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-01-07 | FIRST TRUST PORTFOLIOS LP | 2,569,842 | 2,284,563 | -11.10 | 31.84 | -15.14 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 28,340 | -5.89 | 1,184 | 0.42 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11,162 | -4.25 | 471 | 3.06 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 14,923 | 67.39 | 623 | 79.02 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 12,827 | 42.62 | 536 | 51.99 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 13,700 | -11.94 | 572 | -5.92 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10,817 | 225.13 | 452 | 246.92 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,565 | 0.00 | 107 | 7.00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 11,903 | 497 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 25,019 | -1.02 | 1,045 | 5.56 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,860 | -0.48 | 582 | 6.79 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 7,757 | 0.00 | 324 | 6.60 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 18,086 | -92.03 | 755 | -91.49 | ||||
2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs 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 | 2,660,536 | 6.72 | 107,825 | 6.85 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 7,386 | 0.00 | 308 | 6.57 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 45,155 | -9.58 | 2 | -99.95 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,252 | 11.49 | 52 | 20.93 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 6,220 | 0.00 | 260 | 6.58 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 18,455 | -0.58 | 771 | 6.06 | ||||
2025-08-14 | 13F | Mariner, LLC | 7,970 | 0.00 | 333 | 6.75 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 134,888 | 181.80 | 5,633 | 200.75 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 11,698 | 0.00 | 489 | 6.78 | ||||
2025-08-04 | 13F | Spinnaker Trust | 37,713 | -34.82 | 1,575 | -30.48 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 6,755 | 0.00 | 282 | 6.82 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 6,015 | -7.67 | 251 | -1.18 | ||||
2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 33,749 | -1.10 | 1,409 | 5.54 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 541 | 0.00 | 23 | 4.76 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 42,766 | -0.13 | 1,786 | 6.50 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 563 | -19.23 | 24 | -14.81 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 65,300 | 0.00 | 2,727 | 6.73 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 194,763 | 0.97 | 8,134 | 7.74 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 22,845 | -15.81 | 954 | -10.17 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 20,004 | 0.00 | 835 | 6.78 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 102,992 | 10.81 | 4,301 | 18.26 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 27,051 | -8.63 | 1,130 | -2.50 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 345 | 0.00 | 14 | 7.69 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 63,854 | -17.46 | 3 | -33.33 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 70,610 | 17.18 | 2,949 | 24.76 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,977 | 208 | ||||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 111,584 | 8.37 | 4,660 | 15.61 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 4,989 | 208 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 3,065 | -72.38 | 128 | -70.74 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4,500 | 0.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 83,406 | -3.01 | 3 | 0.00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 69,685 | -5.06 | 2,910 | 1.32 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1,982 | 0.00 | 83 | 6.49 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 5,063 | 211 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 2,971 | -20.09 | 0 | |||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 500 | 0.00 | 21 | 5.26 | ||||
2025-07-29 | 13F | RWQ Financial Management Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 39,557 | 8.42 | 1,652 | 16.02 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 24,517 | -2.60 | 1,024 | 3.86 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 8,515 | 0.00 | 360 | 8.11 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5,615 | 0.00 | 234 | 6.85 | ||||
2025-04-22 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Beacon Financial Group | 123,643 | -8.72 | 5,164 | -2.60 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 8,869 | -15.69 | 370 | -9.98 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 78,606 | 2,200.44 | 3,283 | 2,295.62 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 7,150 | 0.00 | 299 | 6.81 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 5,715 | -82.20 | 0 | -100.00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,450 | 269 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 100,490 | 339.07 | 4 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 5,230 | 218 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 72,817 | 21.21 | 3,041 | 29.31 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 248,950 | -13.62 | 10 | -9.09 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 20,898 | -11.55 | 873 | -7.53 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,724 | -0.62 | 239 | 6.22 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6,048 | 0.00 | 253 | 6.78 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,154 | -10.61 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,489 | -2.93 | 104 | 3.00 | ||||
2025-08-12 | 13F | Change Path, LLC | 11,819 | -3.34 | 494 | 3.14 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 31,200 | 0.00 | 1,303 | 6.63 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 8,530 | -39.79 | 356 | -35.74 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 19,590 | -2.00 | 818 | 4.60 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 34,380 | -3.37 | 1,436 | 3.09 | ||||
2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 5,338 | 0.00 | 223 | 6.73 | ||||
2025-08-15 | 13F | Morgan Stanley | 400 | 0.00 | 17 | 6.67 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,071 | 212 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,878 | 0.00 | 287 | 6.69 | ||||
2025-07-18 | 13F | Truist Financial Corp | 8,986 | -7.87 | 375 | -1.57 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5 | -98.21 | 0 | -100.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 73,513 | -3.07 | 3,070 | 3.44 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,045 | 169 | ||||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 5,100 | 213 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 12,891 | 538 | ||||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,312 | 0.00 | 55 | 5.88 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 450 | 0.00 | 19 | 5.88 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 65,300 | 0.00 | 2,727 | 6.73 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,431 | 9.92 | 227 | 17.10 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,327 | 8.75 | 334 | 11.71 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44,687 | 10.82 | 1,866 | 18.25 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 65,793 | -57.37 | 2,748 | -54.52 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,464 | -19.84 | 353 | -14.53 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5,017 | 210 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 4,816 | -23.19 | 201 | -17.96 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 112,689 | -0.52 | 4,706 | 6.16 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 35,745 | 120.76 | 1,493 | 135.70 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 951 | 0.00 | 40 | 5.41 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 6,119 | -0.13 | 256 | 6.69 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 7,676 | 321 | ||||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 5,728 | 0.00 | 239 | 6.70 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 49,229 | 0.00 | 2,074 | 7.13 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 112,689 | -0.53 | 4,706 | 6.13 | ||||
2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 265,405 | -0.57 | 11,083 | 6.10 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 9,858 | 25.71 | 412 | 34.31 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 15,949 | 0.00 | 666 | 6.73 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9,800 | 0.00 | 409 | 6.79 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 10,570 | 0.00 | 441 | 6.52 |