Mga Batayang Estadistika
Pemilik Institusional | 62 total, 62 long only, 0 short only, 0 long/short - change of -10.14% MRQ |
Alokasi Portofolio Rata-rata | 0.1335 % - change of 3.36% MRQ |
Saham Institusional (Jangka Panjang) | 4,418,453 (ex 13D/G) - change of 0.02MM shares 0.45% MRQ |
Nilai Institusional (Jangka Panjang) | $ 119,411 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund - First Trust S&P REIT Index Fund (US:FRI) memiliki 62 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 4,418,453 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Aft, Forsyth & Sober, LLC, Cetera Investment Advisers, TCP Asset Management, LLC, Cambridge Investment Research Advisors, Inc., Advisor Group Holdings, Inc., UBS Group AG, Wells Fargo & Company/mn, and Raymond James Financial Inc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund - First Trust S&P REIT Index Fund (ARCA:FRI) 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 28.08 / share. Previously, on September 9, 2024, the share price was 29.12 / share. This represents a decline of 3.57% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | AE Wealth Management LLC | 84,299 | 7.81 | 2,280 | 6.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 113,335 | -31.23 | 3,066 | -32.38 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 9,079 | -9.08 | 0 | |||||
2025-07-30 | 13F | Financial Perspectives, Inc | 2,045 | 0.00 | 55 | -1.79 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 110,493 | 60.26 | 2,989 | 57.59 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 834 | -18.07 | 23 | -21.43 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 47 | 1 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,982 | -4.22 | 568 | -4.71 | ||||
2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 8,549 | 235 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,097 | 0.38 | 57 | -1.75 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,071 | -17.41 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 30,401 | 85.56 | 4,205 | 834.22 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17,109 | -0.55 | 463 | -2.33 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 22,328 | -3.62 | 604 | -5.34 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 4,069 | 0.00 | 110 | -0.90 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,958 | 32.07 | 269 | 29.95 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 39,325 | 4.96 | 1,064 | 3.20 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 305 | 0.33 | 8 | 0.00 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 1,800 | 49 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 14,237 | -0.05 | 385 | -1.53 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2,316 | 0.04 | 63 | -1.59 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 10,061 | 0.00 | 272 | -1.45 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 26 | -49.02 | 1 | -100.00 | ||||
2025-05-13 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 482,629 | -7.96 | 13,055 | -9.50 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,077 | -38.31 | 218 | -39.44 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8,547 | -16.91 | 231 | -18.09 | ||||
2025-07-16 | 13F/A | CX Institutional | 5,550 | -80.84 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 173 | 0.00 | 5 | 0.00 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 16,700 | -55.87 | 452 | -53.79 | ||||
2025-08-15 | 13F | Morgan Stanley | 753,538 | 3.73 | 20,383 | 1.99 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 85,814 | -5.23 | 2,380 | -2.90 | ||||
2025-08-14 | 13F | Fmr Llc | 581 | -29.15 | 16 | -31.82 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 11,140 | -3.95 | 301 | -5.05 | ||||
2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 164 | 0.00 | 0 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1,947 | 0.72 | 53 | -1.89 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26 | 1 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 53,549 | -60.41 | 1,449 | -61.09 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4,953 | 133 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,000 | 0.00 | 27 | 0.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 489,050 | 0.20 | 15,941 | 3.55 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 27,235 | -4.43 | 737 | -6.00 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | -50.00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 8,872 | 6.93 | 239 | 5.78 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 95,050 | 70.06 | 2,571 | 67.27 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,930 | 52 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 2 | 0.00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1,562 | -36.89 | 42 | -38.24 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 19,229 | -0.19 | 520 | -1.89 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 8,498 | 1.18 | 230 | -0.87 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 144,875 | -6.08 | 3,919 | -7.66 | ||||
2025-04-17 | 13F | RiverTree Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 38,597 | -15.63 | 1,044 | -17.01 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 24 | 0.00 | 1 | |||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | RPg Family Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 124,886 | -6.14 | 3,378 | -7.70 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3,884 | -5.75 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 949,982 | 11.73 | 25,697 | 9.86 | ||||
2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 10,118 | 0.00 | 274 | -1.80 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 319,983 | 6.16 | 8,656 | 4.39 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3,400 | -20.08 | 92 | -21.55 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 199,957 | 2,423.75 | 5 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 200 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Comerica Bank | 1,201 | -1.15 | 32 | -3.03 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Inspire Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 19,763 | 0.11 | 535 | -1.66 |