Mga Batayang Estadistika
Pemilik Institusional | 120 total, 120 long only, 0 short only, 0 long/short - change of 3.45% MRQ |
Alokasi Portofolio Rata-rata | 0.2531 % - change of 7.69% MRQ |
Saham Institusional (Jangka Panjang) | 6,195,382 (ex 13D/G) - change of 0.26MM shares 4.33% MRQ |
Nilai Institusional (Jangka Panjang) | $ 221,083 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February (US:GFEB) memiliki 120 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 6,195,382 saham. Pemegang saham terbesar meliputi BUFZ - FT Vest Laddered Moderate Buffer ETF, Raymond James Financial Inc, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Cetera Investment Advisers, Mariner, LLC, Atria Investments Llc, Clear Creek Financial Management, LLC, Steward Partners Investment Advisory, Llc, and Kestra Advisory Services, LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February (BATS:GFEB) 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 40.04 / share. Previously, on September 9, 2024, the share price was 35.72 / share. This represents an increase of 12.08% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-07-23 | FIRST TRUST PORTFOLIOS LP | 729,118 | 1,162,555 | 59.45 | 12.40 | 21.57 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7,477 | 0.00 | 292 | 6.20 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 7,444 | 0.00 | 290 | 6.23 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 45,217 | -1.49 | 1,763 | 5.13 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 70,714 | -1.38 | 2,757 | 4.59 | ||||
2025-08-14 | 13F | Mariner, LLC | 175,530 | -5.87 | 6,844 | -0.19 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 12,346 | 0.00 | 481 | 6.18 | ||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 27,167 | 4.00 | 1,059 | 10.31 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,789 | -0.48 | 226 | 5.14 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 15,126 | 9.50 | 1 | -100.00 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 127,308 | 4,964 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 472 | 0.00 | 18 | 5.88 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23,639 | 11.14 | 926 | 18.29 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 6,380 | 249 | ||||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 52,582 | 9.08 | 2,050 | 15.69 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 8,093 | -1.16 | 316 | 4.65 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372,569 | 8.76 | 14,526 | 15.33 | ||||
2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 225 | -43.32 | 9 | -42.86 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7,900 | 0.00 | 308 | 6.21 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 8,552 | 0.00 | 333 | 6.05 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 90,916 | -2.88 | 3,396 | -1.34 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 29 | -94.87 | 1 | -95.00 | ||||
2025-07-09 | 13F | Triumph Capital Management | 15,706 | -30.07 | 612 | -25.82 | ||||
2025-07-14 | 13F | Gries Financial Llc | 78,819 | 51.89 | 3,073 | 61.06 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15,883 | 11.40 | 584 | 9.77 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1,051 | 0.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 7,971 | 311 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 157,782 | -44.37 | 6,152 | -41.01 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,729 | 0.00 | 0 | |||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 23,879 | 0.00 | 931 | 6.04 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 6,235 | 0.00 | 243 | 6.11 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 33,499 | 0.00 | 1,306 | 6.09 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | SMART Wealth LLC | 83,886 | 3,271 | ||||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,625 | 258 | ||||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 7,383 | 0.00 | 288 | 5.90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 322,938 | 2.11 | 12,591 | 8.27 | ||||
2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Diligent Investors, LLC | 16,875 | 0.00 | 658 | 5.97 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,200 | 203 | ||||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6,759 | 0.00 | 268 | 8.06 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 17,744 | 64.45 | 692 | 74.49 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 8,050 | 0.00 | 314 | 6.10 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 11,907 | 0.00 | 464 | 6.18 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,928 | 919.02 | 309 | 1,003.57 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 35,545 | 1,386 | ||||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 5,042 | -8.69 | 197 | -3.45 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 8,354 | 21.89 | 326 | 28.97 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 130,000 | 5,069 | ||||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 13,824 | -2.19 | 539 | 3.66 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 75,843 | 0.11 | 2,957 | 6.18 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 136,371 | 18.20 | 5,317 | 25.34 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 9,427 | -43.89 | 368 | -40.52 | ||||
2025-08-14 | 13F/A | Barclays Plc | 1,707 | 5,996.43 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 4,500 | 0.00 | 175 | 6.06 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 5,305 | 207 | ||||||
2025-07-08 | 13F | Range Financial Group LLC | 20,455 | -10.23 | 798 | -4.78 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7,181 | 0.00 | 280 | 5.68 | ||||
2025-08-12 | 13F | LPL Financial LLC | 73,000 | 16.14 | 2,846 | 23.15 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 323,608 | 18.10 | 13 | 20.00 | ||||
2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | City Holding Co | 57,557 | 0.00 | 2,244 | 6.00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 35,498 | 1,384 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 167,210 | -0.85 | 6,520 | 5.13 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 6,581 | -7.06 | 257 | -1.54 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 5,562 | 0 | ||||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 19,404 | 0.00 | 757 | 6.03 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 5,408 | -67.48 | 211 | -65.63 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 15,745 | -1.37 | 614 | 4.61 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,673 | 104 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 9,334 | 0.00 | 370 | 8.21 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 15,150 | 137.46 | 591 | 152.14 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 22,900 | 0.00 | 893 | 5.94 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 57,113 | 3.48 | 2 | 0.00 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 545 | 21 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 29,286 | -26.22 | 1,142 | -21.80 | ||||
2025-07-29 | 13F | Private Trust Co Na | 171 | 7 | ||||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 6,455 | 0.00 | 252 | 5.91 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,398 | -69.22 | 561 | -67.38 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 37,208 | 1,451 | ||||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 127,237 | 2.03 | 4,961 | 8.18 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 14,704 | -1.38 | 1 | |||||
2025-08-12 | 13F | Change Path, LLC | 34,038 | 0.00 | 1,327 | 6.08 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,588 | 0.00 | 257 | 5.79 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 30,850 | -4.64 | 1 | 0.00 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 11,191 | -1.41 | 436 | 4.56 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 17,245 | 65.99 | 672 | 75.92 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 2,415 | 0.00 | 94 | 6.82 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 36,690 | 0.00 | 1 | 0.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 6,873 | 144.76 | 268 | 156.73 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 25,679 | -2.99 | 1,001 | 2.88 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 6,672 | 0.00 | 260 | 6.12 | ||||
2025-07-29 | 13F | ODonnell Financial Services, LLC | 113,961 | -1.35 | 4,443 | 4.62 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11,374 | -1.94 | 443 | 3.99 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,253 | 88 | ||||||
2025-08-14 | 13F | UBS Group AG | 467 | -22.17 | 18 | -18.18 | ||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1,006,558 | 12.72 | 38,178 | 12.98 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 15,417 | 0.00 | 567 | 0.00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 19,606 | 0.00 | 764 | 6.11 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 163,460 | 10.86 | 6,373 | 17.56 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 24,157 | 0.00 | 942 | 5.97 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,812 | -67.91 | 71 | -66.51 | ||||
2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15,620 | -1.66 | 609 | 4.28 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 32,696 | -0.63 | 1,275 | 5.38 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 37,411 | 4.93 | 1,459 | 11.30 | ||||
2025-08-12 | 13F | MAI Capital Management | 24,658 | -0.60 | 961 | 5.37 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 19,556 | 4.44 | 762 | 10.76 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 12,345 | -22.16 | 481 | -17.50 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 10,690 | -31.87 | 426 | -25.96 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 900 | -88.46 | 33 | -88.04 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 7,037 | 1.96 | 274 | 8.30 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 33,414 | -20.87 | 1,303 | -16.11 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 18,081 | -5.99 | 711 | 0.71 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 8,337 | 0.00 | 325 | 6.21 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 33,414 | -20.80 | 1,303 | -16.05 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 105,514 | -6.27 | 4,114 | -0.63 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 14,107 | 1.47 | 550 | 7.63 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 3,708 | -2.63 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,795 | 0.00 | 226 | 5.63 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 8,191 | 319 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,595 | 62 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 859,632 | -7.49 | 33,517 | -1.90 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,750 | 0.00 | 68 | 6.25 |