Mga Batayang Estadistika
Pemilik Institusional | 113 total, 113 long only, 0 short only, 0 long/short - change of 4.63% MRQ |
Alokasi Portofolio Rata-rata | 0.2765 % - change of 37.62% MRQ |
Saham Institusional (Jangka Panjang) | 5,974,569 (ex 13D/G) - change of 0.70MM shares 13.34% MRQ |
Nilai Institusional (Jangka Panjang) | $ 203,519 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June (US:GJUN) memiliki 113 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 5,974,569 saham. Pemegang saham terbesar meliputi BUFZ - FT Vest Laddered Moderate Buffer ETF, Raymond James Financial Inc, Mariner, LLC, Atria Investments Llc, Commonwealth Equity Services, Llc, Cetera Investment Advisers, Colony Group, LLC, First International Bank of Israel Ltd., Advisor Group Holdings, Inc., and Kestra Advisory Services, LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June (BATS:GJUN) 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 38.46 / share. Previously, on September 6, 2024, the share price was 34.20 / share. This represents an increase of 12.46% 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.
Upgrade to unlock premium data.
Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-04-16 | FIRST TRUST PORTFOLIOS LP | 821,012 | 1,017,226 | 23.90 | 13.43 | 27.54 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Jones Financial Companies Lllp | 960 | 36 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 8,590 | -1.28 | 323 | 5.23 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 48,151 | 2.64 | 1,810 | 9.76 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Family Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 6,781 | 255 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 933 | -83.58 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27,081 | -0.59 | 1,018 | 6.26 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10,484 | 104.61 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 843 | 32 | ||||||
2025-08-14 | 13F | Mariner, LLC | 331,021 | -2.33 | 12,446 | 4.41 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,833 | -0.21 | 381 | -2.56 | ||||
2025-08-14 | 13F | LM Advisors LLC | 31,290 | 0.00 | 1 | 0.00 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 13,700 | 0.00 | 515 | 7.07 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 29,052 | 0.00 | 1,092 | 6.95 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,778 | 0.00 | 67 | 6.45 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 6,757 | -2.30 | 254 | 4.53 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 36,575 | -12.58 | 1,375 | -6.53 | ||||
2025-08-14 | 13F | UBS Group AG | 32,735 | 32.07 | 1,231 | 41.22 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 22,255 | 28.49 | 1 | -100.00 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Norden Group Llc | 11,600 | -0.22 | 436 | 6.86 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 199,813 | -9.87 | 7,513 | -3.64 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4,682 | 0.00 | 0 | |||||
2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 178,623 | 20.28 | 6,716 | 28.59 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 32,657 | 15.98 | 1,228 | 23.94 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 49,929 | -35.12 | 1,877 | -30.64 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 61,406 | 1.70 | 2,211 | 4.10 | ||||
2025-08-14 | 13F | Colony Group, LLC | 243,541 | -8.89 | 9,157 | -2.60 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 11,472 | 3.64 | 0 | |||||
2025-08-08 | 13F | 1776 Wealth LLC | 7,560 | 0.00 | 284 | 7.17 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 611 | -10.93 | 23 | -8.33 | ||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 44,451 | 0.00 | 1,671 | 6.91 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 34,444 | -4.84 | 1,295 | 1.81 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 283,808 | 9.57 | 10,671 | 17.15 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10,245 | 385 | ||||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 6,438 | 0.00 | 242 | 7.08 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 10,059 | 0.00 | 380 | 7.37 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 14,070 | 0.00 | 529 | 7.09 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 200,000 | 7,520 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54,230 | 50.12 | 2 | 100.00 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 16,509 | 7.57 | 621 | 15.03 | ||||
2025-08-13 | 13F | Kilter Group LLC | 1,986 | 75 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 80 | 0.00 | 3 | 50.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5,350 | -15.75 | 201 | -11.84 | ||||
2025-08-12 | 13F | Archer Investment Corp | 32,179 | 117.96 | 1,210 | 132.95 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 5,803 | -1.39 | 218 | 5.83 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 7,317 | 1.82 | 275 | 9.13 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 29,965 | 0.00 | 1,127 | 6.93 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 10,378 | -35.89 | 390 | -31.46 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Americana Partners, LLC | 155,094 | 108.72 | 5,832 | 123.15 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 11,701 | -86.31 | 440 | -85.39 | ||||
2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 412 | 0.00 | 15 | 7.14 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 8,696 | 0.00 | 327 | 6.89 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 25,887 | 973 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 6,384 | 0 | ||||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 6,450 | 0.00 | 243 | 7.08 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 69,644 | 58.35 | 2,619 | 69.34 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 7,391 | 0.00 | 278 | 6.95 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 8,604 | 614.62 | 324 | 669.05 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6,562 | 815.20 | 247 | 884.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 34,914 | 1,313 | ||||||
2025-08-14 | 13F | Sequent Planning LLC | 21,532 | -2.99 | 810 | 3.72 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 8,110 | -47.26 | 305 | -43.70 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 57,886 | 451.30 | 2 | |||||
2025-07-17 | 13F | City Holding Co | 31,100 | 0.00 | 1,169 | 6.95 | ||||
2025-07-18 | 13F | Truist Financial Corp | 39,310 | -0.94 | 1,478 | 5.95 | ||||
2025-07-25 | 13F | Cwm, Llc | 506 | 0 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10,880 | 0.00 | 409 | 7.07 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 8,047 | 303 | ||||||
2025-08-01 | 13F | GoalVest Advisory LLC | 3,865 | 0.00 | 145 | 7.41 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12,668 | -68.18 | 478 | -65.86 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 10,966 | 1.65 | 412 | 8.71 | ||||
2025-08-12 | 13F | LPL Financial LLC | 153,064 | 23.97 | 5,755 | 32.54 | ||||
2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Gries Financial Llc | 14,582 | -27.34 | 548 | -22.27 | ||||
2025-05-07 | 13F | Schubert & Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18,223 | 685 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 29,485 | -10.46 | 1,109 | -3.57 | ||||
2025-08-04 | 13F | Atria Investments Llc | 322,761 | -2.39 | 12,136 | 4.35 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14,571 | 132.17 | 548 | 148.64 | ||||
2025-08-12 | 13F | Change Path, LLC | 16,340 | 40.07 | 614 | 49.76 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5,661 | 213 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319,579 | 75.85 | 12 | 100.00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,983 | -78.18 | 75 | -77.16 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 13,405 | 2.03 | 504 | 9.09 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 13,153 | -3.93 | 495 | 2.70 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 13,153 | -2.85 | 495 | 3.78 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 5,542 | -14.44 | 208 | -8.37 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4,613 | 27.04 | 173 | 36.22 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 31,678 | -4.14 | 1,191 | 2.50 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 7,556 | -0.07 | 284 | 7.17 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 238 | 9 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 10,087 | 0.00 | 379 | 7.06 | ||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1,045,036 | 12.78 | 38,175 | 13.09 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 11,461 | 21.60 | 431 | 29.91 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 74,127 | -4.15 | 2,607 | -6.32 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,450 | 0.00 | 92 | 6.98 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 463,704 | 53.31 | 17,435 | 63.91 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 12,571 | 479 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 43,300 | 0.00 | 1,628 | 6.96 | ||||
2025-08-12 | 13F | MAI Capital Management | 15,178 | 39.39 | 571 | 49.21 | ||||
2025-07-16 | 13F | ORG Partners LLC | 11,500 | 0.00 | 432 | 6.16 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 59,989 | 173.31 | 2,256 | 192.48 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 7,665 | -91.90 | 288 | -91.35 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 22,202 | -28.58 | 835 | -23.70 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 28,335 | 7.31 | 1,065 | 14.76 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 51,569 | 11.46 | 1,939 | 19.11 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16,466 | -55.40 | 619 | -52.31 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 365 | 0.00 | 0 | |||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 59,706 | 0.00 | 2,100 | 0.00 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,450 | -3.54 | 393 | 3.16 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 157,253 | 487.44 | 5,913 | 528.27 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 11,980 | -1.28 | 450 | 3.21 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 79,488 | 1.23 | 3,002 | 8.61 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31,125 | 45.56 | 1,175 | 56.12 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 27,341 | 0.00 | 1,028 | 6.97 |