Grundlæggende statistik
Institutionelle ejere | 142 total, 142 long only, 0 short only, 0 long/short - change of 1,43% MRQ |
Gennemsnitlig porteføljeallokering | 0.4794 % - change of -3,67% MRQ |
Institutionelle aktier (lange) | 25.441.001 (ex 13D/G) - change of 0,93MM shares 3,77% MRQ |
Institutionel værdi (lang) | $ 788.611 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF (US:BUFQ) har 142 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 25,441,001 aktier. Største aktionærer omfatter LPL Financial LLC, Advisor Group Holdings, Inc., Cetera Investment Advisers, Creekmur Asset Management LLC, Envestnet Asset Management Inc, GWM Advisors LLC, Raymond James Financial Inc, Good Life Advisors, LLC, Cambridge Investment Research Advisors, Inc., and Royal Bank Of Canada .
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF (BATS:BUFQ) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 34,57 / share. Previously, on September 13, 2024, the share price was 29,85 / share. This represents an increase of 15,81% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Iams Wealth Management, Llc | 57.789 | -42,14 | 1.919 | -35,68 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 74.720 | 38,66 | 2.481 | 54,13 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 6.087 | 202 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 10.939 | -17,53 | 363 | -8,33 | ||||
2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 71.685 | -0,26 | 2.380 | 10,86 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68.588 | 268,61 | 2.277 | 310,27 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12.616 | 419 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22.204 | 737 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 29.547 | 31,62 | 981 | 39,01 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 17.180 | 25,58 | 513 | 17,43 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 8.250 | 0,00 | 274 | 10,98 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13.439 | -28,62 | 446 | -20,64 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12.966 | -50,68 | 432 | -44,90 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 21.714 | -53,16 | 721 | -47,98 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 10.698 | 1,30 | 355 | 12,70 | ||||
2025-08-14 | 13F | Mariner, LLC | 381.911 | -25,13 | 12.679 | -16,75 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 48.995 | 253,24 | 1.627 | 292,75 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 140.450 | 1,95 | 4.663 | 13,35 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3.697 | 71,63 | 123 | 82,09 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 219.880 | 7,70 | 7.300 | 19,75 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 9.152 | -62,60 | 304 | -58,49 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46.940 | 17,22 | 1.402 | 11,37 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 26.206 | 19,02 | 870 | 32,42 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 18.780 | -2,60 | 1 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 7.249 | -36,02 | 241 | -28,99 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 7.950 | 0,00 | 264 | 10,97 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5.031 | -77,28 | 167 | -74,74 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 812 | 0,00 | 27 | 8,33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 48.450 | -9,13 | 1.609 | 1,01 | ||||
2025-08-26 | 13F | Claris Financial LLC | 7.435 | 2,76 | 247 | 8,37 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 90.493 | 5,91 | 3.004 | 17,76 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.342.232 | 19,25 | 44.561 | 32,59 | ||||
2025-07-08 | 13F | Prism Advisors, Inc. | 168.631 | -15,29 | 5.599 | -5,81 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 215.672 | -19,22 | 7.160 | -10,19 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 6.939 | -2,77 | 230 | 7,98 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 333.727 | 0,06 | 11.080 | 11,25 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 474.299 | -44,44 | 16 | -40,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24.490 | -20,69 | 813 | -11,82 | ||||
2025-07-18 | 13F | Cooper Financial Group | 63.470 | 1,46 | 2.107 | 12,79 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 15.875 | 2,18 | 527 | 13,82 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1.185.798 | 3,53 | 39.368 | 15,11 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 65.491 | 1,20 | 2.174 | 12,53 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 186.894 | -16,87 | 6.205 | -7,57 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 171.785 | 0,62 | 5.703 | 11,89 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 95.057 | 3,48 | 3.156 | 15,02 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 8.078 | 15,40 | 268 | 28,23 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 13.753 | 466 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22.646 | 0,00 | 752 | 11,09 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27.429 | -7,66 | 911 | 2,71 | ||||
2025-07-16 | 13F | Novem Group | 10.698 | 355 | ||||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 93.324 | 97,88 | 3.098 | 120,03 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 7.349 | -29,68 | 244 | -22,12 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3.275 | 0,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 1.204.712 | 7,70 | 39.996 | 19,74 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 97.930 | 0,08 | 3.251 | 11,30 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 407.058 | 1,31 | 13.514 | 12,64 | ||||
2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7.112 | 1,43 | 236 | 12,92 | ||||
2025-04-09 | 13F | Capital CS Group, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 793 | 26 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 45.295 | 6,19 | 1.520 | 17,47 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2.176 | -7,01 | 72 | 4,35 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.175 | 105 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 13.659 | -37,95 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9.334 | -2,61 | 310 | 8,04 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 355.035 | 23,66 | 11.787 | 37,49 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 220.000 | 205 | ||||||
2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 23.418 | -4,63 | 777 | 6,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 742.212 | 7,71 | 24.641 | 19,76 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46.022 | 7,11 | 1.528 | 19,10 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-21 | 13F | Matauro, Llc | 13.055 | -4,92 | 433 | 5,87 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 33.296 | 4,58 | 1.105 | 16,32 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 10.976 | 55,12 | 364 | 72,51 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 42.812 | 11,55 | 1.421 | 24,00 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 1.889 | -13,78 | 63 | 40,91 | ||||
2025-08-08 | 13F | Advisory Resource Group | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 277.545 | 191,31 | 9.214 | 223,98 | ||||
2025-08-27 | NP | TFAZX - TFA Tactical Income Fund Class I | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 8.999 | 0,00 | 299 | 11,19 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 349.325 | -19,55 | 12 | -8,33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55.002 | 35,06 | 1.826 | 50,16 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 83.655 | 587,44 | 2.777 | 665,01 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6.790 | 0,00 | 225 | 11,39 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 14.466 | 480 | ||||||
2025-06-27 | 13F | Copley Financial Group, Inc. | 260 | 0,00 | 8 | 0,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 81.807 | -2,49 | 2.716 | 8,38 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 29.823 | 51,73 | 990 | 68,94 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 52.924 | 0,05 | 1.757 | 11,27 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 71.019 | 3,06 | 2.358 | 14,58 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 26.969 | -1,18 | 895 | 9,95 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 115.927 | -6,26 | 3.849 | 4,23 | ||||
2025-08-12 | 13F | LPL Financial LLC | 8.366.453 | 6,38 | 277.766 | 18,27 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 31.292 | -4,94 | 1.039 | 5,70 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32.457 | 12,26 | 1.078 | 24,80 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 33 | -43,10 | 1 | 0,00 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 7.084 | -7,81 | 235 | 2,62 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 22.827 | 132,93 | 1 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 8.991 | 3,25 | 299 | 14,62 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 10.007 | 281,66 | 332 | 304,88 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 86.997 | -0,49 | 2.888 | 10,65 | ||||
2025-07-29 | 13F | ODonnell Financial Services, LLC | 14.738 | -4,34 | 489 | 6,30 | ||||
2025-08-12 | 13F | Change Path, LLC | 23.829 | 23,64 | 791 | 37,57 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 25.442 | 0,00 | 845 | 11,20 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 556.286 | 45,52 | 18 | 63,64 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 32.562 | 389,95 | 1.081 | 445,96 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 21.021 | -16,95 | 698 | -7,68 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 71.427 | 39,32 | 2.371 | 54,97 | ||||
2025-08-04 | 13F | Atria Investments Llc | 86.403 | 611,55 | 2.869 | 692,27 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 71.427 | 58,24 | 2.371 | 64,08 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 24.386 | 1,62 | 813 | 13,55 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 573.637 | 18,24 | 19.045 | 31,46 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 45.371 | -12,14 | 1.506 | -2,33 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 241.632 | -29,88 | 8.022 | -22,03 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 13.294 | -11,26 | 441 | -1,34 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 28.099 | 0,00 | 839 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 371.830 | 3,69 | 12.345 | 15,28 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 8.389 | 278 | ||||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 70.648 | 1,26 | 2.346 | 12,58 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 6.656 | 221 | ||||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 440.772 | 4,33 | 14.634 | 16,01 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 10.233 | -63,69 | 340 | -59,69 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 237.726 | -5,87 | 7.893 | 4,65 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 22.872 | -57,13 | 759 | -52,35 | ||||
2025-08-15 | 13F | Morgan Stanley | 1.663 | 55 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 77.626 | -21,66 | 2.577 | -12,88 | ||||
2025-08-11 | 13F | Advisor Resource Council | 9.572 | 40,76 | 318 | 56,16 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 10.312 | -0,04 | 353 | 13,55 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 17.900 | 0,28 | 594 | 11,44 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 168.199 | 50,94 | 5.584 | 67,84 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 89.830 | 6,06 | 2.982 | 17,96 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 256.154 | 9,04 | 8.504 | 21,24 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 214.062 | 2,44 | 7.107 | 13,90 | ||||
2025-07-25 | 13F | Cwm, Llc | 29.339 | 144,29 | 1 | |||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 30.276 | -53,72 | 1.005 | -48,54 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 15.313 | 515 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 44.803 | -7,92 | 1.487 | 2,41 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7.245 | -1,23 | 216 | -6,09 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 561.752 | 1,99 | 18.650 | 13,40 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 523.123 | -7,84 | 17.367 | 2,47 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22.625 | 18,27 | 751 | 31,52 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 96.488 | 2,48 | 3.303 | 19,42 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 49.213 | 4,84 | 1.634 | 16,56 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225.216 | 292,59 | 7.477 | 336,74 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 6.725 | 224 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 872.271 | -18,85 | 28.959 | -9,77 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 53.238 | -38,09 | 1.768 | -31,16 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 |