Grundlæggende statistik
Institutionelle ejere | 99 total, 99 long only, 0 short only, 0 long/short - change of 13,79% MRQ |
Gennemsnitlig porteføljeallokering | 0.2466 % - change of 1,54% MRQ |
Institutionelle aktier (lange) | 18.144.151 (ex 13D/G) - change of 3,13MM shares 20,82% MRQ |
Institutionel værdi (lang) | $ 405.352 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF (US:BUFZ) har 99 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 18,144,151 aktier. Største aktionærer omfatter LPL Financial LLC, Raymond James Financial Inc, Advisor Group Holdings, Inc., Coppell Advisory Solutions LLC, Envestnet Asset Management Inc, Kestra Advisory Services, LLC, Commonwealth Equity Services, Llc, Cwm, Llc, Geneos Wealth Management Inc., and Jacobi Capital Management LLC .
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ) 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 15, 2025 is 25,81 / share. Previously, on September 16, 2024, the share price was 23,33 / share. This represents an increase of 10,63% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Old Mission Capital Llc | 44.902 | 12,51 | 1.119 | 19,42 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 510.936 | 27,06 | 12.738 | 34,80 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 139.973 | -0,73 | 3.490 | 5,31 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 34.753 | 3,98 | 866 | 10,32 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 37.471 | 10,98 | 934 | 17,78 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49.905 | -1,99 | 1.244 | 4,01 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 149.216 | 1,82 | 3.738 | 8,54 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 77.144 | -10,59 | 1.923 | -5,13 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 19.396 | 484 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 18.117 | 112,79 | 452 | 125,50 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9.900 | 2,18 | 233 | 0,43 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 12.975 | 323 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 215 | 5 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 39.868 | 0,63 | 994 | 6,66 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 37.074 | 57,42 | 924 | 67,09 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 35.428 | 78,63 | 1 | |||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 16.230 | 0,00 | 381 | 0,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 95.129 | 5,26 | 2.372 | 11,68 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4.717 | -25,67 | 118 | -21,48 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 24.745 | 0,76 | 617 | 6,76 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.101 | -64,78 | 177 | -62,58 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 10.587 | 264 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 849.665 | 9,32 | 21 | 16,67 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10.940 | 276 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5.516 | -39,71 | 138 | -36,28 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 88.524 | -0,86 | 2.247 | 7,05 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.449.244 | 26,86 | 36.129 | 34,58 | ||||
2025-08-11 | 13F | Forge Financial Services LLC | 64.914 | 1.622 | ||||||
2025-07-25 | 13F | Cwm, Llc | 686.946 | 25,08 | 17 | 41,67 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 549 | -87,58 | 14 | -87,38 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18.572 | 0,00 | 463 | 6,19 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 297.515 | 69,74 | 7.417 | 80,11 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 245.852 | 104,65 | 6.129 | 117,11 | ||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 83.622 | 113,62 | 2.085 | 126,77 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 7.481 | 0,00 | 0 | |||||
2025-08-14 | 13F | Dagco, Inc. | 4.030 | 100 | ||||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 12.681 | 316 | ||||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 13.970 | 0,00 | 348 | 6,10 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 461.221 | 77,15 | 11.498 | 87,94 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 13.291 | 0,00 | 331 | 6,09 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 530.678 | 109,19 | 13.230 | 121,93 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.101 | 0,00 | 52 | 6,12 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1.317.423 | 48,91 | 32.777 | 58,53 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37.403 | -35,89 | 932 | -32,02 | ||||
2025-05-15 | 13F | Gladstone Institutional Advisory LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 13.279 | 3,91 | 331 | 10,33 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11.700 | 0,00 | 292 | 6,20 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 4.500 | 0,00 | 112 | 6,67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 44.846 | 177,50 | 1.118 | 189,64 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 16.790 | 0,00 | 419 | 6,09 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 36.500 | 0,00 | 910 | 6,07 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 118.896 | 211,33 | 3 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 130.131 | 150,29 | 3 | 200,00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 32.214 | 74,79 | 803 | 85,45 | ||||
2025-07-18 | 13F | Truist Financial Corp | 492.870 | 7,85 | 12.287 | 14,43 | ||||
2025-07-29 | 13F | Private Trust Co Na | 18.330 | 16,16 | 457 | 23,24 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 42.337 | -7,81 | 1.055 | -2,22 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 16.356 | 23,53 | 408 | 30,87 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 74.993 | -85,82 | 1.870 | -84,96 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 8.946 | 0,00 | 223 | 6,19 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 17.226 | 429 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 997.570 | 8,71 | 24.869 | 15,33 | ||||
2025-08-04 | 13F | Atria Investments Llc | 63.016 | -87,97 | 1.571 | -87,24 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 49.330 | -6,75 | 1.230 | -1,13 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3.355.048 | 20,54 | 83.641 | 27,87 | ||||
2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | SLT Holdings LLC | 18.572 | 0,00 | 463 | 6,19 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 36.335 | -6,06 | 1 | |||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 9.958 | 5,32 | 248 | 11,71 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 47.515 | 17,12 | 1.185 | 24,24 | ||||
2025-08-12 | 13F | Change Path, LLC | 34.657 | -1,96 | 864 | 4,10 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 60.940 | 42,47 | 1.519 | 51,14 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 88.273 | -8,75 | 2.201 | -3,21 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13.374 | 333 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 30.312 | -22,62 | 756 | -17,93 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 30.312 | 32,53 | 756 | 36,28 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.220.195 | 36,24 | 55.349 | 44,53 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14.033 | 350 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9.825 | 245 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 55.000 | 1.371 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28.395 | 708 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14.878 | -2,36 | 371 | 3,35 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 64.541 | 1.609 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 116.581 | 64,07 | 2.906 | 74,12 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 61.587 | 34,57 | 1.535 | 42,79 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 143.912 | -8,06 | 3.588 | -2,47 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 10.534 | -35,80 | 263 | -31,95 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 179.862 | -9,23 | 4.484 | -3,72 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 75.140 | 20,14 | 1.873 | 27,50 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 59.314 | -4,65 | 1.417 | -3,01 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10.384 | 0,00 | 259 | 5,74 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 10.200 | 0,00 | 254 | 6,28 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 16.900 | -76,33 | 421 | -74,90 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10.000 | 0,00 | 249 | 5,96 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3.284 | 0,00 | 82 | 6,49 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 272.868 | 0,00 | 6.412 | 0,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1.198.073 | 50,73 | 29.868 | 59,90 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 8.938 | 223 | ||||||
2025-07-28 | 13F | Nvest Financial, LLC | 41.298 | -13,14 | 1.030 | -7,88 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 15.463 | 52,43 | 385 | 61,76 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9.900 | 0,00 | 247 | 6,03 |