Grundlæggende statistik
| Institutionelle ejere | 123 total, 123 long only, 0 short only, 0 long/short - change of 4,24% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1308 % - change of -49,42% MRQ |
| Institutionelle aktier (lange) | 3.294.828 (ex 13D/G) - change of -3,01MM shares -47,78% MRQ |
| Institutionel værdi (lang) | $ 133.539 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August (US:DAUG) har 123 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 3,294,828 aktier. Største aktionærer omfatter Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Minichmacgregor Wealth Management, Llc, Hartford Financial Management Inc., LPL Financial LLC, Cetera Investment Advisers, Envestnet Asset Management Inc, REAP Financial Group, LLC, Cwm, Llc, and Cambridge Investment Research Advisors, Inc. .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August (BATS:DAUG) 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 March 9, 2026 is 44,37 / share. Previously, on March 10, 2025, the share price was 38,81 / share. This represents an increase of 14,33% 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
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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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-01-20 | FIRST TRUST PORTFOLIOS LP | 2,840,294 | 3,052,819 | 7.48 | 38.16 | 8.81 |
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Barclays Plc | 1.214 | 267,88 | 54 | 278,57 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 6.080 | 0,00 | 270 | 1,51 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 83.215 | -2,56 | 4 | 0,00 | ||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 9.045 | -5,24 | 401 | -3,61 | ||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 4.601 | -4,46 | 204 | -2,86 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 8.619 | -3,42 | 382 | -1,80 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 8.304 | 371 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 5.496 | -0,40 | 244 | 1,25 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.832 | 0,00 | 81 | 2,53 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 5.478 | -1,65 | 243 | -0,41 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 155 | 7 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.110 | 49 | ||||||
| 2026-02-12 | 13F | StoneX Group Inc. | 31.417 | -6,64 | 1.393 | -5,11 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 4.518 | 200 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 18.189 | 0,00 | 807 | 1,64 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 5.301 | -38,25 | 235 | -37,17 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 14.325 | 0,00 | 635 | 1,76 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 800 | 0,00 | 35 | 2,94 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 6.614 | -8,05 | 293 | -6,39 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 143.734 | -3,92 | 6.374 | -2,34 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 23.524 | 1,53 | 1.043 | 3,27 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 3.670 | 0,00 | 163 | 1,25 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.783 | 3,73 | 213 | 5,97 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 15.649 | 694 | ||||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 334 | 0,00 | 15 | 0,00 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 35.000 | 0,00 | 1.552 | 1,70 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 115.056 | -5,08 | 5.102 | -3,52 | ||||
| 2026-01-28 | 13F | Arbor Capital Management Inc /adv | 10.310 | -3,26 | 458 | -1,51 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 118.192 | 13,02 | 5.241 | 14,88 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.907 | 190,26 | 85 | 200,00 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 6.028 | 0,00 | 267 | 1,91 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 1.157 | -99,07 | 52 | -99,05 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 4.700 | 208 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 11.491 | -23,92 | 510 | -22,64 | ||||
| 2026-01-14 | 13F | MeadowBrook Investment Advisors LLC | 2.340 | 104 | ||||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 650 | 0,00 | 29 | 0,00 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 12.746 | 0,00 | 565 | 1,62 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 233.060 | -14,02 | 10.334 | -11,41 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 22.322 | 990 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 506 | 593,15 | 22 | 633,33 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 6.732 | -0,97 | 299 | 0,68 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 6.821 | -1,71 | 302 | 0,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 30.412 | -1,62 | 1.349 | -0,37 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 28.158 | 19,39 | 1.253 | 21,89 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 8.505 | 0,00 | 377 | 1,62 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 111.223 | -17,92 | 5 | -20,00 | ||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 205.517 | 2,92 | 9.113 | 4,61 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 11.974 | 1,85 | 531 | 3,52 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 25.870 | -4,67 | 1.147 | -3,04 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 7.846 | -66,67 | 348 | -66,18 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 15.951 | -25,95 | 707 | -24,71 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cottage Street Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 6.305 | -1,79 | 280 | -0,36 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 24.458 | -24,86 | 1.085 | -23,66 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.930 | 8,73 | 86 | 10,39 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 4.985 | 0,00 | 221 | 1,84 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 142 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 550 | 24 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 755 | -34,63 | 33 | -34,00 | ||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 32.987 | -6,91 | 1.463 | -5,37 | ||||
| 2026-01-21 | 13F | Hartford Financial Management Inc. | 161.107 | 3,40 | 7.144 | 5,11 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 385.189 | -5,67 | 17.081 | 100.370,59 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 9.522 | 422 | ||||||
| 2026-01-06 | 13F | Sage Capital Advisors,llc | 62.251 | 4,47 | 2.760 | 6,19 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 8 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Accel Wealth Management | 4.930 | -0,06 | 219 | 1,40 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 26.010 | -10,58 | 1.153 | -9,14 | ||||
| 2026-01-30 | 13F | CFC Planning Co LLC | 20.113 | -3,74 | 892 | -2,20 | ||||
| 2026-02-12 | 13F | Benson Wealth Management INC | 3.397 | 151 | ||||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 2.909 | -10,74 | 129 | -9,86 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 4.000 | 0,00 | 177 | 1,72 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 7.213 | 320 | ||||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 5.900 | 0,00 | 262 | 1,56 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 215 | 0,00 | 10 | 0,00 | ||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 17.481 | -0,10 | 775 | 1,57 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 7.004 | 0,00 | 312 | 1,97 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 1.230 | -2,54 | 55 | -1,82 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 37.714 | -7,33 | 1.672 | -5,80 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 7.853 | 0,00 | 348 | 1,75 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 20.011 | 1.026,75 | 887 | 1.051,95 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 15.485 | 687 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.436 | 0,00 | 64 | 1,61 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 16.825 | -2,41 | 734 | 2,23 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 7.979 | 354 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 350 | 16 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 4.622 | -29,29 | 205 | -28,42 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 10.882 | -3,76 | 483 | -2,23 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 11.264 | -0,28 | 499 | 1,42 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15.691 | 696 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 825 | 0,00 | 37 | 2,86 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 34.516 | -18,94 | 1.531 | -13,65 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 18.772 | 0,51 | 832 | 2,21 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 19.939 | -17,09 | 884 | -15,73 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 10.546 | -5,17 | 468 | -3,71 | ||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 8.730 | 0,00 | 387 | 1,84 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 9.379 | 0,00 | 419 | 2,20 | ||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 6.080 | 0,00 | 270 | 1,51 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 33.252 | -3,79 | 1.475 | -2,19 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 28.779 | 13,27 | 1.276 | 15,16 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 9.527 | -0,08 | 422 | 1,69 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 63.249 | -13,96 | 2.805 | -12,54 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 61.572 | 9,12 | 2.730 | 10,93 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 39.969 | -13,61 | 2 | -50,00 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 11.298 | 0,00 | 501 | 1,63 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.263 | 20,86 | 56 | 24,44 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 42.689 | -0,58 | 2 | 0,00 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 7.264 | -46,97 | 317 | -44,56 | ||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 4.524 | -19,03 | 201 | -17,70 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 1.055 | -3,83 | 47 | -2,13 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 62.204 | 0,56 | 2.758 | 2,22 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 18.227 | 4,26 | 808 | 6,04 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 5.442 | 0,00 | 0 | |||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 6.361 | 0,00 | 282 | 1,81 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 53.395 | -0,60 | 2.368 | 1,02 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 26.209 | 2,89 | 1.162 | 4,59 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 22.241 | 6,68 | 986 | 8,47 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 7.572 | 336 | ||||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 32.151 | -5,40 | 1.437 | -3,10 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 137.331 | 3,84 | 6.090 | 5,55 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 145 | 0,00 | 6 | 0,00 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | 1st Source Bank | 40.054 | 0,00 | 1.776 | 1,66 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 25.326 | -5,19 | 1.123 | -3,61 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 61.758 | 9,45 | 2.739 | 11,26 |

