Grundlæggende statistik
Institutionelle ejere | 104 total, 104 long only, 0 short only, 0 long/short - change of 14,29% MRQ |
Gennemsnitlig porteføljeallokering | 0.3857 % - change of 56,38% MRQ |
Institutionelle aktier (lange) | 5.917.671 (ex 13D/G) - change of 0,91MM shares 18,24% MRQ |
Institutionel værdi (lang) | $ 209.024 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March (US:DMAR) har 104 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,917,671 aktier. Største aktionærer omfatter BUFD - FT Cboe Vest Fund of Deep Buffer ETFs, BUFT - FT Cboe Vest Buffered Allocation Defensive ETF, Spectrum Asset Management, Inc. (NB/CA), Kestra Advisory Services, LLC, Commonwealth Equity Services, Llc, Wood Tarver Financial Group, LLC, Advisor Group Holdings, Inc., Hickory Asset Management, Inc., Envestnet Asset Management Inc, and Cwm, Llc .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March (BATS:DMAR) 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 40,61 / share. Previously, on September 16, 2024, the share price was 36,91 / share. This represents an increase of 10,01% 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.
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) |
|
---|---|---|---|---|---|---|---|---|
2025-07-16 | FIRST TRUST PORTFOLIOS LP | 3,239,443 | 2,751,897 | -15.05 | 31.01 | -10.01 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-24 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 30.726 | -17,61 | 1.216 | -13,52 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 10.963 | -14,50 | 434 | -10,35 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 103.037 | 37,79 | 4.077 | 44,73 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 7.978 | 0,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 13.417 | 0,00 | 531 | 4,95 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 6.569 | -11,13 | 262 | -6,12 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 185.896 | 553,09 | 7 | -99,35 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.560 | 2,61 | 247 | 1,23 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 18.634 | -7,78 | 737 | -3,15 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 6.113 | 0,00 | 242 | 4,78 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2.360 | -3,67 | 93 | 1,09 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 6.900 | 7,39 | 273 | 12,81 | ||||
2025-08-07 | 13F | 1st Source Bank | 8.104 | 0,00 | 321 | 4,92 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.386 | -24,00 | 332 | -20,24 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13.691 | 57,99 | 542 | 65,95 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.324 | 10,61 | 52 | 15,56 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1.010 | 0,00 | 40 | 2,63 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10.018 | 0,00 | 396 | 5,04 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 9.710 | -4,94 | 384 | -0,26 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 241.169 | 73,37 | 9.543 | 82,08 | ||||
2025-08-04 | 13F | Spinnaker Trust | 5.689 | 0,00 | 225 | 5,14 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6.070 | 240 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 20.277 | 802 | ||||||
2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2.785.028 | 6,91 | 107.864 | 6,54 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4.457 | 0,00 | 176 | 5,39 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 23.566 | 264,69 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 24.192 | 957 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 596 | -47,40 | 0 | |||||
2025-08-08 | 13F | 1776 Wealth LLC | 5.277 | 209 | ||||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5.245 | 208 | ||||||
2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 412.368 | -47,13 | 15.971 | -38,66 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 12.148 | 0,00 | 481 | 5,03 | ||||
2025-08-04 | 13F | Spire Wealth Management | 6.315 | -83,45 | 250 | -82,68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 14.065 | -3,86 | 557 | 0,91 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 288 | 0,00 | 11 | 10,00 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 38.126 | 109,55 | 1.509 | 120,15 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 13.665 | 541 | ||||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 608 | 0,00 | 24 | 9,09 | ||||
2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 41.475 | 8,41 | 1.641 | 14,59 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 4.005 | 158 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6.338 | -0,03 | 251 | 5,04 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 6.511 | -2,62 | 258 | 2,39 | ||||
2025-08-14 | 13F/A | Barclays Plc | 5.089 | 0 | ||||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 37.299 | 10,23 | 1.476 | 15,78 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 8.618 | 0,00 | 341 | 5,25 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 7.960 | 0,00 | 315 | 5,02 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.642 | 3,66 | 65 | 8,47 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 26.115 | 0,00 | 1.033 | 5,09 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 6.255 | 0,00 | 248 | 5,11 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26.000 | -4,63 | 1 | 0,00 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 5.241 | 207 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 218.660 | -0,85 | 8.652 | 4,13 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 9.220 | 2,27 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 15.001 | 3,66 | 594 | 8,81 | ||||
2025-07-25 | 13F | Cwm, Llc | 83.599 | 16,66 | 3 | 50,00 | ||||
2025-07-09 | 13F | Beacon Financial Group | 10.000 | 0,00 | 396 | 5,05 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 18.331 | 0,00 | 725 | 5,07 | ||||
2025-08-12 | 13F | LPL Financial LLC | 28.201 | 33,01 | 1.116 | 39,72 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 214.089 | -0,42 | 8 | 0,00 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 10.736 | -42,63 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 36.112 | -1,10 | 1.445 | 5,78 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 10.669 | 3,64 | 407 | 5,17 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 5.179 | -8,80 | 205 | -4,23 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 48.762 | -39,73 | 1.930 | -36,71 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 9.732 | -0,16 | 385 | 4,90 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6.249 | 0,00 | 247 | 5,11 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 10.957 | 434 | ||||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 6.478 | 0,00 | 256 | 4,92 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 23.312 | 0,00 | 922 | 5,01 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11.219 | -24,87 | 444 | -21,45 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8.207 | 45,93 | 325 | 53,55 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 70 | 0,00 | 3 | 0,00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 9.501 | 376 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10.240 | 0,00 | 405 | 5,19 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 83.528 | -47,19 | 3.305 | -44,54 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 574 | 23 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 13.334 | 528 | ||||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24.570 | 972 | ||||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92.282 | -47,75 | 3.652 | -45,13 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 34.442 | 1,99 | 1.363 | 7,08 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 14 | 0,00 | 1 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.305 | -3,89 | 249 | 0,81 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 36.152 | -6,68 | 1.431 | -1,99 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 21.132 | 124,76 | 836 | 136,16 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 45.901 | 8.384,47 | 1.816 | 8.980,00 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41.980 | 1.661 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.200 | 87 | ||||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 7.965 | 24,55 | 315 | 31,25 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 94.420 | 0,00 | 3.736 | 5,03 | ||||
2025-08-12 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 50.931 | -27,00 | 2.015 | -23,33 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 457 | 0,00 | 18 | 5,88 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 873 | 0,00 | 35 | 6,25 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 43.403 | -1,27 | 1.727 | 4,29 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 8.647 | -0,88 | 342 | 4,27 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 40.602 | 5,94 | 1.607 | 11,22 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 24.379 | 965 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1.327 | -67,26 | 53 | -65,79 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 80.785 | -25,09 | 3.197 | -21,34 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 33.395 | 2,08 | 1.321 | 7,22 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 20.060 | 794 | ||||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 18.730 | 0,00 | 741 | 5,11 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15.165 | 9,57 | 600 | 15,16 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 16.501 | 19,08 | 653 | 24,90 |