Grundlæggende statistik
Institutionelle ejere | 123 total, 123 long only, 0 short only, 0 long/short - change of 8,85% MRQ |
Gennemsnitlig porteføljeallokering | 0.3483 % - change of -31,89% MRQ |
Institutionelle aktier (lange) | 16.739.895 (ex 13D/G) - change of 0,55MM shares 3,37% MRQ |
Institutionel værdi (lang) | $ 785.151 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May (US:FMAY) har 123 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 16,739,895 aktier. Største aktionærer omfatter BUFR - FT Cboe Vest Fund of Buffer ETFs, Envestnet Asset Management Inc, FOCUS Wealth Advisors, LLC, Cetera Investment Advisers, Commonwealth Equity Services, Llc, Raymond James Financial Inc, Assetmark, Inc, Cwm, Llc, Keystone Wealth Services, LLC, and Advisor Group Holdings, Inc. .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May (BATS:FMAY) 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 16, 2025 is 51,96 / share. Previously, on September 17, 2024, the share price was 45,86 / share. This represents an increase of 13,29% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-07-21 | FIRST TRUST PORTFOLIOS LP | 11,563,119 | 12,223,721 | 5.71 | 61.89 | -3.12 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 6.543 | 32,85 | 329 | 44,93 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10.915 | 6,86 | 1 | |||||
2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.901 | 0,00 | 245 | 8,41 | ||||
2025-08-14 | 13F | Mariner, LLC | 11.078 | -2,85 | 554 | 5,32 | ||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Accel Wealth Management | 26.965 | -0,37 | 1.349 | 8,01 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 10.046 | 238,93 | 1 | -100,00 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11.698 | 585 | ||||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 39.400 | 32,63 | 1.971 | 43,76 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 16.847 | 3,94 | 843 | 12,57 | ||||
2025-07-25 | NP | BUFR - FT Cboe Vest Fund of 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 | 11.336.524 | 0,97 | 549.821 | 1,81 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 50.332 | 5,15 | 2.518 | 13,94 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 110.905 | -2,67 | 5.549 | 5,46 | ||||
2025-08-14 | 13F | Comerica Bank | 1.075 | -5,87 | 54 | 1,92 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 9.245 | 463 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4.254 | 213 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5.300 | 0,00 | 265 | 8,61 | ||||
2025-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | McCarthy & Cox | 15.584 | -9,45 | 780 | -1,89 | ||||
2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9.765 | 212,98 | 489 | 238,89 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 9.860 | 493 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170.819 | 93,57 | 8.443 | 107,19 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 2.750 | 138 | ||||||
2025-07-17 | 13F | Black Point Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 16.284 | 30,94 | 815 | 41,81 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 10.938 | 0,00 | 555 | 9,70 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 21.182 | -0,24 | 1.060 | 7,84 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 178.469 | 10,16 | 8.929 | 19,34 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 117.645 | 37,20 | 5.886 | 48,65 | ||||
2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 11.527 | 577 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.700 | 85 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6.094 | 305 | ||||||
2025-08-08 | 13F | 1776 Wealth LLC | 28.757 | 0,00 | 1.439 | 8,36 | ||||
2025-08-12 | 13F | Change Path, LLC | 115.626 | 2.288,97 | 5.785 | 2.493,72 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 52.092 | 15,74 | 3 | 0,00 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 74.912 | -5,84 | 3.748 | 2,01 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 25.424 | 31,15 | 1 | |||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 31.469 | 30,95 | 1.574 | 41,93 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 25.742 | 13,35 | 1.288 | 24,59 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 479.491 | 0,40 | 23.989 | 8,77 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 24.865 | 15,97 | 1.244 | 22,34 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.000 | 0,00 | 100 | 8,70 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 250 | 12 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 4.041 | 152,88 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 104.042 | 25,19 | 5.205 | 35,65 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 4.663 | -14,01 | 233 | -6,80 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 13.117 | 8,00 | 656 | 17,14 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 498 | 0,00 | 25 | 9,09 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 535 | 0,00 | 27 | 8,33 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | MBL Wealth, LLC | 4.161 | -10,80 | 208 | -3,26 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 7.738 | -4,27 | 387 | 3,75 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 70.624 | -56,86 | 3.533 | -53,26 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 26.512 | 19,99 | 1.326 | 30,00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1.484 | -37,30 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 42.141 | 2,41 | 2.108 | 10,95 | ||||
2025-07-16 | 13F | Novem Group | 6.364 | 30,84 | 318 | 41,96 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 14.651 | -11,24 | 733 | -3,94 | ||||
2025-08-13 | 13F | Alerus Financial Na | 1.516 | 76 | ||||||
2025-07-28 | 13F | ForthRight Wealth Management, LLC | 6.035 | 0,00 | 302 | 8,27 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 4.092 | 205 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 905 | 0,00 | 45 | 9,76 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9.821 | -20,02 | 491 | -14,76 | ||||
2025-08-04 | 13F | Assetmark, Inc | 184.560 | 30,83 | 9.234 | 41,74 | ||||
2025-08-12 | 13F | LPL Financial LLC | 104.230 | -3,07 | 5.215 | 5,02 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.181 | 0,00 | 388 | 2,92 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 28.157 | 0,54 | 1.409 | 8,89 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 17.015 | 15,25 | 1 | |||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 12.623 | 8,78 | 632 | 17,94 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 17.947 | 898 | ||||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 6.330 | 317 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8.279 | -1,13 | 414 | 7,25 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 32.896 | 1.646 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 375.050 | 8,52 | 19 | 20,00 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 14.063 | -18,02 | 704 | -11,24 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 7.985 | 281 | ||||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 42.045 | -0,70 | 2.104 | 7,57 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13.321 | 0,00 | 666 | 8,29 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 14.431 | -1,19 | 722 | 6,97 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 457 | -84,76 | 23 | -84,06 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 13.993 | 44,57 | 700 | 56,95 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13.449 | 200,00 | 673 | 224,64 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.075 | -12,29 | 204 | -5,14 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1.626 | 0,00 | 81 | 8,00 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.562 | 0,00 | 178 | 8,54 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 7.500 | 375 | ||||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 9.700 | -18,08 | 485 | -11,17 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 16.700 | 117,36 | 836 | 135,88 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 63.378 | -0,73 | 3.171 | 7,53 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4.830 | -6,76 | 242 | 0,84 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 4.301 | 215 | ||||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 16.589 | 0,00 | 1 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 22.935 | 1.147 | ||||||
2025-07-15 | 13F | World Equity Group, Inc. | 11.064 | 554 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 1.887 | -61,87 | 94 | -58,77 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 378.358 | 267,43 | 18.929 | 298,09 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8.237 | 43,58 | 412 | 56,06 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15.660 | -9,77 | 783 | -2,25 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 7.985 | 41,48 | 399 | 53,46 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 1.320 | 66 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 1.003 | 0,00 | 50 | 11,11 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44.685 | 2.236 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 41.395 | 2.071 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 20.848 | 57,36 | 1.043 | 70,70 | ||||
2025-07-25 | 13F | Cwm, Llc | 182.509 | 4,08 | 9 | 12,50 | ||||
2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 530.507 | 785,49 | 26.541 | 859,54 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 12.198 | 611 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 17.983 | 1,90 | 900 | 10,44 | ||||
2025-05-15 | 13F | Bullseye Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 16.602 | 56,37 | 831 | 69,39 | ||||
2025-08-11 | 13F | Advisor Resource Council | 7.573 | -78,68 | 379 | -70,72 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10.285 | 0,00 | 515 | 8,44 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14.780 | 60,15 | 739 | 73,47 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 253.436 | 7,35 | 12.679 | 16,31 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 36.208 | 0,00 | 1.811 | 8,31 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 158.221 | -25,51 | 7.916 | -19,30 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 23.921 | 0,00 | 1.197 | 8,33 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 22.985 | 15,00 | 1.150 | 24,62 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 71.257 | 2,15 | 3.593 | 12,11 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15.579 | 15,03 | 783 | 25,28 | ||||
2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-15 | 13F | Chris Bulman Inc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Holistic Planning, LLC | 4.490 | 225 | ||||||
2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1.403 | 0,00 | 70 | 9,38 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 600 | -33,33 | 30 | -26,83 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 161.059 | -0,78 | 8.058 | 7,50 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 137.164 | -17,35 | 6.862 | -10,45 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 5.917 | 301 | ||||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 40.355 | 8,74 | 2.019 | 17,81 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 |