Grundlæggende statistik
Institutionelle ejere | 106 total, 106 long only, 0 short only, 0 long/short - change of 1,92% MRQ |
Gennemsnitlig porteføljeallokering | 0.4117 % - change of 3,76% MRQ |
Institutionelle aktier (lange) | 8.811.954 (ex 13D/G) - change of -0,45MM shares -4,81% MRQ |
Institutionel værdi (lang) | $ 282.618 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December (US:GDEC) har 106 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,811,954 aktier. Største aktionærer omfatter AE Wealth Management LLC, BUFZ - FT Vest Laddered Moderate Buffer ETF, Hollencrest Capital Management, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Uniting Wealth Partners, LLC, MAI Capital Management, Raymond James Financial Inc, Envestnet Asset Management Inc, and FSR Wealth Management Ltd. .
First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December (BATS:GDEC) 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 36,45 / share. Previously, on September 13, 2024, the share price was 33,01 / share. This represents an increase of 10,42% 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.
Upgrade to unlock premium data.
Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
---|---|---|---|---|---|---|---|---|
2025-08-07 | FIRST TRUST PORTFOLIOS LP | 1,289,372 | 1,482,862 | 15.01 | 17.65 | 73.21 |
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
for at låse premium-data op og eksportere til Excel
.
Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Gries Financial Llc | 6.930 | 0,00 | 244 | 6,11 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 20.814 | 3,59 | 732 | 9,92 | ||||
2025-04-25 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Americana Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12.520 | -5,34 | 440 | 0,69 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 9.290 | 1,53 | 327 | 7,95 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 18.884 | -3,76 | 1 | -100,00 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 683 | -66,91 | 23 | -68,12 | ||||
2025-08-15 | 13F | Morgan Stanley | 430 | 115,00 | 15 | 150,00 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 29.062 | 96,34 | 1.022 | 108,37 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 25.625 | 0,00 | 901 | 6,13 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 282.697 | 9.938 | ||||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 22.811 | -52,15 | 802 | -49,24 | ||||
2025-08-14 | 13F | Mariner, LLC | 9.748 | 2,79 | 343 | 9,27 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 634 | -68,50 | 22 | -66,67 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 460.181 | -16,52 | 16.176 | -11,37 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 18.665 | 12,00 | 656 | 19,06 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 12.714 | -5,62 | 447 | 0,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 2.500 | 0,00 | 88 | 6,10 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 735 | -7,66 | 26 | -3,85 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 25.506 | 103,28 | 897 | 115,90 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 124.894 | -3,92 | 4.135 | -3,90 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36.087 | 444,38 | 1.269 | 479,00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 12.623 | 78,49 | 444 | 89,32 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 19.670 | 217,16 | 692 | 237,07 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 667 | -19,15 | 23 | -14,81 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 52.930 | -53,12 | 1.861 | -50,24 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 14.515 | 0,00 | 510 | 6,25 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 7.400 | 0,00 | 260 | 6,12 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 26.075 | -50,94 | 917 | -47,92 | ||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 213.794 | -21,18 | 7.516 | -16,30 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 16.684 | 92,50 | 587 | 104,90 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 33.104 | -2,17 | 1.164 | 4,87 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.500 | 0,00 | 123 | 6,96 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 157.342 | -0,38 | 5.532 | 5,78 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 10.221 | 270,59 | 359 | 294,51 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 0,00 | 14 | 7,69 | ||||
2025-08-12 | 13F | Archer Investment Corp | 6.208 | 0,00 | 218 | 6,34 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 7.900 | -9,50 | 278 | -4,15 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 150.000 | 5.273 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 7.601 | -7,53 | 267 | -1,84 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 39 | -92,26 | 1 | -93,75 | ||||
2025-07-25 | 13F | Cwm, Llc | 1.131 | -85,08 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 25.992 | 13,55 | 861 | 11,40 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1.494 | 0,00 | 0 | |||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 23.489 | -78,49 | 826 | -77,18 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 88.568 | 10,23 | 3.114 | 17,03 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1.978.741 | -34,38 | 69.564 | -30,32 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 26.051 | 0,00 | 916 | 6,15 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 24.913 | -1,70 | 851 | 5,19 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 2.000 | 0,00 | 70 | 6,06 | ||||
2025-08-14 | 13F/A | Barclays Plc | 5.755 | 438,35 | 0 | |||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 7.924 | -3,71 | 279 | 2,21 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 7.932 | 0,00 | 279 | 6,11 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 7.500 | 0,00 | 264 | 6,05 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 460.926 | 12,85 | 16 | 23,08 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 16.192 | 0,00 | 569 | 6,16 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 5.995 | 211 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 89.743 | 82,58 | 3.155 | 93,85 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 17.178 | -0,84 | 604 | 5,24 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 1.102.017 | 38.742 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 28.400 | 0,58 | 998 | 6,85 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 30.309 | -54,56 | 1.066 | -51,77 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16.170 | 0,00 | 568 | 6,17 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 7.770 | 0 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.690 | 0,00 | 59 | 7,27 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 164.519 | -14,07 | 5.784 | -8,76 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 23.578 | -35,24 | 829 | -31,29 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 6.000 | 211 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5.781 | 203 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 9.101 | 320 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 1.511 | 53 | ||||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 7.604 | 0,00 | 267 | 6,37 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39.230 | 9,81 | 1 | 0,00 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 7.192 | 0,00 | 253 | 5,88 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 4.539 | 160 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.090 | -9,89 | 320 | -4,49 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 4.445 | 46,31 | 156 | 56,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 189.647 | -6,69 | 7 | 0,00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 7.213 | 254 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 163.201 | -0,04 | 5.737 | 6,14 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 531 | 0,00 | 19 | 5,88 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4.721 | 0,00 | 166 | 5,77 | ||||
2025-08-14 | 13F | UBS Group AG | 18.135 | 1.226,63 | 638 | 1.315,56 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 40.828 | -8,07 | 1.435 | -2,38 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8.490 | -0,04 | 298 | 6,05 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 148.566 | -2,04 | 5.223 | 4,00 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 14.453 | -61,11 | 508 | -58,70 | ||||
2025-08-12 | 13F | MAI Capital Management | 269.952 | -12,95 | 9.490 | -7,57 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 14.003 | 0,00 | 492 | 6,26 | ||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.116.525 | 12,47 | 38.147 | 12,62 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 985 | -84,39 | 35 | -83,89 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 18.362 | -1,39 | 646 | 4,71 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 12.544 | 441 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 18.362 | -1,39 | 646 | 4,71 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | Call | 0 | -100,00 | 0 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 24.120 | 848 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 216.185 | -7,89 | 7.600 | -2,19 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 2.000 | -42,86 | 70 | -39,13 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 819 | 196,74 | 29 | 211,11 | ||||
2025-04-22 | 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 | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1.900 | 280,00 | 63 | 287,50 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9.191 | -2,17 | 323 | 3,86 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 17.600 | 0,00 | 619 | 6,19 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 15.462 | -40,01 | 521 | -38,92 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 18.165 | 639 | ||||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 94.353 | 0,00 | 3.124 | 0,00 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25.416 | 39,94 | 894 | 48,59 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 217.672 | -72,10 | 7.652 | -70,37 |