Grundlæggende statistik
Institutionelle ejere | 113 total, 113 long only, 0 short only, 0 long/short - change of 4,63% MRQ |
Gennemsnitlig porteføljeallokering | 0.2766 % - change of 37,36% MRQ |
Institutionelle aktier (lange) | 5.974.569 (ex 13D/G) - change of 0,70MM shares 13,34% MRQ |
Institutionel værdi (lang) | $ 203.519 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June (US:GJUN) har 113 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,974,569 aktier. Største aktionærer omfatter BUFZ - FT Vest Laddered Moderate Buffer ETF, Raymond James Financial Inc, Mariner, LLC, Atria Investments Llc, Commonwealth Equity Services, Llc, Cetera Investment Advisers, Colony Group, LLC, First International Bank of Israel Ltd., Advisor Group Holdings, Inc., and Kestra Advisory Services, LLC .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June (BATS:GJUN) 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 38,67 / share. Previously, on September 13, 2024, the share price was 34,96 / share. This represents an increase of 10,61% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-04-16 | FIRST TRUST PORTFOLIOS LP | 821,012 | 1,017,226 | 23.90 | 13.43 | 27.54 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Jones Financial Companies Lllp | 960 | 36 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 8.590 | -1,28 | 323 | 5,23 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 48.151 | 2,64 | 1.810 | 9,76 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 6.781 | 255 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 933 | -83,58 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27.081 | -0,59 | 1.018 | 6,26 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10.484 | 104,61 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 843 | 32 | ||||||
2025-08-14 | 13F | Mariner, LLC | 331.021 | -2,33 | 12.446 | 4,41 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10.833 | -0,21 | 381 | -2,56 | ||||
2025-08-14 | 13F | LM Advisors LLC | 31.290 | 0,00 | 1 | 0,00 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 13.700 | 0,00 | 515 | 7,07 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 29.052 | 0,00 | 1.092 | 6,95 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.778 | 0,00 | 67 | 6,45 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 6.757 | -2,30 | 254 | 4,53 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 36.575 | -12,58 | 1.375 | -6,53 | ||||
2025-08-14 | 13F | UBS Group AG | 32.735 | 32,07 | 1.231 | 41,22 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 22.255 | 28,49 | 1 | -100,00 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Norden Group Llc | 11.600 | -0,22 | 436 | 6,86 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 199.813 | -9,87 | 7.513 | -3,64 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4.682 | 0,00 | 0 | |||||
2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 178.623 | 20,28 | 6.716 | 28,59 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 32.657 | 15,98 | 1.228 | 23,94 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 49.929 | -35,12 | 1.877 | -30,64 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 61.406 | 1,70 | 2.211 | 4,10 | ||||
2025-08-14 | 13F | Colony Group, LLC | 243.541 | -8,89 | 9.157 | -2,60 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 11.472 | 3,64 | 0 | |||||
2025-08-08 | 13F | 1776 Wealth LLC | 7.560 | 0,00 | 284 | 7,17 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 611 | -10,93 | 23 | -8,33 | ||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 44.451 | 0,00 | 1.671 | 6,91 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 34.444 | -4,84 | 1.295 | 1,81 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 283.808 | 9,57 | 10.671 | 17,15 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10.245 | 385 | ||||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 6.438 | 0,00 | 242 | 7,08 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 10.059 | 0,00 | 380 | 7,37 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 14.070 | 0,00 | 529 | 7,09 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 200.000 | 7.520 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54.230 | 50,12 | 2 | 100,00 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 16.509 | 7,57 | 621 | 15,03 | ||||
2025-08-13 | 13F | Kilter Group LLC | 1.986 | 75 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 80 | 0,00 | 3 | 50,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5.350 | -15,75 | 201 | -11,84 | ||||
2025-08-12 | 13F | Archer Investment Corp | 32.179 | 117,96 | 1.210 | 132,95 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 5.803 | -1,39 | 218 | 5,83 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 7.317 | 1,82 | 275 | 9,13 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 29.965 | 0,00 | 1.127 | 6,93 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 10.378 | -35,89 | 390 | -31,46 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Americana Partners, LLC | 155.094 | 108,72 | 5.832 | 123,15 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 11.701 | -86,31 | 440 | -85,39 | ||||
2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 412 | 0,00 | 15 | 7,14 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 8.696 | 0,00 | 327 | 6,89 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 25.887 | 973 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 6.384 | 0 | ||||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 6.450 | 0,00 | 243 | 7,08 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 69.644 | 58,35 | 2.619 | 69,34 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 7.391 | 0,00 | 278 | 6,95 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 8.604 | 614,62 | 324 | 669,05 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6.562 | 815,20 | 247 | 884,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 34.914 | 1.313 | ||||||
2025-08-14 | 13F | Sequent Planning LLC | 21.532 | -2,99 | 810 | 3,72 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 8.110 | -47,26 | 305 | -43,70 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 57.886 | 451,30 | 2 | |||||
2025-07-17 | 13F | City Holding Co | 31.100 | 0,00 | 1.169 | 6,95 | ||||
2025-07-18 | 13F | Truist Financial Corp | 39.310 | -0,94 | 1.478 | 5,95 | ||||
2025-07-25 | 13F | Cwm, Llc | 506 | 0 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10.880 | 0,00 | 409 | 7,07 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 8.047 | 303 | ||||||
2025-08-01 | 13F | GoalVest Advisory LLC | 3.865 | 0,00 | 145 | 7,41 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12.668 | -68,18 | 478 | -65,86 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 10.966 | 1,65 | 412 | 8,71 | ||||
2025-08-12 | 13F | LPL Financial LLC | 153.064 | 23,97 | 5.755 | 32,54 | ||||
2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Gries Financial Llc | 14.582 | -27,34 | 548 | -22,27 | ||||
2025-05-07 | 13F | Schubert & Co | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18.223 | 685 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 29.485 | -10,46 | 1.109 | -3,57 | ||||
2025-08-04 | 13F | Atria Investments Llc | 322.761 | -2,39 | 12.136 | 4,35 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14.571 | 132,17 | 548 | 148,64 | ||||
2025-08-12 | 13F | Change Path, LLC | 16.340 | 40,07 | 614 | 49,76 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5.661 | 213 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 319.579 | 75,85 | 12 | 100,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.983 | -78,18 | 75 | -77,16 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 13.405 | 2,03 | 504 | 9,09 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 13.153 | -3,93 | 495 | 2,70 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 13.153 | -2,85 | 495 | 3,78 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 5.542 | -14,44 | 208 | -8,37 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4.613 | 27,04 | 173 | 36,22 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 31.678 | -4,14 | 1.191 | 2,50 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 7.556 | -0,07 | 284 | 7,17 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 238 | 9 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 10.087 | 0,00 | 379 | 7,06 | ||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1.045.036 | 12,78 | 38.175 | 13,09 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 11.461 | 21,60 | 431 | 29,91 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 74.127 | -4,15 | 2.607 | -6,32 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.450 | 0,00 | 92 | 6,98 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 463.704 | 53,31 | 17.435 | 63,91 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 12.571 | 479 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 43.300 | 0,00 | 1.628 | 6,96 | ||||
2025-08-12 | 13F | MAI Capital Management | 15.178 | 39,39 | 571 | 49,21 | ||||
2025-07-16 | 13F | ORG Partners LLC | 11.500 | 0,00 | 432 | 6,16 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 59.989 | 173,31 | 2.256 | 192,48 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 7.665 | -91,90 | 288 | -91,35 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 22.202 | -28,58 | 835 | -23,70 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 28.335 | 7,31 | 1.065 | 14,76 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 51.569 | 11,46 | 1.939 | 19,11 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16.466 | -55,40 | 619 | -52,31 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 365 | 0,00 | 0 | |||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 59.706 | 0,00 | 2.100 | 0,00 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10.450 | -3,54 | 393 | 3,16 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 157.253 | 487,44 | 5.913 | 528,27 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 11.980 | -1,28 | 450 | 3,21 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 79.488 | 1,23 | 3.002 | 8,61 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31.125 | 45,56 | 1.175 | 56,12 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 27.341 | 0,00 | 1.028 | 6,97 |