Grundläggande statistik
Institutionella ägare | 142 total, 142 long only, 0 short only, 0 long/short - change of 1,43% MRQ |
Genomsnittlig portföljallokering | 0.4794 % - change of −3,67% MRQ |
Institutionella aktier (lång) | 25 441 001 (ex 13D/G) - change of 0,93MM shares 3,77% MRQ |
Institutionellt värde (lång) | $ 788 611 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF (US:BUFQ) har 142 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 25,441,001 aktier. Största aktieägare inkluderar LPL Financial LLC, Advisor Group Holdings, Inc., Cetera Investment Advisers, Creekmur Asset Management LLC, Envestnet Asset Management Inc, GWM Advisors LLC, Raymond James Financial Inc, Good Life Advisors, LLC, Cambridge Investment Research Advisors, Inc., and Royal Bank Of Canada .
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF (BATS:BUFQ) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 34,57 / share. Previously, on September 13, 2024, the share price was 29,85 / share. This represents an increase of 15,81% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Iams Wealth Management, Llc | 57 789 | −42,14 | 1 919 | −35,68 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 74 720 | 38,66 | 2 481 | 54,13 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 6 087 | 202 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 10 939 | −17,53 | 363 | −8,33 | ||||
2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 71 685 | −0,26 | 2 380 | 10,86 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 68 588 | 268,61 | 2 277 | 310,27 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 12 616 | 419 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 204 | 737 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 29 547 | 31,62 | 981 | 39,01 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 17 180 | 25,58 | 513 | 17,43 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 8 250 | 0,00 | 274 | 10,98 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13 439 | −28,62 | 446 | −20,64 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 966 | −50,68 | 432 | −44,90 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 21 714 | −53,16 | 721 | −47,98 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 10 698 | 1,30 | 355 | 12,70 | ||||
2025-08-14 | 13F | Mariner, LLC | 381 911 | −25,13 | 12 679 | −16,75 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 48 995 | 253,24 | 1 627 | 292,75 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 140 450 | 1,95 | 4 663 | 13,35 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3 697 | 71,63 | 123 | 82,09 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 219 880 | 7,70 | 7 300 | 19,75 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 9 152 | −62,60 | 304 | −58,49 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46 940 | 17,22 | 1 402 | 11,37 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 26 206 | 19,02 | 870 | 32,42 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 18 780 | −2,60 | 1 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 7 249 | −36,02 | 241 | −28,99 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 7 950 | 0,00 | 264 | 10,97 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5 031 | −77,28 | 167 | −74,74 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 812 | 0,00 | 27 | 8,33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 48 450 | −9,13 | 1 609 | 1,01 | ||||
2025-08-26 | 13F | Claris Financial LLC | 7 435 | 2,76 | 247 | 8,37 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 90 493 | 5,91 | 3 004 | 17,76 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 342 232 | 19,25 | 44 561 | 32,59 | ||||
2025-07-08 | 13F | Prism Advisors, Inc. | 168 631 | −15,29 | 5 599 | −5,81 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 215 672 | −19,22 | 7 160 | −10,19 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 6 939 | −2,77 | 230 | 7,98 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 333 727 | 0,06 | 11 080 | 11,25 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 474 299 | −44,44 | 16 | −40,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24 490 | −20,69 | 813 | −11,82 | ||||
2025-07-18 | 13F | Cooper Financial Group | 63 470 | 1,46 | 2 107 | 12,79 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 15 875 | 2,18 | 527 | 13,82 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 185 798 | 3,53 | 39 368 | 15,11 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 65 491 | 1,20 | 2 174 | 12,53 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 186 894 | −16,87 | 6 205 | −7,57 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 171 785 | 0,62 | 5 703 | 11,89 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 95 057 | 3,48 | 3 156 | 15,02 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 8 078 | 15,40 | 268 | 28,23 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 13 753 | 466 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22 646 | 0,00 | 752 | 11,09 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27 429 | −7,66 | 911 | 2,71 | ||||
2025-07-16 | 13F | Novem Group | 10 698 | 355 | ||||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 93 324 | 97,88 | 3 098 | 120,03 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 7 349 | −29,68 | 244 | −22,12 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3 275 | 0,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 204 712 | 7,70 | 39 996 | 19,74 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 97 930 | 0,08 | 3 251 | 11,30 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 407 058 | 1,31 | 13 514 | 12,64 | ||||
2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 112 | 1,43 | 236 | 12,92 | ||||
2025-04-09 | 13F | Capital CS Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 793 | 26 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 45 295 | 6,19 | 1 520 | 17,47 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 176 | −7,01 | 72 | 4,35 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 175 | 105 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 13 659 | −37,95 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9 334 | −2,61 | 310 | 8,04 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 355 035 | 23,66 | 11 787 | 37,49 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 220 000 | 205 | ||||||
2025-05-08 | 13F | Us Bancorp \de\ | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 23 418 | −4,63 | 777 | 6,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 742 212 | 7,71 | 24 641 | 19,76 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 46 022 | 7,11 | 1 528 | 19,10 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-21 | 13F | Matauro, Llc | 13 055 | −4,92 | 433 | 5,87 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 33 296 | 4,58 | 1 105 | 16,32 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 10 976 | 55,12 | 364 | 72,51 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 42 812 | 11,55 | 1 421 | 24,00 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 889 | −13,78 | 63 | 40,91 | ||||
2025-08-08 | 13F | Advisory Resource Group | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 277 545 | 191,31 | 9 214 | 223,98 | ||||
2025-08-27 | NP | TFAZX - TFA Tactical Income Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 8 999 | 0,00 | 299 | 11,19 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 349 325 | −19,55 | 12 | −8,33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55 002 | 35,06 | 1 826 | 50,16 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 83 655 | 587,44 | 2 777 | 665,01 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6 790 | 0,00 | 225 | 11,39 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 14 466 | 480 | ||||||
2025-06-27 | 13F | Copley Financial Group, Inc. | 260 | 0,00 | 8 | 0,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 81 807 | −2,49 | 2 716 | 8,38 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 29 823 | 51,73 | 990 | 68,94 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 52 924 | 0,05 | 1 757 | 11,27 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 71 019 | 3,06 | 2 358 | 14,58 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 26 969 | −1,18 | 895 | 9,95 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 115 927 | −6,26 | 3 849 | 4,23 | ||||
2025-08-12 | 13F | LPL Financial LLC | 8 366 453 | 6,38 | 277 766 | 18,27 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 31 292 | −4,94 | 1 039 | 5,70 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32 457 | 12,26 | 1 078 | 24,80 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 33 | −43,10 | 1 | 0,00 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 7 084 | −7,81 | 235 | 2,62 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 827 | 132,93 | 1 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 8 991 | 3,25 | 299 | 14,62 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 10 007 | 281,66 | 332 | 304,88 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 86 997 | −0,49 | 2 888 | 10,65 | ||||
2025-07-29 | 13F | ODonnell Financial Services, LLC | 14 738 | −4,34 | 489 | 6,30 | ||||
2025-08-12 | 13F | Change Path, LLC | 23 829 | 23,64 | 791 | 37,57 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 25 442 | 0,00 | 845 | 11,20 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 556 286 | 45,52 | 18 | 63,64 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 32 562 | 389,95 | 1 081 | 445,96 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 21 021 | −16,95 | 698 | −7,68 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 71 427 | 39,32 | 2 371 | 54,97 | ||||
2025-08-04 | 13F | Atria Investments Llc | 86 403 | 611,55 | 2 869 | 692,27 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 71 427 | 58,24 | 2 371 | 64,08 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 24 386 | 1,62 | 813 | 13,55 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 573 637 | 18,24 | 19 045 | 31,46 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 45 371 | −12,14 | 1 506 | −2,33 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 241 632 | −29,88 | 8 022 | −22,03 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 13 294 | −11,26 | 441 | −1,34 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 28 099 | 0,00 | 839 | 0,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 371 830 | 3,69 | 12 345 | 15,28 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 8 389 | 278 | ||||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 70 648 | 1,26 | 2 346 | 12,58 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 6 656 | 221 | ||||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 440 772 | 4,33 | 14 634 | 16,01 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 10 233 | −63,69 | 340 | −59,69 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 237 726 | −5,87 | 7 893 | 4,65 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 22 872 | −57,13 | 759 | −52,35 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 663 | 55 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 77 626 | −21,66 | 2 577 | −12,88 | ||||
2025-08-11 | 13F | Advisor Resource Council | 9 572 | 40,76 | 318 | 56,16 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 312 | −0,04 | 353 | 13,55 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 900 | 0,28 | 594 | 11,44 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 168 199 | 50,94 | 5 584 | 67,84 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 89 830 | 6,06 | 2 982 | 17,96 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 256 154 | 9,04 | 8 504 | 21,24 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 214 062 | 2,44 | 7 107 | 13,90 | ||||
2025-07-25 | 13F | Cwm, Llc | 29 339 | 144,29 | 1 | |||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 30 276 | −53,72 | 1 005 | −48,54 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 15 313 | 515 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 44 803 | −7,92 | 1 487 | 2,41 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7 245 | −1,23 | 216 | −6,09 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 561 752 | 1,99 | 18 650 | 13,40 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 523 123 | −7,84 | 17 367 | 2,47 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22 625 | 18,27 | 751 | 31,52 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 96 488 | 2,48 | 3 303 | 19,42 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 49 213 | 4,84 | 1 634 | 16,56 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225 216 | 292,59 | 7 477 | 336,74 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 725 | 224 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 872 271 | −18,85 | 28 959 | −9,77 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 53 238 | −38,09 | 1 768 | −31,16 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 |