Statistik Asas
| Pemilik Institusi | 106 total, 106 long only, 0 short only, 0 long/short - change of -0.93% MRQ |
| Purata Peruntukan Portfolio | 0.2022 % - change of -40.14% MRQ |
| Saham Institusi (Panjang) | 5,915,295 (ex 13D/G) - change of -0.49MM shares -7.60% MRQ |
| Nilai Institusi (Panjang) | $ 220,094 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December (US:DDEC) telah 106 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 5,915,295 saham. Pemegang saham terbesar termasuk BUFD - FT Cboe Vest Fund of Deep Buffer ETFs, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Kestra Advisory Services, LLC, Envestnet Asset Management Inc, Beacon Financial Group, Armis Advisers, LLC, REAP Financial Group, LLC, Hartford Financial Management Inc., and Cetera Investment Advisers .
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December (BATS:DDEC) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 43.07 / share. Previously, on September 6, 2024, the share price was 38.69 / share. This represents an increase of 11.32% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-01-07 | FIRST TRUST PORTFOLIOS LP | 2,569,842 | 2,284,563 | -11.10 | 31.84 | -15.14 |
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 28,340 | -5.89 | 1,184 | 0.42 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11,162 | -4.25 | 471 | 3.06 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 14,923 | 67.39 | 623 | 79.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,827 | 42.62 | 536 | 51.99 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 13,700 | -11.94 | 572 | -5.92 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10,817 | 225.13 | 452 | 246.92 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,565 | 0.00 | 107 | 7.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11,903 | 497 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 25,019 | -1.02 | 1,045 | 5.56 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,860 | -0.48 | 582 | 6.79 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 7,757 | 0.00 | 324 | 6.60 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18,086 | -92.03 | 755 | -91.49 | ||||
| 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 | 2,660,536 | 6.72 | 107,825 | 6.85 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 7,386 | 0.00 | 308 | 6.57 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 45,155 | -9.58 | 2 | -99.95 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,252 | 11.49 | 52 | 20.93 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6,220 | 0.00 | 260 | 6.58 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 18,455 | -0.58 | 771 | 6.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7,970 | 0.00 | 333 | 6.75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 134,888 | 181.80 | 5,633 | 200.75 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 11,698 | 0.00 | 489 | 6.78 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 37,713 | -34.82 | 1,575 | -30.48 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 6,755 | 0.00 | 282 | 6.82 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 6,015 | -7.67 | 251 | -1.18 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 33,749 | -1.10 | 1,409 | 5.54 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 541 | 0.00 | 23 | 4.76 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 42,766 | -0.13 | 1,786 | 6.50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 563 | -19.23 | 24 | -14.81 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 65,300 | 0.00 | 2,727 | 6.73 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 194,763 | 0.97 | 8,134 | 7.74 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 22,845 | -15.81 | 954 | -10.17 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 20,004 | 0.00 | 835 | 6.78 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 102,992 | 10.81 | 4,301 | 18.26 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 27,051 | -8.63 | 1,130 | -2.50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 345 | 0.00 | 14 | 7.69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 63,854 | -17.46 | 3 | -33.33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70,610 | 17.18 | 2,949 | 24.76 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4,977 | 208 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 111,584 | 8.37 | 4,660 | 15.61 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 4,989 | 208 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,065 | -72.38 | 128 | -70.74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,500 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 83,406 | -3.01 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 69,685 | -5.06 | 2,910 | 1.32 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,982 | 0.00 | 83 | 6.49 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5,063 | 211 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 2,971 | -20.09 | 0 | |||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 500 | 0.00 | 21 | 5.26 | ||||
| 2025-07-29 | 13F | RWQ Financial Management Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 39,557 | 8.42 | 1,652 | 16.02 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 24,517 | -2.60 | 1,024 | 3.86 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,515 | 0.00 | 360 | 8.11 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5,615 | 0.00 | 234 | 6.85 | ||||
| 2025-04-22 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 123,643 | -8.72 | 5,164 | -2.60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,869 | -15.69 | 370 | -9.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 78,606 | 2,200.44 | 3,283 | 2,295.62 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7,150 | 0.00 | 299 | 6.81 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 5,715 | -82.20 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,450 | 269 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 100,490 | 339.07 | 4 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5,230 | 218 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 72,817 | 21.21 | 3,041 | 29.31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 248,950 | -13.62 | 10 | -9.09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 20,898 | -11.55 | 873 | -7.53 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,724 | -0.62 | 239 | 6.22 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6,048 | 0.00 | 253 | 6.78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,154 | -10.61 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,489 | -2.93 | 104 | 3.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11,819 | -3.34 | 494 | 3.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 31,200 | 0.00 | 1,303 | 6.63 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,530 | -39.79 | 356 | -35.74 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 19,590 | -2.00 | 818 | 4.60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 34,380 | -3.37 | 1,436 | 3.09 | ||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,338 | 0.00 | 223 | 6.73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 400 | 0.00 | 17 | 6.67 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,071 | 212 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,878 | 0.00 | 287 | 6.69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,986 | -7.87 | 375 | -1.57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 | -98.21 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 73,513 | -3.07 | 3,070 | 3.44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,045 | 169 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 5,100 | 213 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12,891 | 538 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,312 | 0.00 | 55 | 5.88 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 450 | 0.00 | 19 | 5.88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 65,300 | 0.00 | 2,727 | 6.73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,431 | 9.92 | 227 | 17.10 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,327 | 8.75 | 334 | 11.71 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44,687 | 10.82 | 1,866 | 18.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65,793 | -57.37 | 2,748 | -54.52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,464 | -19.84 | 353 | -14.53 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5,017 | 210 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4,816 | -23.19 | 201 | -17.96 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 112,689 | -0.52 | 4,706 | 6.16 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 35,745 | 120.76 | 1,493 | 135.70 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 951 | 0.00 | 40 | 5.41 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 6,119 | -0.13 | 256 | 6.69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,676 | 321 | ||||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 5,728 | 0.00 | 239 | 6.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 49,229 | 0.00 | 2,074 | 7.13 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 112,689 | -0.53 | 4,706 | 6.13 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 265,405 | -0.57 | 11,083 | 6.10 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 9,858 | 25.71 | 412 | 34.31 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 15,949 | 0.00 | 666 | 6.73 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9,800 | 0.00 | 409 | 6.79 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 10,570 | 0.00 | 441 | 6.52 |
