Statistik Asas
Pemilik Institusi | 98 total, 98 long only, 0 short only, 0 long/short - change of 3.09% MRQ |
Purata Peruntukan Portfolio | 0.0802 % - change of 0.68% MRQ |
Saham Institusi (Panjang) | 4,786,203 (ex 13D/G) - change of -0.38MM shares -7.32% MRQ |
Nilai Institusi (Panjang) | $ 146,269 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF (US:FTXO) telah 98 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 4,786,203 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, UBS Group AG, TradeWell Securities, LLC., Wagner Wealth Management, Llc, Royal Bank Of Canada, Raymond James Financial Inc, and Bank Of America Corp /de/ .
First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF (NasdaqGM:FTXO) 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 8, 2025 is 35.58 / share. Previously, on September 9, 2024, the share price was 28.65 / share. This represents an increase of 24.19% 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 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.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel
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Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 611,211 | -33.12 | 20,188 | -27.33 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5,016 | 12.92 | 166 | 17.02 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 89 | 0.00 | 3 | 0.00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 3,077 | 102 | ||||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 166,630 | 4.98 | 5,504 | 14.05 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 112,216 | 29.49 | 4 | 50.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 617,552 | 17.27 | 20,398 | 27.42 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 26,115 | -1.17 | 863 | 7.35 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 400 | -33.33 | 13 | -27.78 | ||||
2025-08-11 | 13F | Citigroup Inc | 700 | 23 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,613 | 6.14 | 119 | 15.53 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26,424 | 0.48 | 803 | -3.95 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19,719 | 16.72 | 1 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 13,443 | 444 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1,334 | -4.58 | 0 | |||||
2025-08-13 | 13F | Icapital Wealth Llc | 7,361 | 0.00 | 243 | 8.97 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 870 | 0.00 | 29 | 7.69 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 7,359 | 2.12 | 243 | 10.96 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 53 | 2 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 23,477 | 7.47 | 1 | |||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 40 | 0.00 | 1 | 0.00 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12,332 | -22.98 | 407 | -16.26 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 38,540 | 1.24 | 1,273 | 9.94 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 162,608 | -25.59 | 5,371 | -19.15 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 360,429 | 0.90 | 11,905 | 9.62 | ||||
2025-08-14 | 13F | UBS Group AG | 239,481 | -15.61 | 7,910 | -8.31 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 7,283 | -50.81 | 212 | -46.17 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 51,896 | 0.07 | 1,714 | 8.76 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 37,450 | 19.62 | 1,237 | 29.97 | ||||
2025-04-28 | 13F | DAVENPORT & Co LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 50 | 0.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 277,505 | -19.66 | 9,166 | -12.70 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 107,053 | -7.71 | 4 | 0.00 | ||||
2025-08-14 | 13F | Comerica Bank | 962 | 4.34 | 32 | 10.71 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 162,326 | -34.33 | 5,362 | -28.64 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 9,579 | -82.80 | 316 | -81.33 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 100 | 0.00 | 3 | 0.00 | ||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,397 | 602.52 | 443 | 675.44 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38,805 | 8.96 | 1,267 | 17.10 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 39,926 | -2.30 | 1,319 | 6.12 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 207 | 0.00 | 7 | 0.00 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 18,772 | -2.33 | 614 | 4.97 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 40 | 0.00 | 1 | 0.00 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 7,888 | 5.72 | 261 | 15.04 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15,563 | 514 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,212 | 0.00 | 40 | 11.11 | ||||
2025-07-18 | 13F | Truist Financial Corp | 106,834 | 0.05 | 3,529 | 8.72 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 6,764 | 0.00 | 223 | 8.78 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 36,500 | -1.68 | 1,206 | 6.83 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 22,821 | 13.54 | 754 | 23.24 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 55 | 0.00 | 2 | 0.00 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,378 | 135.96 | 46 | 164.71 | ||||
2025-08-12 | 13F | MAI Capital Management | 460 | 0.00 | 15 | 15.38 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 28,750 | -2.66 | 950 | 5.80 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 19,000 | -44.01 | 624 | -36.97 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 13,121 | -12.05 | 433 | -4.42 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 184 | 6 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 35,922 | -19.61 | 1,187 | -12.67 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 60,055 | 2 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 25,761 | -13.68 | 851 | -6.28 | ||||
2025-07-16 | 13F | American National Bank | 94 | 0.00 | 3 | 50.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 10,762 | 4.78 | 355 | 13.78 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 21,905 | 724 | ||||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 152 | 0.00 | 5 | |||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6,605 | 218 | ||||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 6,396 | 211 | ||||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 28,465 | -11.46 | 940 | -3.79 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 158 | 37.39 | 5 | 66.67 | ||||
2025-08-04 | 13F | Assetmark, Inc | 141,526 | 21.95 | 4,675 | 32.52 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 6,663 | 220 | ||||||
2025-04-30 | 13F | TradeWell Securities, LLC. | 218,597 | -3.22 | 6,645 | -7.50 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 676 | 0.00 | 22 | 10.00 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 45,491 | 21.57 | 1,503 | 32.10 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,065 | -21.98 | 35 | -14.63 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 23,915 | 13.48 | 790 | 23.28 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 9,688 | -0.41 | 320 | 8.14 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 158,051 | -27.80 | 5,220 | -21.55 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 32,942 | -6.42 | 1,088 | 1.68 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,781 | -12.60 | 409 | 0.00 | ||||
2025-08-07 | 13F | PFG Advisors | 65,703 | 22.56 | 2,170 | 33.21 | ||||
2025-07-25 | 13F | Cwm, Llc | 439 | 36.34 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 148,399 | 11.94 | 4,902 | 21.61 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17,003 | -32.69 | 562 | -26.86 | ||||
2025-05-14 | 13F | Huntington National Bank | 2 | 0.00 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 82 | 0.00 | 3 | 0.00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 12,002 | -19.76 | 0 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 17,678 | 0.86 | 584 | 9.59 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 60,839 | 6.26 | 2,009 | 15.46 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
2025-04-10 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6,413 | 758.50 | 212 | 817.39 | ||||
2025-08-04 | 13F | Atria Investments Llc | 31,134 | 9.67 | 1,028 | 19.12 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 35,836 | -3.78 | 1,184 | 4.51 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 530 | 0.00 | 18 | 6.25 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1,638 | 0.18 | 54 | 10.20 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 440 | 0.00 | 15 | 7.69 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 348 | 3.26 | 11 | 22.22 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 45,100 | 1,490 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,479 | 4.18 | 313 | 13.41 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 4 | 0.00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 46 | 0.00 | 2 | 0.00 | ||||
2025-08-13 | 13F | Alerus Financial Na | 450 | 15 |