Statistiche di base
Proprietari istituzionali | 143 total, 143 long only, 0 short only, 0 long/short - change of 2,14% MRQ |
Allocazione media del portafoglio | 0.4838 % - change of -2,77% MRQ |
Azioni istituzionali (Long) | 25.450.401 (ex 13D/G) - change of 0,93MM shares 3,81% MRQ |
Valore istituzionale (Long) | $ 788.891 USD ($1000) |
Proprietà istituzionale e azionisti
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF (US:BUFQ) ha 143 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 25,450,401 azioni. I maggiori azionisti includono 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) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 5, 2025 is 34,32 / share. Previously, on September 9, 2024, the share price was 29,22 / share. This represents an increase of 17,45% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 | ||||
2025-07-29 | 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 | ||||
2025-05-29 | NP | TFAZX - TFA Tactical Income Fund Class I | 9.400 | 281 | ||||||
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 |