13FBOX
FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY MAX BUFFER ETF NOV · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY MAX BUFFER ETF NOV

NOVM
持有机构数
31
机构合计市值 (Q2 2026)
$1,574.2万
机构合计股数 (Q2 2026)
46.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+7.0万股
10 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.6万股
8 · 4 清仓 · ≈
⚖️ 净额
+2.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,574.2万
持有机构数
31
新买入
4
加仓
6
减仓
4
清仓
4
持股不变
17
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Clear Creek Financial Management, LLC
0.19%0.22%#2$293.1万8.7万股$286.1万8.7万股-550股-0.63%减仓
PARK AVENUE SECURITIES LLC
0.01%0.01%#11$183.7万5.4万股$160.7万4.9万股+5,343股+10.88%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#22$173.3万5.1万股$122.8万3.8万股+1.4万股+36.88%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#29$116.3万3.4万股$50.2万1.5万股+1.9万股+124.68%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#23$94.3万2.8万股$91.5万2.8万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#28$82.5万2.4万股$102.4万3.1万股-6,862股-21.91%减仓
Madrona Financial Services, LLC
0.12%0.14%#3$66.6万2.0万股$64.6万2.0万股00.00%持仓不变
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#18$63.8万1.9万股$61.9万1.9万股00.00%持仓不变
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
0.02%0.01%#10$53.5万1.6万股$51.9万1.6万股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%0.01%#12$51.7万1.5万股$34.5万1.1万股+4,770股+45.21%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#26$47.0万1.4万股$41.6万1.3万股+1,247股+9.82%加仓
Glen Eagle Advisors, LLC
0.05%0.06%#5$42.8万1.3万股$41.5万1.3万股00.00%持仓不变
Capasso Planning Partners LLC
0.2%0.21%#1$40.7万1.2万股$39.4万1.2万股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
0.01%<0.01%#13$40.4万1.2万股$19.6万5,990股+5,990股+100.00%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%#15$40.4万1.2万股$00股+1.2万股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#20$38.0万1.1万股$40.7万1.2万股-1,174股-9.44%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#25$29.2万8,653股$28.3万8,653股00.00%持仓不变
Buck Wealth Strategies, LLC
0.03%0.03%#8$24.2万7,180股$23.5万7,180股00.00%持仓不变
VICTORY FINANCIAL GROUP, LLC
0.03%0.03%#9$24.0万7,127股$23.3万7,127股00.00%持仓不变
Prasad Wealth Partners, LLC
0.06%0.07%#4$23.7万7,025股$24.9万7,625股-600股-7.87%减仓
PKS Advisory Services, LLC
0.03%#7$20.2万5,980股$00股+5,980股新买入
Capital Analysts, LLC
<0.01%<0.01%#24$5.0万1,474股$4.8万1,474股00.00%持仓不变
Regatta Research & Money Management
0.04%#6$4.1万1,230股$00股+1,230股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#27$4.1万1,226股$4.0万1,226股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#30$3.1万909股$3.0万909股00.00%持仓不变
Capital Investment Advisory Services, LLC
<0.01%<0.01%#21$2.7万800股$2.6万800股00.00%持仓不变
Triumph Capital Management
<0.01%<0.01%#16$2.5万750股$2.5万750股00.00%持仓不变
Integrity Financial Corp /WA
0.01%0.01%#14$1.5万458股$1.5万458股00.00%持仓不变
Bernard Wealth Management Corp.
<0.01%<0.01%#17$9,978305股$9,978305股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#19$8,938265股$8,670265股00.00%持仓不变
Clearstead顾问Clearstead Advisors, LLC
<0.01%#31$84425股$00股+25股新买入

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