13FBOX
第一信托·UST DORSEY WRIGHT FOCUS 5 ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·UST DORSEY WRIGHT FOCUS 5 ETF

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFFV
持有机构数
352
机构合计市值 (Q2 2026)
$25.22亿
机构合计股数 (Q2 2026)
3,328.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+169.1万股
140 · 53 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-317.4万股
157 · 20 清仓 · ≈
⚖️ 净额
-148.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$25.22亿
持有机构数
352
新买入
53
加仓
87
减仓
137
清仓
20
持股不变
75
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
摩根士丹利MORGAN STANLEY
0.02%0.02%#192$4.19亿552.8万股$3.72亿601.4万股-48.6万股-8.08%减仓
LPL金融LPL Financial LLC
0.06%0.05%#127$2.50亿329.8万股$1.87亿310.1万股+19.8万股+6.37%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.04%#172$1.84亿242.9万股$1.95亿322.3万股-79.5万股-24.65%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.17%0.16%#65$1.33亿174.6万股$1.12亿184.7万股-10.1万股-5.47%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#159$1.29亿169.6万股$1.08亿178.2万股-8.7万股-4.87%减仓
瑞银集团UBS Group AG
0.01%0.01%#233$9,105.0万120.0万股$7,578.8万125.4万股-5.4万股-4.31%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#268$8,782.4万115.7万股$7,135.5万118.1万股-2.3万股-1.97%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#250$5,631.0万74.2万股$4,578.9万75.8万股-1.6万股-2.05%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.06%#123$4,907.3万64.7万股$4,357.7万72.1万股-7.4万股-10.30%减仓
Proactive Wealth Strategies LLC
7.37%6.92%#2$4,589.7万60.5万股$3,683.6万60.9万股-4,627股-0.76%减仓
繁荣金融服务Prospera Financial Services Inc
0.66%0.61%#24$4,523.1万59.6万股$3,817.6万63.2万股-3.6万股-5.63%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.37%0.37%#37$4,311.6万56.8万股$3,398.8万56.2万股+5,853股+1.04%加仓
NewEdge顾问NewEdge Advisors, LLC
0.12%0.12%#84$4,193.7万55.3万股$3,323.4万55.0万股+2,792股+0.51%加仓
Janney Montgomery Scott LLC
0.07%#105$3,697.9万48.7万股$00股+48.7万股新买入
&Partners&PARTNERS
0.15%0.02%#73$3,663.1万51.7万股$361.4万6.0万股+45.7万股+764.64%加仓
SARD WEALTH MANAGEMENT GROUP, LLC
17.37%15.39%#1$3,633.0万47.9万股$2,830.0万46.8万股+1.1万股+2.25%加仓
Cambridge Investment Research Advisors, Inc.
0.08%0.08%#97$3,622.3万47.7万股$3,150.7万52.1万股-4.4万股-8.43%减仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.02%#184$3,157.3万41.6万股$2,554.4万42.3万股-6,551股-1.55%减仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#177$3,060.3万40.3万股$2,439.5万40.4万股-327股-0.08%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.05%0.04%#140$3,004.3万39.6万股$2,511.2万41.6万股-2.0万股-4.71%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.17%0.15%#66$2,987.0万39.4万股$2,408.5万39.9万股-4,854股-1.22%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#260$2,748.7万36.2万股$2,352.2万38.9万股-2.7万股-6.92%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.2%0.18%#61$2,166.0万28.5万股$1,846.0万30.5万股-2.0万股-6.54%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.03%#173$2,144.1万28.3万股$2,074.1万34.3万股-6.1万股-17.66%减仓
Madrona Financial Services, LLC
3.56%3.27%#5$1,929.7万25.4万股$1,496.3万24.8万股+6,725股+2.72%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.39%0.34%#35$1,890.0万24.9万股$1,471.9万24.4万股+5,542股+2.28%加仓
Private Advisor集团Private Advisor Group, LLC
0.09%0.1%#96$1,887.0万24.9万股$2,093.2万34.6万股-9.8万股-28.20%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.09%0.07%#95$1,832.2万24.1万股$1,459.8万24.2万股-76股-0.03%减仓
Frederick Financial Consultants, LLC
6.97%6.11%#3$1,644.0万21.7万股$1,228.6万20.3万股+1.3万股+6.58%加仓
Strid Group, LLC
1.58%1.48%#13$1,423.8万18.8万股$1,197.3万19.8万股-1.0万股-5.28%减仓
Concentrum Wealth Management
3.23%3.12%#6$1,347.7万17.8万股$1,056.8万17.5万股+2,756股+1.58%加仓
Regal Investment Advisors LLC
0.68%0.61%#23$1,316.1万17.3万股$1,050.8万17.4万股-423股-0.24%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.06%0.06%#120$1,237.9万16.3万股$749.0万12.4万股+3.9万股+31.65%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#328$1,187.8万15.9万股$738.8万12.6万股+3.3万股+26.54%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.11%0.1%#86$1,135.4万15.0万股$921.6万15.2万股-2,854股-1.87%减仓
阿尔法核心资本AlphaCore Capital LLC
0.2%0.2%#57$1,102.1万14.5万股$843.2万14.0万股+5,725股+4.10%加仓
HFG Advisors, Inc.
6.85%6.11%#4$1,098.3万14.5万股$868.4万14.4万股+1,056股+0.73%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#210$1,085.0万14.9万股$981.9万16.1万股-1.2万股-7.69%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#240$1,020.5万13.4万股$826.0万13.7万股-2,182股-1.60%减仓
Ashton Thomas Private Wealth, LLC
0.2%0.19%#56$981.2万12.9万股$806.8万13.4万股-4,189股-3.14%减仓
MGO资本MGO ONE SEVEN LLC
0.15%0.15%#72$915.5万12.1万股$767.1万12.7万股-6,273股-4.94%减仓
Fusion Capital, LLC
2.12%1.96%#11$913.6万12.0万股$727.8万12.0万股-30股-0.02%减仓
SkyOak Wealth, LLC
1.31%1.19%#15$803.0万10.6万股$651.2万10.8万股-1,929股-1.79%减仓
Gateway Wealth Partners, LLC
0.47%0.51%#30$786.7万10.4万股$1,297.2万21.5万股-11.1万股-51.70%减仓
Valmark顾问Valmark Advisers, Inc.
0.08%0.07%#98$767.3万10.1万股$596.7万9.9万股+2,397股+2.43%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#303$756.4万10.0万股$611.8万10.1万股-1,534股-1.52%减仓
IFP顾问IFP Advisors, Inc
0.13%0.13%#81$745.2万9.8万股$612.9万10.1万股-3,199股-3.15%减仓
PFG 投资PFG Investments, LLC
0.27%0.24%#50$705.2万9.3万股$525.5万8.7万股+5,996股+6.90%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#297$685.8万9.4万股$531.0万8.9万股+4,546股+5.10%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#200$640.1万8.4万股$529.8万8.8万股-3,312股-3.78%减仓

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