13FBOX
FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED

DALI
持有机构数
221
机构合计市值 (Q2 2026)
$16.21亿
机构合计股数 (Q2 2026)
5,511.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+552.9万股
117 · 33 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-298.1万股
88 · 13 清仓 · ≈
⚖️ 净额
+254.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$16.21亿
持有机构数
221
新买入
33
加仓
84
减仓
75
清仓
13
持股不变
29
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
LPL金融LPL Financial LLC
0.08%0.08%#93$3.35亿1,128.1万股$3.02亿1,076.8万股+51.2万股+4.76%加仓
GW HENSSLER & ASSOCIATES LTD
5.33%5.29%#5$1.20亿403.3万股$1.12亿401.3万股+2.0万股+0.49%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#138$9,016.6万303.4万股$8,523.5万304.4万股-1.0万股-0.34%减仓
Strid Group, LLC
9.86%11.31%#3$8,880.9万298.5万股$9,124.9万328.0万股-29.5万股-8.98%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.09%#88$6,861.4万230.9万股$6,452.2万230.4万股+4,332股+0.19%加仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.06%#99$6,844.8万230.3万股$5,951.9万212.6万股+17.7万股+8.35%加仓
Centennial Wealth Advisory LLC
11.52%12.38%#1$5,337.8万179.6万股$5,112.1万182.6万股-3.0万股-1.63%减仓
Legacy Financial Group LLC
5.82%7.07%#4$5,170.1万174.0万股$5,621.0万200.8万股-26.8万股-13.34%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#155$4,129.6万138.9万股$3,811.1万136.1万股+2.8万股+2.09%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.36%0.36%#36$3,724.9万125.3万股$3,074.1万109.8万股+15.5万股+14.16%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%<0.01%#174$3,606.1万121.3万股$2,385.2万85.2万股+36.1万股+42.44%加仓
Capital Asset 咨询服务Capital Asset Advisory Services LLC
1.09%1%#16$3,004.0万101.1万股$2,616.6万90.2万股+10.9万股+12.06%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.44%#30$2,769.2万93.2万股$00股+93.2万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
0.36%0.37%#34$2,708.8万91.1万股$2,401.5万85.8万股+5.4万股+6.27%加仓
Brookstone资本管理Brookstone Capital Management
0.26%0.24%#48$2,634.9万88.7万股$2,141.2万76.5万股+12.2万股+15.94%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.08%0.09%#85$2,609.4万87.8万股$2,426.4万86.7万股+1.1万股+1.32%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.03%#120$2,534.1万85.3万股$2,398.7万85.7万股-4,024股-0.47%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.05%0.05%#105$2,382.0万80.1万股$1,944.9万69.5万股+10.7万股+15.39%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#124$2,272.2万76.5万股$2,052.8万73.3万股+3.1万股+4.28%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.11%0.05%#76$2,180.7万73.4万股$642.4万22.9万股+50.4万股+219.79%加仓
FISCHER INVESTMENT STRATEGIES, LLC
10.04%11.76%#2$2,104.2万70.8万股$2,015.3万72.0万股-1.2万股-1.63%减仓
RFG顾问RFG Advisory, LLC
0.27%0.13%#47$1,707.4万57.4万股$734.4万26.2万股+31.2万股+119.03%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#189$1,641.6万55.2万股$1,653.6万59.1万股-3.8万股-6.47%减仓
Waverly顾问Waverly Advisors, LLC
0.09%0.1%#84$1,484.8万50.0万股$1,395.1万49.8万股+1,375股+0.28%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.04%#111$1,227.4万41.3万股$1,103.7万39.4万股+1.9万股+4.77%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.12%0.13%#73$1,198.6万40.3万股$1,145.0万40.9万股-5,649股-1.38%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.13%0.14%#70$1,196.5万40.3万股$1,144.7万40.9万股-6,250股-1.53%减仓
MILESTONE ASSET MANAGEMENT, LLC
1.84%2.28%#10$1,175.7万39.6万股$1,239.0万44.2万股-4.7万股-10.60%减仓
Santori & Peters, Inc.
3.08%3.21%#8$1,092.2万36.8万股$1,031.7万36.8万股-947股-0.26%减仓
CreativeOne Wealth, LLC
0.22%0.2%#52$1,004.3万33.8万股$849.4万30.3万股+3.5万股+11.40%加仓
Simplicity Wealth,LLC
0.32%0.51%#41$949.4万31.9万股$894.4万31.9万股+37股+0.01%加仓
IMG Wealth Management, Inc.
5.16%5.41%#6$925.9万31.2万股$848.8万30.3万股+8,418股+2.78%加仓
MarinerMariner, LLC
0.01%0.01%#159$906.3万30.5万股$1,181.9万42.2万股-11.7万股-27.76%减仓
Private Advisor集团Private Advisor Group, LLC
0.04%0.02%#109$891.3万30.0万股$507.2万18.1万股+11.9万股+65.54%加仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.06%0.06%#100$858.9万28.9万股$775.9万27.7万股+1.2万股+4.30%加仓
Legacy Wealth Managment, LLC/ID
3.19%3.54%#7$774.1万26.0万股$712.8万25.5万股+5,887股+2.31%加仓
Jacobi Capital Management LLC
0.37%0.36%#33$758.7万25.5万股$636.1万22.7万股+2.8万股+12.38%加仓
WEDBUSH SECURITIES INC
0.17%0.19%#61$659.9万22.2万股$658.1万23.5万股-1.3万股-5.53%减仓
PRECEDENT WEALTH PARTNERS, LLC
0.98%0.75%#20$591.2万19.9万股$374.5万13.4万股+6.5万股+48.74%加仓
咨询服务网络Advisory Services Network, LLC
0.07%0.07%#95$586.9万19.7万股$522.3万18.7万股+1.1万股+5.87%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#168$526.6万17.7万股$889.0万31.7万股-14.0万股-44.19%减仓
Equitable控股Equitable Holdings, Inc.
0.03%0.03%#118$512.7万17.3万股$416.3万14.7万股+2.5万股+17.04%加仓
Sigma Planning Corp
0.12%0.12%#74$473.3万15.9万股$442.1万15.8万股+1,377股+0.87%加仓
繁荣金融服务Prospera Financial Services Inc
0.06%0.05%#97$443.6万14.9万股$310.6万11.1万股+3.8万股+34.56%加仓
Atria投资Atria Investments, Inc
0.04%0.05%#107$436.3万14.7万股$412.3万14.7万股-444股-0.30%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.15%0.09%#66$430.1万14.5万股$216.9万7.7万股+6.8万股+88.40%加仓
Symphony Financial Services, Inc.
1.83%0.39%#11$406.7万13.7万股$75.1万2.7万股+11.0万股+410.01%加仓
Wealth Watch Advisors, INC
1.31%1.51%#14$406.4万13.7万股$359.6万12.8万股+8,295股+6.46%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#192$366.7万12.3万股$352.0万12.6万股-2,346股-1.87%减仓
IAMS WEALTH MANAGEMENT, LLC
1.01%1.11%#19$335.0万11.3万股$319.2万11.4万股-1,266股-1.11%减仓

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