13FBOX
FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT · 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 US EQT

EDOW
持有机构数
269
机构合计市值 (Q2 2026)
$3.49亿
机构合计股数 (Q2 2026)
802.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+234.4万股
106 · 63 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-156.9万股
105 · 17 清仓 · ≈
⚖️ 净额
+77.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.49亿
持有机构数
269
新买入
63
加仓
43
减仓
88
清仓
17
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#151$4,253.1万97.8万股$4,308.3万105.7万股-7.9万股-7.44%减仓
现代财富管理Modern Wealth Management, LLC
0.34%#23$2,860.2万64.9万股$00股+64.9万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.03%#136$1,441.0万33.1万股$2,269.0万55.6万股-22.5万股-40.45%减仓
PFS Partners, LLC
4.94%5.44%#3$1,220.8万28.6万股$1,187.5万29.3万股-7,625股-2.60%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#213$1,111.2万25.6万股$1,059.6万26.0万股-4,334股-1.67%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#171$841.2万19.3万股$963.4万23.6万股-4.3万股-18.14%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#158$828.6万19.1万股$1,541.5万37.8万股-18.8万股-49.60%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#116$769.1万17.7万股$779.5万19.1万股-1.4万股-7.48%减仓
Atria投资Atria Investments, Inc
0.08%0.01%#65$762.1万17.7万股$105.4万2.6万股+15.1万股+581.48%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#222$752.1万17.3万股$1,259.7万30.9万股-13.6万股-44.02%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.05%#101$722.6万16.6万股$677.5万16.6万股00.00%持仓不变
POM Investment Strategies, LLC
8.17%0.02%#1$720.8万16.7万股$1.5万368股+16.7万股+45,410.05%加仓
MILESTONE ASSET MANAGEMENT, LLC
1.01%1.09%#12$643.5万15.0万股$592.0万14.4万股+5,322股+3.69%加仓
Financial Guidance Group, Inc.
2.33%2.43%#5$622.6万14.6万股$605.3万14.9万股-3,797股-2.54%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#232$525.4万11.9万股$483.5万11.9万股00.00%持仓不变
Wellment Financial
5.83%#2$511.2万11.9万股$00股+11.9万股新买入
DAGCO, INC.
0.85%1.39%#14$461.5万10.6万股$641.8万15.7万股-5.1万股-32.59%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#244$456.5万10.4万股$24.5万6,001股+9.8万股+1,625.33%加仓
Schulz Wealth, LTD.
2.27%#6$439.7万10.1万股$00股+10.1万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#166$435.6万10.0万股$391.5万9.6万股+4,129股+4.30%加仓
BAM Wealth Management, LLC
2.71%#4$432.8万10.1万股$00股+10.1万股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%0.01%#186$411.7万9.5万股$758.0万18.6万股-9.1万股-49.07%减仓
Outlook Wealth Advisors, LLC
0.83%#15$385.3万9.0万股$00股+9.0万股新买入
Americana 合伙人Americana Partners, LLC
0.08%0.11%#63$356.1万8.2万股$441.7万10.8万股-2.6万股-24.41%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.06%0.06%#77$340.5万7.7万股$292.3万7.2万股+5,186股+7.20%加仓
TopTier Wealth Management, LLC
1.55%1.51%#8$256.9万6.0万股$245.2万6.0万股-30股-0.05%减仓
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#189$248.0万5.7万股$21.4万5,253股+5.2万股+985.57%加仓
PARK AVENUE SECURITIES LLC
0.01%0.02%#143$232.1万5.3万股$217.7万5.3万股00.00%持仓不变
Lloyd Advisory Services, LLC.
0.9%#13$231.6万5.4万股$00股+5.4万股新买入
Networth Advisors, LLC
1.26%#9$217.2万5.0万股$00股+5.0万股新买入
FOUNDERS FINANCIAL SECURITIES LLC
0.11%0.09%#53$216.0万5.0万股$158.9万3.8万股+1.2万股+31.25%加仓
Integrated Wealth Management
2.13%#7$201.8万4.7万股$00股+4.7万股新买入
Avantra Family Wealth, Inc.
1.2%1.31%#10$188.6万4.3万股$176.3万4.3万股+126股+0.29%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#249$186.0万4.3万股$59.7万1.5万股+2.8万股+192.20%加仓
Per Stirling Capital Management, LLC.
0.17%0.18%#39$176.6万4.1万股$161.3万3.9万股+1,754股+4.47%加仓
CreativeOne Wealth, LLC
0.04%0.04%#98$174.2万4.0万股$172.0万4.2万股-2,137股-5.07%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#234$156.5万3.7万股$147.6万3.6万股+163股+0.45%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#205$155.6万3.6万股$148.8万3.6万股-714股-1.96%减仓
Ballast Rock Private Wealth LLC
0.71%0.81%#16$153.8万3.6万股$146.7万3.6万股00.00%持仓不变
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.07%0.08%#68$147.9万3.4万股$138.6万3.4万股00.00%持仓不变
FSA Advisors, Inc.
0.66%#17$144.6万3.4万股$00股+3.4万股新买入
HBK索尔斯顾问HBK Sorce Advisory LLC
0.03%0.03%#111$140.1万3.2万股$141.9万3.4万股-1,141股-3.40%减仓
Harvest Investment Services, LLC
0.21%0.23%#33$138.2万3.1万股$123.6万3.0万股+876股+2.87%加仓
Sowell Financial Services LLC
0.05%#91$137.7万3.2万股$00股+3.2万股新买入
TOUNJIAN ADVISORY PARTNERS, LLC
0.58%#19$136.5万3.2万股$00股+3.2万股新买入
世界投资顾问World Investment Advisors
0.02%0.02%#122$135.8万3.2万股$130.6万3.2万股-460股-1.43%减仓
Kestra投资管理Kestra Investment Management, LLC
0.03%0.02%#112$135.6万3.1万股$128.7万3.2万股-393股-1.24%减仓
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
0.04%<0.01%#94$135.0万3.1万股$33.2万8,076股+2.3万股+288.36%加仓
Chris Bulman Inc
0.47%0.54%#21$128.7万3.0万股$122.5万3.0万股+83股+0.28%加仓
Wood Tarver Financial Group, LLC
0.3%0.33%#25$128.3万3.0万股$120.4万3.0万股-27股-0.09%减仓

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