13FBOX
FIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNE · 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 CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNE

XJUN
持有机构数
70
机构合计市值 (Q2 2026)
$9,932.8万
机构合计股数 (Q2 2026)
224.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+34.2万股
22 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-69.8万股
48 · 16 清仓 · ≈
⚖️ 净额
-35.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,932.8万
持有机构数
70
新买入
11
加仓
11
减仓
32
清仓
16
持股不变
16
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
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#35$1,449.9万32.6万股$1,360.2万31.7万股+9,715股+3.07%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.05%#26$1,089.3万24.5万股$1,229.7万28.6万股-4.1万股-14.34%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#38$1,082.0万24.4万股$1,033.9万24.1万股+2,867股+1.19%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.02%#43$1,023.0万23.0万股$1,503.2万35.0万股-12.0万股-34.20%减仓
Legacy Edge Advisors, LLC
0.69%0.68%#2$503.8万12.3万股$650.6万15.1万股-2.9万股-19.00%减仓
Sequent Planning LLC
1.04%0.2%#1$488.6万11.0万股$81.5万1.9万股+9.1万股+479.86%加仓
共同顾问Mutual Advisors, LLC
0.08%0.09%#15$409.6万9.2万股$412.9万9.6万股-3,920股-4.08%减仓
LM Advisors LLC
0.39%0.02%#4$409.0万9.2万股$9.3万4,003股+8.8万股+2,199.85%加仓
Arax顾问Arax Advisory Partners
0.02%#32$322.1万7.2万股$00股+7.2万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#60$220.0万5.0万股$225.9万5.3万股-3,077股-5.85%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%0.03%#28$189.9万4.3万股$189.6万4.4万股-1,402股-3.18%减仓
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#41$187.6万4.2万股$183.8万4.3万股-550股-1.29%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#61$163.2万3.7万股$1,101.6万25.6万股-22.0万股-85.68%减仓
MarinerMariner, LLC
<0.01%<0.01%#51$121.1万2.7万股$107.8万2.5万股+2,168股+8.64%加仓
WEALTHGARDEN F.S. LLC
0.69%0.8%#3$121.0万2.7万股$117.0万2.7万股-13股-0.05%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#37$117.7万2.6万股$126.5万2.9万股-2,953股-10.03%减仓
First Heartland Consultants, Inc.
0.07%0.08%#18$113.4万2.6万股$109.8万2.6万股-41股-0.16%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.02%#40$111.2万2.5万股$112.2万2.5万股-411股-1.61%减仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.13%0.14%#12$102.2万2.3万股$100.4万2.3万股-350股-1.50%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#64$99.5万2.2万股$00股+2.2万股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#47$87.5万2.0万股$86.8万2.0万股-500股-2.47%减仓
1776 Wealth LLC
0.27%0.29%#7$77.4万1.7万股$74.9万1.7万股00.00%持仓不变
CARY STREET PARTNERS FINANCIAL LLC
0.02%0.02%#36$77.0万1.7万股$81.5万1.9万股-1,650股-8.69%减仓
QTR Family Wealth, LLC
0.26%0.3%#8$73.9万1.7万股$73.0万1.7万股-36股-0.22%减仓
IFP顾问IFP Advisors, Inc
0.01%0.02%#39$72.8万1.6万股$89.4万2.1万股-4,413股-21.21%减仓
HRT金融HRT FINANCIAL LP
<0.01%#53$64.2万1.4万股$00股+1.4万股新买入
Diligent Investors, LLC
0.14%0.14%#10$64.1万1.4万股$55.5万1.3万股+1,500股+11.61%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#52$61.3万1.4万股$69.4万1.6万股-2,351股-14.56%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.01%0.01%#42$53.7万1.2万股$53.3万1.2万股00.00%持仓不变
Pitti Group Wealth Management, LLC
0.39%0.42%#5$53.4万1.2万股$51.7万1.2万股00.00%持仓不变
Grant Street Asset Management, Inc.
0.08%0.09%#16$46.5万1.0万股$45.0万1.0万股00.00%持仓不变
SageGuard Financial Group, LLC
0.06%0.07%#20$45.6万1.0万股$45.0万1.0万股-211股-2.01%减仓
PFS Partners, LLC
0.18%0.17%#9$43.9万9,887股$37.0万8,606股+1,281股+14.88%加仓
Keel Point, LLC
0.02%0.03%#30$40.6万9,137股$50.0万1.2万股-2,497股-21.46%减仓
SILVER OAK SECURITIES, INCORPORATED
0.02%0.03%#29$40.1万9,022股$47.4万1.1万股-2,004股-18.18%减仓
Icon Wealth Advisors, LLC
0.02%0.03%#31$39.7万8,934股$39.3万8,934股00.00%持仓不变
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#44$37.0万8,336股$00股+8,336股新买入
Castle Rock Wealth Management, LLC
0.07%0.08%#19$36.5万8,218股$35.4万8,218股00.00%持仓不变
Foguth Wealth Management, LLC.
0.04%0.06%#24$36.4万8,199股$49.5万1.1万股-2,969股-26.58%减仓
Cambridge Advisors Inc.
0.06%0.07%#21$35.7万8,045股$34.3万7,980股+65股+0.81%加仓
Millington Financial Advisors, LLC
0.14%0.15%#11$35.4万7,968股$35.9万8,156股-188股-2.31%减仓
LVZ, Inc.
0.04%0.03%#25$34.9万7,846股$22.0万5,128股+2,718股+53.00%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
0.01%0.01%#45$33.0万7,311股$32.3万7,311股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#67$32.9万7,407股$00股+7,407股新买入
REAP Financial Group, LLC
0.05%0.07%#23$32.1万7,234股$33.8万7,872股-638股-8.10%减仓
Main Street Financial Solutions, LLC
0.02%#33$29.3万6,586股$00股+6,586股新买入
Benson Wealth Management INC
0.29%1.05%#6$28.4万6,383股$77.0万1.8万股-1.2万股-64.36%减仓
Kingsview Wealth Management, LLC
<0.01%<0.01%#46$28.2万6,575股$28.2万6,575股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%<0.01%#58$28.2万6,350股$26.4万6,150股+200股+3.25%加仓
Lakeridge Wealth Management LLC
0.1%0.11%#13$27.6万6,205股$26.7万6,205股00.00%持仓不变

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