13FBOX
FIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST U S EQUITY DEEP BUFFER ETF - APRIL · 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 U S EQUITY DEEP BUFFER ETF - APRIL

DAPR
持有机构数
99
机构合计市值 (Q2 2026)
$1.02亿
机构合计股数 (Q2 2026)
249.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+75.3万股
59 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-34.4万股
29 · 11 清仓 · ≈
⚖️ 净额
+40.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.02亿
持有机构数
99
新买入
24
加仓
35
减仓
18
清仓
11
持股不变
22
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#76$912.2万22.3万股$504.4万12.7万股+9.6万股+75.93%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#80$611.6万15.0万股$727.5万18.3万股-3.3万股-18.22%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#61$608.2万14.9万股$602.0万15.1万股-2,629股-1.74%减仓
共同顾问Mutual Advisors, LLC
0.1%0.11%#27$517.8万12.7万股$513.7万12.9万股-2,514股-1.95%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#65$512.3万12.5万股$333.3万8.4万股+4.1万股+49.48%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#70$432.6万10.6万股$315.4万7.9万股+2.7万股+33.44%加仓
FOUNDERS FINANCIAL SECURITIES LLC
0.19%0.18%#17$376.4万9.2万股$324.5万8.1万股+1.1万股+13.33%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.07%#33$356.4万8.7万股$00股+8.7万股新买入
Tanglewood Legacy Advisors, LLC
1.09%1.03%#1$337.8万8.3万股$285.7万7.2万股+1.1万股+15.00%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.04%0.04%#39$294.6万7.2万股$233.7万5.9万股+1.3万股+22.63%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#91$273.0万6.7万股$121.3万3.1万股+3.6万股+118.92%加仓
Wood Tarver Financial Group, LLC
0.62%0.71%#3$262.0万6.4万股$255.5万6.4万股-184股-0.29%减仓
REAP Financial Group, LLC
0.36%0.31%#10$208.8万5.1万股$156.9万3.9万股+1.2万股+29.39%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#64$204.2万5.0万股$208.5万5.2万股-2,487股-4.74%减仓
Commonwealth Financial Services, LLC
0.27%0.35%#12$204.0万5.0万股$224.2万5.6万股-6,484股-11.50%减仓
Ritter Daniher Financial Advisory LLC / DE
0.27%#13$178.2万4.4万股$00股+4.4万股新买入
SMART Wealth LLC
0.38%0.41%#7$177.4万4.3万股$141.7万3.6万股+7,763股+21.79%加仓
Kovack Advisors, Inc.
0.08%0.04%#28$174.8万4.3万股$79.8万2.0万股+2.3万股+113.30%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#73$173.8万4.3万股$130.3万3.3万股+9,741股+29.72%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.01%<0.01%#51$151.1万3.7万股$21.1万5,295股+3.2万股+598.19%加仓
LCNB CORP
0.43%0.4%#6$139.9万3.4万股$118.8万3.0万股+4,350股+14.56%加仓
Spectrum Asset Management, Inc. (NB/CA)
0.37%0.09%#8$133.9万3.3万股$27.7万6,965股+2.6万股+370.35%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#88$124.6万3.0万股$75.4万1.9万股+1.2万股+60.75%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%0.01%#57$114.9万2.8万股$117.5万3.0万股-1,435股-4.86%减仓
Sowell Financial Services LLC
0.04%0.04%#40$114.4万2.8万股$107.0万2.7万股+1,070股+3.98%加仓
Mission Financial Group, LLC
0.84%0.9%#2$101.3万2.5万股$96.9万2.5万股+148股+0.60%加仓
CFC Planning Co LLC
0.55%0.6%#4$93.8万2.3万股$83.7万2.1万股+1,887股+8.96%加仓
Cypress Wealth Services, LLC
0.11%#23$93.4万2.3万股$00股+2.3万股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#83$87.5万2.1万股$59.6万1.5万股+6,407股+42.72%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%#96$86.7万2.1万股$00股+2.1万股新买入
Climber Capital SA
0.51%#5$86.2万2.1万股$00股+2.1万股新买入
Clear Creek Financial Management, LLC
0.06%0.07%#35$85.9万2.1万股$85.3万2.1万股-432股-2.01%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#82$80.4万2.0万股$99.2万2.5万股-5,266股-21.11%减仓
1ST SOURCE BANK
0.04%#41$77.5万1.9万股$00股+1.9万股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.01%#56$75.7万1.9万股$00股+1.9万股新买入
Waverly顾问Waverly Advisors, LLC
<0.01%0.01%#68$75.6万1.8万股$73.5万1.8万股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%0.01%#49$74.3万1.8万股$35.2万8,857股+9,319股+105.22%加仓
Integrity Financial Corp /WA
0.33%0.22%#11$69.1万1.7万股$43.9万1.1万股+5,858股+53.06%加仓
CreativeOne Wealth, LLC
0.01%0.01%#53$61.5万1.5万股$44.9万1.1万股+3,747股+33.16%加仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#59$60.0万1.5万股$53.2万1.3万股+1,280股+9.56%加仓
LifeWealth Investments, LLC
0.16%0.21%#19$59.1万1.4万股$70.0万1.8万股-3,147股-17.87%减仓
LVZ, Inc.
0.06%0.02%#34$55.2万1.4万股$20.8万5,240股+8,260股+157.63%加仓
Barnes Wealth Management Group, Inc
0.24%0.25%#14$51.1万1.2万股$49.4万1.2万股+82股+0.66%加仓
UPTICK PARTNERS, LLC
0.08%#31$49.5万1.2万股$00股+1.2万股新买入
Buck Wealth Strategies, LLC
0.05%0.06%#36$49.3万1.2万股$50.6万1.3万股-680股-5.34%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%#75$49.1万1.2万股$00股+1.2万股新买入
Sequent Planning LLC
0.1%#25$48.7万1.2万股$00股+1.2万股新买入
TrueWealth Advisors, LLC
0.1%0.11%#26$45.0万1.1万股$43.8万1.1万股00.00%持仓不变
Oakmont Advisory Group, LLC
0.37%#9$43.7万1.1万股$00股+1.1万股新买入
CARY STREET PARTNERS FINANCIAL LLC
0.01%#60$42.7万1.0万股$00股+1.0万股新买入

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