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

DJUL
持有机构数
117
机构合计市值 (Q2 2026)
$1.97亿
机构合计股数 (Q2 2026)
392.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+37.0万股
29 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-49.5万股
60 · 10 清仓 · ≈
⚖️ 净额
-12.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.97亿
持有机构数
117
新买入
13
加仓
16
减仓
50
清仓
10
持股不变
38
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
OGOREK ANTHONY JOSEPH /NY/ /ADV
7.34%7.93%#1$2,957.9万59.0万股$2,894.3万61.9万股-2.9万股-4.74%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#78$1,373.8万27.4万股$1,013.9万21.7万股+5.7万股+26.29%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#79$1,191.2万23.8万股$1,125.4万24.1万股-3,229股-1.34%减仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.2%#22$1,021.0万20.4万股$00股+20.4万股新买入
Decker Wealth Management LLC
1.75%2.16%#3$822.2万16.4万股$950.5万20.3万股-3.9万股-19.37%减仓
Commonwealth Financial Services, LLC
0.97%1.11%#7$725.3万14.5万股$703.4万15.0万股-5,850股-3.89%减仓
Ignite Planners, LLC
0.97%1.03%#8$707.6万14.1万股$666.6万14.3万股-1,504股-1.05%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#69$674.8万13.5万股$687.6万14.7万股-1.3万股-8.54%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#68$671.8万13.4万股$656.5万14.0万股-6,482股-4.61%减仓
WINNACLE WEALTH LLC
3.56%3.89%#2$523.8万10.4万股$504.6万10.8万股-3,518股-3.26%减仓
Ritter Daniher Financial Advisory LLC / DE
0.78%0.87%#11$510.5万10.2万股$511.8万10.9万股-7,692股-7.02%减仓
REAP Financial Group, LLC
0.83%0.99%#9$483.8万9.6万股$501.1万10.7万股-1.1万股-10.00%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#97$450.2万9.0万股$344.3万7.4万股+1.6万股+21.87%加仓
Foguth Wealth Management, LLC.
0.49%0.51%#14$433.4万8.6万股$437.2万8.8万股-1,483股-1.69%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#75$424.6万8.5万股$440.7万9.4万股-9,619股-10.20%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#62$411.3万8.2万股$585.7万12.5万股-4.3万股-34.55%减仓
FOUNDERS FINANCIAL SECURITIES LLC
0.2%0.37%#21$388.5万7.7万股$661.7万13.8万股-6.0万股-43.73%减仓
LifeWealth Investments, LLC
0.98%1.03%#6$366.7万7.3万股$343.6万7.4万股-387股-0.53%减仓
Comprehensive Financial Consultants Institutional, Inc.
0.78%0.82%#10$294.0万5.9万股$277.4万5.9万股-714股-1.20%减仓
Wood Tarver Financial Group, LLC
0.63%0.69%#12$268.7万5.4万股$250.8万5.4万股-91股-0.17%减仓
Nova Wealth Management, Inc.
1.47%1.72%#4$265.8万5.3万股$263.6万5.6万股-3,391股-6.01%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.04%0.03%#41$186.8万3.7万股$69.7万1.5万股+2.2万股+149.84%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.03%#46$185.5万3.7万股$167.2万3.6万股+1,214股+3.39%加仓
SMART Wealth LLC
0.39%0.41%#15$180.8万3.6万股$140.9万3.0万股+5,902股+19.58%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#87$174.4万3.5万股$167.9万3.6万股-1,162股-3.23%减仓
Spire 财富管理Spire Wealth Management
0.04%0.06%#39$145.6万2.9万股$172.8万3.7万股-7,926股-21.44%减仓
Kovack Advisors, Inc.
0.07%0.07%#33$138.5万2.8万股$127.7万2.7万股+446股+1.64%加仓
Mission Financial Group, LLC
1.07%1.23%#5$128.8万2.6万股$132.1万2.8万股-2,100股-7.56%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#113$123.9万2.5万股$103.7万2.2万股+2,529股+11.40%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#84$117.3万2.3万股$92.6万2.0万股+3,585股+18.10%加仓
Hartford Financial Management Inc.
0.26%0.28%#19$117.0万2.3万股$111.4万2.4万股-509股-2.13%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#91$115.1万2.3万股$105.3万2.3万股+429股+1.90%加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.06%0.06%#36$113.2万2.3万股$105.5万2.3万股00.00%持仓不变
Ferguson Shapiro LLC
0.3%0.34%#18$104.0万2.1万股$112.8万2.4万股-3,402股-14.09%减仓
Falcon Wealth Planning
0.06%0.06%#34$102.2万2.0万股$95.2万2.0万股00.00%持仓不变
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.02%0.02%#57$98.0万2.0万股$91.4万2.0万股-13股-0.07%减仓
Gaddis Premier Wealth Advisors LLC
0.54%0.64%#13$88.7万1.8万股$86.8万1.9万股-880股-4.74%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#101$88.0万1.8万股$82.0万1.8万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%#114$86.7万1.7万股$00股+1.7万股新买入
Claro Advisors Inc.
0.09%0.1%#27$86.3万1.7万股$84.5万1.8万股-876股-4.84%减仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#56$85.8万1.7万股$81.7万1.7万股-366股-2.09%减仓
CreativeOne Wealth, LLC
0.02%0.02%#52$83.1万1.7万股$80.9万1.7万股-719股-4.16%减仓
Pinnacle Wealth Planning Services, Inc.
0.08%0.09%#30$81.0万1.6万股$87.1万1.9万股-2,488股-13.35%减仓
Integrity Financial Corp /WA
0.39%0.38%#16$80.9万1.6万股$75.7万1.6万股-48股-0.30%减仓
&Partners&PARTNERS
<0.01%<0.01%#81$77.0万1.5万股$71.8万1.5万股00.00%持仓不变
StoneX Group Inc.
0.03%0.04%#43$74.6万1.5万股$74.8万1.6万股-1,114股-6.96%减仓
Tanglewood Legacy Advisors, LLC
0.21%0.22%#20$65.4万1.3万股$61.0万1.3万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#89$61.9万1.2万股$58.8万1.3万股-235股-1.87%减仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#67$61.4万1.2万股$52.7万1.1万股+976股+8.66%加仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#65$58.9万1.2万股$56.8万1.2万股-413股-3.40%减仓

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