13FBOX
FIRST TR EXCHNG TRADED FD VIII FT VEST UQ 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 UQ EQT

DOCT
持有机构数
107
机构合计市值 (Q2 2026)
$1.87亿
机构合计股数 (Q2 2026)
400.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+37.9万股
29 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-49.3万股
62 · 17 清仓 · ≈
⚖️ 净额
-11.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.87亿
持有机构数
107
新买入
13
加仓
16
减仓
45
清仓
17
持股不变
33
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
奥本海默公司OPPENHEIMER & CO INC
0.2%0.21%#20$1,871.3万40.1万股$1,729.6万39.8万股+2,617股+0.66%加仓
OGOREK ANTHONY JOSEPH /NY/ /ADV
3.29%3.41%#2$1,327.5万28.4万股$1,242.8万28.6万股-1,790股-0.63%减仓
REAP Financial Group, LLC
1.72%1.89%#5$1,004.9万21.5万股$957.6万22.0万股-5,219股-2.37%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#93$986.1万21.1万股$650.4万15.0万股+6.1万股+41.06%加仓
Wood Tarver Financial Group, LLC
1.95%2.86%#3$825.5万17.7万股$1,035.6万23.8万股-6.2万股-25.84%减仓
Per Stirling Capital Management, LLC.
0.63%0.65%#7$668.1万14.3万股$591.2万13.6万股+6,984股+5.13%加仓
共同顾问Mutual Advisors, LLC
0.12%0.13%#30$646.6万13.9万股$626.9万14.4万股-5,831股-4.04%减仓
LCNB CORP
1.75%1.86%#4$570.9万12.2万股$552.1万12.7万股-4,834股-3.80%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#100$539.5万11.6万股$00股+11.6万股新买入
WINNACLE WEALTH LLC
3.48%3.79%#1$511.6万11.0万股$491.9万11.3万股-3,662股-3.23%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#76$489.7万10.5万股$475.4万10.9万股-4,561股-4.17%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#96$456.3万9.8万股$222.6万5.1万股+4.7万股+90.73%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#72$450.1万9.6万股$378.0万8.7万股+9,387股+10.78%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#79$448.5万9.6万股$536.7万12.4万股-2.8万股-22.26%减仓
Foguth Wealth Management, LLC.
0.48%0.5%#8$422.0万9.0万股$425.8万9.1万股-1,145股-1.25%减仓
MONEY CONCEPTS CAPITAL CORP
0.2%0.21%#23$421.7万9.0万股$381.3万8.8万股+2,537股+2.89%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#84$412.7万8.8万股$341.5万7.9万股+9,765股+12.42%加仓
FOUNDERS FINANCIAL SECURITIES LLC
0.2%0.19%#19$390.6万8.4万股$331.2万7.4万股+9,294股+12.49%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#66$324.4万7.0万股$338.7万7.8万股-8,493股-10.89%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#86$308.4万6.6万股$316.5万7.3万股-6,813股-9.35%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.04%0.05%#49$298.4万6.4万股$300.9万6.9万股-5,354股-7.73%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#97$256.2万5.5万股$405.7万9.3万股-3.9万股-41.24%减仓
NewEdge财富NewEdge Wealth, LLC
0.02%0.03%#55$243.7万5.2万股$226.7万5.2万股00.00%持仓不变
Commonwealth Financial Services, LLC
0.29%0.37%#14$216.6万4.6万股$231.7万5.3万股-6,954股-13.03%减仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.04%#48$216.3万4.6万股$00股+4.6万股新买入
IFP顾问IFP Advisors, Inc
0.04%0.04%#50$198.4万4.2万股$195.7万4.5万股-2,567股-5.70%减仓
SMART Wealth LLC
0.39%0.41%#10$181.4万3.9万股$140.6万3.2万股+6,478股+20.01%加仓
MGO资本MGO ONE SEVEN LLC
0.03%0.03%#53$171.7万3.7万股$159.7万3.7万股00.00%持仓不变
StoneX Group Inc.
0.06%0.08%#38$158.3万3.4万股$144.5万3.3万股+642股+1.93%加仓
Castleview Partners, LLC
0.66%0.73%#6$150.7万3.2万股$142.7万3.3万股-558股-1.70%减仓
Brookstone资本管理Brookstone Capital Management
0.02%0.02%#63$150.3万3.2万股$139.8万3.2万股00.00%持仓不变
&Partners&PARTNERS
0.01%0.01%#78$128.6万2.8万股$119.6万2.8万股00.00%持仓不变
Harvest Investment Services, LLC
0.2%0.22%#22$128.1万2.7万股$119.2万2.7万股00.00%持仓不变
Sequent Planning LLC
0.26%1.23%#16$122.8万2.6万股$508.0万11.7万股-9.1万股-77.50%减仓
Kovack Advisors, Inc.
0.06%0.06%#41$121.1万2.6万股$116.5万2.7万股-730股-2.74%减仓
McKinley Carter Wealth Services, Inc.
0.06%0.06%#40$114.0万2.4万股$106.0万2.4万股00.00%持仓不变
1ST SOURCE BANK
0.05%0.08%#45$113.6万2.4万股$145.8万3.4万股-9,219股-27.47%减仓
Ritter Daniher Financial Advisory LLC / DE
0.16%0.38%#25$108.1万2.3万股$222.6万5.1万股-2.8万股-54.81%减仓
Ignite Planners, LLC
0.13%0.14%#28$97.2万2.1万股$90.5万2.1万股-2股-0.01%减仓
Icon Wealth Advisors, LLC
0.06%0.06%#42$96.3万2.1万股$93.8万2.1万股-4股-0.02%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#105$93.5万2.0万股$66.8万1.6万股+4,483股+28.71%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.36%#13$83.8万1.8万股$00股+1.8万股新买入
LifeWealth Investments, LLC
0.22%0.24%#18$83.4万1.8万股$79.4万1.8万股-399股-2.18%减仓
BEACON FINANCIAL GROUP
0.07%0.08%#36$82.1万1.8万股$76.4万1.8万股00.00%持仓不变
Integrity Financial Corp /WA
0.39%0.42%#11$81.2万1.7万股$85.2万2.0万股-2,219股-11.31%减仓
IHT 财富管理IHT Wealth Management, LLC
0.02%0.02%#60$80.9万1.7万股$75.3万1.7万股00.00%持仓不变
Madrona Financial Services, LLC
0.15%0.16%#26$80.5万1.7万股$74.9万1.7万股00.00%持仓不变
First Heartland Consultants, Inc.
0.05%0.06%#46$77.3万1.7万股$71.9万1.7万股00.00%持仓不变
EVOLUTION WEALTH MANAGEMENT INC.
0.44%0.51%#9$74.2万1.6万股$69.4万1.6万股-84股-0.53%减仓
Spectrum Asset Management, Inc. (NB/CA)
0.2%0.21%#21$72.2万1.5万股$67.1万1.5万股00.00%持仓不变

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