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FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT · 13F 机构持仓分析
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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)
$8.31亿
机构合计股数 (Q2 2026)
1,914.2万股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+581.7万股
增持机构 138 · 其中新买入 63
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-224.1万股
减持机构 94 · 其中清仓 17
估算卖出金额
⚖️ 净股数变动
+357.7万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.31亿
持有机构数
269
新买入
63
加仓
75
减仓
77
清仓
17
持股不变
54
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
0.02%0.02%#156$6,808.6万156.9万股$5,796.5万142.0万股+14.8万股+10.45%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#217$6,609.0万149.9万股$3,168.5万79.3万股+70.6万股+88.97%加仓
LPL金融LPL Financial LLC
0.01%0.02%#174$5,494.3万125.9万股$6,971.7万171.5万股-45.6万股-26.57%减仓
Cetera投资顾问Cetera Investment Advisers
0.04%0.03%#111$4,828.0万112.0万股$3,125.8万76.7万股+35.3万股+45.98%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#184$4,452.1万103.1万股$2,130.3万52.3万股+50.8万股+97.04%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.07%#106$3,917.7万90.8万股$4,484.9万110.0万股-19.3万股-17.53%减仓
AE财富管理AE Wealth Management LLC
0.17%<0.01%#52$3,729.6万86.6万股$47.7万1.2万股+85.5万股+7,321.00%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.05%0.06%#107$3,650.5万84.2万股$3,988.0万97.9万股-13.8万股-14.05%减仓
现代财富管理Modern Wealth Management, LLC
0.34%#35$2,860.2万64.9万股$00股+64.9万股新买入
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.25%0.27%#41$2,649.8万60.2万股$2,395.6万59.0万股+1.1万股+1.89%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.07%0.09%#89$2,156.7万49.9万股$2,293.6万56.2万股-6.3万股-11.28%减仓
Ausdal Financial Partners, Inc.
0.6%#23$1,523.6万35.4万股$00股+35.4万股新买入
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
瑞银集团UBS Group AG
<0.01%<0.01%#235$942.8万21.4万股$931.8万23.0万股-1.6万股-6.90%减仓
Atria投资Atria Investments, Inc
0.09%0.01%#72$913.2万21.2万股$105.4万2.6万股+18.6万股+714.63%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#159$894.3万20.6万股$648.5万15.9万股+4.7万股+29.59%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.06%#119$765.4万17.6万股$699.8万17.2万股+4,225股+2.46%加仓
CreativeOne Wealth, LLC
0.16%0.06%#56$746.0万17.3万股$251.4万6.2万股+11.1万股+180.15%加仓
POM Investment Strategies, LLC
8.23%0.02%#1$726.1万16.9万股$1.5万368股+16.8万股+45,737.77%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.05%0.05%#108$670.3万15.7万股$650.2万16.0万股-3,797股-2.37%减仓
Schulz Wealth, LTD.
3.37%#4$653.4万15.1万股$00股+15.1万股新买入
Wood Tarver Financial Group, LLC
1.52%1.86%#9$644.2万14.9万股$672.5万16.4万股-1.5万股-8.93%减仓
MILESTONE ASSET MANAGEMENT, LLC
1.01%1.09%#13$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%#6$622.6万14.6万股$605.3万14.9万股-3,797股-2.54%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#197$565.4万13.0万股$892.5万21.9万股-8.9万股-40.51%减仓
Kovack Advisors, Inc.
0.27%0.28%#40$556.2万12.7万股$517.6万12.7万股+276股+0.22%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#240$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
Ignite Planners, LLC
0.69%0.69%#20$500.6万11.4万股$447.0万11.0万股+4,014股+3.65%加仓
DAGCO, INC.
0.85%1.39%#16$461.5万10.6万股$641.8万15.7万股-5.1万股-32.59%减仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.57%0.61%#25$459.9万10.8万股$427.6万10.6万股+1,986股+1.88%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#250$456.5万10.4万股$479.2万11.8万股-1.5万股-12.33%减仓
BAM Wealth Management, LLC
2.71%#5$432.8万10.1万股$00股+10.1万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
0.06%0.05%#98$431.2万10.0万股$322.9万8.0万股+2.0万股+25.73%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
0.23%0.24%#45$410.7万9.3万股$375.6万9.3万股+750股+0.81%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#215$407.4万9.4万股$64.6万1.6万股+7.9万股+496.15%加仓
FOUNDERS FINANCIAL SECURITIES LLC
0.2%0.09%#49$388.9万9.0万股$158.9万3.8万股+5.2万股+137.42%加仓
Outlook Wealth Advisors, LLC
0.83%#17$385.3万9.0万股$00股+9.0万股新买入
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.04%0.04%#115$373.0万8.7万股$300.3万7.4万股+1.3万股+17.15%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#251$363.5万8.4万股$311.1万7.6万股+7,449股+9.75%加仓
Americana 合伙人Americana Partners, LLC
0.08%0.36%#79$356.1万8.2万股$1,399.4万34.2万股-26.0万股-76.05%减仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.13%0.24%#64$351.8万8.2万股$333.5万8.2万股+164股+0.20%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.06%0.06%#91$340.5万7.7万股$292.3万7.2万股+5,186股+7.20%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.03%0.04%#123$333.7万7.8万股$320.7万7.9万股-1,080股-1.36%减仓
CITY HOLDING CO
0.37%0.49%#33$328.1万7.6万股$389.8万9.5万股-1.9万股-20.26%减仓
PARK AVENUE SECURITIES LLC
0.02%0.02%#150$322.9万7.4万股$285.9万7.0万股+4,205股+6.00%加仓
Brookstone资本管理Brookstone Capital Management
0.03%0.03%#128$320.5万7.5万股$270.3万6.6万股+8,304股+12.53%加仓
Janney Montgomery Scott LLC
0.01%0.01%#201$309.6万7.1万股$294.7万7.2万股-936股-1.29%减仓
REAP Financial Group, LLC
0.5%0.58%#27$290.0万6.8万股$291.5万7.2万股-4,311股-5.99%减仓
Tanglewood Legacy Advisors, LLC
0.92%0.88%#14$284.4万6.6万股$244.4万6.0万股+6,240股+10.46%加仓

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