FV FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 354 | 33,823,533 | $25.63亿 | 39 | 88 | 139 | 15 | -$7,617.56万 |
| 2026Q1 | 323 | 34,405,232 | $20.80亿 | 21 | 89 | 137 | 22 | -$1.47亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Proactive Wealth Strategies LLC | 加仓 | $1,788.91万 |
| Independent Advisor Alliance | 新建仓 | $1,390.06万 |
| BENJAMIN EDWARDS INC | 加仓 | $987.29万 |
| Gateway Wealth Partners, LLC | 加仓 | $645.94万 |
| FIFTH THIRD BANCORP | 新建仓 | $452.79万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $436.27万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $423.45万 |
| Private Advisor Group, LLC | 加仓 | $389.39万 |
| AssuredPartners Investment Advisors, LLC | 新建仓 | $379.04万 |
| JPMORGAN CHASE & CO | 加仓 | $355.08万 |
| CITADEL ADVISORS LLC | 加仓 | $289.97万 |
| Tulsa Wealth Advisors, INC | 新建仓 | $208.07万 |
| US BANCORP \DE\ | 加仓 | $156.36万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 加仓 | $142.08万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $140.43万 |
| NBT BANK, N.A. | 加仓 | $121.07万 |
| Merit Financial Group, LLC | 加仓 | $120.36万 |
| FLOW TRADERS U.S. LLC | 新建仓 | $113.70万 |
| Rockefeller Capital Management L.P. | 加仓 | $90.93万 |
| PINNACLE ASSOCIATES LTD | 新建仓 | $88.96万 |
2026Q1 卖出最多
| LPL Financial LLC | 减仓 | -$6,374.79万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$2,910.62万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$2,815.30万 |
| NewEdge Advisors, LLC | 减仓 | -$2,295.46万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,827.35万 |
| Madrona Financial Services, LLC | 减仓 | -$931.65万 |
| MORGAN STANLEY | 减仓 | -$496.71万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$486.94万 |
| Baird Financial Group, Inc. | 减仓 | -$462.03万 |
| Prospera Financial Services Inc | 减仓 | -$461.88万 |
| ROYAL BANK OF CANADA | 减仓 | -$451.33万 |
| Corient Private Wealth LP | 清仓 | -$406.49万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$303.78万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$266.99万 |
| PFG Investments, LLC | 减仓 | -$250.92万 |
| Envestnet Portfolio Solutions, Inc. | 清仓 | -$248.42万 |
| RETIREMENT GUYS FORMULA LLC | 清仓 | -$219.86万 |
| Integrated Wealth Concepts LLC | 减仓 | -$208.53万 |
| CWM, LLC | 减仓 | -$168.08万 |
| Strid Group, LLC | 减仓 | -$160.37万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 5,593,064 | $3.38亿 | 0.02% | -82,185 | 减仓 |
| WELLS FARGO & COMPANY/MN | 3,223,326 | $1.95亿 | 0.04% | -465,821 | 减仓 |
| LPL Financial LLC | 3,100,853 | $1.87亿 | 0.05% | -1,054,775 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,847,399 | $1.12亿 | 0.16% | -481,591 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,782,456 | $1.08亿 | 0.03% | -302,353 | 减仓 |
| UBS Group AG | 1,253,978 | $7,578.79万 | 0.01% | -23,779 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,180,641 | $7,135.46万 | 0.01% | -80,570 | 减仓 |
| ROYAL BANK OF CANADA | 757,619 | $4,578.90万 | 0.01% | -74,676 | 减仓 |
| OSAIC HOLDINGS, INC. | 720,873 | $4,357.70万 | 0.06% | -50,252 | 减仓 |
| Prospera Financial Services Inc | 631,578 | $3,817.58万 | 0.61% | -76,414 | 减仓 |
| Proactive Wealth Strategies LLC | 609,498 | $3,683.62万 | 6.92% | 295,995 | 加仓 |
| Concurrent Investment Advisors, LLC | 562,364 | $3,398.79万 | 0.37% | -3,495 | 减仓 |
| NewEdge Advisors, LLC | 549,888 | $3,323.38万 | 0.12% | -379,808 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 521,319 | $3,150.70万 | 0.08% | -44,177 | 减仓 |
| SARD WEALTH MANAGEMENT GROUP, LLC | 468,254 | $2,830.01万 | 15.39% | -1,914 | 减仓 |
| STIFEL FINANCIAL CORP | 422,656 | $2,554.40万 | 0.02% | -17,851 | 减仓 |
| Rockefeller Capital Management L.P. | 415,510 | $2,511.24万 | 0.04% | 15,046 | 加仓 |
| Cetera Investment Advisers | 403,640 | $2,439.50万 | 0.03% | 3,749 | 加仓 |
| D.A. DAVIDSON & CO. | 398,503 | $2,408.46万 | 0.15% | -8,975 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 389,192 | $2,352.18万 | 0.01% | 72,185 | 加仓 |
| Private Advisor Group, LLC | 346,335 | $2,093.17万 | 0.10% | 64,429 | 加仓 |
| Baird Financial Group, Inc. | 343,182 | $2,074.11万 | 0.03% | -76,447 | 减仓 |
| BENJAMIN EDWARDS INC | 305,385 | $1,845.97万 | 0.18% | 163,331 | 加仓 |
| Madrona Financial Services, LLC | 247,584 | $1,496.34万 | 3.27% | -154,150 | 减仓 |
| Geneos Wealth Management Inc. | 243,531 | $1,471.90万 | 0.34% | -6,738 | 减仓 |
| Steward Partners Investment Advisory, LLC | 241,542 | $1,459.82万 | 0.07% | -2,381 | 减仓 |
| CWM, LLC | 239,257 | $1,446.01万 | 0.04% | -27,811 | 减仓 |
| Independent Advisor Alliance | 230,000 | $1,390.06万 | 0.15% | 230,000 | 新建仓 |
| Gateway Wealth Partners, LLC | 214,630 | $1,297.17万 | 0.51% | 106,877 | 加仓 |
| Frederick Financial Consultants, LLC | 203,280 | $1,228.57万 | 6.11% | 7,829 | 加仓 |
| Strid Group, LLC | 198,099 | $1,197.26万 | 1.48% | -26,535 | 减仓 |
| Concentrum Wealth Management | 174,859 | $1,056.80万 | 3.12% | 751 | 加仓 |
| Regal Investment Advisors LLC | 173,870 | $1,050.83万 | 0.61% | 4,441 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 161,001 | $981.94万 | 0.02% | 69,429 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 154,719 | $935.08万 | 0.01% | 5,054 | 加仓 |
| Stratos Wealth Partners, LTD. | 152,481 | $921.56万 | 0.10% | -2,078 | 减仓 |
| HFG Advisors, Inc. | 143,684 | $868.39万 | 6.11% | 206 | 加仓 |
| AlphaCore Capital LLC | 139,511 | $843.17万 | 0.20% | -3,166 | 减仓 |
| HighTower Advisors, LLC | 136,665 | $825.97万 | 0.01% | -3,671 | 减仓 |
| Ashton Thomas Private Wealth, LLC | 133,501 | $806.85万 | 0.19% | -3,122 | 减仓 |
| MGO ONE SEVEN LLC | 126,928 | $767.12万 | 0.15% | -979 | 减仓 |
| Integrated Wealth Concepts LLC | 123,925 | $748.97万 | 0.06% | -34,504 | 减仓 |
| JPMORGAN CHASE & CO | 126,028 | $738.83万 | 0.00% | 60,569 | 加仓 |
| Fusion Capital, LLC | 120,426 | $727.83万 | 1.96% | 4,229 | 加仓 |
| SkyOak Wealth, LLC | 107,748 | $651.20万 | 1.19% | 297 | 加仓 |
| AFFINITY WEALTH MANAGEMENT LLC | 103,563 | $625.91万 | 0.95% | -5,031 | 减仓 |
| IFP Advisors, Inc | 101,409 | $612.89万 | 0.13% | 1,164 | 加仓 |
| CITIGROUP INC | 101,222 | $611.76万 | 0.00% | -3,799 | 减仓 |
| Valmark Advisers, Inc. | 98,725 | $596.67万 | 0.07% | -1,906 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 89,101 | $530.95万 | 0.00% | 3,697 | 加仓 |
内部人交易（Form 4）
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