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 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $3,289.86万 |
| &PARTNERS | 加仓 | $3,239.42万 |
| LPL Financial LLC | 加仓 | $1,499.22万 |
| Integrated Wealth Concepts LLC | 加仓 | $297.58万 |
| JPMORGAN CHASE & CO | 加仓 | $249.15万 |
| EWA, LLC | 新建仓 | $136.58万 |
| Arax Advisory Partners | 加仓 | $128.53万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $122.68万 |
| Frederick Financial Consultants, LLC | 加仓 | $101.55万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $89.62万 |
| Warner Group LLC | 加仓 | $80.69万 |
| Quantinno Capital Management LP | 加仓 | $80.34万 |
| SARD WEALTH MANAGEMENT GROUP, LLC | 加仓 | $79.89万 |
| XTX Topco Ltd | 新建仓 | $65.96万 |
| Ameritas Advisory Services, LLC | 加仓 | $55.64万 |
| Acorn Wealth Advisors, LLC | 新建仓 | $55.59万 |
| Madrona Financial Services, LLC | 加仓 | $51.03万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $46.67万 |
| Dynamic Advisor Solutions LLC | 加仓 | $45.76万 |
| PFG Investments, LLC | 加仓 | $45.50万 |
2026Q2 卖出最多
| WELLS FARGO & COMPANY/MN | 减仓 | -$6,030.15万 |
| Independent Advisor Alliance | 清仓 | -$1,390.06万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$870.45万 |
| Gateway Wealth Partners, LLC | 减仓 | -$841.95万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$766.66万 |
| Private Advisor Group, LLC | 减仓 | -$740.99万 |
| AFFINITY WEALTH MANAGEMENT LLC | 减仓 | -$683.88万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$658.33万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$563.72万 |
| MORGAN STANLEY | 减仓 | -$494.92万 |
| Baird Financial Group, Inc. | 减仓 | -$459.97万 |
| UBS Group AG | 减仓 | -$410.14万 |
| AssuredPartners Investment Advisors, LLC | 减仓 | -$393.51万 |
| CITADEL ADVISORS LLC | 减仓 | -$379.66万 |
| Prospera Financial Services Inc | 减仓 | -$270.00万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 重新持有 | -$211.98万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$204.47万 |
| Colonial River Investments, LLC | 减仓 | -$182.49万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$176.32万 |
| BENJAMIN EDWARDS INC | 减仓 | -$151.60万 |
2026Q2 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 | 5,527,840 | $4.19亿 | 0.02% | -65,224 | 减仓 |
| LPL Financial LLC | 3,298,431 | $2.50亿 | 0.06% | 197,578 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,428,631 | $1.84亿 | 0.03% | -794,695 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,746,363 | $1.33亿 | 0.17% | -101,036 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,695,696 | $1.29亿 | 0.03% | -86,760 | 减仓 |
| UBS Group AG | 1,199,927 | $9,105.05万 | 0.01% | -54,051 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,157,404 | $8,782.38万 | 0.01% | -23,237 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 954,883 | $7,245.60万 | 0.08% | 433,564 | 加仓 |
| ROYAL BANK OF CANADA | 742,094 | $5,631.00万 | 0.01% | -15,525 | 减仓 |
| OSAIC HOLDINGS, INC. | 646,596 | $4,907.29万 | 0.06% | -74,277 | 减仓 |
| Proactive Wealth Strategies LLC | 604,871 | $4,589.70万 | 7.37% | -4,627 | 减仓 |
| Prospera Financial Services Inc | 596,001 | $4,523.09万 | 0.66% | -35,577 | 减仓 |
| Concurrent Investment Advisors, LLC | 568,217 | $4,311.63万 | 0.37% | 5,853 | 加仓 |
| NewEdge Advisors, LLC | 552,680 | $4,193.73万 | 0.12% | 2,792 | 加仓 |
| Janney Montgomery Scott LLC | 487,338 | $3,697.90万 | 0.07% | -18,680 | 重新持有 |
| &PARTNERS | 517,054 | $3,663.07万 | 0.15% | 457,254 | 加仓 |
| SARD WEALTH MANAGEMENT GROUP, LLC | 478,783 | $3,633.00万 | 17.37% | 10,529 | 加仓 |
| STIFEL FINANCIAL CORP | 416,105 | $3,157.29万 | 0.03% | -6,551 | 减仓 |
| Cetera Investment Advisers | 403,313 | $3,060.34万 | 0.03% | -327 | 减仓 |
| Rockefeller Capital Management L.P. | 395,929 | $3,004.32万 | 0.05% | -19,581 | 减仓 |
| D.A. DAVIDSON & CO. | 393,649 | $2,987.01万 | 0.17% | -4,854 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 362,245 | $2,748.71万 | 0.01% | -26,947 | 减仓 |
| BENJAMIN EDWARDS INC | 285,409 | $2,166.02万 | 0.20% | -19,976 | 减仓 |
| Baird Financial Group, Inc. | 282,564 | $2,144.10万 | 0.03% | -60,618 | 减仓 |
| Madrona Financial Services, LLC | 254,309 | $1,929.70万 | 3.56% | 6,725 | 加仓 |
| Geneos Wealth Management Inc. | 249,073 | $1,889.97万 | 0.39% | 5,542 | 加仓 |
| Private Advisor Group, LLC | 248,682 | $1,887.00万 | 0.09% | -97,653 | 减仓 |
| Steward Partners Investment Advisory, LLC | 241,466 | $1,832.24万 | 0.09% | -76 | 减仓 |
| Frederick Financial Consultants, LLC | 216,663 | $1,644.04万 | 6.97% | 13,383 | 加仓 |
| Strid Group, LLC | 187,639 | $1,423.81万 | 1.58% | -10,460 | 减仓 |
| Concentrum Wealth Management | 177,615 | $1,347.74万 | 3.23% | 2,756 | 加仓 |
| Regal Investment Advisors LLC | 173,447 | $1,316.11万 | 0.68% | -423 | 减仓 |
| Integrated Wealth Concepts LLC | 163,142 | $1,237.91万 | 0.06% | 39,217 | 加仓 |
| JPMORGAN CHASE & CO | 159,482 | $1,187.75万 | 0.00% | 33,454 | 加仓 |
| Stratos Wealth Partners, LTD. | 149,627 | $1,135.38万 | 0.11% | -2,854 | 减仓 |
| AlphaCore Capital LLC | 145,236 | $1,102.05万 | 0.20% | 5,725 | 加仓 |
| HFG Advisors, Inc. | 144,740 | $1,098.29万 | 6.85% | 1,056 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 148,626 | $1,084.96万 | 0.02% | -12,375 | 减仓 |
| HighTower Advisors, LLC | 134,483 | $1,020.45万 | 0.01% | -2,182 | 减仓 |
| Ashton Thomas Private Wealth, LLC | 129,312 | $981.22万 | 0.20% | -4,189 | 减仓 |
| MGO ONE SEVEN LLC | 120,655 | $915.53万 | 0.15% | -6,273 | 减仓 |
| Fusion Capital, LLC | 120,396 | $913.57万 | 2.12% | -30 | 减仓 |
| SkyOak Wealth, LLC | 105,819 | $802.96万 | 1.31% | -1,929 | 减仓 |
| Gateway Wealth Partners, LLC | 103,673 | $786.67万 | 0.47% | -110,957 | 减仓 |
| Valmark Advisers, Inc. | 101,122 | $767.31万 | 0.08% | 2,397 | 加仓 |
| CITIGROUP INC | 99,688 | $756.43万 | 0.00% | -1,534 | 减仓 |
| IFP Advisors, Inc | 98,210 | $745.22万 | 0.13% | -3,199 | 减仓 |
| PFG Investments, LLC | 92,939 | $705.22万 | 0.27% | 5,996 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 93,647 | $685.78万 | 0.00% | 4,546 | 加仓 |
| Kestra Advisory Services, LLC | 84,352 | $640.07万 | 0.02% | -3,312 | 减仓 |
内部人交易（Form 4）
FV 董事、高管和大股东的最新买卖申报。专业版可看 🔒