FVD FIRST TR VALUE LINE DIVID IN
SHS
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 | 640 | 108,222,455 | $52.17亿 | 29 | 189 | 298 | 28 | -$9,688.11万 |
| 2026Q1 | 634 | 110,482,634 | $51.95亿 | 34 | 191 | 290 | 21 | -$3.06亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,079.05万 |
| JPMORGAN CHASE & CO | 加仓 | $1,581.49万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $1,134.81万 |
| Gateway Wealth Partners, LLC | 加仓 | $1,129.72万 |
| Independent Advisor Alliance | 加仓 | $728.11万 |
| RFG Advisory, LLC | 加仓 | $721.21万 |
| TWO SIGMA INVESTMENTS, LP | 重新持有 | $623.15万 |
| Equitable Holdings, Inc. | 加仓 | $580.97万 |
| &PARTNERS | 加仓 | $487.49万 |
| Proactive Wealth Strategies LLC | 加仓 | $485.31万 |
| Arkadios Wealth Advisors | 加仓 | $473.31万 |
| NewEdge Advisors, LLC | 加仓 | $466.91万 |
| FIFTH THIRD BANCORP | 加仓 | $373.95万 |
| Rothschild Wealth LLC | 加仓 | $327.84万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $252.88万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $247.98万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $241.25万 |
| Virtu Financial LLC | 加仓 | $148.73万 |
| XTX Topco Ltd | 加仓 | $144.44万 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 加仓 | $96.64万 |
2026Q1 卖出最多
| AMERIPRISE FINANCIAL INC | 减仓 | -$7,179.61万 |
| MORGAN STANLEY | 减仓 | -$4,511.19万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$3,567.77万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$2,693.70万 |
| ROYAL BANK OF CANADA | 减仓 | -$2,105.24万 |
| UBS Group AG | 减仓 | -$2,074.36万 |
| IFG Advisory, LLC | 减仓 | -$1,859.10万 |
| LPL Financial LLC | 减仓 | -$1,835.05万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,436.99万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,356.37万 |
| BNP PARIBAS FINANCIAL MARKETS | 减仓 | -$1,303.77万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$1,148.65万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$863.50万 |
| Fairvoy Private Wealth, LLC | 减仓 | -$826.38万 |
| PCG Wealth Advisors, LLC | 减仓 | -$733.11万 |
| STIFEL FINANCIAL CORP | 减仓 | -$707.03万 |
| VICTORY FINANCIAL GROUP, LLC | 减仓 | -$596.40万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$593.32万 |
| Rehmann Capital Advisory Group | 减仓 | -$548.84万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$405.79万 |
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 | 18,147,711 | $8.53亿 | 0.05% | -959,216 | 减仓 |
| LPL Financial LLC | 16,816,974 | $7.91亿 | 0.21% | -390,188 | 减仓 |
| WELLS FARGO & COMPANY/MN | 5,345,787 | $2.51亿 | 0.05% | -572,763 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 5,292,515 | $2.49亿 | 0.02% | -288,405 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 5,162,932 | $2.43亿 | 0.07% | -305,548 | 减仓 |
| UBS Group AG | 3,377,606 | $1.59亿 | 0.02% | -441,071 | 减仓 |
| ROYAL BANK OF CANADA | 3,287,993 | $1.55亿 | 0.03% | -447,632 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,272,443 | $1.54亿 | 0.04% | 442,068 | 加仓 |
| STIFEL FINANCIAL CORP | 2,169,935 | $1.02亿 | 0.09% | -150,336 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,034,940 | $9,570.32万 | 0.13% | -244,237 | 减仓 |
| Cetera Investment Advisers | 1,983,916 | $9,330.36万 | 0.10% | -36,710 | 减仓 |
| OSAIC HOLDINGS, INC. | 1,859,101 | $8,744.05万 | 0.13% | -758,555 | 减仓 |
| HighTower Advisors, LLC | 1,566,495 | $7,367.20万 | 0.08% | -31,185 | 减仓 |
| TRUIST FINANCIAL CORP | 1,281,757 | $6,028.10万 | 0.08% | -13,760 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 1,206,149 | $5,672.50万 | 0.15% | -183,606 | 减仓 |
| Kestra Advisory Services, LLC | 865,457 | $4,070.24万 | 0.15% | -5,608 | 减仓 |
| Baird Financial Group, Inc. | 830,494 | $3,905.81万 | 0.06% | -50,132 | 减仓 |
| JPMORGAN CHASE & CO | 812,645 | $3,787.75万 | 0.00% | 339,303 | 加仓 |
| New England Private Wealth Advisors LLC | 763,623 | $3,591.32万 | 4.15% | 833 | 加仓 |
| Private Advisor Group, LLC | 707,761 | $3,328.60万 | 0.16% | -9,301 | 减仓 |
| Prospera Financial Services Inc | 616,506 | $2,900.13万 | 0.47% | -12,156 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 596,065 | $2,763.45万 | 0.01% | 54,546 | 加仓 |
| NewEdge Advisors, LLC | 573,759 | $2,698.39万 | 0.10% | 99,279 | 加仓 |
| BENJAMIN EDWARDS INC | 554,403 | $2,607.87万 | 0.26% | -1,841 | 减仓 |
| Intellus Advisors LLC | 552,985 | $2,600.69万 | 3.55% | -74,189 | 减仓 |
| Janney Montgomery Scott LLC | 546,709 | $2,571.20万 | 0.06% | 3,183 | 加仓 |
| Rockefeller Capital Management L.P. | 537,188 | $2,526.40万 | 0.04% | -33,990 | 减仓 |
| D.A. DAVIDSON & CO. | 501,597 | $2,359.01万 | 0.14% | 818 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 495,155 | $2,328.72万 | 0.36% | 51,297 | 加仓 |
| PARK NATIONAL CORP /OH/ | 494,262 | $2,324.51万 | 0.71% | 11,223 | 加仓 |
| Golden State Wealth Management, LLC | 483,139 | $2,272.20万 | 2.48% | 14,108 | 加仓 |
| CITIGROUP INC | 453,595 | $2,133.26万 | 0.01% | -7,376 | 减仓 |
| Mariner, LLC | 453,295 | $2,131.85万 | 0.02% | -9,061 | 减仓 |
| Gateway Wealth Partners, LLC | 452,776 | $2,129.41万 | 0.83% | 240,213 | 加仓 |
| MML INVESTORS SERVICES, LLC | 447,558 | $2,104.87万 | 0.06% | -64,176 | 减仓 |
| BEACON FINANCIAL GROUP | 414,431 | $1,949.07万 | 1.94% | -2,824 | 减仓 |
| Equitable Holdings, Inc. | 398,372 | $1,846.11万 | 0.12% | 125,367 | 加仓 |
| Solano Wealth Investment Advisors LLC | 390,392 | $1,836.01万 | 9.15% | 15,812 | 加仓 |
| PNC Financial Services Group, Inc. | 381,973 | $1,796.42万 | 0.01% | -23,983 | 减仓 |
| GOLDMAN SACHS GROUP INC | 379,923 | $1,786.78万 | 0.00% | 241,295 | 加仓 |
| Concurrent Investment Advisors, LLC | 365,461 | $1,718.76万 | 0.19% | -52,459 | 减仓 |
| Hobart Private Capital, LLC | 356,142 | $1,674.93万 | 3.29% | 18,420 | 加仓 |
| Petix & Botte Co | 324,767 | $1,527.38万 | 3.40% | -14,106 | 减仓 |
| Stratos Wealth Partners, LTD. | 311,649 | $1,465.69万 | 0.17% | -4,281 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 311,045 | $1,462.84万 | 0.18% | -50,490 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 308,104 | $1,449.01万 | 0.01% | -4,680 | 减仓 |
| WealthCare Investment Partners, LLC | 307,314 | $1,445.91万 | 4.01% | 4,118 | 加仓 |
| Steward Partners Investment Advisory, LLC | 293,384 | $1,379.79万 | 0.07% | -255 | 减仓 |
| COMMERCE BANK | 285,016 | $1,340.43万 | 0.06% | 1,293 | 加仓 |
| Modern Wealth Management, LLC | 279,941 | $1,319.36万 | 0.23% | 12,815 | 加仓 |
内部人交易（Form 4）
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