RDVY FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
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 | 815 | 226,700,886 | $183.67亿 | 66 | 398 | 227 | 31 | $8.86亿 |
| 2026Q1 | 766 | 215,655,525 | $147.27亿 | 49 | 405 | 201 | 29 | $8.58亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $1.25亿 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $7,227.98万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $5,765.56万 |
| MORGAN STANLEY | 加仓 | $4,953.73万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $4,774.55万 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 加仓 | $4,630.97万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $3,576.55万 |
| Independent Advisor Alliance | 新建仓 | $3,573.66万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $3,563.11万 |
| OSAIC HOLDINGS, INC. | 加仓 | $3,418.09万 |
| Integrated Wealth Concepts LLC | 加仓 | $2,719.60万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $2,697.86万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $2,105.39万 |
| ROYAL BANK OF CANADA | 加仓 | $2,101.81万 |
| Cetera Investment Advisers | 加仓 | $2,045.81万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $2,040.48万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,839.59万 |
| AVAII WEALTH MANAGEMENT, LLC | 新建仓 | $1,665.55万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,495.74万 |
| Arkadios Wealth Advisors | 加仓 | $1,223.14万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$9,007.76万 |
| UBS Group AG | 减仓 | -$3,176.90万 |
| ABLE Financial Group, LLC | 减仓 | -$1,445.10万 |
| Arax Advisory Partners | 减仓 | -$1,401.17万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$1,220.69万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$949.96万 |
| Equitable Holdings, Inc. | 减仓 | -$760.76万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$413.67万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$367.40万 |
| Pathstone Holdings, LLC | 减仓 | -$354.28万 |
| WORLD EQUITY GROUP, INC. | 重新持有 | -$304.52万 |
| Crumly & Associates Inc. | 减仓 | -$224.37万 |
| CWM, LLC | 减仓 | -$213.85万 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 清仓 | -$209.79万 |
| Forefront Wealth Partners, LLC | 减仓 | -$187.87万 |
| StoneX Group Inc. | 减仓 | -$179.85万 |
| N.E.W. Advisory Services LLC | 减仓 | -$179.29万 |
| TrueWealth Financial Partners | 清仓 | -$168.99万 |
| INTEGRITY ALLIANCE, LLC. | 减仓 | -$164.63万 |
| Mach-1 Financial Group, LLC | 减仓 | -$140.34万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 32,332,134 | $22.08亿 | 0.59% | 1,828,018 | 加仓 |
| MORGAN STANLEY | 20,878,444 | $14.26亿 | 0.09% | 725,502 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 12,344,290 | $8.43亿 | 0.26% | 1,058,580 | 加仓 |
| WELLS FARGO & COMPANY/MN | 11,305,832 | $7.72亿 | 0.15% | 29,617 | 加仓 |
| AMERIPRISE FINANCIAL INC | 9,341,197 | $6.38亿 | 0.15% | 298,548 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 7,444,315 | $5.08亿 | 0.04% | 219,060 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,611,798 | $3.83亿 | 0.54% | 56,356 | 加仓 |
| UBS Group AG | 5,529,230 | $3.78亿 | 0.06% | -465,275 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 5,416,550 | $3.70亿 | 0.10% | 269,419 | 加仓 |
| ROYAL BANK OF CANADA | 5,030,578 | $3.43亿 | 0.06% | 307,823 | 加仓 |
| OSAIC HOLDINGS, INC. | 4,412,718 | $3.01亿 | 0.44% | 500,513 | 加仓 |
| Cetera Investment Advisers | 4,044,145 | $2.76亿 | 0.29% | 299,620 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 3,230,196 | $2.21亿 | 0.57% | 521,837 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,112,676 | $2.13亿 | 0.13% | 395,117 | 加仓 |
| Kestra Advisory Services, LLC | 2,885,091 | $1.97亿 | 0.75% | 128,750 | 加仓 |
| Private Advisor Group, LLC | 2,603,193 | $1.78亿 | 0.83% | -7,774 | 减仓 |
| STIFEL FINANCIAL CORP | 2,553,066 | $1.74亿 | 0.16% | 76,533 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 2,105,680 | $1.40亿 | 0.07% | 536,376 | 加仓 |
| TRUIST FINANCIAL CORP | 1,763,900 | $1.20亿 | 0.16% | 137,723 | 加仓 |
| Janney Montgomery Scott LLC | 1,548,817 | $1.06亿 | 0.26% | 45,589 | 加仓 |
| HighTower Advisors, LLC | 1,524,251 | $1.04亿 | 0.11% | 71,006 | 加仓 |
| NewEdge Advisors, LLC | 1,437,974 | $9,818.48万 | 0.35% | 125,245 | 加仓 |
| PNC Financial Services Group, Inc. | 1,396,712 | $9,536.75万 | 0.06% | -4,121 | 减仓 |
| MML INVESTORS SERVICES, LLC | 1,357,751 | $9,270.73万 | 0.26% | -139,127 | 减仓 |
| Equitable Holdings, Inc. | 1,249,378 | $8,679.16万 | 0.55% | -109,512 | 减仓 |
| Prospera Financial Services Inc | 1,171,062 | $7,998.95万 | 1.29% | 57,154 | 加仓 |
| Baird Financial Group, Inc. | 1,126,899 | $7,694.47万 | 0.12% | 102,097 | 加仓 |
| Csenge Advisory Group | 1,048,094 | $7,156.38万 | 3.28% | 42,741 | 加仓 |
| Mariner, LLC | 1,039,283 | $7,096.22万 | 0.08% | -10,964 | 减仓 |
| Corient Private Wealth LP | 1,034,009 | $7,056.59万 | 0.10% | -1,319,917 | 减仓 |
| Rockefeller Capital Management L.P. | 967,621 | $6,606.92万 | 0.12% | 15,623 | 加仓 |
| D.A. DAVIDSON & CO. | 952,581 | $6,504.23万 | 0.39% | 71,573 | 加仓 |
| CWM, LLC | 939,509 | $6,414.96万 | 0.17% | -31,320 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 935,616 | $6,388.39万 | 0.79% | 54,487 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 887,227 | $6,057.99万 | 0.94% | 308,346 | 加仓 |
| BLAIR WILLIAM & CO/IL | 880,823 | $6,014.26万 | 0.17% | 127,514 | 加仓 |
| Integrated Wealth Concepts LLC | 855,453 | $5,841.03万 | 0.47% | 398,301 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 844,400 | $5,765.56万 | 0.05% | 844,400 | 新建仓 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 805,324 | $5,498.75万 | 15.34% | 69,304 | 加仓 |
| JPMORGAN CHASE & CO | 773,165 | $5,135.37万 | 0.00% | 144,330 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 742,642 | $5,070.77万 | 0.56% | 699,260 | 加仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 722,842 | $4,935.56万 | 1.14% | 678,232 | 加仓 |
| AFFINITY WEALTH MANAGEMENT LLC | 663,446 | $4,530.01万 | 6.86% | -1,356 | 减仓 |
| Aptus Capital Advisors, LLC | 654,217 | $4,466.99万 | 0.35% | 6,359 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 645,395 | $4,406.75万 | 2.77% | 1,911 | 加仓 |
| Ascension Capital Advisors, Inc. | 585,365 | $3,996.87万 | 12.58% | 3,893 | 加仓 |
| Stratos Wealth Partners, LTD. | 582,079 | $3,974.44万 | 0.45% | 42,258 | 加仓 |
| RVW Wealth, LLC | 570,710 | $3,896.81万 | 3.04% | -6,376 | 减仓 |
| Steward Partners Investment Advisory, LLC | 569,198 | $3,886.48万 | 0.20% | 33,295 | 加仓 |
| Koshinski Asset Management, Inc. | 564,494 | $3,854.37万 | 2.40% | -3,650 | 减仓 |
内部人交易（Form 4）
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