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BUFR — First Tr Exchng Traded Fd Vi 机构持仓 · 2026年Q3

谁持有 First Tr Exchng Traded Fd Vi(BUFR)?2026年Q3(报告期截至 2026-09-30)共有 27 家机构在 SEC 13F 申报中报告持有,合计 8,785.73 万美元。前几大持有机构:Cooper Financial Group(2,070.00 万美元)、Gerald Baker Financial Group LLC(1,000.00 万美元)、Stewardship Concepts Financial Services LLC(920.00 万美元)。

排名机构市值股数变动
1Cooper Financial Group$20.7M552,335增持
2Gerald Baker Financial Group LLC$10.0M267,801增持
3STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$9.2M246,013减持
4Farther Finance Advisors, LLC$9.1M242,074增持
5AVAII WEALTH MANAGEMENT, LLC$8.2M218,132减持
6First Heartland Consultants, Inc.$4.4M118,220增持
7Central Pacific Bank - Trust Division$3.9M105,080减持
8Noble Wealth Management PBC$3.8M100,862减持
9Prism Advisors, Inc.$3.2M83,984减持
10CoreCap Advisors, LLC$2.8M73,965增持
11BOYUM WEALTH ARCHITECTS LLC$2.5M67,000减持
12TITLEIST ASSET MANAGEMENT, LLC$2.0M53,120减持
13TrueWealth Advisors, LLC$1.8M48,188持平
14Castleview Partners, LLC$1.3M34,553减持
15Wealth Group Ltd$1.0M27,483减持
16LEGACY SOLUTIONS, LLC$915,59624,435增持
17Stonebridge Financial Group, LLC$730,66519,500新建仓
18WINEBRENNER CAPITAL MANAGEMENT LLC$666,89217,798减持
19Worth Asset Management, LLC$537,09514,334减持
20Castle Rock Wealth Management, LLC$325,8098,592持平
21PRIVATE CLIENT SERVICES, LLC$286,1587,637持平
22RHODES INVESTMENT ADVISORS INC /ADV$261,8786,989新建仓
23GoalVest Advisory LLC$83,7082,234减持
24Bank of New Hampshire$42,9031,145增持
25GK Wealth Management LLC$25,592683新建仓

来源:SEC 13F 申报文件 · 截至 2026-09-30