13FBOX
第一信托交易所交易基金 · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托交易所交易基金

FIRST TR EXCHANGE TRADED FDFXD
持有机构数
109
机构合计市值 (Q2 2026)
$1.57亿
机构合计股数 (Q2 2026)
225.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+12.4万股
28 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-20.3万股
64 · 16 清仓 · ≈
⚖️ 净额
-7.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.57亿
持有机构数
109
新买入
12
加仓
16
减仓
48
清仓
16
持股不变
33
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#49$3,441.7万49.8万股$3,605.7万52.9万股-3.1万股-5.85%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#29$2,697.1万39.0万股$2,544.6万39.7万股-7,526股-1.89%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#39$1,016.1万14.7万股$1,074.7万16.8万股-2.1万股-12.49%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#45$971.6万14.0万股$888.9万13.9万股+1,622股+1.17%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#72$825.0万11.9万股$805.9万12.6万股-6,593股-5.24%减仓
Janney Montgomery Scott LLC
0.01%0.01%#24$522.5万7.6万股$531.1万8.3万股-7,412股-8.93%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#30$514.7万7.4万股$512.8万8.0万股-5,686股-7.10%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#81$371.7万5.4万股$354.4万5.5万股-1,615股-2.92%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%#56$345.8万5.0万股$00股+5.0万股新买入
XCELSIOR ADVISOR PARTNERS LLC
0.44%#5$331.1万3.5万股$00股+3.5万股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#32$325.3万4.7万股$303.4万4.7万股-366股-0.77%减仓
Paragon Private Wealth Management, LLC
0.6%0.69%#4$230.9万3.3万股$221.3万3.5万股-1,192股-3.45%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#88$229.7万3.3万股$197.0万3.1万股+2,447股+7.95%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#82$226.8万3.3万股$260.1万4.1万股-7,849股-19.32%减仓
TradeWell Securities, LLC.
0.8%0.81%#3$224.7万3.2万股$191.7万3.0万股+2,473股+8.24%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#79$176.2万2.5万股$165.4万2.6万股-364股-1.41%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#84$169.2万2.4万股$226.2万3.5万股-1.1万股-30.78%减仓
COTTONWOOD CAPITAL ADVISORS, LLC
0.92%1%#1$152.1万2.2万股$141.2万2.2万股-68股-0.31%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#80$142.9万2.1万股$135.3万2.1万股-465股-2.20%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#33$118.8万1.7万股$121.9万1.9万股-1,855股-9.75%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#58$118.8万1.7万股$116.4万1.8万股-999股-5.50%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#61$116.7万1.7万股$110.5万1.7万股-389股-2.25%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#64$108.1万1.6万股$127.9万2.0万股-4,355股-21.80%减仓
斯蒂芬斯公司STEPHENS INC /AR/
0.01%0.01%#22$96.8万1.4万股$89.6万1.4万股00.00%持仓不变
PGIM定制收成PGIM Custom Harvest LLC
0.01%0.01%#20$95.5万1.4万股$89.1万1.4万股-106股-0.76%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#95$95.3万1.4万股$88.7万1.4万股-588股-4.11%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#93$90.2万1.3万股$166.0万2.6万股-1.3万股-49.74%减仓
顶峰金融Summit Financial, LLC
0.01%0.01%#26$85.3万1.2万股$75.0万1.2万股+613股+5.23%加仓
Schrum Private Wealth Management LLC
0.87%0.69%#2$83.9万1.4万股$91.0万1.4万股-200股-1.41%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#83$81.5万1.2万股$126.5万2.0万股-7,965股-40.32%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#31$78.1万1.1万股$66.3万1.0万股+941股+9.09%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#28$76.3万1.1万股$71.1万1.1万股-5股-0.05%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#53$73.2万1.1万股$71.7万1.1万股-618股-5.51%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#59$73.1万1.1万股$69.1万1.1万股-224股-2.08%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#36$64.2万9,287股$61.9万9,665股-378股-3.91%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#52$58.6万8,476股$54.5万8,518股-42股-0.49%减仓
MTM Investment Management, LLC
0.17%0.17%#8$58.3万8,422股$53.9万8,422股00.00%持仓不变
红杉金融顾问Sequoia Financial Advisors, LLC
<0.01%<0.01%#38$55.8万8,073股$51.7万8,073股00.00%持仓不变
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#66$55.8万8,066股$55.8万8,722股-656股-7.52%减仓
Elser Financial Planning, Inc
0.02%0.02%#15$55.3万8,000股$50.5万8,000股00.00%持仓不变
Retirement Planning 集团Retirement Planning Group, LLC
0.01%0.02%#18$54.0万7,803股$61.9万9,677股-1,874股-19.37%减仓
NAVELLIER & ASSOCIATES INC
0.04%0.14%#13$49.7万7,190股$132.4万2.1万股-1.3万股-65.23%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#86$49.3万7,024股$38.6万6,169股+855股+13.86%加仓
IHT 财富管理IHT Wealth Management, LLC
0.01%0.01%#23$48.0万6,939股$44.6万6,961股-22股-0.32%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#97$41.9万6,065股$00股+6,065股新买入
RPg Family Wealth Advisory, LLC
0.09%0.07%#11$41.0万5,931股$32.9万5,142股+789股+15.34%加仓
Qube研究科技Qube Research & Technologies Ltd
<0.01%<0.01%#75$40.9万5,918股$74.3万1.2万股-5,694股-49.04%减仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.01%0.01%#21$40.0万5,783股$37.0万5,783股00.00%持仓不变
Risk Paradigm Group, LLC
0.31%0.27%#6$39.9万5,762股$31.8万4,973股+789股+15.87%加仓
Waverly顾问Waverly Advisors, LLC
<0.01%#47$34.8万5,031股$00股+5,031股新买入

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