13FBOX
第一信托交易所交易基金III · 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III

FIRST TR EXCH TRADED FD IIINTRL
持有机构数
29
机构合计市值 (Q2 2026)
$1,090.7万
机构合计股数 (Q2 2026)
52.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3.9万股
9 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-76.5万股
18 · 10 清仓 · ≈
⚖️ 净额
-72.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,090.7万
持有机构数
29
新买入
3
加仓
6
减仓
8
清仓
10
持股不变
12
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
LPL金融LPL Financial LLC
<0.01%<0.01%#18$262.8万12.7万股$690.1万33.3万股-20.6万股-61.81%减仓
FAS Wealth Partners, Inc.
0.08%0.09%#3$154.0万7.5万股$137.8万6.7万股+8,031股+12.06%加仓
Frederick Financial Consultants, LLC
0.51%0.64%#1$121.2万5.9万股$128.1万6.2万股-3,169股-5.12%减仓
Clear Harbor Asset Management, LLC
0.05%0.06%#5$85.2万4.1万股$85.4万4.1万股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#11$83.2万4.0万股$49.9万2.4万股+1.6万股+67.38%加仓
Stratos Wealth Advisors, LLC
0.04%0.05%#6$80.3万3.9万股$88.2万4.3万股-3,679股-8.64%减仓
Owen LaRue, LLC
0.24%0.29%#2$68.3万3.3万股$74.9万3.6万股-3,129股-8.64%减仓
WORLD EQUITY GROUP, INC.
0.08%0.08%#4$33.8万1.6万股$32.7万1.6万股+602股+3.82%加仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#19$33.4万1.6万股$35.3万1.7万股-883股-5.18%减仓
WEDBUSH SECURITIES INC
0.01%0.01%#9$30.2万1.5万股$33.5万1.6万股-1,550股-9.57%减仓
DEBUSSY CAPITAL MANAGEMENT LP
0.04%0.04%#7$28.5万1.4万股$28.5万1.4万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#20$21.3万1.0万股$21.3万1.0万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#25$21.1万1.0万股$2,000105股+1.0万股+9,631.43%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#24$21.1万1.0万股$22.5万1.1万股-668股-6.14%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$13.5万6,555股$13.6万6,555股00.00%持仓不变
卡萨迪财富管理Cassaday & Co Wealth Management LLC
<0.01%<0.01%#16$7.8万3,777股$7.8万3,777股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#17$6.2万2,996股$6.2万2,996股00.00%持仓不变
PRIVATE TRUST CO NA
<0.01%<0.01%#10$5.1万2,449股$4.8万2,304股+145股+6.29%加仓
HIGHLINE WEALTH PARTNERS LLC
0.01%#8$4.4万2,129股$00股+2,129股新买入
Ascentis Independent Advisors
<0.01%<0.01%#13$2.6万1,234股$2.6万1,234股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#27$2.3万1,130股$8,673419股+711股+169.69%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#22$1.8万881股$00股+881股新买入
Arax顾问Arax Advisory Partners
<0.01%<0.01%#23$9,701470股$9,729470股00.00%持仓不变
CALDWELL SUTTER CAPITAL, INC.
<0.01%#12$9,081440股$00股+440股新买入
MCGUIRE CAPITAL ADVISORS INC
<0.01%<0.01%#14$3,963192股$3,974192股00.00%持仓不变
GILPIN WEALTH MANAGEMENT, LLC
<0.01%<0.01%#15$2,477120股$2,484120股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#28$1,67180股$2,578126股-46股-36.51%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#26$1,38367股$1,39167股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#29$1035股$1045股00.00%持仓不变

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