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 IIIHUSV
持有机构数
50
机构合计市值 (Q2 2026)
$6,240.1万
机构合计股数 (Q2 2026)
159.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+12.2万股
18 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.3万股
21 · 3 清仓 · ≈
⚖️ 净额
+4.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,240.1万
持有机构数
50
新买入
6
加仓
12
减仓
18
清仓
3
持股不变
14
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
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#16$1,648.8万42.0万股$1,619.1万42.2万股-2,457股-0.58%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#17$1,090.4万27.8万股$783.8万20.4万股+7.3万股+35.81%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%0.01%#12$534.7万13.6万股$501.1万13.1万股+5,451股+4.17%加仓
Golden State Wealth Management, LLC
0.4%0.49%#2$437.4万11.1万股$444.6万11.6万股-4,584股-3.95%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#27$427.3万10.9万股$417.5万10.9万股-81股-0.07%减仓
Asset Allocation Strategies LLC
0.43%0.54%#1$279.3万7.1万股$304.7万7.9万股-8,362股-10.52%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.02%0.02%#7$253.7万6.5万股$234.7万6.1万股+3,378股+5.52%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#13$192.4万4.9万股$204.4万5.3万股-4,329股-8.12%减仓
RFG顾问RFG Advisory, LLC
0.03%0.03%#6$176.9万4.5万股$168.5万4.4万股+1,099股+2.50%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#38$151.2万3.9万股$112.1万2.9万股+9,273股+31.72%加仓
Ascentis Independent Advisors
0.18%0.1%#3$136.7万3.6万股$136.7万3.6万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#40$115.4万2.9万股$92.9万2.4万股+5,140股+21.21%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#37$104.8万2.7万股$150.9万3.9万股-1.3万股-32.20%减仓
LaSalle St. Investment Advisors, LLC
0.11%0.13%#4$92.8万2.4万股$90.6万2.4万股-9股-0.04%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#24$87.5万2.2万股$85.3万2.2万股+47股+0.21%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$73.6万1.9万股$74.0万1.9万股-566股-2.93%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#29$54.1万1.4万股$134.5万3.5万股-2.1万股-60.73%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#42$43.5万1.1万股$82.5万2.2万股-1.0万股-48.48%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#10$39.3万1.0万股$00股+1.0万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#30$38.1万9,709股$37.2万9,705股+4股+0.04%加仓
GTS SECURITIES LLC
0.01%0.01%#11$31.2万7,940股$30.4万7,940股00.00%持仓不变
United Advisor Group, LLC
0.03%0.03%#5$26.2万6,678股$25.6万6,669股+9股+0.13%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#45$24.6万6,253股$25.5万6,403股-150股-2.34%减仓
奥本海默公司OPPENHEIMER & CO INC
<0.01%<0.01%#18$22.9万5,838股$22.5万5,866股-28股-0.48%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
<0.01%#20$22.2万5,652股$00股+5,652股新买入
Kovack Advisors, Inc.
0.01%0.01%#9$21.2万5,350股$22.5万5,850股-500股-8.55%减仓
繁荣金融服务Prospera Financial Services Inc
<0.01%<0.01%#15$20.9万5,310股$20.4万5,310股00.00%持仓不变
Capital Investment Advisory Services, LLC
0.01%0.01%#8$20.6万5,240股$20.1万5,242股-2股-0.04%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#33$18.1万4,616股$10.2万2,657股+1,959股+73.73%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#25$12.8万3,270股$00股+3,270股新买入
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#14$10.3万2,621股$10.0万2,621股00.00%持仓不变
AssetMarkASSETMARK, INC
<0.01%#36$8.2万2,100股$00股+2,100股新买入
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#19$5.3万1,350股$00股+1,350股新买入
Arax顾问Arax Advisory Partners
<0.01%<0.01%#32$3.4万869股$3.3万869股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#28$2.5万634股$2.4万634股00.00%持仓不变
LANARK FINANCIAL, INC.
<0.01%<0.01%#22$2.2万562股$2.2万562股00.00%持仓不变
N.E.W. Advisory Services LLC
<0.01%<0.01%#23$2.0万509股$1.9万508股+1股+0.20%加仓
美国合众银行US BANCORP \DE\
<0.01%#44$1.6万401股$00股+401股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#48$1.2万318股$2.0万524股-206股-39.31%减仓
Truvestments Capital LLC
<0.01%<0.01%#21$1.0万263股$1.0万263股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#39$7,855200股$7,669200股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#43$7,384188股$7,209188股00.00%持仓不变
AdvisorNet Financial, Inc
<0.01%<0.01%#31$5,263134股$5,138134股00.00%持仓不变
Spire 财富管理Spire Wealth Management
<0.01%<0.01%#35$4,910125股$4,793125股00.00%持仓不变
Kingdom Financial Group LLC.
<0.01%0.04%#26$3,79897股$13.4万3,498股-3,401股-97.23%减仓
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#41$3,18281股$3,09881股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#46$1,96450股$1,91750股00.00%持仓不变
Horizon投资Horizon Investments, LLC
<0.01%<0.01%#47$74619股$1,38136股-17股-47.22%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#50$672股$331股+1股+100.00%加仓
罗素投资集团Russell Investments Group, Ltd.
<0.01%<0.01%#49$371股$49613股-12股-92.31%减仓

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