13FBOX
FIRST TRUST CONSUMER STAPLES ALPHADEX FUND · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TRUST CONSUMER STAPLES ALPHADEX FUND

FCA
持有机构数
119
机构合计市值 (Q2 2026)
$1.32亿
机构合计股数 (Q2 2026)
241.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+55.0万股
46 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-293.4万股
62 · 21 清仓 · ≈
⚖️ 净额
-238.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.32亿
持有机构数
119
新买入
14
加仓
32
减仓
41
清仓
21
持股不变
32
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%#45$1,865.4万29.8万股$1,711.7万26.9万股+2.9万股+10.90%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#77$1,211.1万19.3万股$3,216.2万51.3万股-32.0万股-62.31%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#61$1,031.1万16.5万股$1,070.1万16.8万股-3,276股-1.95%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.14%0.02%#11$859.2万31.5万股$114.9万3.7万股+27.9万股+759.92%加仓
Independent Advisor Alliance
0.15%0.08%#10$634.1万10.1万股$783.1万12.3万股-2.2万股-17.60%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#35$579.1万9.2万股$453.9万7.1万股+2.1万股+29.83%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#64$528.2万8.4万股$528.6万8.3万股+1,389股+1.67%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#48$422.0万6.7万股$310.5万4.9万股+1.9万股+38.28%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#79$374.5万6.0万股$388.6万6.1万股-1,176股-1.93%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#93$367.9万5.9万股$390.2万6.1万股-2,489股-4.06%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%0.01%#43$362.2万5.8万股$426.9万6.7万股-9,143股-13.65%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#74$271.1万4.3万股$270.1万4.2万股+899股+2.12%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#86$263.7万4.2万股$234.8万3.7万股+5,269股+14.30%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#90$243.6万8.9万股$143.8万2.3万股+6.7万股+295.86%加仓
Cedrus Wealth Group LLC
1.96%#1$224.2万3.6万股$00股+3.6万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#98$208.5万3.3万股$207.7万3.3万股+708股+2.17%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#53$186.7万3.0万股$177.3万2.8万股+2,000股+7.19%加仓
PGIM定制收成PGIM Custom Harvest LLC
0.02%0.03%#25$177.0万2.8万股$180.1万2.8万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#99$170.3万6.2万股$309.6万9.9万股-3.6万股-36.75%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#49$160.4万2.6万股$177.3万2.8万股-2,216股-7.96%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#100$147.1万2.3万股$174.2万2.7万股-3,837股-14.04%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#87$141.5万2.3万股$185.8万2.9万股-6,562股-22.51%减仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02%0.03%#24$131.2万2.1万股$162.5万2.5万股-4,541股-17.81%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#51$130.8万2.1万股$95.6万1.5万股+5,886股+39.22%加仓
Proactive Wealth Strategies LLC
0.17%0.21%#7$107.6万1.7万股$110.0万1.7万股-76股-0.44%减仓
Regal Investment Advisors LLC
0.05%0.06%#18$104.3万1.7万股$109.8万1.7万股-585股-3.39%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#70$102.8万1.6万股$183.7万2.9万股-1.2万股-43.04%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#66$99.2万1.6万股$100.4万1.6万股+84股+0.53%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#30$93.6万1.5万股$96.3万1.5万股-166股-1.10%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#109$93.0万1.5万股$91.1万1.4万股+240股+1.67%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
<0.01%#88$92.6万3.4万股$00股+3.4万股新买入
Schrum Private Wealth Management LLC
0.93%0.73%#2$89.1万1.4万股$95.2万1.5万股-1,112股-7.44%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#56$76.5万1.2万股$76.5万1.2万股+204股+1.70%加仓
Worthington Financial Partners, LLC
0.51%0.53%#3$62.2万9,927股$61.7万9,683股+244股+2.52%加仓
Avestar Capital, LLC
0.03%0.04%#21$61.8万2.3万股$69.1万2.2万股+623股+2.83%加仓
HRT金融HRT FINANCIAL LP
<0.01%#67$59.7万9,535股$00股+9,535股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%0.01%#44$57.2万9,128股$92.6万1.5万股-5,381股-37.09%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%0.01%#39$56.1万8,951股$59.7万9,365股-414股-4.42%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#55$55.9万8,926股$54.9万8,614股+312股+3.62%加仓
Meridian 财富管理Meridian Wealth Management, LLC
0.02%0.02%#26$54.1万8,645股$63.9万1.0万股-1,384股-13.80%减仓
PACIFIC SUN FINANCIAL CORP
0.22%0.32%#5$53.6万8,558股$65.1万1.0万股-1,660股-16.25%减仓
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#50$53.5万8,543股$54.4万8,543股00.00%持仓不变
Trueblood Wealth Management, LLC
0.18%0.21%#6$52.8万8,429股$53.7万8,420股+9股+0.11%加仓
Genesee Capital Advisors, LLC
0.15%0.24%#9$48.6万1.8万股$56.6万1.8万股-236股-1.31%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#91$47.0万7,511股$75.0万1.2万股-4,261股-36.20%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#58$45.8万7,313股$47.9万7,523股-210股-2.79%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#84$44.1万7,038股$44.2万6,935股+103股+1.49%加仓
GTS SECURITIES LLC
0.01%0.02%#33$43.0万6,866股$70.1万1.1万股-4,140股-37.62%减仓
Keating Financial Advisory Services, Inc.
0.06%0.08%#17$42.9万6,851股$47.1万7,394股-543股-7.34%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#89$40.1万6,400股$95.6万1.5万股-8,600股-57.33%减仓

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