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 FDFYC
持有机构数
625
机构合计市值 (Q2 2026)
$80.38亿
机构合计股数 (Q2 2026)
6,043.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,047.1万股
425 · 104 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-129.5万股
154 · 27 清仓 · ≈
⚖️ 净额
+917.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$80.38亿
持有机构数
625
新买入
104
加仓
321
减仓
127
清仓
27
持股不变
73
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
美国银行BANK OF AMERICA CORP /DE/
0.09%0.08%#323$13.89亿1,042.7万股$10.72亿967.6万股+75.1万股+7.76%加仓
摩根士丹利MORGAN STANLEY
0.05%0.03%#388$8.82亿662.3万股$4.55亿470.4万股+191.9万股+40.79%加仓
LPL金融LPL Financial LLC
0.18%0.15%#243$8.10亿608.0万股$5.72亿516.3万股+91.7万股+17.75%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.1%0.09%#304$3.79亿284.4万股$2.90亿261.8万股+22.7万股+8.66%加仓
富国银行WELLS FARGO & COMPANY/MN
0.06%0.05%#362$3.57亿267.9万股$2.54亿229.2万股+38.7万股+16.88%加仓
瑞银集团UBS Group AG
0.04%0.04%#398$3.17亿238.0万股$2.60亿234.5万股+3.5万股+1.48%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#425$1.98亿148.6万股$1.58亿143.1万股+5.6万股+3.89%加仓
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
0.7%#122$1.80亿135.1万股$00股+135.1万股新买入
Cambridge Investment Research Advisors, Inc.
0.36%0.31%#179$1.54亿115.5万股$1.21亿109.7万股+5.8万股+5.29%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.17%0.14%#249$1.49亿111.7万股$9,678.2万87.4万股+24.3万股+27.82%加仓
Cetera投资顾问Cetera Investment Advisers
0.11%0.09%#299$1.19亿89.0万股$8,506.0万76.8万股+12.2万股+15.90%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.02%#438$1.09亿81.7万股$8,694.7万78.5万股+3.2万股+4.06%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.13%0.1%#281$1.01亿75.6万股$6,892.3万62.2万股+13.4万股+21.55%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.25%0.25%#206$7,803.7万58.6万股$6,643.4万60.0万股-1.4万股-2.34%减仓
Stifel金融STIFEL FINANCIAL CORP
0.06%0.05%#355$7,341.0万55.1万股$5,078.2万45.8万股+9.3万股+20.18%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.04%0.03%#409$6,802.7万51.1万股$5,349.4万48.3万股+2.8万股+5.72%加仓
Parcion Private Wealth LLC
2.52%3.54%#37$6,659.5万50.0万股$5,718.3万51.6万股-1.6万股-3.18%减仓
HighTower顾问HighTower Advisors, LLC
0.06%0.05%#366$5,902.8万44.3万股$4,958.4万44.8万股-4,561股-1.02%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#488$5,690.3万42.7万股$2,862.5万25.8万股+16.9万股+65.25%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.09%0.09%#318$4,579.0万34.4万股$3,151.3万28.4万股+5.9万股+20.80%加仓
Proficio 资本合伙人Proficio Capital Partners LLC
1.6%1.3%#70$4,449.3万33.4万股$2,428.9万21.9万股+11.4万股+52.13%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.07%0.06%#351$4,248.9万31.9万股$3,270.4万29.5万股+2.4万股+8.01%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.54%0.45%#143$4,022.3万30.2万股$2,936.4万26.5万股+3.7万股+13.88%加仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.06%0.04%#369$3,811.0万28.6万股$1,550.9万14.0万股+14.6万股+104.29%加仓
Equitable控股Equitable Holdings, Inc.
0.21%0.16%#227$3,583.4万26.9万股$2,442.4万24.8万股+2.1万股+8.32%加仓
Janney Montgomery Scott LLC
0.07%0.06%#346$3,504.9万26.3万股$2,610.0万23.6万股+2.7万股+11.64%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.16%0.17%#262$3,426.5万25.7万股$3,071.9万27.7万股-2.0万股-7.27%减仓
NewEdge顾问NewEdge Advisors, LLC
0.1%0.08%#306$3,398.0万25.5万股$2,314.1万20.9万股+4.6万股+22.07%加仓
FIL(富达国际)FIL Ltd
0.02%0.01%#444$3,343.9万25.1万股$1,468.1万13.3万股+11.8万股+89.36%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.02%0.03%#467$3,336.0万25.0万股$5,549.0万50.1万股-25.1万股-50.02%减仓
Comprehensive Wealth Management, LLC
14.96%12.61%#1$3,274.4万24.6万股$2,494.6万22.5万股+2.1万股+9.13%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#566$3,252.3万24.7万股$2,290.3万21.6万股+3.1万股+14.30%加仓
Next Level Private LLC
6.11%5.57%#9$3,121.8万23.4万股$2,467.5万22.3万股+1.2万股+5.18%加仓
Private Advisor集团Private Advisor Group, LLC
0.14%0.13%#271$2,974.8万22.3万股$2,781.5万25.1万股-2.8万股-11.09%减仓
SAGE PRIVATE WEALTH GROUP, LLC
12.37%11%#2$2,752.3万20.7万股$2,186.2万19.7万股+9,198股+4.66%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.03%#423$2,564.5万19.2万股$2,045.5万18.5万股+7,812股+4.23%加仓
TRUE Private Wealth Advisors
2.18%0.12%#49$2,521.9万18.9万股$126.5万1.1万股+17.8万股+1,557.12%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.4%0.36%#165$2,506.1万18.8万股$1,985.0万17.9万股+8,896股+4.96%加仓
奥本海默公司OPPENHEIMER & CO INC
0.26%0.21%#205$2,400.1万18.0万股$1,740.9万15.7万股+2.3万股+14.62%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.36%0.19%#178$2,368.5万17.8万股$1,135.6万10.3万股+7.5万股+73.39%加仓
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
0.97%1.29%#96$2,367.7万17.8万股$1,968.4万17.8万股00.00%持仓不变
Presidio Capital Management, LLC
5.82%4.76%#11$2,326.4万17.5万股$1,640.5万14.8万股+2.7万股+17.90%加仓
Gateway Wealth Partners, LLC
1.28%0.12%#84$2,131.0万16.0万股$295.1万2.7万股+13.3万股+500.35%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
1.01%0.04%#92$2,124.1万15.9万股$61.1万5,514股+15.4万股+2,790.97%加仓
ECLECTIC ASSOCIATES INC /ADV
2.29%2.05%#44$2,015.6万15.8万股$1,544.2万15.9万股-955股-0.60%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.1%0.07%#305$2,005.0万15.0万股$1,387.5万12.5万股+2.5万股+20.14%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.2%0.16%#237$1,970.6万14.8万股$1,449.9万13.1万股+1.7万股+12.99%加仓
Pictet North America Advisors SA
1.72%1.71%#66$1,949.7万14.6万股$1,725.6万15.6万股-9,445股-6.06%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.2%0.17%#235$1,938.4万14.5万股$1,361.9万12.3万股+2.3万股+18.33%加仓
花旗集团CITIGROUP INC
0.01%0.01%#520$1,845.5万13.8万股$1,250.0万11.3万股+2.6万股+22.74%加仓

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