13FBOX
第一信托交易所交易基金VI · 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VI

FIRST TR EXCHNG TRADED FD VIOCTM
持有机构数
37
机构合计市值 (Q2 2026)
$1,790.0万
机构合计股数 (Q2 2026)
53.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+6.6万股
10 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.5万股
15 · 4 清仓 · ≈
⚖️ 净额
+1,799股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,790.0万
持有机构数
37
新买入
5
加仓
5
减仓
11
清仓
4
持股不变
16
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
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#25$183.8万5.5万股$230.8万7.1万股-1.6万股-22.90%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#16$143.7万4.3万股$130.1万4.0万股+2,774股+6.93%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.02%#17$108.7万3.2万股$106.9万3.3万股-500股-1.52%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$104.5万3.1万股$60.2万1.9万股+1.3万股+68.07%加仓
LVZ, Inc.
0.1%0.1%#6$99.8万3.0万股$86.6万2.7万股+3,074股+11.55%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#27$79.0万2.3万股$76.4万2.3万股00.00%持仓不变
Capasso Planning Partners LLC
0.39%0.41%#1$78.3万2.3万股$75.9万2.3万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%#18$77.8万2.3万股$00股+2.3万股新买入
FWG Investments, LLC.
0.37%0.43%#2$69.1万2.1万股$66.9万2.1万股00.00%持仓不变
Madrona Financial Services, LLC
0.11%0.13%#5$62.3万1.9万股$60.3万1.9万股00.00%持仓不变
Maia Wealth LLC
0.09%0.1%#7$61.2万1.8万股$61.0万1.9万股-547股-2.92%减仓
Buck Wealth Strategies, LLC
0.06%0.07%#12$60.9万1.8万股$59.0万1.8万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$56.3万1.7万股$78.3万2.4万股-7,313股-30.37%减仓
Americana 合伙人Americana Partners, LLC
0.01%0.01%#19$53.0万1.6万股$53.4万1.6万股-647股-3.94%减仓
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#20$51.8万1.5万股$50.2万1.5万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#32$47.2万1.4万股$46.1万1.4万股-123股-0.87%减仓
Beacon Financial Advisory LLC
0.09%0.1%#8$45.6万1.4万股$44.1万1.4万股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#31$43.0万1.3万股$38.9万1.2万股+828股+6.92%加仓
BostonPremier Wealth LLC
0.18%0.21%#4$42.0万1.3万股$40.7万1.3万股00.00%持仓不变
Atria投资Atria Investments, Inc
<0.01%<0.01%#26$38.8万1.2万股$38.9万1.2万股-410股-3.43%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%#21$37.5万1.1万股$00股+1.1万股新买入
Geneos财富管理Geneos Wealth Management Inc.
0.01%0.01%#22$35.6万1.1万股$28.0万8,600股+2,000股+23.26%加仓
WEALTHGARDEN F.S. LLC
0.18%0.21%#3$31.8万9,465股$30.8万9,474股-9股-0.09%减仓
Capital Analysts, LLC
0.01%0.01%#24$26.9万7,994股$26.1万7,994股00.00%持仓不变
PRECEDENT WEALTH PARTNERS, LLC
0.04%#14$25.4万7,554股$00股+7,554股新买入
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
0.01%<0.01%#23$23.3万6,933股$22.6万6,933股00.00%持仓不变
MILESTONE ASSET MANAGEMENT, LLC
0.03%0.04%#15$20.6万6,119股$21.9万6,733股-614股-9.12%减仓
Integrity Financial Corp /WA
0.07%0.08%#10$14.9万4,449股$15.6万4,810股-361股-7.51%减仓
巴克莱BARCLAYS PLC
<0.01%<0.01%#36$14.6万4,341股$14.1万4,341股00.00%持仓不变
EVOLUTION WEALTH MANAGEMENT INC.
0.07%0.08%#11$11.9万3,529股$11.5万3,532股-3股-0.08%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.04%#13$10.0万2,987股$00股+2,987股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#30$8.3万2,464股$8.0万2,464股00.00%持仓不变
Financial Network Wealth Advisors LLC
0.08%0.07%#9$7.6万2,249股$7.3万2,249股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$7.4万2,215股$7.2万2,215股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#33$4.5万1,326股$4.3万1,326股00.00%持仓不变
Capital Investment Advisory Services, LLC
<0.01%<0.01%#28$2.0万600股$2.0万600股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#37$1.1万333股$00股+333股新买入

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