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 FDFTCS
持有机构数
545
机构合计市值 (Q2 2026)
$46.31亿
机构合计股数 (Q2 2026)
4,924.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+196.4万股
188 · 47 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-341.0万股
301 · 45 清仓 · ≈
⚖️ 净额
-144.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$46.31亿
持有机构数
545
新买入
47
加仓
141
减仓
256
清仓
45
持股不变
101
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
0.15%0.19%#172$6.89亿733.3万股$6.98亿752.9万股-19.6万股-2.60%减仓
摩根士丹利MORGAN STANLEY
0.03%0.03%#349$4.94亿526.1万股$5.41亿578.1万股-52.0万股-8.99%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.1%0.12%#212$3.73亿397.2万股$4.00亿431.4万股-34.2万股-7.93%减仓
富国银行WELLS FARGO & COMPANY/MN
0.04%0.05%#319$2.30亿244.4万股$2.40亿259.0万股-14.6万股-5.63%减仓
Cetera投资顾问Cetera Investment Advisers
0.12%0.15%#196$1.35亿144.2万股$1.38亿148.6万股-4.4万股-2.97%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#434$1.32亿141.0万股$1.36亿146.1万股-5.1万股-3.50%减仓
瑞银集团UBS Group AG
0.02%0.02%#399$1.24亿131.7万股$1.27亿136.5万股-4.8万股-3.52%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.14%0.16%#180$1.20亿128.2万股$1.09亿117.6万股+10.6万股+9.00%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.03%#358$9,961.2万106.1万股$1.01亿108.6万股-2.5万股-2.31%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.02%#404$9,720.9万103.5万股$9,507.3万102.5万股+1.0万股+0.99%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.07%0.08%#257$9,286.8万98.9万股$9,830.7万106.0万股-7.1万股-6.70%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#389$8,611.4万91.8万股$9,013.1万97.1万股-5.3万股-5.47%减仓
Cambridge Investment Research Advisors, Inc.
0.19%0.21%#153$8,362.4万89.0万股$8,274.0万89.2万股-1,611股-0.18%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.04%#329$8,258.9万87.9万股$7,539.1万82.4万股+5.4万股+6.60%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.12%#219$7,355.9万78.3万股$8,293.6万89.4万股-11.1万股-12.40%减仓
Stifel金融STIFEL FINANCIAL CORP
0.06%0.06%#276$6,930.1万73.8万股$6,904.2万74.4万股-6,436股-0.86%减仓
Private Advisor集团Private Advisor Group, LLC
0.24%0.23%#131$5,235.9万55.7万股$4,926.0万53.1万股+2.6万股+4.98%加仓
Truist金融TRUIST FINANCIAL CORP
0.05%0.07%#282$4,559.7万48.5万股$5,119.8万55.2万股-6.6万股-12.04%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.36%0.46%#97$4,263.3万45.4万股$4,272.1万46.1万股-6,616股-1.44%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.55%0.63%#80$4,103.2万43.7万股$4,078.7万44.0万股-2,817股-0.64%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.13%0.14%#185$4,092.6万43.6万股$3,718.8万40.1万股+3.5万股+8.69%加仓
SILVER OAK SECURITIES, INCORPORATED
2.21%2.8%#17$3,632.1万38.7万股$3,828.5万41.3万股-2.6万股-6.30%减仓
American Financial Advisors, LLC
4.21%4.47%#7$3,497.8万37.2万股$3,348.0万36.1万股+1.1万股+3.19%加仓
Janney Montgomery Scott LLC
0.07%#259$3,434.3万36.6万股$00股+36.6万股新买入
Diversified Enterprises, LLC
1.56%1.78%#27$3,214.6万34.2万股$3,246.4万35.0万股-7,708股-2.20%减仓
PARK NATIONAL CORP /OH/
1.06%0.91%#45$2,979.8万32.1万股$2,988.2万32.2万股-901股-0.28%减仓
Regal Investment Advisors LLC
1.39%1.46%#36$2,670.8万28.4万股$2,521.8万27.2万股+1.3万股+4.60%加仓
Archer Investment Corp
5.18%5.59%#3$2,631.2万28.0万股$2,624.7万28.3万股-2,800股-0.99%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.14%0.16%#177$2,614.4万27.8万股$2,595.6万28.0万股-1,460股-0.52%减仓
伊芙琳合伙人集团Evelyn Partners Group Ltd
0.43%#87$2,534.8万22.3万股$00股+22.3万股新买入
Scarborough Advisors, LLC
2.81%2.65%#13$2,450.0万25.9万股$2,421.9万26.1万股-1,919股-0.73%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.05%0.06%#297$2,220.2万23.6万股$1,989.2万21.4万股+2.2万股+10.24%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
0.41%0.4%#93$2,181.5万21.8万股$2,019.5万21.9万股-493股-0.23%减仓
Gratus Wealth Advisors, LLC
2.75%3.04%#14$2,156.9万23.0万股$2,102.4万22.7万股+3,009股+1.33%加仓
tru Independence LLC
8.18%8.5%#2$1,870.6万19.9万股$1,719.0万18.5万股+1.4万股+7.47%加仓
Walkner Condon Financial Advisors LLC
2.09%2.15%#20$1,819.3万19.4万股$1,634.2万17.6万股+1.8万股+9.95%加仓
Heck Capital Advisors, LLC
1.05%1.26%#47$1,760.9万18.7万股$1,701.2万18.3万股+4,093股+2.23%加仓
Randall & Associates Wealth Management
10.56%12.57%#1$1,707.4万18.2万股$1,864.4万20.1万股-1.9万股-9.55%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.16%0.19%#170$1,700.5万18.1万股$1,682.9万18.1万股-372股-0.21%减仓
Investors Research Corp
2.93%#12$1,635.4万17.4万股$00股+17.4万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.08%0.05%#238$1,635.2万17.4万股$678.4万7.3万股+10.1万股+138.05%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#438$1,469.8万15.6万股$1,748.9万18.9万股-3.2万股-17.00%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#367$1,423.4万15.2万股$1,405.0万15.1万股+79股+0.05%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.03%#386$1,303.1万13.9万股$1,632.8万17.6万股-3.7万股-21.18%减仓
Arax顾问Arax Advisory Partners
0.08%0.28%#233$1,256.4万13.4万股$1,005.4万10.8万股+2.5万股+23.42%加仓
Sargent Investment Group, LLC
1.49%1.68%#30$1,240.7万13.2万股$1,272.2万13.7万股-5,045股-3.68%减仓
奥本海默公司OPPENHEIMER & CO INC
0.13%0.15%#187$1,227.8万13.1万股$1,230.0万13.3万股-1,878股-1.42%减仓
AssetMarkASSETMARK, INC
0.02%0.02%#375$1,200.8万12.8万股$755.4万8.1万股+4.6万股+57.00%加仓
繁荣金融服务Prospera Financial Services Inc
0.16%0.16%#165$1,127.9万12.0万股$997.4万10.7万股+1.3万股+11.71%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.01%0.01%#454$1,095.9万11.7万股$1,097.1万11.8万股-1,593股-1.35%减仓

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