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 FDSDVY
持有机构数
598
机构合计市值 (Q2 2026)
$90.75亿
机构合计股数 (Q2 2026)
2.11亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,379.0万股
374 · 62 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-770.3万股
206 · 45 清仓 · ≈
⚖️ 净额
+608.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$90.75亿
持有机构数
598
新买入
62
加仓
312
减仓
161
清仓
45
持股不变
63
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
0.25%0.26%#213$11.23亿2,604.0万股$9.81亿2,487.1万股+116.9万股+4.70%加仓
摩根士丹利MORGAN STANLEY
0.04%0.04%#407$7.97亿1,846.5万股$6.77亿1,781.6万股+64.9万股+3.64%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.18%0.19%#255$6.64亿1,539.1万股$6.04亿1,532.5万股+6.6万股+0.43%加仓
富国银行WELLS FARGO & COMPANY/MN
0.09%0.09%#331$5.72亿1,325.9万股$4.98亿1,262.4万股+63.5万股+5.03%加仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.03%#439$4.29亿994.2万股$3.73亿946.4万股+47.8万股+5.05%加仓
Cetera投资顾问Cetera Investment Advisers
0.32%0.33%#183$3.56亿825.5万股$3.13亿794.3万股+31.2万股+3.92%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.04%0.05%#405$2.92亿677.2万股$2.63亿667.1万股+10.1万股+1.52%加仓
瑞银集团UBS Group AG
0.04%0.04%#417$2.90亿671.4万股$2.48亿628.9万股+42.5万股+6.76%加仓
资本投资顾问Capital Investment Advisors, LLC
2.69%2.64%#32$2.04亿473.1万股$1.80亿457.5万股+15.6万股+3.40%加仓
港湾投资HARBOUR INVESTMENTS, INC.
2.33%2.33%#44$1.73亿401.8万股$1.51亿383.0万股+18.7万股+4.89%加仓
Stifel金融STIFEL FINANCIAL CORP
0.14%0.14%#287$1.70亿394.8万股$1.56亿394.5万股+2,733股+0.07%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.2%0.19%#247$1.57亿364.8万股$1.36亿345.5万股+19.2万股+5.56%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.04%#424$1.45亿336.0万股$1.43亿362.1万股-26.1万股-7.21%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.16%0.16%#265$1.39亿322.3万股$1.11亿281.3万股+41.0万股+14.58%加仓
PARK NATIONAL CORP /OH/
4.87%4.18%#10$1.37亿346.6万股$1.37亿347.2万股-5,819股-0.17%减仓
HighTower顾问HighTower Advisors, LLC
0.13%0.12%#300$1.37亿316.5万股$1.17亿297.4万股+19.1万股+6.41%加仓
Truist金融TRUIST FINANCIAL CORP
0.14%0.14%#285$1.19亿275.4万股$1.05亿265.4万股+10.0万股+3.76%加仓
LVZ, Inc.
11.85%12.03%#2$1.17亿270.4万股$1.05亿267.4万股+3.0万股+1.11%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.06%0.06%#369$1.11亿257.4万股$9,852.4万249.9万股+7.5万股+3.01%加仓
Cambridge Investment Research Advisors, Inc.
0.25%0.26%#216$1.07亿247.7万股$1.02亿259.8万股-12.1万股-4.64%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.03%#430$7,924.3万183.9万股$5,827.9万150.6万股+33.4万股+22.18%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.2%0.17%#245$7,731.6万179.2万股$5,837.8万148.1万股+31.2万股+21.05%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.1%0.1%#318$7,594.1万176.0万股$6,660.8万168.9万股+7.1万股+4.21%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.24%0.25%#225$7,340.4万170.2万股$6,544.1万166.0万股+4.2万股+2.52%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.15%0.15%#278$7,262.2万168.3万股$5,394.2万136.8万股+31.5万股+23.05%加仓
Southern Financial Group, LLC
14.41%14.36%#1$5,644.6万130.8万股$5,139.7万130.4万股+4,932股+0.38%加仓
Private Advisor集团Private Advisor Group, LLC
0.25%0.27%#212$5,534.4万128.3万股$5,697.5万144.5万股-16.2万股-11.22%减仓
NewEdge顾问NewEdge Advisors, LLC
0.15%0.13%#273$5,166.4万119.8万股$3,676.4万93.2万股+26.5万股+28.44%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.08%0.09%#346$5,023.5万116.4万股$5,055.7万128.2万股-11.8万股-9.18%减仓
Janney Montgomery Scott LLC
0.08%0.09%#345$4,073.0万94.4万股$3,594.8万91.2万股+3.2万股+3.56%加仓
MGO资本MGO ONE SEVEN LLC
0.64%0.06%#123$3,871.3万89.7万股$316.0万8.0万股+81.7万股+1,019.81%加仓
JSF Financial, LLC
6.05%6.89%#8$3,822.9万88.6万股$3,515.7万89.2万股-5,463股-0.61%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.06%0.05%#367$3,718.5万87.1万股$2,268.6万57.1万股+30.0万股+52.49%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.2%0.18%#244$3,667.1万85.0万股$2,905.9万73.7万股+11.3万股+15.34%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.18%0.21%#257$3,615.3万83.8万股$2,576.5万65.3万股+18.5万股+28.25%加仓
Western 财富管理Western Wealth Management, LLC
1.18%1.28%#83$3,611.4万83.7万股$3,348.3万84.9万股-1.2万股-1.42%减仓
繁荣金融服务Prospera Financial Services Inc
0.5%0.54%#144$3,435.2万79.6万股$3,362.7万85.3万股-5.6万股-6.61%减仓
GW HENSSLER & ASSOCIATES LTD
1.33%1.27%#76$2,978.6万69.0万股$2,701.8万68.5万股+5,243股+0.77%加仓
Decker Wealth Management LLC
5.96%5.62%#9$2,807.7万65.1万股$2,478.9万62.9万股+2.2万股+3.52%加仓
Csenge Advisory 集团Csenge Advisory Group
1.14%0.33%#88$2,805.7万65.0万股$722.5万18.3万股+46.7万股+254.93%加仓
Private Wealth Asset Management, LLC
2.67%2.15%#34$2,772.1万64.0万股$2,013.3万51.1万股+12.9万股+25.34%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.02%0.02%#467$2,733.9万63.4万股$2,111.4万53.6万股+9.9万股+18.42%加仓
Blue Chip Partners, LLC
1.7%1.72%#63$2,688.7万62.3万股$2,395.6万60.8万股+1.6万股+2.59%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.12%0.13%#307$2,637.4万61.1万股$2,318.4万58.8万股+2.3万股+3.98%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.18%0.18%#258$2,588.6万60.0万股$2,281.4万57.9万股+2.1万股+3.71%加仓
Trilogy Capital Inc.
0.98%0.98%#96$2,519.0万58.4万股$2,218.5万56.3万股+2.1万股+3.78%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
1.38%1.36%#75$2,466.2万57.2万股$2,158.2万54.7万股+2.4万股+4.44%加仓
顶峰金融Summit Financial, LLC
0.26%0.27%#209$2,346.8万54.4万股$2,101.1万53.3万股+1.1万股+2.09%加仓
Equitable控股Equitable Holdings, Inc.
0.14%0.13%#290$2,326.1万53.9万股$2,057.8万53.7万股+2,193股+0.41%加仓
Focus Partners财富Focus Partners Wealth
0.02%0.02%#449$2,180.7万50.6万股$1,907.6万48.4万股+2.2万股+4.49%加仓

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