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 VISAUG
持有机构数
53
机构合计市值 (Q2 2026)
$3,881.8万
机构合计股数 (Q2 2026)
139.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+22.2万股
12 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-14.9万股
29 · 7 清仓 · ≈
⚖️ 净额
+7.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,881.8万
持有机构数
53
新买入
7
加仓
5
减仓
22
清仓
7
持股不变
19
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#42$311.0万11.2万股$290.9万11.3万股-1,029股-0.91%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$275.6万9.9万股$165.2万6.4万股+3.5万股+54.61%加仓
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
0.32%0.31%#4$242.6万8.7万股$224.9万8.7万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#34$238.8万8.6万股$235.3万9.1万股-5,429股-5.94%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#49$186.0万6.7万股$80.3万3.1万股+3.6万股+114.68%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#25$184.8万6.7万股$254.3万9.9万股-3.2万股-32.65%减仓
BFI Wealth Solutions, LLC
1.23%1.42%#1$165.7万6.0万股$148.3万5.7万股+2,300股+4.01%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#36$159.9万5.8万股$154.1万6.0万股-2,299股-3.84%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#35$154.9万5.6万股$169.8万6.6万股-1.0万股-15.44%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.03%#14$154.1万5.5万股$00股+5.5万股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#37$150.2万5.4万股$129.8万5.0万股+3,652股+7.24%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#48$129.8万4.7万股$175.4万6.8万股-2.1万股-31.42%减仓
SECURED RETIREMENT ADVISORS, LLC
0.61%0.67%#2$118.3万4.3万股$119.0万4.6万股-3,626股-7.85%减仓
HRT金融HRT FINANCIAL LP
<0.01%#38$97.1万3.5万股$00股+3.5万股新买入
Grantvest Financial Group LLC
0.53%0.63%#3$91.9万3.3万股$97.4万3.8万股-4,745股-12.54%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#32$90.8万3.3万股$92.1万3.6万股-3,084股-8.62%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#40$89.1万3.2万股$1.7万3.2万股00.00%持仓不变
FIDUCIARY FINANCIAL ADVISORS
0.09%#8$88.8万3.2万股$00股+3.2万股新买入
NorthCrest Asset Manangement, LLC
0.02%0.03%#15$86.8万3.1万股$80.8万3.1万股00.00%持仓不变
Ignite Planners, LLC
0.11%0.12%#6$80.1万2.9万股$76.1万3.0万股-715股-2.42%减仓
Ameritas Investment Partners, Inc.
0.02%0.02%#17$77.5万2.8万股$73.0万2.8万股-440股-1.55%减仓
Crusonia Wealth Advisors LLC
0.09%0.11%#7$55.6万2.0万股$51.5万2.0万股00.00%持仓不变
Vise科技Vise Technologies, Inc.
0.01%0.01%#24$52.9万1.9万股$56.5万2.2万股-3,093股-13.97%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#26$51.5万1.9万股$47.8万1.9万股00.00%持仓不变
WEALTHGARDEN F.S. LLC
0.29%0.32%#5$50.8万1.8万股$47.1万1.8万股-10股-0.05%减仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#23$46.8万1.7万股$43.6万1.7万股-100股-0.59%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#52$40.5万1.5万股$00股+1.5万股新买入
SILVER OAK SECURITIES, INCORPORATED
0.02%0.03%#16$36.0万1.3万股$34.2万1.3万股-330股-2.48%减仓
Capital Analysts, LLC
0.01%0.01%#21$35.9万1.3万股$33.0万1.3万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#44$31.8万1.1万股$31.2万1.2万股-645股-5.33%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#31$29.7万1.1万股$27.5万1.1万股00.00%持仓不变
Wood Tarver Financial Group, LLC
0.07%0.08%#10$29.7万1.1万股$27.5万1.1万股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#30$29.2万1.1万股$31.6万1.2万股-1,774股-14.43%减仓
Kovack Advisors, Inc.
0.01%0.01%#18$26.0万9,350股$23.6万9,138股+212股+2.32%加仓
Integrated Advisors Network LLC
0.01%0.01%#19$23.1万8,312股$21.4万8,312股00.00%持仓不变
Diligent Investors, LLC
0.05%0.05%#13$22.6万8,150股$21.0万8,150股00.00%持仓不变
Sigma Planning Corp
0.01%#28$20.4万7,347股$00股+7,347股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#41$18.7万6,750股$17.4万6,750股00.00%持仓不变
MTM Investment Management, LLC
0.05%0.05%#12$18.2万6,560股$16.9万6,560股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
0.05%0.06%#11$18.1万6,528股$17.3万6,728股-200股-2.97%减仓
Spire 财富管理Spire Wealth Management
0.01%0.01%#27$17.3万6,231股$16.0万6,231股00.00%持仓不变
SOA Wealth Advisors, LLC.
0.01%0.02%#22$9.5万3,430股$10.0万3,870股-440股-11.37%减仓
Benson Wealth Management INC
0.09%0.11%#9$8.8万3,164股$8.1万3,164股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%0.01%#29$8.5万3,064股$15.5万6,018股-2,954股-49.09%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#47$8.0万2,888股$9.6万3,728股-840股-22.53%减仓
CX Institutional
<0.01%<0.01%#33$7.8万2,824股$7.3万2,824股00.00%持仓不变
AMERIFLEX GROUP, INC.
0.01%0.01%#20$2.4万850股$2.2万850股00.00%持仓不变
LANARK FINANCIAL, INC.
<0.01%<0.01%#39$2.3万843股$2.2万843股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%#53$2.0万727股$00股+727股新买入
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#46$1.8万662股$1.7万662股00.00%持仓不变

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