13FBOX
第一信托交易所交易基金III · 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III

FIRST TR EXCH TRADED FD IIIFPE
持有机构数
463
机构合计市值 (Q2 2026)
$42.84亿
机构合计股数 (Q2 2026)
2.40亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,251.7万股
246 · 52 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,268.7万股
196 · 54 清仓 · ≈
⚖️ 净额
-17.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$42.84亿
持有机构数
463
新买入
52
加仓
194
减仓
142
清仓
54
持股不变
75
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
摩根士丹利MORGAN STANLEY
0.05%0.06%#222$9.58亿5,355.5万股$9.51亿5,214.1万股+141.4万股+2.71%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.05%0.06%#220$3.50亿1,958.4万股$3.47亿1,955.4万股+3.0万股+0.15%加仓
LPL金融LPL Financial LLC
0.07%0.08%#185$3.31亿1,851.0万股$3.17亿1,783.8万股+67.2万股+3.77%加仓
富国银行WELLS FARGO & COMPANY/MN
0.05%0.06%#216$3.28亿1,832.4万股$3.02亿1,702.1万股+130.4万股+7.66%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.06%#226$1.79亿1,000.5万股$1.81亿1,020.3万股-19.8万股-1.94%减仓
瑞银集团UBS Group AG
0.02%0.02%#298$1.63亿912.0万股$1.66亿935.4万股-23.3万股-2.49%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#336$1.62亿908.5万股$1.54亿865.2万股+43.3万股+5.00%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#304$9,381.1万524.8万股$8,923.0万502.7万股+22.2万股+4.41%加仓
HighTower顾问HighTower Advisors, LLC
0.06%0.07%#203$6,208.3万347.2万股$6,144.0万346.1万股+1.1万股+0.31%加仓
Cetera投资顾问Cetera Investment Advisers
0.05%0.06%#215$5,859.1万327.7万股$5,262.0万296.4万股+31.2万股+10.54%加仓
Stifel金融STIFEL FINANCIAL CORP
0.04%0.04%#250$4,659.9万260.6万股$4,176.9万235.3万股+25.3万股+10.75%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#334$4,499.0万251.6万股$4,487.1万252.8万股-1.2万股-0.46%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.14%0.16%#135$4,329.3万242.1万股$4,305.5万242.6万股-4,315股-0.18%减仓
MAI资本管理MAI Capital Management
0.15%0.2%#132$3,969.3万222.0万股$3,546.4万199.8万股+22.2万股+11.11%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.06%#231$3,962.8万221.6万股$3,977.4万224.1万股-2.5万股-1.09%减仓
Advisory Alpha, LLC
0.96%1.04%#44$3,906.5万218.5万股$3,811.9万214.8万股+3.7万股+1.74%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.06%0.06%#209$3,649.9万204.1万股$3,615.5万203.7万股+4,447股+0.22%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.05%0.05%#223$3,627.2万202.9万股$3,482.8万196.2万股+6.7万股+3.39%加仓
Magnus Financial Group LLC
2.47%2.72%#11$3,504.0万196.0万股$3,347.1万188.6万股+7.4万股+3.93%加仓
PARK NATIONAL CORP /OH/
1.16%1.01%#35$3,263.7万183.9万股$3,312.6万186.6万股-2.8万股-1.48%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#316$2,772.2万155.0万股$2,338.6万131.8万股+23.3万股+17.68%加仓
Falcon Wealth Planning
1.73%1.83%#24$2,744.0万153.5万股$2,688.1万151.4万股+2.0万股+1.34%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.04%#262$2,742.4万153.4万股$2,670.0万150.4万股+3.0万股+1.97%加仓
AFFINITY WEALTH MANAGEMENT LLC
3.47%4%#3$2,697.8万150.9万股$2,641.1万148.8万股+2.1万股+1.40%加仓
繁荣金融服务Prospera Financial Services Inc
0.37%0.43%#83$2,527.7万141.4万股$2,692.5万151.7万股-10.3万股-6.80%减仓
乡村信托银行COUNTRY TRUST BANK
0.41%0.44%#71$2,341.0万130.9万股$2,318.6万130.6万股+3,066股+0.23%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#272$2,330.4万130.3万股$2,428.6万136.8万股-6.5万股-4.74%减仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.34%0.38%#89$2,312.1万129.3万股$2,200.2万124.0万股+5.4万股+4.32%加仓
Janney Montgomery Scott LLC
0.04%0.05%#251$1,994.7万111.6万股$2,050.8万115.5万股-4.0万股-3.44%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.1%0.09%#157$1,971.4万110.3万股$1,818.0万102.4万股+7.8万股+7.65%加仓
Ashton Thomas Private Wealth, LLC
0.41%0.39%#72$1,953.1万109.2万股$1,641.6万92.5万股+16.7万股+18.11%加仓
Cambridge Investment Research Advisors, Inc.
0.04%0.06%#240$1,893.8万105.9万股$2,140.3万120.6万股-14.7万股-12.16%减仓
HCR Wealth Advisors
1.65%1.84%#25$1,838.0万102.8万股$1,773.7万99.9万股+2.9万股+2.87%加仓
Parkside Investments, LLC
2%1.46%#18$1,825.8万102.1万股$1,197.9万67.5万股+34.6万股+51.31%加仓
花旗集团CITIGROUP INC
0.01%0.01%#367$1,760.7万98.5万股$1,998.3万112.6万股-14.1万股-12.53%减仓
Arax顾问Arax Advisory Partners
0.11%0.44%#150$1,599.6万89.5万股$1,541.3万86.8万股+2.6万股+3.03%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.13%0.11%#140$1,543.0万86.3万股$993.8万56.0万股+30.3万股+54.14%加仓
Waverly顾问Waverly Advisors, LLC
0.09%0.11%#167$1,506.8万84.3万股$1,428.7万80.5万股+3.8万股+4.70%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.16%0.14%#130$1,459.9万81.6万股$1,171.0万66.0万股+15.7万股+23.76%加仓
Avidian Wealth Enterprises, LLC
0.4%0.44%#76$1,429.9万80.0万股$1,392.1万78.4万股+1.5万股+1.97%加仓
&Partners&PARTNERS
0.06%0.07%#205$1,414.8万79.1万股$1,321.8万74.5万股+4.6万股+6.17%加仓
FIDUCIARY FINANCIAL ADVISORS
1.43%#31$1,408.1万78.8万股$00股+78.8万股新买入
Twelve Points Wealth Management LLC
2.78%2.61%#8$1,385.8万77.5万股$1,187.2万66.9万股+10.6万股+15.88%加仓
Ameritas Investment Partners, Inc.
0.36%0.39%#86$1,349.8万75.5万股$1,271.8万71.6万股+3.8万股+5.37%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#430$1,328.8万74.2万股$1,501.4万85.2万股-11.1万股-12.98%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#370$1,314.9万73.6万股$1,141.8万65.1万股+8.5万股+13.10%加仓
Curran Financial Partners, LLC
1.91%2.02%#21$1,279.8万71.6万股$1,128.5万63.6万股+8.0万股+12.59%加仓
Wealthspire Retirement, LLC
0.62%#56$1,134.4万63.4万股$00股+63.4万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.03%#284$1,127.8万63.1万股$983.5万55.4万股+7.7万股+13.84%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#384$1,093.0万61.1万股$1,122.7万63.3万股-2.1万股-3.36%减仓

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