13FBOX
第一信托·UST LOW DURATION OPPORTUNITIES ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·UST LOW DURATION OPPORTUNITIES ETF

FIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBS
持有机构数
455
机构合计市值 (Q2 2026)
$50.27亿
机构合计股数 (Q2 2026)
1.01亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+944.3万股
257 · 49 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-439.1万股
185 · 37 清仓 · ≈
⚖️ 净额
+505.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$50.27亿
持有机构数
455
新买入
49
加仓
208
减仓
148
清仓
37
持股不变
50
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
0.04%0.04%#283$7.84亿1,574.9万股$6.88亿1,381.2万股+193.7万股+14.03%加仓
LPL金融LPL Financial LLC
0.15%0.16%#178$6.84亿1,375.0万股$6.14亿1,233.7万股+141.3万股+11.45%加仓
富国银行WELLS FARGO & COMPANY/MN
0.05%0.05%#276$2.84亿570.7万股$2.88亿578.3万股-7.6万股-1.31%减仓
瑞银集团UBS Group AG
0.03%0.04%#297$2.47亿496.3万股$2.36亿473.6万股+22.7万股+4.79%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.06%0.06%#253$2.13亿427.5万股$2.05亿410.7万股+16.9万股+4.10%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.03%#318$1.67亿335.8万股$1.62亿324.3万股+11.5万股+3.56%加仓
Cetera投资顾问Cetera Investment Advisers
0.12%0.14%#194$1.36亿273.8万股$1.27亿255.2万股+18.6万股+7.29%加仓
HighTower顾问HighTower Advisors, LLC
0.1%0.1%#212$1.05亿211.2万股$9,317.6万187.1万股+24.1万股+12.90%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#382$1.01亿203.1万股$9,969.7万200.2万股+2.9万股+1.46%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.05%0.05%#262$9,062.6万182.1万股$7,575.5万152.1万股+30.0万股+19.70%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.1%0.1%#217$7,634.8万153.4万股$7,271.3万146.0万股+7.4万股+5.06%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.04%0.04%#291$6,726.4万135.1万股$6,088.0万122.2万股+12.9万股+10.55%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.56%0.77%#93$6,547.8万131.5万股$7,097.1万142.5万股-10.9万股-7.68%减仓
Berger Financial Group, Inc
2.9%3.14%#17$5,672.2万113.9万股$5,617.0万112.8万股+1.2万股+1.04%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#359$5,074.9万101.9万股$4,395.0万88.2万股+13.7万股+15.54%加仓
Clearwater Capital Advisors, LLC
3.47%3.65%#12$4,740.2万95.2万股$4,528.4万90.9万股+4.3万股+4.74%加仓
Harvest Investment Services, LLC
6.94%8.16%#3$4,490.7万90.2万股$4,461.2万89.6万股+6,455股+0.72%加仓
Csenge Advisory 集团Csenge Advisory Group
1.82%1.9%#39$4,489.1万90.2万股$4,151.5万83.3万股+6.8万股+8.20%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.2%0.18%#155$4,098.8万82.3万股$2,226.8万44.7万股+37.6万股+84.18%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#341$3,983.6万80.0万股$3,188.4万64.3万股+15.6万股+24.28%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.05%#280$3,795.4万76.2万股$3,450.0万69.2万股+7.0万股+10.07%加仓
Cambridge Investment Research Advisors, Inc.
0.09%0.1%#221$3,731.3万75.0万股$3,690.3万74.1万股+8,693股+1.17%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.48%0.56%#99$3,578.7万71.9万股$3,639.2万73.1万股-1.2万股-1.60%减仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.03%#306$3,376.9万67.8万股$3,521.1万70.7万股-2.9万股-4.03%减仓
AssetMarkASSETMARK, INC
0.06%0.07%#261$3,202.3万64.3万股$3,273.9万65.7万股-1.4万股-2.13%减仓
Aaron Wealth Advisors LLC
1.57%1.73%#44$3,086.3万62.0万股$3,039.5万61.0万股+9,765股+1.60%加仓
Trilogy Capital Inc.
1.11%1.22%#61$2,861.2万57.5万股$2,779.6万55.8万股+1.7万股+3.00%加仓
Private Advisor集团Private Advisor Group, LLC
0.13%0.14%#188$2,833.7万56.9万股$2,911.1万58.4万股-1.5万股-2.60%减仓
Heck Capital Advisors, LLC
1.66%1.95%#43$2,787.4万56.0万股$2,631.8万52.8万股+3.2万股+5.97%加仓
繁荣金融服务Prospera Financial Services Inc
0.38%0.43%#109$2,611.0万52.4万股$2,674.3万53.7万股-1.2万股-2.27%减仓
&Partners&PARTNERS
0.11%0.1%#208$2,593.8万52.1万股$1,979.1万39.8万股+12.3万股+31.02%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.23%0.23%#149$2,402.1万48.3万股$2,076.9万41.7万股+6.6万股+15.72%加仓
Walkner Condon Financial Advisors LLC
2.7%2.85%#20$2,348.6万47.2万股$2,165.8万43.5万股+3.7万股+8.51%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.04%#296$2,335.0万46.9万股$2,564.9万51.5万股-4.6万股-8.91%减仓
London & Capital资产管理London & Capital Asset Management Ltd
0.21%0.21%#153$2,268.2万45.6万股$1,889.6万37.9万股+7.6万股+20.12%加仓
Brookstone资本管理Brookstone Capital Management
0.22%0.26%#151$2,234.3万44.9万股$2,254.5万45.3万股-3,788股-0.84%减仓
Cerity合伙人Cerity Partners LLC
0.03%0.03%#315$2,106.5万42.3万股$2,170.0万43.6万股-1.3万股-2.87%减仓
SEARCY FINANCIAL SERVICES INC /ADV
7.04%8.07%#2$2,100.1万42.2万股$2,177.1万43.7万股-1.5万股-3.48%减仓
INSPIRION WEALTH ADVISORS, LLC
2.39%2.45%#29$2,088.9万42.0万股$1,970.7万39.6万股+2.5万股+6.27%加仓
NewEdge顾问NewEdge Advisors, LLC
0.06%0.07%#248$2,009.3万40.4万股$1,941.4万39.0万股+1.4万股+3.56%加仓
Carrera Capital Advisors
2.76%2.72%#19$1,861.5万37.4万股$1,763.4万35.4万股+2.0万股+5.63%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.19%0.25%#160$1,756.8万35.3万股$2,021.2万40.6万股-5.3万股-13.03%减仓
TL Private Wealth
6.39%6.65%#4$1,741.2万35.1万股$1,685.2万33.7万股+1.4万股+4.15%加仓
TD Capital Management LLC
1.41%1.41%#50$1,724.3万34.6万股$1,568.7万31.5万股+3.1万股+9.98%加仓
American Financial Advisors, LLC
2.05%2.28%#34$1,701.8万34.2万股$1,712.3万34.4万股-1,904股-0.55%减仓
Fairvoy Private Wealth, LLC
3.38%3.75%#13$1,674.5万33.6万股$1,570.8万31.5万股+2.1万股+6.66%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.03%0.03%#314$1,653.4万33.2万股$1,586.1万31.8万股+1.4万股+4.30%加仓
Truist金融TRUIST FINANCIAL CORP
0.02%0.02%#330$1,630.4万32.8万股$1,288.5万25.9万股+6.9万股+26.62%加仓
Prism Advisors, Inc.
3.83%4.14%#10$1,575.9万31.7万股$1,551.4万31.1万股+5,112股+1.64%加仓
Clear Creek Financial Management, LLC
1%1.21%#68$1,559.1万31.3万股$1,575.5万31.6万股-3,096股-0.98%减仓

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