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 FDMDIV
持有机构数
86
机构合计市值 (Q2 2026)
$1.57亿
机构合计股数 (Q2 2026)
947.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+140.8万股
48 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-44.6万股
43 · 16 清仓 · ≈
⚖️ 净额
+96.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.57亿
持有机构数
86
新买入
7
加仓
41
减仓
27
清仓
16
持股不变
11
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
0.01%<0.01%#37$2,526.2万152.9万股$1,715.7万106.1万股+46.8万股+44.08%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#57$2,189.3万132.5万股$1,356.6万84.6万股+47.9万股+56.65%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#50$1,068.3万64.6万股$1,057.4万65.4万股-7,462股-1.14%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#70$952.5万57.6万股$912.4万56.4万股+1.2万股+2.15%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.12%0.12%#14$898.0万54.3万股$786.9万48.7万股+5.7万股+11.66%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#58$702.1万42.5万股$678.3万41.9万股+5,374股+1.28%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#54$631.2万38.2万股$597.3万36.9万股+1.3万股+3.40%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#65$498.2万30.1万股$465.5万28.8万股+1.4万股+4.72%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#42$450.6万27.3万股$450.6万27.9万股-6,022股-2.16%减仓
Rockport Wealth LLC
0.75%0.76%#1$449.4万27.2万股$415.8万25.7万股+1.5万股+5.75%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#39$407.9万24.7万股$408.7万25.3万股-5,904股-2.34%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#40$330.1万20.0万股$311.9万19.3万股+6,917股+3.59%加仓
Total Clarity Wealth Management, Inc.
0.56%0.45%#3$287.5万17.4万股$190.7万11.8万股+5.6万股+47.53%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#46$275.7万16.7万股$258.0万16.0万股+7,206股+4.52%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#35$270.1万16.3万股$264.1万16.3万股+120股+0.07%加仓
Capital Investment Advisory Services, LLC
0.13%0.17%#13$216.3万13.1万股$228.2万14.1万股-1.0万股-7.23%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#72$206.5万12.5万股$156.6万9.7万股+2.8万股+29.05%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#64$202.2万12.2万股$132.0万8.2万股+4.0万股+48.69%加仓
Harvest Investment Services, LLC
0.3%0.34%#6$193.9万11.7万股$186.4万11.5万股+2,056股+1.78%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#34$193.7万11.7万股$213.7万13.2万股-1.5万股-11.29%减仓
WEDBUSH SECURITIES INC
0.04%0.05%#19$158.2万9.6万股$159.1万9.8万股-2,693股-2.74%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.03%0.01%#22$157.9万9.6万股$22.4万1.4万股+8.2万股+590.43%加仓
&Partners&PARTNERS
0.01%0.01%#36$141.4万8.6万股$133.5万8.3万股+2,853股+3.45%加仓
Elevated Capital Advisors, LLC
0.32%0.28%#5$117.3万7.1万股$113.0万7.0万股+1,088股+1.56%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#81$108.0万6.5万股$113.6万7.0万股-4,897股-6.97%减仓
COTTONWOOD CAPITAL ADVISORS, LLC
0.62%0.71%#2$103.3万6.2万股$100.6万6.2万股+297股+0.48%加仓
Wellington Shields & Co., LLC
0.23%0.14%#8$102.6万6.2万股$56.0万3.5万股+2.7万股+79.27%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#62$101.9万6.2万股$109.1万6.7万股-5,843股-8.66%减仓
TCFG Investment Advisors, LLC
0.32%0.35%#4$95.9万5.8万股$93.8万5.8万股-24股-0.04%减仓
Fortis Group Advisors, LLC
0.14%0.15%#12$90.7万5.5万股$88.1万5.3万股+2,179股+4.13%加仓
PSI Advisors, LLC
0.2%0.17%#10$84.0万5.1万股$71.0万4.4万股+6,927股+15.78%加仓
Cornerstone Wealth Management, LLC
0.04%0.04%#20$83.5万5.1万股$89.3万5.5万股-4,717股-8.54%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#56$77.4万4.7万股$78.0万4.8万股-1,394股-2.89%减仓
Endowment Wealth Management, Inc.
0.3%0.37%#7$76.5万4.6万股$83.2万5.1万股-5,163股-10.03%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#83$76.0万4.6万股$75.1万4.6万股-498股-1.07%减仓
TrueWealth Advisors, LLC
0.17%0.18%#11$74.1万4.5万股$72.8万4.5万股-175股-0.39%减仓
Proactive Wealth Strategies LLC
0.11%0.13%#15$71.5万4.3万股$70.0万4.3万股00.00%持仓不变
Sigma Planning Corp
0.02%0.02%#24$71.3万4.3万股$70.5万4.4万股-483股-1.11%减仓
Freedom Financial Partners LLC
0.2%0.22%#9$62.4万3.8万股$60.6万3.7万股+271股+0.72%加仓
Intrua Financial, LLC
0.05%0.06%#18$58.7万3.6万股$56.7万3.5万股+491股+1.40%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#71$56.8万3.4万股$56.0万3.5万股-251股-0.73%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#60$56.6万3.4万股$38.7万2.4万股+1.0万股+42.38%加仓
Larson Financial 集团Larson Financial Group LLC
0.01%0.02%#28$55.6万3.4万股$54.4万3.4万股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02%0.03%#25$55.4万3.3万股$44.8万2.8万股+5,760股+20.80%加仓
INTEGRITY ALLIANCE, LLC.
0.01%#29$40.8万2.5万股$00股+2.5万股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#47$32.0万1.9万股$32.3万2.0万股-614股-3.07%减仓
RPg Family Wealth Advisory, LLC
0.06%0.07%#17$30.9万1.9万股$35.0万2.2万股-2,950股-13.63%减仓
Keystone Financial Group
0.02%0.02%#27$27.3万1.6万股$26.6万1.6万股+61股+0.37%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.01%0.01%#31$26.3万1.6万股$32.8万2.1万股-4,930股-23.63%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#78$25.3万1.5万股$24.3万1.5万股+251股+1.67%加仓

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