13FBOX
第一信托·UST ENHANCED SHORT MATURITY 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 ENHANCED SHORT MATURITY ETF

FIRST TRUST ENHANCED SHORT MATURITY ETFFTSM
持有机构数
424
机构合计市值 (Q2 2026)
$49.94亿
机构合计股数 (Q2 2026)
8,362.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+801.7万股
219 · 45 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-750.2万股
200 · 44 清仓 · ≈
⚖️ 净额
+51.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$49.94亿
持有机构数
424
新买入
45
加仓
174
减仓
156
清仓
44
持股不变
49
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%0.05%#263$8.16亿1,366.8万股$7.97亿1,330.6万股+36.2万股+2.72%加仓
LPL金融LPL Financial LLC
0.12%0.14%#184$5.31亿889.2万股$5.32亿889.5万股-3,181股-0.04%减仓
富国银行WELLS FARGO & COMPANY/MN
0.07%0.09%#227$4.51亿755.4万股$4.74亿792.7万股-37.4万股-4.71%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#293$1.88亿314.2万股$1.75亿293.0万股+21.3万股+7.26%加仓
瑞银集团UBS Group AG
0.02%0.03%#312$1.67亿279.3万股$1.84亿307.4万股-28.1万股-9.14%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.05%#260$1.63亿273.1万股$1.47亿245.7万股+27.4万股+11.15%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#348$1.48亿247.1万股$1.37亿228.4万股+18.6万股+8.16%加仓
Csenge Advisory 集团Csenge Advisory Group
4.61%5.19%#16$1.14亿190.1万股$1.13亿189.5万股+6,008股+0.32%加仓
Cetera投资顾问Cetera Investment Advisers
0.09%0.1%#204$1.01亿169.7万股$9,429.7万157.7万股+11.9万股+7.56%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.05%#203$7,448.5万124.7万股$3,805.9万63.7万股+61.0万股+95.87%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.09%0.1%#211$7,245.3万121.3万股$6,868.9万114.9万股+6.4万股+5.55%加仓
Stifel金融STIFEL FINANCIAL CORP
0.06%0.07%#242$7,148.1万119.7万股$7,086.6万118.5万股+1.1万股+0.95%加仓
BDFS Capital LLC
29.92%32.17%#1$6,883.1万114.8万股$6,684.7万111.4万股+3.4万股+3.06%加仓
TUCKER ASSET MANAGEMENT LLC
18.12%#5$6,061.6万101.4万股$00股+101.4万股新买入
Cambridge Investment Research Advisors, Inc.
0.12%0.16%#178$5,319.8万89.1万股$6,074.9万101.6万股-12.6万股-12.36%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#339$5,167.0万86.5万股$4,945.2万82.7万股+3.8万股+4.57%加仓
梯度投资Gradient Investments LLC
0.6%0.61%#80$4,384.0万73.4万股$3,963.0万66.3万股+7.1万股+10.72%加仓
&Partners&PARTNERS
0.17%0.2%#161$4,192.4万71.5万股$3,958.5万66.2万股+5.2万股+7.91%加仓
Bramshill Investments, LLC
3.01%3.38%#24$3,939.1万65.9万股$3,920.4万65.6万股+3,681股+0.56%加仓
Hansen & Associates Financial Group, Inc.
21.84%25.56%#4$3,826.9万64.0万股$4,749.0万79.4万股-15.4万股-19.41%减仓
TCP Asset Management, LLC
4.26%4.41%#18$3,761.6万63.0万股$3,427.3万57.3万股+5.6万股+9.84%加仓
Guided Capital Wealth Management, LLC
21.96%21.76%#3$3,755.4万62.9万股$3,297.6万55.2万股+7.7万股+13.98%加仓
Truist金融TRUIST FINANCIAL CORP
0.04%0.04%#265$3,527.6万59.1万股$3,326.5万55.6万股+3.4万股+6.13%加仓
Accurate Wealth Management, LLC
3.28%1.47%#23$3,442.6万57.6万股$1,224.8万20.5万股+37.1万股+181.35%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
0.49%0.39%#92$2,580.9万43.2万股$1,980.8万33.1万股+10.1万股+30.49%加仓
Janney Montgomery Scott LLC
0.05%0.06%#255$2,546.7万42.6万股$2,383.2万39.9万股+2.8万股+6.95%加仓
Kingsview Wealth Management, LLC
0.45%0.35%#96$2,528.7万42.3万股$2,528.7万42.3万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
0.11%0.07%#187$2,493.7万41.7万股$1,566.3万26.2万股+15.5万股+59.34%加仓
IFP顾问IFP Advisors, Inc
0.44%0.54%#97$2,464.8万41.3万股$2,603.6万43.6万股-2.3万股-5.25%减仓
Kaydan Wealth Management, Inc.
7.51%8.39%#10$2,463.2万41.2万股$2,508.0万42.0万股-7,159股-1.71%减仓
Western 财富管理Western Wealth Management, LLC
0.8%0.67%#67$2,444.7万40.9万股$1,742.1万29.1万股+11.8万股+40.45%加仓
MarinerMariner, LLC
0.02%0.03%#304$2,332.5万39.1万股$2,908.7万48.7万股-9.6万股-19.74%减仓
UPTICK PARTNERS, LLC
3.59%4.6%#22$2,310.2万38.7万股$2,307.8万38.6万股+730股+0.19%加仓
Atria投资Atria Investments, Inc
0.23%0.24%#146$2,288.3万38.3万股$2,143.3万35.9万股+2.5万股+6.86%加仓
Mainsail Financial Group, LLC
7.72%7.8%#8$2,273.2万38.1万股$1,872.4万31.3万股+6.7万股+21.51%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#341$2,183.7万36.6万股$1,077.3万18.0万股+18.5万股+102.87%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.15%0.01%#170$2,142.0万35.9万股$186.4万3.1万股+32.7万股+1,050.31%加仓
NewEdge顾问NewEdge Advisors, LLC
0.06%0.07%#239$2,121.3万35.5万股$1,989.5万33.3万股+2.2万股+6.71%加仓
Second Line Capital, LLC
3.92%0.24%#19$2,104.4万35.1万股$124.4万2.1万股+33.0万股+1,588.11%加仓
PARK NATIONAL CORP /OH/
0.72%0.62%#72$2,014.2万33.7万股$2,027.9万33.9万股-2,300股-0.68%减仓
Balboa Wealth Partners
2.69%3.06%#30$1,973.2万33.0万股$1,822.4万30.5万股+2.6万股+8.37%加仓
Financial Enhancement Group LLC
2.21%1.95%#37$1,852.0万31.0万股$1,577.9万26.3万股+4.7万股+17.74%加仓
繁荣金融服务Prospera Financial Services Inc
0.27%0.32%#134$1,851.1万31.0万股$1,991.2万33.3万股-2.3万股-6.94%减仓
LAKE STREET PRIVATE WEALTH, LLC
2.04%2.23%#39$1,786.6万29.9万股$1,755.0万29.4万股+5,532股+1.88%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.04%#292$1,749.2万29.2万股$1,937.2万32.4万股-3.1万股-9.71%减仓
Summit Financial Wealth Advisors, LLC
2.23%#36$1,740.8万29.1万股$00股+29.1万股新买入
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#325$1,698.5万28.4万股$1,755.7万29.4万股-9,330股-3.18%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.23%0.26%#147$1,684.1万28.2万股$1,690.9万28.3万股-898股-0.32%减仓
WESBANCO 银行WESBANCO BANK INC
0.4%0.42%#105$1,617.0万27.1万股$1,527.7万25.6万股+1.5万股+5.93%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.05%0.05%#248$1,615.1万27.0万股$1,275.8万21.3万股+5.7万股+26.70%加仓

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