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 VIFIXD
持有机构数
320
机构合计市值 (Q2 2026)
$25.58亿
机构合计股数 (Q2 2026)
5,894.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+435.3万股
158 · 33 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-642.9万股
162 · 34 清仓 · ≈
⚖️ 净额
-207.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$25.58亿
持有机构数
320
新买入
33
加仓
125
减仓
128
清仓
34
持股不变
34
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
0.02%0.02%#182$4.04亿927.1万股$3.84亿865.1万股+62.0万股+7.17%加仓
LPL金融LPL Financial LLC
0.07%0.09%#115$3.16亿724.1万股$3.53亿809.3万股-85.2万股-10.53%减仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.05%#159$2.07亿475.6万股$2.60亿595.5万股-119.9万股-20.13%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.03%#174$1.01亿231.8万股$9,856.5万226.1万股+5.6万股+2.50%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.04%#167$9,463.0万217.0万股$1.23亿281.7万股-64.7万股-22.97%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#205$7,459.4万171.0万股$1.01亿231.3万股-60.3万股-26.06%减仓
HighTower顾问HighTower Advisors, LLC
0.07%0.08%#117$7,009.8万160.7万股$7,151.7万164.1万股-3.3万股-2.03%减仓
瑞银集团UBS Group AG
0.01%0.01%#230$6,677.5万153.1万股$6,693.6万153.6万股-4,398股-0.29%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#219$6,627.2万152.0万股$6,700.0万153.7万股-1.7万股-1.13%减仓
Truist金融TRUIST FINANCIAL CORP
0.06%0.07%#119$5,408.5万123.6万股$5,231.1万120.0万股+3.6万股+3.01%加仓
NewEdge顾问NewEdge Advisors, LLC
0.14%0.14%#80$4,683.3万107.4万股$3,737.2万85.7万股+21.7万股+25.26%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#266$4,116.0万94.4万股$3,991.1万91.6万股+2.8万股+3.08%加仓
Cetera投资顾问Cetera Investment Advisers
0.04%0.04%#152$4,101.7万94.1万股$4,122.3万94.6万股-5,136股-0.54%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.79%0.87%#27$3,869.5万88.7万股$3,734.5万85.7万股+3.1万股+3.57%加仓
&Partners&PARTNERS
0.15%0.16%#77$3,536.2万82.0万股$3,188.8万73.2万股+8.8万股+12.07%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.05%#146$3,524.0万80.8万股$3,309.3万75.9万股+4.9万股+6.44%加仓
GDS Wealth Management
1.63%1.8%#12$3,417.6万78.4万股$2,989.1万68.6万股+9.8万股+14.28%加仓
Arax顾问Arax Advisory Partners
0.21%0.79%#58$3,154.1万72.3万股$2,785.2万63.9万股+8.4万股+13.19%加仓
Cambridge Investment Research Advisors, Inc.
0.07%0.09%#116$2,936.0万67.3万股$3,334.3万76.5万股-9.2万股-11.99%减仓
Great Lakes Retirement, Inc.
2.54%2.88%#5$2,855.7万65.5万股$2,781.9万63.8万股+1.7万股+2.61%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.04%0.06%#145$2,656.0万60.9万股$3,223.6万74.0万股-13.0万股-17.64%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.04%0.04%#157$2,628.3万60.3万股$2,346.6万53.8万股+6.4万股+11.95%加仓
繁荣金融服务Prospera Financial Services Inc
0.33%0.38%#44$2,298.2万52.7万股$2,336.2万53.6万股-8,962股-1.67%减仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#195$2,243.4万51.4万股$2,490.2万57.1万股-5.7万股-9.95%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.11%0.01%#92$2,182.2万50.0万股$190.8万4.4万股+45.7万股+1,043.35%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#269$2,117.7万48.6万股$251.1万5.8万股+42.8万股+742.94%加仓
PARK NATIONAL CORP /OH/
0.75%0.65%#28$2,101.4万48.2万股$2,135.4万49.0万股-7,782股-1.59%减仓
TCP Asset Management, LLC
2.32%2.36%#6$2,045.8万46.9万股$1,839.2万42.2万股+4.7万股+11.18%加仓
Per Stirling Capital Management, LLC.
1.74%2.02%#11$1,836.5万42.1万股$1,830.4万42.0万股+1,213股+0.29%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.03%#175$1,814.9万41.6万股$2,002.6万45.9万股-4.3万股-9.42%减仓
LeClair Wealth Partners LLC
9.28%#1$1,792.1万41.1万股$00股+41.1万股新买入
Dominguez Wealth Management Solutions, Inc.
8.25%8.64%#2$1,497.5万34.3万股$1,425.7万32.7万股+1.6万股+4.98%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.03%#173$1,204.0万27.6万股$1,003.2万23.0万股+4.6万股+19.96%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#201$1,155.2万26.5万股$1,091.9万25.1万股+1.4万股+5.75%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.01%0.01%#239$1,122.0万25.7万股$1,004.2万23.0万股+2.7万股+11.68%加仓
LexAurum Advisors, LLC
1.23%1.27%#18$1,062.0万24.4万股$982.6万22.5万股+1.8万股+8.03%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.16%#72$1,033.4万23.7万股$00股+23.7万股新买入
Triumph Capital Management
1.8%2.07%#10$994.9万22.8万股$1,019.2万23.4万股-5,683股-2.43%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#247$980.5万22.5万股$954.6万21.9万股+5,839股+2.67%加仓
Janney Montgomery Scott LLC
0.02%0.02%#192$977.3万22.4万股$973.5万22.3万股+770股+0.34%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#288$976.9万22.4万股$1,773.9万40.7万股-18.3万股-44.96%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.05%0.07%#139$949.3万21.8万股$825.3万18.9万股+2.8万股+14.97%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.09%0.09%#103$945.4万21.7万股$869.8万20.0万股+1.7万股+8.65%加仓
Landmark Wealth Management, LLC
2.11%2.19%#7$883.5万20.3万股$819.2万18.8万股+1.5万股+7.81%加仓
TWIN PEAKS WEALTH ADVISORS, LLC
1.85%2.08%#9$817.9万18.8万股$827.2万19.0万股-2,212股-1.17%减仓
MGO资本MGO ONE SEVEN LLC
0.13%0.18%#84$805.6万18.5万股$901.4万20.7万股-2.2万股-10.67%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.04%0.04%#156$780.6万17.9万股$771.0万17.7万股+2,131股+1.20%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#291$771.4万17.7万股$1,717.1万39.4万股-21.7万股-55.10%减仓
Vise科技Vise Technologies, Inc.
0.09%0.01%#102$762.0万17.5万股$28.6万6,450股+16.8万股+2,609.18%加仓
MarinerMariner, LLC
0.01%0.01%#231$747.1万17.1万股$908.4万20.8万股-3.7万股-17.79%减仓

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