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 IIIFMB
持有机构数
307
机构合计市值 (Q2 2026)
$15.72亿
机构合计股数 (Q2 2026)
3,061.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+253.7万股
169 · 33 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-165.8万股
107 · 21 清仓 · ≈
⚖️ 净额
+87.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$15.72亿
持有机构数
307
新买入
33
加仓
136
减仓
86
清仓
21
持股不变
52
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
0.01%0.01%#238$1.80亿349.6万股$1.50亿296.6万股+53.0万股+17.88%加仓
LPL金融LPL Financial LLC
0.03%0.03%#180$1.24亿242.3万股$1.18亿232.9万股+9.4万股+4.06%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#205$1.09亿212.7万股$1.23亿242.9万股-30.1万股-12.41%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#248$1.07亿207.8万股$1.04亿204.7万股+3.1万股+1.53%加仓
瑞银集团UBS Group AG
0.01%0.01%#224$9,716.8万189.2万股$9,646.1万190.4万股-1.2万股-0.65%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#207$6,455.4万125.7万股$6,202.4万122.4万股+3.2万股+2.65%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.06%#137$4,684.4万91.2万股$3,982.1万78.6万股+12.6万股+16.01%加仓
Avantax Planning Partners, Inc.
1.07%1.17%#14$4,300.7万83.7万股$4,270.2万84.3万股-5,655股-0.67%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.34%0.37%#49$4,019.2万78.2万股$3,771.3万74.4万股+3.8万股+5.11%加仓
Janney Montgomery Scott LLC
0.05%0.06%#141$2,671.0万52.0万股$2,372.7万46.8万股+5.2万股+11.02%加仓
NewEdge顾问NewEdge Advisors, LLC
0.08%0.08%#121$2,556.5万49.8万股$2,172.3万42.9万股+6.9万股+16.06%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#268$2,276.1万44.3万股$2,109.1万41.6万股+2.7万股+6.43%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.03%#184$2,202.9万42.9万股$2,237.7万43.0万股-1,566股-0.36%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#202$2,037.6万39.7万股$2,118.1万41.8万股-2.1万股-5.12%减仓
RMR Wealth Builders
1.12%1.33%#13$1,806.8万35.2万股$1,687.2万33.3万股+1.9万股+5.61%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#192$1,795.8万35.0万股$1,763.7万34.8万股+1,456股+0.42%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#264$1,773.2万34.5万股$1,641.1万32.4万股+2.1万股+6.56%加仓
Cambridge Investment Research Advisors, Inc.
0.04%0.04%#158$1,702.5万33.1万股$1,522.2万30.0万股+3.1万股+10.30%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.03%0.03%#185$1,663.1万32.4万股$1,611.2万31.8万股+5,731股+1.80%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#223$1,533.4万29.9万股$1,508.0万29.8万股+848股+0.28%加仓
TRUE BLUE FINANCIAL, LLC
6.11%10.76%#1$1,448.4万28.2万股$1,364.9万26.9万股+1.3万股+4.66%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#255$1,406.5万27.4万股$1,129.6万22.4万股+5.0万股+22.43%加仓
组成财富Composition Wealth, LLC
0.15%0.18%#84$1,290.8万25.1万股$1,286.5万25.4万股-2,651股-1.04%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.07%#124$1,259.8万24.5万股$00股+24.5万股新买入
Frisch Financial Group, Inc.
2.01%2.33%#2$1,173.0万22.8万股$1,115.2万22.0万股+8,207股+3.73%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#253$1,076.7万21.0万股$1,132.5万22.4万股-1.4万股-6.24%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.01%#218$959.8万18.7万股$806.0万15.9万股+2.8万股+17.44%加仓
MOTCO
0.81%0.87%#20$950.4万18.5万股$937.3万18.5万股00.00%持仓不变
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#283$946.6万18.4万股$940.8万18.6万股-1,428股-0.77%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#240$919.5万17.9万股$902.3万17.8万股+890股+0.50%加仓
Vise科技Vise Technologies, Inc.
0.1%#104$872.7万17.0万股$00股+17.0万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#183$842.5万16.4万股$769.8万15.2万股+1.2万股+7.93%加仓
First Heartland Consultants, Inc.
0.53%0.56%#35$815.6万15.9万股$735.3万14.5万股+1.4万股+9.39%加仓
ERn Financial, LLC
1.3%1.45%#8$784.7万15.3万股$771.4万15.2万股+496股+0.33%加仓
FOSTER & MOTLEY INC
0.36%0.33%#46$783.2万15.2万股$645.6万12.7万股+2.5万股+19.64%加仓
BCGM Wealth Management, LLC
1.61%1.76%#4$759.4万14.8万股$699.2万13.8万股+9,814股+7.11%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#272$759.4万14.8万股$768.8万15.2万股-3,918股-2.58%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.06%0.07%#134$690.2万13.4万股$686.2万13.5万股-1,097股-0.81%减仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.03%0.04%#165$689.3万13.4万股$714.9万14.1万股-6,925股-4.91%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.24%0.32%#61$669.9万13.0万股$767.9万15.0万股-2.0万股-13.15%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#293$654.7万12.7万股$477.3万9.4万股+3.3万股+35.00%加仓
CWA Asset Management 集团CWA Asset Management Group, LLC
0.2%0.22%#73$653.3万12.7万股$642.1万12.7万股+425股+0.34%加仓
Blackhawk Capital Partners, LLC
1.95%0.89%#3$595.4万11.6万股$578.2万11.4万股+1,785股+1.56%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#231$582.7万11.3万股$469.9万9.3万股+2.1万股+22.28%加仓
Arax顾问Arax Advisory Partners
0.04%0.11%#161$571.4万11.1万股$375.4万7.4万股+3.7万股+50.12%加仓
Logan Stone Capital, LLC
1.18%0.61%#11$560.2万10.9万股$218.4万4.3万股+6.6万股+153.01%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.03%#179$556.6万10.8万股$550.7万10.9万股-359股-0.33%减仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.03%#188$541.3万10.5万股$549.3万10.8万股-3,051股-2.81%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.03%#187$535.3万10.4万股$523.0万10.3万股+973股+0.94%加仓
MGO资本MGO ONE SEVEN LLC
0.08%0.1%#112$514.6万10.0万股$490.1万9.7万股+3,437股+3.55%加仓

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