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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 VIUCON
持有机构数
273
机构合计市值 (Q2 2026)
$27.77亿
机构合计股数 (Q2 2026)
1.12亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,209.9万股
153 · 33 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-941.2万股
126 · 32 清仓 · ≈
⚖️ 净额
+268.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$27.77亿
持有机构数
273
新买入
33
加仓
120
减仓
94
清仓
32
持股不变
26
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
0.08%0.08%#118$3.40亿1,368.1万股$3.09亿1,247.5万股+120.6万股+9.67%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#198$2.32亿931.6万股$1.97亿781.8万股+149.8万股+19.16%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#167$1.78亿717.4万股$1.50亿607.3万股+110.2万股+18.14%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.03%0.03%#169$1.39亿556.7万股$1.32亿533.8万股+23.0万股+4.30%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#216$1.04亿419.9万股$9,495.8万383.4万股+36.6万股+9.54%加仓
港湾投资HARBOUR INVESTMENTS, INC.
1.41%1.58%#29$1.04亿419.8万股$1.02亿412.1万股+7.7万股+1.87%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.02%#191$1.00亿402.4万股$9,916.8万400.4万股+2.0万股+0.50%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#179$7,048.1万283.3万股$7,012.2万283.1万股+1,907股+0.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#190$6,526.8万262.3万股$6,084.0万245.6万股+16.7万股+6.80%加仓
HighTower顾问HighTower Advisors, LLC
0.06%0.06%#135$6,149.6万247.2万股$6,034.8万243.6万股+3.5万股+1.45%加仓
Truist金融TRUIST FINANCIAL CORP
0.06%0.06%#128$5,208.9万209.4万股$4,724.2万190.7万股+18.6万股+9.77%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.07%#134$5,088.5万204.5万股$4,684.6万189.1万股+15.4万股+8.14%加仓
Cetera投资顾问Cetera Investment Advisers
0.04%0.04%#155$4,371.7万175.7万股$3,558.5万143.7万股+32.0万股+22.31%加仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.04%#163$4,134.4万166.2万股$4,046.9万163.4万股+2.8万股+1.71%加仓
Trilogy Capital Inc.
1.52%1.62%#25$3,911.6万157.2万股$3,666.9万148.0万股+9.2万股+6.20%加仓
Csenge Advisory 集团Csenge Advisory Group
1.54%1.69%#24$3,803.3万152.9万股$3,691.2万149.0万股+3.8万股+2.58%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.24%0.27%#78$3,484.0万140.0万股$3,426.8万138.3万股+1.7万股+1.22%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.16%0.18%#94$3,206.3万128.9万股$2,225.9万89.9万股+39.0万股+43.41%加仓
IFP顾问IFP Advisors, Inc
0.51%0.46%#60$2,810.3万113.0万股$2,210.9万89.3万股+23.7万股+26.55%加仓
Focus Partners财富Focus Partners Wealth
0.03%0.03%#172$2,486.4万99.9万股$2,483.4万100.3万股-3,200股-0.32%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.05%0.05%#145$2,321.2万93.3万股$1,900.3万76.7万股+16.6万股+21.61%加仓
Cyndeo Wealth Partners, LLC
1.02%1.09%#42$2,171.7万87.3万股$2,080.5万84.0万股+3.3万股+3.92%加仓
Wagner Wealth Management, LLC
3.95%5.17%#11$2,137.7万85.9万股$2,559.2万103.3万股-17.4万股-16.84%减仓
EdgeRock Capital LLC
4.85%5.3%#8$2,096.5万84.3万股$1,958.2万79.1万股+5.2万股+6.59%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.04%#171$2,074.8万83.4万股$2,770.8万111.9万股-28.5万股-25.45%减仓
Dynamic Advisor Solutions LLC
0.58%0.6%#56$2,031.2万81.6万股$1,908.3万77.0万股+4.6万股+5.97%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.2%0.22%#85$2,009.9万80.8万股$1,944.9万78.5万股+2.3万股+2.89%加仓
Walkner Condon Financial Advisors LLC
2.3%2.42%#21$2,006.1万80.6万股$1,833.0万74.0万股+6.6万股+8.96%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.22%0.25%#82$1,995.1万80.2万股$1,989.0万80.3万股-1,094股-0.14%减仓
EARNED WEALTH ADVISORS, LLC
1.27%1.06%#35$1,970.6万79.2万股$1,578.3万63.7万股+15.5万股+24.30%加仓
Arch Global Advisors, LLC
8.63%8.08%#1$1,949.4万78.4万股$1,548.1万62.5万股+15.9万股+25.37%加仓
Waverly顾问Waverly Advisors, LLC
0.11%<0.01%#101$1,947.9万78.3万股$34.1万1.4万股+76.9万股+5,578.96%加仓
Capital Investment Advisory Services, LLC
1.16%1.47%#37$1,881.7万75.6万股$2,015.3万81.4万股-5.7万股-7.04%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#249$1,858.3万74.5万股$1,493.3万60.6万股+13.9万股+22.99%加仓
Private Advisor集团Private Advisor Group, LLC
0.08%0.06%#116$1,691.0万68.0万股$1,303.7万52.6万股+15.3万股+29.14%加仓
&Partners&PARTNERS
0.07%0.05%#125$1,624.5万66.1万股$1,043.6万42.1万股+24.0万股+56.83%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.33%0.37%#72$1,611.3万64.8万股$1,574.8万63.6万股+1.2万股+1.86%加仓
Spartan Wealth Advisory Services LLC
1.3%1.36%#34$1,586.0万63.7万股$1,552.3万62.7万股+1.1万股+1.72%加仓
Navalign, LLC
3.6%3.74%#14$1,543.1万62.0万股$1,483.0万59.9万股+2.2万股+3.60%加仓
Collaborative Wealth Managment Inc.
6.31%6.46%#4$1,504.1万60.5万股$1,406.7万56.8万股+3.7万股+6.45%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.58%0.72%#55$1,468.0万59.0万股$1,638.2万66.1万股-7.1万股-10.78%减仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.47%0.52%#63$1,448.3万58.1万股$1,431.5万58.1万股00.00%持仓不变
First Heartland Consultants, Inc.
0.93%1.08%#45$1,437.4万57.8万股$1,414.7万57.1万股+6,589股+1.15%加仓
Janney Montgomery Scott LLC
0.03%0.03%#170$1,388.0万55.8万股$1,238.8万50.0万股+5.8万股+11.55%加仓
Equitable控股Equitable Holdings, Inc.
0.08%0.09%#115$1,354.1万54.4万股$1,454.3万57.8万股-3.4万股-5.81%减仓
Etesian Wealth Advisors, Inc.
3.94%4.48%#12$1,334.5万53.6万股$1,404.7万56.7万股-3.1万股-5.41%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.26%0.28%#75$1,280.9万52.3万股$1,274.2万51.0万股+1.2万股+2.37%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.05%#157$1,212.8万48.7万股$1,253.7万50.6万股-1.9万股-3.69%减仓
Rehmann Capital Advisory Group
0.59%0.59%#54$1,137.2万45.9万股$1,137.2万45.9万股00.00%持仓不变
Western 财富管理Western Wealth Management, LLC
0.37%0.47%#67$1,133.8万45.6万股$1,232.9万49.8万股-4.2万股-8.44%减仓

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