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第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUND · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUND

FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
持有机构数
273
机构合计市值 (Q2 2026)
$22.17亿
机构合计股数 (Q2 2026)
8,198.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,977.3万股
156 · 34 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-438.9万股
124 · 40 清仓 · ≈
⚖️ 净额
+1,538.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$22.17亿
持有机构数
273
新买入
34
加仓
122
减仓
84
清仓
40
持股不变
33
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
富国银行WELLS FARGO & COMPANY/MN
0.1%0.12%#82$5.89亿2,176.3万股$6.27亿2,182.6万股-6.3万股-0.29%减仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#153$2.86亿1,056.2万股$2.64亿1,020.0万股+36.2万股+3.55%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.01%#109$2.02亿747.8万股$2,189.3万76.3万股+671.5万股+880.64%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.17%0.02%#64$1.48亿546.6万股$1,644.4万57.3万股+489.4万股+854.40%加仓
LPL金融LPL Financial LLC
0.02%0.03%#142$8,914.7万329.6万股$9,579.9万333.7万股-4.1万股-1.23%减仓
瑞银集团UBS Group AG
0.01%0.01%#192$4,524.4万167.3万股$4,157.6万144.8万股+22.4万股+15.50%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#189$4,376.3万161.8万股$4,500.3万156.8万股+5.0万股+3.21%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#171$3,828.8万141.5万股$3,092.0万107.7万股+33.8万股+31.43%加仓
STOCK YARDS BANK & 信托STOCK YARDS BANK & TRUST CO
1.07%1.18%#20$3,752.0万138.7万股$3,807.0万132.6万股+6.1万股+4.60%加仓
Cyndeo Wealth Partners, LLC
1.46%1.71%#17$3,131.1万115.8万股$3,252.1万113.3万股+2.5万股+2.19%加仓
Flaharty Asset Management, LLC
3.79%3.71%#3$2,992.2万104.2万股$2,992.2万104.2万股00.00%持仓不变
现代财富管理Modern Wealth Management, LLC
0.31%#50$2,628.3万97.2万股$00股+97.2万股新买入
&Partners&PARTNERS
0.11%0.1%#78$2,613.4万96.5万股$2,065.2万71.7万股+24.8万股+34.59%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#159$2,522.1万93.2万股$2,070.7万72.1万股+21.1万股+29.28%加仓
Csenge Advisory 集团Csenge Advisory Group
0.99%1.12%#23$2,438.0万90.1万股$2,448.5万85.3万股+4.8万股+5.68%加仓
Dunhill Financial, LLC
4.36%3.82%#2$2,129.6万78.2万股$1,621.5万56.5万股+21.8万股+38.51%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.01%<0.01%#166$2,047.4万75.7万股$382.0万13.3万股+62.4万股+468.92%加仓
OVERSEA-CHINESE BANKING Corp Ltd
0.42%#43$1,944.4万71.9万股$00股+71.9万股新买入
Carrera Capital Advisors
2.77%4.7%#4$1,867.0万69.0万股$3,051.8万106.3万股-37.3万股-35.07%减仓
Financial Enhancement Group LLC
2.15%1.68%#9$1,802.9万66.7万股$1,357.3万48.0万股+18.7万股+38.87%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.03%#139$1,754.6万64.9万股$1,891.6万65.9万股-1.0万股-1.55%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#155$1,600.6万59.2万股$1,356.0万47.2万股+11.9万股+25.28%加仓
Cambridge Investment Research Advisors, Inc.
0.04%0.05%#117$1,595.9万59.0万股$2,074.5万72.3万股-13.3万股-18.35%减仓
Valmark顾问Valmark Advisers, Inc.
0.17%0.21%#68$1,570.4万58.1万股$1,778.6万61.9万股-3.9万股-6.29%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.55%0.57%#37$1,553.9万57.4万股$1,364.7万58.7万股-1.3万股-2.22%减仓
Bison Wealth, LLC
1.26%1.41%#18$1,384.6万49.8万股$1,462.7万48.0万股+1.8万股+3.70%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.06%#102$1,271.9万47.0万股$00股+47.0万股新买入
Cooper Financial Group
0.87%#28$1,045.4万38.6万股$00股+38.6万股新买入
Capital Asset 咨询服务Capital Asset Advisory Services LLC
0.37%0.38%#45$1,034.9万38.3万股$984.4万34.5万股+3.7万股+10.75%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.16%#69$1,021.3万37.8万股$00股+37.8万股新买入
Solitude Financial Services
2.54%2.85%#5$915.8万33.9万股$964.6万33.6万股+2,227股+0.66%加仓
PSI Advisors, LLC
2.04%2.2%#11$877.4万32.4万股$918.2万32.0万股+4,527股+1.42%加仓
StoneX Group Inc.
0.36%#46$876.7万32.4万股$00股+32.4万股新买入
顶峰金融Summit Financial, LLC
0.09%0.12%#83$865.7万32.0万股$919.1万32.0万股-109股-0.03%减仓
Petix & Botte Co
1.72%2.12%#15$855.9万31.6万股$950.3万33.1万股-1.5万股-4.41%减仓
LexAurum Advisors, LLC
0.88%1.32%#26$765.8万28.3万股$1,019.6万35.5万股-7.2万股-20.29%减仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.03%#137$759.6万28.1万股$754.5万26.3万股+1.8万股+6.85%加仓
ARVEST INVESTMENTS, INC.
0.92%1.47%#25$759.3万28.1万股$1,081.4万37.7万股-9.6万股-25.48%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.04%0.03%#114$742.3万27.4万股$529.0万18.4万股+9.0万股+48.92%加仓
Mainsail Financial Group, LLC
2.48%2.71%#6$729.6万27.0万股$650.9万22.7万股+4.3万股+18.98%加仓
Gladstone Institutional Advisory LLC
0.23%0.29%#54$727.5万26.9万股$771.0万26.9万股+401股+0.15%加仓
繁荣金融服务Prospera Financial Services Inc
0.1%0.1%#79$713.8万26.4万股$600.5万20.9万股+5.5万股+26.17%加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.04%0.86%#21$700.7万25.9万股$509.4万17.7万股+8.2万股+46.00%加仓
London & Capital资产管理London & Capital Asset Management Ltd
0.06%0.07%#100$680.9万25.2万股$682.5万23.8万股+1.4万股+5.85%加仓
USAdvisors Wealth Management, LLC
1.9%#13$672.5万24.9万股$00股+24.9万股新买入
Farther金融顾问Farther Finance Advisors, LLC
0.05%0.11%#108$616.6万22.8万股$1,128.6万39.6万股-16.8万股-42.45%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#182$591.5万21.9万股$542.5万18.9万股+3.0万股+15.72%加仓
ABLE Financial Group, LLC
0.97%1.16%#24$576.4万21.3万股$593.8万20.7万股+6,253股+3.02%加仓
Chicago Wealth Management, Inc.
2.02%2.39%#12$569.2万21.0万股$597.7万20.8万股+2,246股+1.08%加仓
HFG Wealth Management, LLC
5.59%7.79%#1$555.5万20.5万股$1,415.7万49.3万股-28.8万股-58.35%减仓

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