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第一信托·UST LONG/SHORT EQUITY 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 LONG/SHORT EQUITY ETF

FIRST TRUST LONG/SHORT EQUITY ETFFTLS
持有机构数
266
机构合计市值 (Q2 2026)
$19.51亿
机构合计股数 (Q2 2026)
2,657.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+281.7万股
144 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-111.1万股
103 · 24 清仓 · ≈
⚖️ 净额
+170.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.51亿
持有机构数
266
新买入
30
加仓
114
减仓
79
清仓
24
持股不变
43
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%#147$4.37亿592.0万股$3.62亿517.4万股+74.6万股+14.42%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#138$1.97亿267.5万股$1.83亿260.6万股+6.9万股+2.63%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.04%0.04%#127$1.79亿242.6万股$1.58亿224.8万股+17.7万股+7.89%加仓
LPL金融LPL Financial LLC
0.04%0.05%#121$1.75亿236.9万股$1.71亿243.1万股-6.1万股-2.53%减仓
第一信托顾问FIRST TRUST ADVISORS LP
0.04%0.01%#129$6,138.3万83.2万股$1,570.3万22.3万股+60.9万股+272.68%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#180$4,592.4万62.2万股$4,203.7万59.7万股+2.5万股+4.15%加仓
AssetMarkASSETMARK, INC
0.07%0.08%#97$4,322.9万58.6万股$3,906.6万55.5万股+3.1万股+5.50%加仓
Cetera投资顾问Cetera Investment Advisers
0.04%0.04%#123$4,166.3万56.5万股$4,108.5万58.4万股-1.9万股-3.32%减仓
Merit金融集团Merit Financial Group, LLC
0.24%0.22%#52$3,899.1万52.8万股$2,951.3万41.9万股+10.9万股+25.96%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#195$3,488.5万47.3万股$4,306.0万61.2万股-13.9万股-22.76%减仓
中央信托CENTRAL TRUST Co
0.62%0.65%#32$3,428.9万46.5万股$3,293.3万46.8万股-3,455股-0.74%减仓
Truist金融TRUIST FINANCIAL CORP
0.04%0.04%#122$3,240.8万43.9万股$3,029.3万43.1万股+8,587股+1.99%加仓
Cambridge Investment Research Advisors, Inc.
0.06%0.06%#103$2,766.0万37.5万股$2,485.9万35.3万股+2.1万股+6.08%加仓
VestGen 顾问VestGen Advisors, LLC
0.73%0.63%#25$2,514.7万34.1万股$2,360.6万31.8万股+2.2万股+7.00%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#155$2,269.7万30.8万股$2,116.0万30.1万股+6,813股+2.27%加仓
Cornerstone Planning Group LLC
2.31%2.32%#8$1,838.9万24.4万股$1,740.8万23.6万股+8,550股+3.63%加仓
Hobart Private Capital, LLC
2.76%2.82%#6$1,608.3万21.8万股$1,434.2万20.4万股+1.4万股+6.92%加仓
EdgeRock Capital LLC
3.6%3.84%#4$1,556.7万21.1万股$1,419.1万20.1万股+9,451股+4.69%加仓
Private Advisor集团Private Advisor Group, LLC
0.06%0.04%#102$1,396.5万18.9万股$851.4万12.1万股+6.8万股+56.37%加仓
Proactive Wealth Strategies LLC
2.15%2.41%#10$1,340.1万18.2万股$1,281.0万18.2万股-458股-0.25%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#160$1,323.3万17.9万股$1,018.3万14.5万股+3.5万股+23.89%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#182$1,284.3万17.4万股$1,344.5万19.1万股-1.7万股-8.92%减仓
Equitable控股Equitable Holdings, Inc.
0.07%0.08%#96$1,248.2万16.9万股$1,175.5万16.6万股+3,101股+1.87%加仓
Ethos Financial Group, LLC
0.82%0.97%#22$1,234.9万16.6万股$1,330.8万18.9万股-2.3万股-12.18%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#170$1,151.7万15.6万股$955.3万13.6万股+2.0万股+14.92%加仓
Cardinal Point Capital Management ULC
0.64%0.64%#31$1,134.4万15.4万股$1,037.1万14.7万股+6,308股+4.28%加仓
Centric Wealth Management
1.52%1.94%#13$970.7万13.3万股$970.7万13.3万股00.00%持仓不变
咨询服务网络Advisory Services Network, LLC
0.11%0.13%#82$970.5万13.2万股$948.2万13.5万股-3,266股-2.42%减仓
IHT 财富管理IHT Wealth Management, LLC
0.2%0.21%#60$930.2万12.6万股$892.1万12.7万股-744股-0.59%减仓
Financial Enhancement Group LLC
0.99%1.02%#19$830.0万11.2万股$827.1万11.4万股-1,754股-1.54%减仓
WealthPlan Investment Management, LLC
0.4%0.52%#42$797.8万10.8万股$935.9万13.3万股-2.5万股-18.73%减仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.31%0.34%#48$776.9万10.5万股$710.9万10.1万股+4,228股+4.18%加仓
五三银行FIFTH THIRD BANCORP
0.01%0.01%#183$748.4万10.1万股$729.6万10.4万股-2,295股-2.21%减仓
RFG顾问RFG Advisory, LLC
0.12%0.1%#79$747.4万10.1万股$537.6万7.6万股+2.5万股+32.54%加仓
IMG Wealth Management, Inc.
4.15%4.35%#1$745.6万10.1万股$681.8万9.7万股+4,127股+4.26%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.04%0.02%#130$698.6万9.5万股$481.8万6.8万股+2.6万股+38.26%加仓
Live Oak Investment Partners
3.75%3.8%#3$697.5万9.5万股$644.2万9.2万股+2,953股+3.23%加仓
FOCUS Wealth Advisors, LLC
3.12%3.05%#5$673.0万9.1万股$624.9万8.9万股+2,385股+2.69%加仓
Stratos Wealth Advisors, LLC
0.37%0.1%#44$669.4万9.1万股$169.1万2.4万股+6.7万股+277.33%加仓
Philip James Wealth Mangement, LLC
0.74%0.75%#24$656.1万8.9万股$650.5万9.2万股-3,457股-3.74%减仓
Kingsview Wealth Management, LLC
0.11%0.09%#81$632.6万9.0万股$632.6万9.0万股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.02%#179$624.7万8.5万股$543.1万7.7万股+7,450股+9.65%加仓
LCNB CORP
1.9%2.14%#11$619.4万8.4万股$636.1万9.0万股-6,478股-7.16%减仓
Brio Consultants, LLC
0.71%0.73%#26$606.8万8.2万股$597.4万8.1万股+1,361股+1.68%加仓
WEDBUSH SECURITIES INC
0.15%0.16%#70$586.7万7.9万股$561.5万8.0万股-304股-0.38%减仓
Brookwood Investment Group LLC
0.65%0.12%#29$576.6万7.8万股$98.6万1.4万股+6.4万股+457.79%加仓
SEEDS INVESTOR LLC
0.54%0.56%#36$523.2万7.1万股$411.9万5.7万股+1.4万股+24.82%加仓
Kovack Advisors, Inc.
0.24%0.28%#53$491.7万6.7万股$529.9万7.7万股-1.0万股-13.37%减仓
Koshinski Asset Management, Inc.
0.26%0.3%#51$490.5万6.6万股$476.0万6.8万股-1,191股-1.76%减仓
Prostatis Group LLC
1.11%1.1%#16$474.9万6.4万股$429.5万6.1万股+3,303股+5.41%加仓

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