13FBOX
第一信托交易所交易基金 · 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

FIRST TR EXCHANGE-TRADED FDFTCB
持有机构数
196
机构合计市值 (Q2 2026)
$19.76亿
机构合计股数 (Q2 2026)
9,490.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,691.2万股
148 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-307.7万股
51 · 20 清仓 · ≈
⚖️ 净额
+1,383.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.76亿
持有机构数
196
新买入
27
加仓
121
减仓
31
清仓
20
持股不变
17
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%#77$3.56亿1,707.8万股$3.16亿1,506.2万股+201.6万股+13.38%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#152$1.56亿749.6万股$1.14亿533.2万股+216.5万股+40.60%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.03%#122$1.05亿504.3万股$1.08亿513.3万股-9.0万股-1.76%减仓
LVZ, Inc.
6.87%7.75%#4$6,762.8万324.3万股$6,792.0万324.0万股+2,324股+0.07%加仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.06%#90$6,345.3万304.3万股$5,766.0万275.1万股+29.2万股+10.60%加仓
Bouchey Financial Group, Ltd.
3.95%2.92%#9$6,108.1万292.9万股$3,976.7万188.8万股+104.1万股+55.11%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.81%0.9%#27$5,992.3万287.3万股$5,815.1万277.4万股+9.9万股+3.57%加仓
Stifel金融STIFEL FINANCIAL CORP
0.05%0.05%#98$5,581.2万267.6万股$5,107.2万243.7万股+24.0万股+9.83%加仓
KINTRA WEALTH, LLC
2.39%1.47%#13$4,587.2万222.5万股$2,078.8万99.2万股+123.3万股+124.30%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#139$4,524.8万217.0万股$119.9万5.7万股+211.2万股+3,694.11%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.47%0.52%#35$4,179.4万200.4万股$4,191.0万200.0万股+4,500股+0.23%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.12%0.13%#68$3,611.7万173.2万股$3,480.3万166.0万股+7.1万股+4.30%加仓
&Partners&PARTNERS
0.15%0.16%#61$3,574.9万171.3万股$3,138.2万149.8万股+21.6万股+14.40%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#161$3,206.0万153.7万股$1,186.8万56.6万股+97.1万股+171.50%加仓
Cambridge Investment Research Advisors, Inc.
0.07%0.08%#80$3,181.9万152.6万股$3,085.6万147.2万股+5.4万股+3.64%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#104$3,144.3万150.8万股$2,546.8万121.5万股+29.3万股+24.08%加仓
Seascape Capital Management
7.36%8.54%#3$3,072.4万147.3万股$2,965.4万141.5万股+5.8万股+4.13%加仓
Centennial Wealth Advisory LLC
6.39%5.52%#5$2,958.3万141.9万股$2,280.7万108.8万股+33.0万股+30.36%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.02%0.02%#132$2,898.9万139.0万股$2,584.6万123.3万股+15.7万股+12.73%加仓
Cyndeo Wealth Partners, LLC
1.21%1.33%#20$2,584.1万123.9万股$2,525.3万120.5万股+3.4万股+2.84%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.24%0.24%#45$2,580.1万123.7万股$2,395.7万114.3万股+9.4万股+8.24%加仓
Pine Valley Investments Ltd Liability Co
0.99%1.11%#23$2,511.3万120.4万股$2,430.5万116.0万股+4.5万股+3.84%加仓
Janney Montgomery Scott LLC
0.05%0.05%#97$2,405.1万115.3万股$2,005.1万95.7万股+19.7万股+20.55%加仓
Private Advisor集团Private Advisor Group, LLC
0.11%0.1%#71$2,362.9万113.3万股$2,221.9万106.0万股+7.3万股+6.88%加仓
First Heartland Consultants, Inc.
1.34%1.54%#18$2,068.7万99.2万股$2,010.5万95.9万股+3.3万股+3.42%加仓
繁荣金融服务Prospera Financial Services Inc
0.29%0.42%#42$1,991.1万95.5万股$2,597.7万123.9万股-28.4万股-22.95%减仓
Wealth Intelligence, LLC
8.67%9.5%#2$1,866.6万89.5万股$1,974.8万94.2万股-4.7万股-5.00%减仓
NewEdge顾问NewEdge Advisors, LLC
0.05%0.06%#94$1,805.9万86.6万股$1,549.4万73.9万股+12.7万股+17.15%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#127$1,716.3万82.3万股$1,509.2万72.0万股+10.3万股+14.29%加仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.31%0.01%#41$1,682.1万80.7万股$28.0万1.3万股+79.3万股+5,947.59%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.16%<0.01%#60$1,679.2万80.5万股$28.0万1.3万股+79.2万股+5,937.02%加仓
CONSOLIDATED CAPITAL MANAGEMENT, LLC
4.38%5.12%#8$1,641.9万78.7万股$1,584.0万75.6万股+3.2万股+4.18%加仓
AssetMarkASSETMARK, INC
0.03%0.03%#120$1,550.5万74.3万股$1,390.8万66.4万股+8.0万股+12.04%加仓
Arax顾问Arax Advisory Partners
0.09%0.36%#74$1,378.0万66.1万股$1,265.5万60.4万股+5.7万股+9.44%加仓
Equitable控股Equitable Holdings, Inc.
0.07%0.07%#81$1,224.3万58.7万股$1,140.9万53.7万股+5.0万股+9.24%加仓
APS Management Group, Inc.
8.87%9.14%#1$1,154.3万55.3万股$1,067.5万50.9万股+4.4万股+8.67%加仓
Mach-1 Financial Group, LLC
4.4%4.23%#7$1,135.1万54.4万股$1,200.6万57.3万股-2.9万股-4.98%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#169$1,094.8万52.5万股$1,024.1万48.9万股+3.6万股+7.45%加仓
SUMMIT WEALTH GROUP LLC / CO
0.89%1.13%#26$1,069.4万51.3万股$1,071.0万51.0万股+2,280股+0.45%加仓
HBW ADVISORY SERVICES LLC
0.96%1.08%#24$1,055.3万50.6万股$1,025.6万48.9万股+1.7万股+3.41%加仓
MGO资本MGO ONE SEVEN LLC
0.17%0.19%#55$1,019.7万48.9万股$932.2万44.5万股+4.4万股+9.93%加仓
Dynamic Advisor Solutions LLC
0.26%0.34%#43$909.4万43.6万股$1,076.8万51.4万股-7.8万股-15.12%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.07%0.07%#86$884.5万42.4万股$832.5万39.7万股+2.7万股+6.78%加仓
SageGuard Financial Group, LLC
1.22%0.97%#19$865.9万41.5万股$628.9万30.0万股+11.5万股+38.38%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.07%0.08%#82$853.3万40.9万股$761.5万36.3万股+4.6万股+12.61%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.16%#59$847.3万40.6万股$00股+40.6万股新买入
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.91%0.25%#25$823.9万39.5万股$203.5万9.7万股+29.8万股+306.95%加仓
IAMS WEALTH MANAGEMENT, LLC
2.47%2.22%#12$819.8万39.3万股$638.3万30.5万股+8.9万股+29.09%加仓
FSB PREMIER WEALTH MANAGEMENT, INC.
2.25%1.84%#16$799.2万38.3万股$586.1万28.0万股+10.4万股+37.04%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.04%#101$770.8万37.0万股$441.5万21.1万股+15.9万股+75.48%加仓

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