13FBOX
FIRST TRUST LARGE CAP CORE ALPHADEX FUND · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TRUST LARGE CAP CORE ALPHADEX FUND

FEX
持有机构数
242
机构合计市值 (Q2 2026)
$10.16亿
机构合计股数 (Q2 2026)
728.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+75.1万股
82 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-57.5万股
95 · 10 清仓 · ≈
⚖️ 净额
+17.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$10.16亿
持有机构数
242
新买入
24
加仓
58
减仓
85
清仓
10
持股不变
75
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%#152$1.49亿106.5万股$1.32亿113.0万股-6.5万股-5.77%减仓
LPL金融LPL Financial LLC
0.02%0.03%#103$1.09亿77.8万股$1.19亿97.2万股-19.4万股-19.96%减仓
Janney Montgomery Scott LLC
0.14%0.15%#37$7,125.0万50.9万股$6,236.0万51.1万股-2,063股-0.40%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#134$6,702.5万47.9万股$6,544.2万53.7万股-5.8万股-10.72%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#139$3,753.8万26.8万股$3,076.5万25.2万股+1.6万股+6.36%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#198$3,145.1万22.5万股$2,863.1万23.5万股-9,964股-4.24%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#76$3,049.2万21.8万股$2,604.7万21.4万股+4,370股+2.05%加仓
现代财富管理Modern Wealth Management, LLC
0.35%<0.01%#17$2,977.2万21.3万股$21.8万1,780股+21.1万股+11,857.92%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#177$2,601.1万18.6万股$1,895.8万15.5万股+3.0万股+19.59%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#183$2,577.2万18.4万股$2,247.5万18.4万股-82股-0.04%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.02%#92$2,453.9万17.5万股$1,502.3万12.3万股+5.2万股+42.38%加仓
HBK索尔斯顾问HBK Sorce Advisory LLC
0.46%0.46%#13$2,428.0万17.4万股$2,322.9万17.7万股-2,742股-1.55%减仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.02%#98$2,195.2万15.7万股$1,844.0万15.1万股+5,706股+3.77%加仓
Crusonia Wealth Advisors LLC
3.03%3.32%#2$1,847.3万13.2万股$1,612.5万13.2万股-183股-0.14%减仓
&Partners&PARTNERS
0.08%0.03%#51$1,845.8万13.8万股$690.3万5.7万股+8.1万股+143.48%加仓
SILVER OAK SECURITIES, INCORPORATED
1.12%1.2%#5$1,844.5万13.2万股$1,641.3万13.5万股-2,741股-2.04%减仓
Private Advisor集团Private Advisor Group, LLC
0.08%0.05%#49$1,825.7万13.1万股$1,138.1万9.3万股+3.7万股+39.83%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#121$1,687.0万12.1万股$1,440.2万11.8万股+2,487股+2.11%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#186$1,210.7万8.7万股$732.4万6.0万股+2.6万股+44.10%加仓
Elevation Capital Advisory, LLC
4.57%2.55%#1$1,182.4万8.5万股$598.5万4.9万股+3.5万股+72.21%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.15%0.14%#34$925.3万6.6万股$751.5万6.2万股+4,517股+7.33%加仓
BIP Wealth, LLC
0.24%0.63%#21$844.2万6.0万股$1,549.1万12.7万股-6.7万股-52.50%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.17%0.02%#27$843.1万6.0万股$57.9万4,751股+5.6万股+1,168.66%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.03%#112$837.1万6.0万股$1,120.6万9.2万股-3.2万股-34.88%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#220$832.8万6.0万股$374.5万3.1万股+2.9万股+93.87%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#145$805.7万5.8万股$755.2万6.2万股-4,339股-7.01%减仓
Kingsview Wealth Management, LLC
0.13%0.1%#40$743.6万6.1万股$743.6万6.1万股00.00%持仓不变
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.15%0.16%#33$738.0万5.4万股$709.9万5.5万股-538股-0.98%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#138$666.3万4.8万股$560.1万4.6万股+1,698股+3.70%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#133$665.3万4.9万股$675.4万5.5万股-6,423股-11.68%减仓
Triumph Capital Management
1.18%1.29%#4$652.8万4.7万股$631.4万5.2万股-5,112股-9.87%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#180$649.5万4.6万股$648.2万5.3万股-6,723股-12.65%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#224$590.4万4.2万股$569.3万4.7万股-4,477股-9.59%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#140$489.4万3.5万股$91.3万7,487股+2.8万股+367.34%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#191$459.4万3.3万股$403.6万3.3万股-254股-0.77%减仓
KPP Advisory Services LLC
0.53%0.53%#11$422.3万3.0万股$365.2万3.0万股+234股+0.78%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.02%#115$399.8万2.9万股$349.4万2.9万股-68股-0.24%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.02%0.02%#109$364.8万2.6万股$302.8万2.5万股+1,244股+5.01%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#168$362.7万2.6万股$283.4万2.3万股+2,692股+11.58%加仓
GTS SECURITIES LLC
0.07%#52$355.2万2.5万股$00股+2.5万股新买入
TCFG Investment Advisors, LLC
1.01%0.98%#7$300.6万2.1万股$262.2万2.2万股-17股-0.08%减仓
Keystone Wealth Services, LLC
0.52%0.53%#12$282.3万2.0万股$246.1万2.0万股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#127$245.8万1.8万股$126.7万1.0万股+7,181股+69.13%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#195$237.8万1.7万股$217.9万1.8万股-865股-4.84%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#181$226.0万1.6万股$198.0万1.6万股-79股-0.49%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.07%0.07%#53$225.7万1.6万股$197.7万1.6万股-80股-0.49%减仓
AssuredPartners Investment Advisors, LLC
0.21%0.23%#24$222.1万1.6万股$208.2万1.7万股-998股-5.91%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%0.01%#188$218.8万1.6万股$383.3万3.1万股-1.6万股-50.23%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.02%#111$216.6万1.5万股$00股+1.5万股新买入
奥本海默公司OPPENHEIMER & CO INC
0.02%0.02%#106$215.4万1.5万股$203.9万1.7万股-1,320股-7.89%减仓

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