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第一信托·EXCHANGE-TRADED ALP · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·EXCHANGE-TRADED ALP

FIRST TR EXCHANGE-TRADED ALPFTC
持有机构数
226
机构合计市值 (Q2 2026)
$9.66亿
机构合计股数 (Q2 2026)
501.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+31.0万股
79 · 29 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-43.7万股
97 · 12 清仓 · ≈
⚖️ 净额
-12.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.66亿
持有机构数
226
新买入
29
加仓
50
减仓
85
清仓
12
持股不变
62
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%#149$1.39亿71.7万股$1.21亿75.2万股-3.5万股-4.62%减仓
LPL金融LPL Financial LLC
0.03%0.03%#100$1.30亿66.9万股$1.04亿67.6万股-6,610股-0.98%减仓
Janney Montgomery Scott LLC
0.17%0.17%#33$8,528.8万44.0万股$6,874.7万44.6万股-5,847股-1.31%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#138$6,562.2万33.9万股$6,520.7万42.3万股-8.4万股-19.94%减仓
瑞银集团UBS Group AG
0.01%0.01%#158$4,372.9万22.6万股$3,403.7万22.1万股+4,862股+2.20%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#143$3,283.0万16.9万股$3,213.5万20.8万股-3.9万股-18.73%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.04%0.04%#87$2,960.3万15.3万股$2,336.3万15.2万股+1,207股+0.80%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.03%#91$2,941.0万15.2万股$2,427.2万15.7万股-5,687股-3.61%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#186$2,615.9万13.5万股$2,151.1万14.0万股-4,547股-3.26%减仓
CX Institutional
0.61%0.54%#11$2,116.6万10.9万股$1,753.9万11.4万股-4,550股-4.00%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#117$1,848.6万9.5万股$1,457.1万9.5万股+873股+0.92%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.14%0.1%#37$1,535.2万7.9万股$962.1万6.2万股+1.7万股+26.93%加仓
Kingsview Wealth Management, LLC
0.26%0.2%#21$1,481.6万9.6万股$1,481.6万9.6万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#134$1,405.8万7.3万股$896.8万5.8万股+1.4万股+24.70%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.04%#97$1,378.5万7.1万股$1,426.6万9.3万股-2.1万股-23.13%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#182$1,319.8万6.8万股$1,055.8万6.8万股-382股-0.56%减仓
&Partners&PARTNERS
0.05%<0.01%#82$1,170.4万6.7万股$47.4万3,079股+6.4万股+2,062.88%加仓
Arax顾问Arax Advisory Partners
0.06%<0.01%#72$925.7万4.8万股$2.5万160股+4.8万股+29,759.38%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.12%0.11%#45$910.5万4.7万股$729.1万4.7万股-316股-0.67%减仓
SPIRIT OF AMERICA MANAGEMENT CORP/NY
0.83%0.01%#5$814.9万4.2万股$4.4万263股+4.2万股+15,890.87%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.04%0.04%#88$731.2万3.8万股$581.8万3.8万股-14股-0.04%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#167$727.0万3.8万股$574.7万3.7万股+234股+0.63%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#188$701.3万3.6万股$519.3万3.4万股+2,506股+7.44%加仓
Virtu Financial LLC
0.22%0.25%#23$689.5万3.6万股$613.0万4.0万股-4,186股-10.53%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.01%#94$680.4万3.5万股$128.2万8,314股+2.7万股+322.24%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#169$603.3万3.1万股$492.2万3.2万股-792股-2.48%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#151$582.4万3.0万股$403.5万2.6万股+3,876股+14.81%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#196$562.0万2.9万股$257.8万1.7万股+1.2万股+73.44%加仓
LVZ, Inc.
0.52%0.48%#13$509.6万2.6万股$421.2万2.7万股-1,030股-3.77%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#180$504.0万2.7万股$365.9万2.4万股+2,727股+11.24%加仓
IHT 财富管理IHT Wealth Management, LLC
0.1%0.1%#51$492.0万2.5万股$417.6万2.7万股-1,697股-6.26%减仓
Boyce & Associates Wealth Consulting, Inc.
2.92%2.47%#2$420.6万2.2万股$325.7万2.1万股+579股+2.74%加仓
Proactive Wealth Strategies LLC
0.64%0.6%#10$400.7万2.1万股$320.3万2.1万股-95股-0.46%减仓
HFG Advisors, Inc.
2.48%2.19%#3$397.1万2.0万股$311.7万2.0万股+276股+1.37%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#156$390.3万2.0万股$301.5万2.0万股+587股+3.00%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.07%0.05%#63$371.3万1.9万股$254.2万1.6万股+2,670股+16.19%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#116$369.1万1.9万股$324.8万2.1万股-2,026股-9.61%减仓
繁荣金融服务Prospera Financial Services Inc
0.05%0.05%#79$363.2万1.9万股$291.5万1.9万股-168股-0.89%减仓
IFP顾问IFP Advisors, Inc
0.06%0.07%#70$358.6万1.9万股$314.1万2.0万股-1,869股-9.17%减仓
Equitable控股Equitable Holdings, Inc.
0.02%0.02%#112$348.1万1.8万股$305.3万1.9万股-1,130股-5.92%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.03%0.03%#96$341.3万1.8万股$311.1万2.0万股-2,567股-12.72%减仓
Western 财富管理Western Wealth Management, LLC
0.11%0.11%#50$338.5万1.7万股$276.7万1.8万股-479股-2.67%减仓
IFS Group,LLC
4.4%1.98%#1$320.7万1.7万股$222.0万1.4万股+2,145股+14.89%加仓
FSB PREMIER WEALTH MANAGEMENT, INC.
0.83%0.74%#6$294.0万1.5万股$235.5万1.5万股-111股-0.73%减仓
Wedmont Private 资本Wedmont Private Capital
0.08%0.08%#59$283.9万1.5万股$250.9万1.5万股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#172$257.4万1.3万股$199.0万1.3万股+377股+2.92%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.06%0.06%#74$253.2万1.3万股$209.2万1.4万股-502股-3.70%减仓
Gateway Wealth Partners, LLC
0.15%0.19%#36$252.2万1.3万股$480.0万3.1万股-1.8万股-58.21%减仓
Empirical Asset Management, LLC
0.55%0.49%#12$244.2万1.3万股$185.7万1.2万股+558股+4.63%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%<0.01%#132$235.6万1.2万股$32.6万2,117股+1.0万股+474.26%加仓

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