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First Trust Large Cap Value Alphadex Fund Tr Lrg CP Val Etf · 13F 机构持仓分析
期权收益计算器 机构排行
F

First Trust Large Cap Value Alphadex Fund Tr Lrg CP Val Etf

FTA
持有机构数
230
机构合计市值 (Q2 2026)
$9.24亿
机构合计股数 (Q2 2026)
955.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+45.9万股
97 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-92.0万股
107 · 19 清仓 · ≈
⚖️ 净额
-46.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.24亿
持有机构数
230
新买入
30
加仓
67
减仓
88
清仓
19
持股不变
45
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%#131$1.71亿176.9万股$1.71亿205.2万股-28.3万股-13.81%减仓
LPL金融LPL Financial LLC
0.02%0.03%#87$1.09亿112.3万股$9,888.3万107.1万股+5.2万股+4.87%加仓
瑞银集团UBS Group AG
0.01%0.01%#127$7,541.0万77.9万股$8,943.5万96.8万股-18.9万股-19.56%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%<0.01%#146$4,412.9万45.6万股$2,760.8万29.9万股+15.7万股+52.49%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#132$3,750.5万38.7万股$3,707.1万40.1万股-1.4万股-3.48%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#172$3,710.6万38.3万股$3,613.7万39.1万股-7,973股-2.04%减仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#83$3,328.7万34.4万股$3,187.7万34.5万股-1,297股-0.38%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#134$3,019.4万31.2万股$2,725.3万29.5万股+1.7万股+5.70%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.1%0.15%#45$1,984.5万20.5万股$1,832.9万19.8万股+6,543股+3.30%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#168$1,913.7万19.8万股$1,822.4万19.7万股+366股+0.19%加仓
Kingsview Wealth Management, LLC
0.29%0.22%#20$1,632.3万17.7万股$1,632.3万17.7万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
0.05%0.05%#71$1,555.3万16.1万股$1,442.3万15.6万股+4,496股+2.88%加仓
AssetMarkASSETMARK, INC
0.02%0.03%#86$1,426.7万14.7万股$1,281.1万13.9万股+8,663股+6.24%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#80$1,375.5万14.2万股$1,350.7万14.6万股-4,165股-2.85%减仓
Private Advisor集团Private Advisor Group, LLC
0.06%0.06%#68$1,286.2万13.3万股$1,331.5万14.4万股-1.1万股-7.84%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.02%#107$1,212.5万12.5万股$1,079.1万11.7万股+8,402股+7.19%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.1%0.1%#43$1,102.6万11.4万股$967.9万10.5万股+9,090股+8.68%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#197$996.9万10.3万股$945.4万10.2万股+619股+0.60%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#119$886.5万9.2万股$1,193.5万12.9万股-3.8万股-29.13%减仓
Kaydan Wealth Management, Inc.
2.55%2.74%#3$838.4万8.7万股$820.3万8.9万股-2,213股-2.49%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#126$810.5万8.4万股$650.3万7.0万股+1.3万股+18.89%加仓
IHT 财富管理IHT Wealth Management, LLC
0.17%0.17%#30$783.0万8.1万股$742.6万8.0万股+481股+0.60%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.1%0.11%#41$775.9万8.0万股$702.0万7.6万股+4,145股+5.45%加仓
Holistic Financial Partners
4.63%4.83%#1$758.3万7.8万股$1,298.8万14.1万股-6.2万股-44.30%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#148$752.7万7.8万股$638.3万6.9万股+8,650股+12.52%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#124$723.8万7.5万股$700.5万7.6万股-1,081股-1.43%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.06%0.07%#63$678.7万7.0万股$647.5万7.0万股00.00%持仓不变
Janney Montgomery Scott LLC
0.01%0.02%#112$669.1万6.9万股$666.1万7.2万股-3,003股-4.16%减仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.13%0.14%#37$570.8万5.9万股$530.2万5.7万股+1,561股+2.72%加仓
COTTONWOOD CAPITAL ADVISORS, LLC
3.36%3.76%#2$557.2万5.8万股$533.9万5.8万股-250股-0.43%减仓
GREENUP STREET WEALTH MANAGEMENT LLC
0.53%#14$433.9万4.5万股$00股+4.5万股新买入
Midwest Heritage Bank, FSB
1.2%1.37%#5$422.8万4.4万股$427.2万4.6万股-2,590股-5.60%减仓
繁荣金融服务Prospera Financial Services Inc
0.06%0.07%#67$411.8万4.3万股$405.3万4.4万股-1,343股-3.06%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#173$406.1万4.2万股$385.2万4.2万股+239股+0.57%加仓
Trueblood Wealth Management, LLC
1.4%1.48%#4$401.5万4.1万股$378.3万4.1万股+518股+1.26%加仓
IFP顾问IFP Advisors, Inc
0.07%0.08%#57$390.8万4.0万股$385.5万4.2万股-1,367股-3.27%减仓
Gateway Wealth Partners, LLC
0.22%0.25%#25$366.1万3.8万股$640.7万6.9万股-3.2万股-45.48%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#203$363.8万3.8万股$390.8万4.2万股-4,743股-11.21%减仓
Atria投资Atria Investments, Inc
0.04%0.04%#78$352.2万3.6万股$347.1万3.8万股-1,201股-3.20%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.02%0.02%#96$348.4万3.6万股$345.5万3.7万股-1,419股-3.79%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#190$287.2万2.9万股$207.8万2.3万股+6,651股+29.32%加仓
IAMS WEALTH MANAGEMENT, LLC
0.83%0.88%#7$277.3万2.9万股$253.2万2.7万股+1,221股+4.45%加仓
Virtu Financial LLC
0.09%0.05%#51$275.7万2.8万股$114.2万1.2万股+1.6万股+130.31%加仓
AE财富管理AE Wealth Management LLC
0.01%0.02%#113$273.3万2.8万股$280.8万3.0万股-2,169股-7.13%减仓
Regal Investment Advisors LLC
0.14%0.15%#35$269.9万2.8万股$257.7万2.8万股-26股-0.09%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#99$231.9万2.4万股$236.2万2.6万股-1,625股-6.35%减仓
Triton Wealth Management, PLLC
0.69%0.79%#11$224.5万2.3万股$213.2万2.3万股-97股-0.42%减仓
FSB PREMIER WEALTH MANAGEMENT, INC.
0.57%0.62%#12$202.2万2.1万股$197.6万2.1万股-501股-2.34%减仓
PARK AVENUE SECURITIES LLC
0.01%0.02%#114$198.4万2.1万股$202.0万2.2万股-1,373股-6.28%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#147$198.3万2.0万股$189.1万2.0万股+12股+0.06%加仓

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