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 FDFTGS
持有机构数
190
机构合计市值 (Q2 2026)
$9.11亿
机构合计股数 (Q2 2026)
2,470.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+219.4万股
113 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-338.3万股
71 · 17 清仓 · ≈
⚖️ 净额
-119.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.11亿
持有机构数
190
新买入
28
加仓
85
减仓
54
清仓
17
持股不变
23
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
0.05%0.05%#71$2.13亿576.9万股$1.96亿574.5万股+2.3万股+0.41%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#85$7,057.4万190.7万股$6,603.7万194.0万股-3.2万股-1.67%减仓
Cetera投资顾问Cetera Investment Advisers
0.05%0.05%#68$5,676.3万153.4万股$5,073.4万149.0万股+4.4万股+2.94%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#157$4,103.3万110.9万股$3,270.3万91.1万股+19.8万股+21.77%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#121$4,016.4万108.5万股$3,381.6万99.3万股+9.2万股+9.28%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
16.45%#1$3,846.4万103.9万股$00股+103.9万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.03%#74$2,877.5万77.8万股$2,360.7万69.3万股+8.4万股+12.17%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#151$2,005.0万54.2万股$1,750.3万51.4万股+2.8万股+5.40%加仓
ODonnell Financial Services, LLC
5.64%5.89%#4$1,916.1万51.8万股$1,708.8万50.2万股+1.6万股+3.09%加仓
Mach-1 Financial Group, LLC
7.17%6.55%#2$1,851.8万50.0万股$1,861.3万54.7万股-4.6万股-8.46%减仓
Hobart Private Capital, LLC
2.7%2.7%#6$1,576.0万42.6万股$1,374.0万40.4万股+2.2万股+5.53%加仓
AssetMarkASSETMARK, INC
0.03%0.03%#80$1,572.6万42.5万股$1,353.2万39.7万股+2.8万股+6.93%加仓
Independent Advisor Alliance
0.36%0.17%#20$1,552.9万42.0万股$1,604.4万47.1万股-5.2万股-10.95%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.07%0.07%#55$1,296.9万35.0万股$1,192.2万35.0万股+300股+0.09%加仓
PARK NATIONAL CORP /OH/
0.44%0.38%#17$1,246.8万36.6万股$1,250.6万36.7万股-1,132股-0.31%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#159$1,223.8万33.1万股$1,294.0万38.0万股-4.9万股-12.98%减仓
KPP Advisory Services LLC
1.54%1.57%#8$1,219.9万33.0万股$1,080.3万31.7万股+1.2万股+3.91%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#100$1,165.4万31.5万股$1,157.5万34.0万股-2.5万股-7.36%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.05%0.07%#67$1,076.8万29.1万股$915.4万26.9万股+2.2万股+8.23%加仓
VestGen 顾问VestGen Advisors, LLC
0.3%0.25%#22$1,014.2万27.4万股$931.0万25.7万股+1.7万股+6.52%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#124$942.8万25.5万股$837.2万24.6万股+8,904股+3.62%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.03%#78$936.6万25.3万股$855.2万25.1万股+1,934股+0.77%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#81$825.5万22.3万股$785.8万23.1万股-7,691股-3.33%减仓
Centennial Wealth Advisory LLC
1.71%1.79%#7$793.4万21.4万股$738.0万21.7万股-2,337股-1.08%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.07%0.07%#57$744.5万20.1万股$668.6万19.6万股+4,826股+2.46%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#117$742.2万20.1万股$647.8万19.0万股+1.0万股+5.42%加仓
IFC & Insurance Marketing, Inc.
5.94%6.03%#3$674.3万18.2万股$577.6万17.0万股+1.3万股+7.42%加仓
RiverTree Advisors, LLC
3.69%3.08%#5$624.7万16.9万股$486.6万14.3万股+2.6万股+18.13%加仓
Avior Wealth Management, LLC
0.18%0.18%#32$621.7万18.3万股$621.7万18.3万股00.00%持仓不变
Snowden Capital 顾问Snowden Capital Advisors LLC
0.14%0.15%#36$599.8万16.2万股$555.7万16.3万股-1,121股-0.69%减仓
繁荣金融服务Prospera Financial Services Inc
0.08%0.09%#51$578.6万15.6万股$545.6万16.0万股-3,886股-2.42%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.08%0.08%#53$570.3万15.4万股$548.8万16.1万股-7,064股-4.38%减仓
Janney Montgomery Scott LLC
0.01%0.02%#115$549.4万14.8万股$824.3万24.2万股-9.4万股-38.68%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#118$496.4万13.4万股$362.0万10.6万股+2.8万股+26.19%加仓
PCG Wealth Advisors, LLC
1.04%1.13%#9$467.0万12.6万股$446.8万13.1万股-5,047股-3.85%减仓
Vise科技Vise Technologies, Inc.
0.05%0.07%#69$454.0万12.3万股$356.7万10.1万股+2.2万股+21.60%加仓
Proactive Wealth Strategies LLC
0.67%0.73%#12$415.0万11.2万股$387.5万11.4万股-1,652股-1.45%减仓
AE财富管理AE Wealth Management LLC
0.02%0.02%#90$399.0万10.8万股$327.2万9.6万股+1.2万股+12.19%加仓
IFP顾问IFP Advisors, Inc
0.07%0.07%#54$398.2万10.8万股$348.0万10.2万股+5,409股+5.29%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.01%#91$396.8万10.7万股$221.5万6.5万股+4.2万股+64.81%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.05%#92$395.6万10.7万股$1,075.9万31.6万股-20.9万股-66.17%减仓
Atria投资Atria Investments, Inc
0.04%0.03%#73$395.2万10.7万股$268.4万7.9万股+2.8万股+35.49%加仓
Gateway Wealth Partners, LLC
0.24%0.22%#27$393.1万10.6万股$573.7万16.9万股-6.2万股-36.96%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#172$379.9万10.3万股$341.4万10.0万股+2,388股+2.38%加仓
Sigma Planning Corp
0.08%0.08%#52$329.1万8.9万股$295.9万8.7万股+2,016股+2.32%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.06%#62$312.2万8.4万股$00股+8.4万股新买入
LVZ, Inc.
0.31%0.33%#21$300.6万8.1万股$286.4万8.4万股-2,875股-3.42%减仓
IAMS WEALTH MANAGEMENT, LLC
0.9%0.94%#10$299.0万8.1万股$269.0万7.9万股+1,795股+2.27%加仓
Comprehensive Financial Consultants Institutional, Inc.
0.78%0.81%#11$294.8万8.0万股$271.8万8.0万股-146股-0.18%减仓
Moors & Cabot, Inc.
0.11%0.11%#42$293.4万7.9万股$265.4万7.8万股+1,350股+1.73%加仓

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