13FBOX
第一信托·EXCH TRD ALPHDX FD · 13F 机构持仓分析
期权收益计算器 机构排行
F

第一信托·EXCH TRD ALPHDX FD

FIRST TR EXCH TRD ALPHDX FDFDT
持有机构数
203
机构合计市值 (Q2 2026)
$9.24亿
机构合计股数 (Q2 2026)
980.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+238.4万股
118 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-107.3万股
72 · 17 清仓 · ≈
⚖️ 净额
+131.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.24亿
持有机构数
203
新买入
40
加仓
78
减仓
55
清仓
17
持股不变
30
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%#120$1.78亿188.4万股$8,072.1万107.1万股+81.3万股+75.88%加仓
LPL金融LPL Financial LLC
0.02%0.02%#85$9,366.9万98.9万股$7,513.1万86.4万股+12.5万股+14.47%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#113$6,658.6万70.3万股$7,828.1万90.1万股-19.7万股-21.90%减仓
瑞银集团UBS Group AG
0.01%0.01%#132$4,618.7万48.8万股$5,579.0万64.2万股-15.4万股-23.99%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#122$3,726.6万39.4万股$3,028.5万34.8万股+4.5万股+12.98%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#74$3,391.9万35.8万股$2,463.6万28.3万股+7.5万股+26.41%加仓
&Partners&PARTNERS
0.11%<0.01%#40$2,666.1万29.1万股$99.7万1.1万股+27.9万股+2,435.46%加仓
Janney Montgomery Scott LLC
0.05%0.06%#61$2,551.0万26.9万股$2,229.1万25.6万股+1.3万股+5.08%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#129$2,289.0万24.2万股$2,303.1万26.5万股-2.3万股-8.74%减仓
SAGE PRIVATE WEALTH GROUP, LLC
10.17%9.45%#1$2,262.8万23.9万股$1,877.4万21.6万股+2.3万股+10.66%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.01%0.02%#102$2,230.1万23.6万股$2,245.1万25.8万股-2.3万股-8.80%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#150$2,177.0万23.0万股$2,069.7万23.8万股-8,162股-3.43%减仓
SMI Advisory Services, LLC
3.2%2.96%#2$1,973.9万20.9万股$1,795.1万20.4万股+4,923股+2.41%加仓
Cambridge Investment Research Advisors, Inc.
0.04%0.02%#71$1,647.5万17.4万股$831.7万9.6万股+7.8万股+81.87%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#92$1,614.8万17.1万股$1,138.9万13.1万股+4.0万股+30.16%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.27%#24$1,422.4万15.0万股$00股+15.0万股新买入
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#107$1,396.7万14.8万股$1,173.0万13.5万股+1.3万股+9.32%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#99$1,200.7万12.7万股$623.8万7.2万股+5.5万股+76.73%加仓
AssetMarkASSETMARK, INC
0.02%0.02%#88$1,191.2万12.6万股$1,027.0万11.8万股+7,675股+6.50%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#177$997.3万10.5万股$366.0万4.2万股+6.3万股+150.19%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.09%0.1%#43$952.4万10.1万股$976.9万11.2万股-1.2万股-10.50%减仓
Mainsail Financial Group, LLC
3.02%2.94%#3$890.1万9.4万股$705.4万8.1万股+1.3万股+15.86%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#98$718.5万7.6万股$182.0万2.1万股+5.5万股+262.52%加仓
Kingsview Wealth Management, LLC
0.12%0.1%#36$707.4万8.1万股$707.4万8.1万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#123$660.5万7.0万股$325.8万3.7万股+3.2万股+86.16%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#158$625.4万6.6万股$226.7万2.7万股+4.0万股+147.78%加仓
Crusonia Wealth Advisors LLC
0.94%1.07%#10$569.8万6.0万股$520.5万6.0万股+309股+0.52%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.06%0.02%#52$569.4万6.0万股$194.4万2.2万股+3.8万股+168.95%加仓
TPG Financial Advisors, LLC
1.64%1.57%#4$483.3万5.6万股$483.3万5.6万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%#173$483.3万5.1万股$00股+5.1万股新买入
Koshinski Asset Management, Inc.
0.25%0.23%#25$473.0万5.0万股$367.2万4.2万股+7,715股+18.26%加仓
GREENUP STREET WEALTH MANAGEMENT LLC
0.54%0.58%#13$442.7万4.7万股$410.2万4.7万股-438股-0.93%减仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.01%#91$427.3万4.5万股$120.5万1.4万股+3.1万股+225.54%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#103$425.7万4.5万股$205.7万2.4万股+2.1万股+89.97%加仓
LVZ, Inc.
0.4%0.43%#15$394.5万4.2万股$373.8万4.3万股-1,334股-3.10%减仓
StoneX Group Inc.
0.16%0.18%#31$385.4万4.1万股$332.9万3.8万股+2,343股+6.12%加仓
Redhawk Wealth Advisors, Inc.
0.38%0.28%#17$384.3万4.1万股$255.4万2.9万股+1.1万股+38.19%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.02%0.01%#87$375.9万4.0万股$224.2万2.6万股+1.4万股+53.93%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.05%0.05%#60$371.4万3.9万股$342.0万3.9万股-107股-0.27%减仓
Equitable控股Equitable Holdings, Inc.
0.02%0.01%#86$351.6万3.7万股$169.8万2.1万股+1.6万股+73.91%加仓
繁荣金融服务Prospera Financial Services Inc
0.05%0.05%#63$325.3万3.4万股$304.2万3.5万股-637股-1.82%减仓
L & S Advisors Inc
0.33%0.67%#18$323.5万3.4万股$297.1万3.4万股-3股-0.01%减仓
Allie Family Office LLC
0.46%1.22%#14$303.5万3.2万股$278.6万3.2万股00.00%持仓不变
IFP顾问IFP Advisors, Inc
0.05%0.07%#55$302.0万3.2万股$330.3万3.8万股-6,099股-16.05%减仓
Atria投资Atria Investments, Inc
0.03%0.03%#75$298.2万3.1万股$277.1万3.2万股-385股-1.21%减仓
Towerpoint Wealth, LLC
1.02%1.11%#7$295.5万3.1万股$274.4万3.2万股-351股-1.11%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#185$272.8万2.9万股$255.7万2.9万股-600股-2.04%减仓
Gateway Wealth Partners, LLC
0.15%0.15%#33$247.8万2.6万股$375.8万4.3万股-1.7万股-39.45%减仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#108$242.4万2.6万股$218.1万2.5万股+519股+2.07%加仓
Aurora Private Wealth, Inc.
1.54%0.18%#5$241.9万2.6万股$24.8万3,120股+2.2万股+718.91%加仓

🧭 机构资金流板块热力图

净流出 净流入