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 FDFGD
持有机构数
206
机构合计市值 (Q2 2026)
$8.92亿
机构合计股数 (Q2 2026)
2,789.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+439.2万股
137 · 36 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-121.5万股
63 · 22 清仓 · ≈
⚖️ 净额
+317.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.92亿
持有机构数
206
新买入
36
加仓
101
减仓
41
清仓
22
持股不变
28
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
0.04%0.04%#62$1.77亿552.6万股$1.62亿508.5万股+44.1万股+8.67%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#88$1.24亿387.3万股$1.09亿342.3万股+45.0万股+13.15%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#156$5,847.6万182.8万股$3,183.1万110.7万股+72.1万股+65.10%加仓
瑞银集团UBS Group AG
0.01%<0.01%#135$4,604.9万143.9万股$3,236.5万101.4万股+42.6万股+42.01%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#160$4,511.0万141.0万股$3,663.1万114.7万股+26.3万股+22.91%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#109$3,925.7万122.7万股$3,403.9万106.6万股+16.1万股+15.11%加仓
FUKOKU MUTUAL LIFE INSURANCE CO
1.98%2.22%#4$3,400.5万106.3万股$3,394.2万106.3万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%0.01%#140$2,424.2万75.9万股$3,045.8万95.4万股-19.6万股-20.52%减仓
AE财富管理AE Wealth Management LLC
0.09%0.11%#48$1,991.9万62.3万股$2,053.0万64.3万股-2.0万股-3.16%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#163$1,793.1万56.1万股$1,594.1万49.9万股+6.1万股+12.27%加仓
PARK NATIONAL CORP /OH/
0.62%0.53%#19$1,740.6万54.5万股$1,744.1万54.6万股-1,098股-0.20%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#85$1,697.7万53.1万股$1,556.3万48.7万股+4.3万股+8.88%加仓
Janney Montgomery Scott LLC
0.03%0.04%#68$1,695.1万53.0万股$1,665.1万52.1万股+8,397股+1.61%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.01%#101$1,658.4万51.8万股$1,215.1万38.1万股+13.8万股+36.23%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#152$1,490.2万46.6万股$1,319.5万41.3万股+5.3万股+12.72%加仓
Focus Financial Network, Inc.
0.39%#26$1,246.6万39.0万股$00股+39.0万股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#149$926.2万28.8万股$721.7万23.2万股+5.6万股+24.26%加仓
Stonebridge Financial Planning Group, LLC
2.5%2.59%#2$785.4万24.6万股$705.9万22.1万股+2.4万股+11.07%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#148$783.9万24.5万股$727.4万22.8万股+1.7万股+7.57%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%<0.01%#136$651.0万20.4万股$458.1万14.3万股+6.0万股+41.86%加仓
IMG Wealth Management, Inc.
3.5%3.92%#1$627.8万19.6万股$615.0万19.3万股+3,650股+1.90%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#127$576.6万18.0万股$396.3万12.4万股+5.6万股+45.22%加仓
Oxford Wealth Group, LLC
2.42%2.28%#3$540.8万16.9万股$418.2万13.1万股+3.8万股+29.08%加仓
ForthRight Wealth Management, LLC
1.36%1.6%#6$529.7万16.6万股$563.1万17.6万股-1.1万股-6.10%减仓
Triad Wealth Partners, LLC
0.25%#33$422.1万12.2万股$00股+12.2万股新买入
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#117$408.6万12.8万股$367.7万11.5万股+1.3万股+10.93%加仓
Creekside Partners
1.43%1.61%#5$393.6万12.3万股$390.3万12.2万股+796股+0.65%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#166$382.4万12.0万股$374.0万11.7万股+2,407股+2.06%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.02%#91$353.1万11.0万股$362.3万11.3万股-3,082股-2.72%减仓
Lynx Investment Advisory
1.16%2.03%#10$352.9万11.0万股$425.6万13.3万股-2.3万股-17.25%减仓
Harvest Investment Services, LLC
0.54%0.61%#21$352.1万11.0万股$336.1万10.5万股+4,782股+4.54%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#193$344.4万10.8万股$248.7万7.8万股+3.0万股+38.23%加仓
Compass Financial Services Inc
1.28%1.35%#8$343.2万10.7万股$311.2万9.7万股+9,803股+10.06%加仓
Trueblood Wealth Management, LLC
1.19%1.25%#9$342.0万10.7万股$320.6万10.0万股+6,498股+6.47%加仓
FSB PREMIER WEALTH MANAGEMENT, INC.
0.94%0.07%#13$333.2万10.4万股$22.6万7,080股+9.7万股+1,371.09%加仓
Gateway Wealth Partners, LLC
0.2%0.25%#36$328.8万10.3万股$632.3万19.8万股-9.5万股-48.09%减仓
WealthBridge Capital Management, LLC
0.64%0.63%#18$321.4万10.0万股$275.4万8.6万股+1.4万股+16.50%加仓
SMART Wealth LLC
0.69%1.05%#16$317.9万9.9万股$358.0万11.2万股-1.3万股-11.37%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.02%#100$315.5万9.9万股$279.1万8.7万股+1.1万股+12.85%加仓
Twelve Points Wealth Management LLC
0.62%0.66%#20$308.1万9.6万股$298.0万9.3万股+3,001股+3.22%加仓
Hobart Private Capital, LLC
0.53%0.57%#23$307.8万9.6万股$288.9万9.0万股+5,747股+6.35%加仓
Owen LaRue, LLC
1.04%1.63%#12$298.8万9.3万股$425.0万13.3万股-4.0万股-29.82%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.03%0.02%#75$282.1万8.8万股$179.7万5.6万股+3.2万股+56.68%加仓
BELLEVUE ASSET MANAGEMENT, LLC
1.29%1.37%#7$278.8万8.7万股$272.9万8.5万股+1,710股+2.00%加仓
Equitable控股Equitable Holdings, Inc.
0.02%0.02%#98$268.9万8.4万股$264.9万8.8万股-3,434股-3.92%减仓
RFG顾问RFG Advisory, LLC
0.04%0.01%#61$264.4万8.3万股$36.2万1.1万股+7.1万股+629.26%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#155$261.5万8.2万股$204.0万6.4万股+1.8万股+27.99%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#150$258.8万8.1万股$246.6万7.7万股+3,664股+4.74%加仓
&Partners&PARTNERS
0.01%0.01%#115$240.4万7.5万股$173.9万5.4万股+2.1万股+37.99%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#103$219.5万6.9万股$213.0万6.7万股+1,906股+2.86%加仓

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