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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 ALPFYX
持有机构数
203
机构合计市值 (Q2 2026)
$9.90亿
机构合计股数 (Q2 2026)
687.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+101.7万股
103 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-25.5万股
77 · 20 清仓 · ≈
⚖️ 净额
+76.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.90亿
持有机构数
203
新买入
43
加仓
60
减仓
57
清仓
20
持股不变
43
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
富国银行WELLS FARGO & COMPANY/MN
0.02%0.01%#100$1.03亿71.5万股$6,497.2万54.4万股+17.1万股+31.40%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.01%#102$1.02亿70.4万股$8,455.0万70.8万股-4,317股-0.61%减仓
LPL金融LPL Financial LLC
0.02%0.02%#84$9,868.4万68.4万股$7,305.1万61.2万股+7.2万股+11.74%加仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#136$9,784.5万67.8万股$6,810.2万62.5万股+5.3万股+8.51%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#98$6,285.7万43.6万股$4,939.5万41.4万股+2.2万股+5.26%加仓
瑞银集团UBS Group AG
0.01%0.01%#121$6,087.6万42.2万股$3,635.8万30.5万股+11.7万股+38.49%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#148$5,157.2万35.7万股$4,434.5万37.2万股-1.4万股-3.80%减仓
Janney Montgomery Scott LLC
0.07%0.07%#55$3,796.0万26.3万股$3,025.9万25.4万股+9,541股+3.76%加仓
Genesee Capital Advisors, LLC
7.45%3.38%#1$2,364.9万16.4万股$807.7万6.8万股+9.6万股+142.17%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#91$2,192.1万15.2万股$1,538.6万12.9万股+2.3万股+17.85%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#113$1,736.3万12.0万股$1,395.0万11.7万股+3,451股+2.95%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.13%0.11%#41$1,552.6万10.8万股$1,020.7万8.6万股+2.2万股+25.82%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#147$1,461.2万10.1万股$465.8万3.9万股+6.2万股+159.48%加仓
Crusonia Wealth Advisors LLC
1.74%1.82%#8$1,059.9万7.3万股$881.8万7.4万股-425股-0.58%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.2%0.21%#30$1,007.1万7.2万股$957.3万7.3万股-988股-1.36%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#82$977.0万6.8万股$803.0万6.7万股+433股+0.64%加仓
Per Stirling Capital Management, LLC.
0.91%0.86%#11$962.6万6.7万股$782.1万6.6万股+1,183股+1.81%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#106$937.4万6.5万股$784.9万6.6万股-798股-1.21%减仓
Wealth Alliance Advisory Group, LLC
1.24%1.13%#10$855.8万5.9万股$711.9万6.0万股-336股-0.56%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%<0.01%#129$785.4万5.4万股$450.4万3.8万股+1.7万股+44.26%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.16%0.15%#37$773.6万5.4万股$625.1万5.2万股+1,234股+2.36%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#81$728.5万5.0万股$697.1万5.8万股-7,920股-13.56%减仓
FWG Holdings, LLC
2.45%0.11%#4$719.7万5.1万股$28.1万2,316股+4.9万股+2,099.05%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.04%0.03%#68$701.0万4.9万股$574.6万4.8万股+421股+0.87%加仓
Mainsail Financial Group, LLC
2.19%2%#6$644.6万4.5万股$480.2万4.0万股+4,440股+11.04%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#122$642.0万4.4万股$530.5万4.4万股+39股+0.09%加仓
Hapanowicz & Associates Financial Services, Inc
1.87%2.02%#7$600.1万4.2万股$507.0万4.2万股-894股-2.10%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#186$532.8万3.7万股$458.4万3.9万股-2,263股-5.74%减仓
MTM Investment Management, LLC
1.51%1.37%#9$530.5万3.7万股$432.8万3.6万股+504股+1.39%加仓
HighTower顾问HighTower Advisors, LLC
0.01%<0.01%#137$526.7万3.7万股$439.9万3.7万股-353股-0.96%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#160$519.5万3.6万股$297.5万2.5万股+1.1万股+43.58%加仓
CITY HOLDING CO
0.58%0.47%#16$517.4万3.6万股$374.2万3.1万股+4,509股+14.38%加仓
Arrow Investment Advisors, LLC
4.53%#2$468.2万3.2万股$00股+3.2万股新买入
Troutman Wealth Management, LLC
3.55%3.2%#3$461.0万3.2万股$383.6万3.2万股-191股-0.59%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#123$456.0万3.2万股$385.6万3.2万股+385股+1.21%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#132$441.4万3.1万股$369.9万3.1万股-395股-1.27%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.06%0.02%#61$433.3万3.0万股$143.8万1.2万股+1.8万股+149.22%加仓
Regal Investment Advisors LLC
0.22%0.21%#28$432.7万3.0万股$364.3万3.1万股-535股-1.75%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#117$430.2万3.0万股$327.5万2.7万股+2,373股+8.65%加仓
Western 财富管理Western Wealth Management, LLC
0.14%0.13%#39$427.1万3.0万股$352.3万3.0万股+83股+0.28%加仓
Dorsey Wright & Associates
0.67%#15$395.7万2.7万股$00股+2.7万股新买入
ROMAN BUTLER FULLERTON & CO
0.8%#12$339.7万2.4万股$00股+2.4万股新买入
Equitable控股Equitable Holdings, Inc.
0.02%0.01%#93$319.0万2.2万股$181.2万1.6万股+6,091股+38.03%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.05%0.01%#65$313.3万2.2万股$41.8万3,499股+1.8万股+520.58%加仓
五三银行FIFTH THIRD BANCORP
0.01%<0.01%#138$312.0万2.2万股$262.6万2.2万股-382股-1.74%减仓
&Partners&PARTNERS
0.01%0.01%#105$289.6万2.0万股$168.4万1.4万股+5,959股+42.23%加仓
PARK NATIONAL CORP /OH/
0.1%0.08%#47$275.8万2.3万股$275.8万2.3万股00.00%持仓不变
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#163$272.7万1.9万股$66.8万5,600股+1.3万股+237.50%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#104$257.2万1.8万股$213.9万1.8万股-100股-0.56%减仓
Catalyst Investment Management LLC
2.3%2.16%#5$253.7万1.8万股$195.3万1.5万股+2,741股+18.47%加仓

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