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 FDFXO
持有机构数
217
机构合计市值 (Q2 2026)
$6.64亿
机构合计股数 (Q2 2026)
1,064.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+26.7万股
73 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-237.3万股
118 · 25 清仓 · ≈
⚖️ 净额
-210.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.64亿
持有机构数
217
新买入
21
加仓
52
减仓
93
清仓
25
持股不变
51
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%0.02%#81$1.13亿180.4万股$1.03亿183.3万股-2.9万股-1.57%减仓
摩根士丹利MORGAN STANLEY
<0.01%0.01%#142$8,622.2万138.0万股$1.50亿252.9万股-114.8万股-45.41%减仓
LPL金融LPL Financial LLC
0.01%0.02%#99$6,078.0万97.3万股$5,705.7万101.5万股-4.2万股-4.17%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.02%#94$5,513.0万88.3万股$5,042.3万89.7万股-1.5万股-1.64%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#168$2,822.0万45.2万股$2,626.2万46.7万股-1.6万股-3.33%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#154$2,253.4万36.1万股$2,279.0万40.6万股-4.5万股-11.05%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.48%0.48%#14$2,029.9万32.5万股$1,707.2万30.4万股+2.1万股+6.97%加仓
EARNED WEALTH ADVISORS, LLC
0.99%0.95%#7$1,530.9万24.5万股$1,421.0万25.3万股-7,780股-3.08%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#107$1,325.7万21.2万股$1,416.6万25.2万股-4.0万股-15.81%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#157$1,247.0万20.0万股$1,601.3万28.5万股-8.5万股-29.96%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#93$1,205.9万19.3万股$1,206.4万21.5万股-2.2万股-10.07%减仓
TradeWell Securities, LLC.
3.6%3.53%#2$1,007.8万16.1万股$837.5万14.9万股+1.2万股+8.07%加仓
Janney Montgomery Scott LLC
0.02%0.02%#78$987.7万15.8万股$904.2万16.1万股-2,787股-1.73%减仓
PERRYMAN FINANCIAL ADVISORY INC /AD
1.3%1.29%#4$977.0万15.6万股$863.0万15.4万股+2,838股+1.85%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.05%0.05%#57$910.2万14.6万股$862.3万15.3万股-7,744股-5.05%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#167$798.0万12.8万股$766.3万13.6万股-8,622股-6.32%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#91$661.4万10.6万股$603.0万10.7万股-1,430股-1.33%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#131$647.6万10.4万股$588.2万10.5万股-1,003股-0.96%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#124$608.1万9.7万股$564.7万10.0万股-3,138股-3.12%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#111$591.3万9.5万股$558.3万9.9万股-4,683股-4.71%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#188$497.7万8.0万股$1,191.6万21.2万股-13.2万股-62.42%减仓
Proactive Wealth Strategies LLC
0.72%0.82%#12$447.0万7.2万股$435.1万7.7万股-5,855股-7.56%减仓
SFI Advisors, LLC
3.83%4.25%#1$444.3万7.1万股$405.2万7.2万股-986股-1.37%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#137$442.6万7.1万股$469.8万8.4万股-1.3万股-15.25%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%0.01%#149$438.5万7.0万股$1,146.8万20.4万股-13.4万股-65.61%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#146$422.4万6.8万股$388.9万6.9万股-1,585股-2.29%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#120$391.7万6.3万股$257.1万4.6万股+1.7万股+37.04%加仓
世界投资顾问World Investment Advisors
0.06%0.06%#51$391.2万7.0万股$391.2万7.0万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#95$319.4万5.1万股$279.6万5.0万股+1,391股+2.80%加仓
Western 财富管理Western Wealth Management, LLC
0.1%0.11%#36$314.9万5.0万股$281.0万5.0万股+411股+0.82%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#110$307.0万4.9万股$312.1万5.6万股-6,380股-11.49%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#178$284.5万4.6万股$228.2万4.2万股+3,622股+8.64%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#115$280.0万4.5万股$348.3万6.2万股-1.7万股-27.67%减仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.07%0.07%#49$269.7万4.3万股$236.0万4.2万股+1,193股+2.84%加仓
Choice Wealth Advisors LLC
0.89%0.89%#8$252.7万4.0万股$227.2万4.0万股+25股+0.06%加仓
Waverly顾问Waverly Advisors, LLC
0.01%0.02%#96$251.9万4.0万股$227.5万4.0万股-160股-0.40%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.02%0.05%#74$240.7万3.9万股$552.6万9.8万股-6.0万股-60.83%减仓
Peak Planning Group, LLC
0.47%#15$206.9万3.3万股$00股+3.3万股新买入
Paller Financial Services Inc
1.54%1.79%#3$206.0万3.3万股$216.2万3.8万股-5,494股-14.28%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.02%0.02%#85$205.2万3.3万股$181.5万3.2万股+553股+1.71%加仓
CreativeOne Wealth, LLC
0.04%0.04%#61$202.4万3.2万股$182.2万3.2万股-14股-0.04%减仓
繁荣金融服务Prospera Financial Services Inc
0.03%0.04%#69$196.5万3.1万股$241.7万4.3万股-1.2万股-26.83%减仓
Cyndeo Wealth Partners, LLC
0.09%0.08%#39$194.9万3.1万股$149.8万2.7万股+4,539股+17.03%加仓
PACIFIC SUN FINANCIAL CORP
0.76%0.87%#10$183.2万2.9万股$180.0万3.2万股-2,700股-8.43%减仓
Plotkin Financial Advisors, LLC
0.74%0.91%#11$178.6万2.9万股$181.6万3.2万股-3,731股-11.54%减仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.06%0.1%#55$177.4万2.8万股$147.0万2.6万股+1,816股+6.95%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#159$173.2万2.8万股$161.3万2.9万股-970股-3.38%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#117$168.5万2.7万股$80.1万1.4万股+1.3万股+89.27%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#164$168.1万2.7万股$222.6万4.0万股-1.3万股-32.07%减仓
Crumly & Associates Inc.
0.31%0.31%#19$161.4万2.6万股$149.5万2.7万股-768股-2.89%减仓

🧭 机构资金流板块热力图

净流出 净流入