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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
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第一信托·EXCHANGE-TRADED ALP

FIRST TR EXCHANGE-TRADED ALPFNY
持有机构数
126
机构合计市值 (Q2 2026)
$4.47亿
机构合计股数 (Q2 2026)
403.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+46.3万股
48 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-48.8万股
50 · 9 清仓 · ≈
⚖️ 净额
-2.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.47亿
持有机构数
126
新买入
13
加仓
35
减仓
41
清仓
9
持股不变
37
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
0.02%0.02%#39$1.01亿90.7万股$7,369.8万81.4万股+9.3万股+11.41%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#82$5,380.5万48.5万股$3,663.2万40.0万股+8.6万股+21.39%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#60$5,348.0万48.2万股$5,448.1万60.2万股-12.0万股-19.87%减仓
&Partners&PARTNERS
0.09%0.07%#20$2,264.9万19.8万股$1,371.1万15.2万股+4.6万股+30.37%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#43$2,090.1万18.9万股$1,601.9万17.7万股+1.2万股+6.50%加仓
NewEdge顾问NewEdge Advisors, LLC
0.06%0.09%#26$2,027.8万18.3万股$2,612.8万28.9万股-10.6万股-36.65%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#90$1,444.8万13.0万股$1,199.7万13.3万股-2,247股-1.69%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#78$1,262.9万11.4万股$984.5万10.9万股+5,117股+4.70%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#79$1,070.4万9.7万股$1,838.0万20.3万股-10.7万股-52.46%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#57$825.1万7.4万股$626.5万6.9万股+5,201股+7.51%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#99$602.4万5.4万股$459.6万5.1万股+3,556股+7.00%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#107$554.3万5.0万股$452.4万5.0万股00.00%持仓不变
Janney Montgomery Scott LLC
0.01%0.01%#56$526.4万4.7万股$427.1万4.7万股+282股+0.60%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#87$485.6万4.4万股$364.0万4.0万股+3,575股+8.89%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.02%#37$465.8万4.2万股$328.3万3.6万股+5,745股+15.84%加仓
Equitable控股Equitable Holdings, Inc.
0.03%0.02%#34$457.2万4.1万股$235.7万2.6万股+1.5万股+59.52%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%#85$451.3万4.1万股$00股+4.1万股新买入
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#40$443.7万4.0万股$349.6万3.9万股+1,394股+3.61%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#50$427.0万3.9万股$350.8万3.9万股-250股-0.64%减仓
Wealth Management Partners, LLC
0.96%0.94%#3$407.0万3.7万股$329.4万3.6万股+313股+0.86%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#108$388.0万3.5万股$00股+3.5万股新买入
Cambridge Investment Research Advisors, Inc.
0.01%0.03%#59$379.9万3.4万股$1,223.5万13.5万股-10.1万股-74.66%减仓
Kingsview Wealth Management, LLC
0.07%0.05%#24$378.3万4.2万股$378.3万4.2万股00.00%持仓不变
KCM 投资顾问KCM INVESTMENT ADVISORS LLC
0.11%0.11%#18$368.3万3.3万股$323.9万3.6万股-2,575股-7.19%减仓
Anderson Financial Strategies, LLC
1.68%1.8%#1$322.7万3.1万股$327.8万3.2万股-1,379股-4.32%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#98$274.4万2.5万股$205.8万2.3万股+1,984股+8.53%加仓
WIN ADVISORS, INC
0.89%#5$248.8万2.2万股$00股+2.2万股新买入
BARNES PETTEY FINANCIAL ADVISORS, LLC
0.75%0.56%#6$239.8万2.2万股$128.9万1.4万股+7,385股+51.84%加仓
全球退休合伙人Global Retirement Partners, LLC
0.04%#30$237.2万2.1万股$00股+2.1万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#83$225.2万2.0万股$180.5万2.0万股+370股+1.86%加仓
CRUX WEALTH ADVISORS
0.74%0.66%#7$212.2万1.9万股$172.0万1.9万股+139股+0.73%加仓
Empirical Asset Management, LLC
0.47%0.43%#9$207.8万1.9万股$162.4万1.8万股+797股+4.44%加仓
Sylvest Advisors, LLC
0.92%0.9%#4$205.2万1.9万股$170.1万1.9万股-285股-1.52%减仓
MTM Investment Management, LLC
0.56%0.5%#8$194.9万1.8万股$159.1万1.8万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#73$194.6万1.8万股$171.8万1.9万股-223股-1.19%减仓
CARY STREET PARTNERS FINANCIAL LLC
0.04%#28$187.7万1.7万股$00股+1.7万股新买入
Worthington Financial Partners, LLC
1.55%1.31%#2$187.6万1.7万股$152.7万1.7万股+51股+0.30%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.01%#45$133.6万1.2万股$32.6万3,599股+8,450股+234.79%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#89$126.7万1.1万股$103.5万1.1万股00.00%持仓不变
AssuredPartners Investment Advisors, LLC
0.12%0.11%#17$124.7万1.1万股$103.5万1.1万股00.00%持仓不变
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%0.01%#54$116.1万1.0万股$95.0万1.0万股-17股-0.16%减仓
PCG Wealth Advisors, LLC
0.23%0.21%#12$104.3万9,408股$82.0万9,063股+345股+3.81%加仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#44$101.6万9,164股$79.5万8,790股+374股+4.25%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#93$99.3万8,957股$61.4万6,780股+2,177股+32.11%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.01%0.01%#49$92.5万8,349股$75.5万8,349股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#117$91.0万8,206股$23.8万2,626股+5,580股+212.49%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#96$88.3万7,967股$73.8万8,153股-186股-2.28%减仓
Dominguez Wealth Management Solutions, Inc.
0.46%0.41%#10$83.5万7,529股$68.4万7,555股-26股-0.34%减仓
Transamerica Financial Advisors, LLC
0.07%<0.01%#23$82.6万7,448股$1.2万127股+7,321股+5,764.57%加仓
Proactive Wealth Strategies LLC
0.13%0.1%#16$80.4万7,252股$51.1万5,646股+1,606股+28.44%加仓

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