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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 ALPFAD
持有机构数
110
机构合计市值 (Q2 2026)
$3.94亿
机构合计股数 (Q2 2026)
197.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+35.2万股
56 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.1万股
32 · 7 清仓 · ≈
⚖️ 净额
+28.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.94亿
持有机构数
110
新买入
19
加仓
37
减仓
25
清仓
7
持股不变
29
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%#71$5,550.5万27.8万股$4,757.5万29.6万股-1.9万股-6.33%减仓
LPL金融LPL Financial LLC
0.01%0.01%#51$5,529.1万27.6万股$3,145.6万19.8万股+7.9万股+39.69%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#57$4,249.1万21.2万股$2,781.5万17.5万股+3.7万股+21.41%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#58$2,513.5万12.6万股$1,487.1万9.4万股+3.2万股+34.33%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#44$1,374.3万6.9万股$966.8万6.1万股+7,889股+12.97%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#65$1,197.6万6.2万股$458.4万3.0万股+3.2万股+109.10%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#89$999.8万5.0万股$794.6万5.0万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#52$994.1万5.0万股$723.5万4.6万股+4,181股+9.18%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#53$969.4万4.8万股$783.4万4.9万股-817股-1.66%减仓
Virtu Financial LLC
0.27%#14$848.7万4.2万股$00股+4.2万股新买入
Plotkin Financial Advisors, LLC
3.46%3.57%#1$834.1万4.2万股$709.8万4.5万股-2,955股-6.62%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#93$830.7万4.2万股$659.5万4.2万股+38股+0.09%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#68$717.8万3.6万股$333.7万2.1万股+1.5万股+70.94%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#39$630.2万3.2万股$495.4万3.1万股+342股+1.10%加仓
Cornerstone Wealth Management, LLC
0.27%#13$622.6万3.1万股$00股+3.1万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#86$609.6万3.0万股$393.2万2.5万股+5,744股+23.22%加仓
RPg Family Wealth Advisory, LLC
1.26%1.01%#4$605.4万3.0万股$482.3万3.0万股-78股-0.26%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#49$586.1万2.9万股$374.3万2.4万股+5,759股+24.45%加仓
Synergy Investment Management, LLC
1.38%1.48%#3$569.7万2.8万股$453.2万2.9万股-26股-0.09%减仓
Wealth Management Partners, LLC
1.17%1.13%#5$498.9万2.5万股$395.8万2.5万股+44股+0.18%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#73$487.2万2.4万股$387.0万2.4万股+12股+0.05%加仓
WEDBUSH SECURITIES INC
0.12%0.12%#19$481.3万2.4万股$397.8万2.5万股-960股-3.84%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.1%0.09%#23$475.3万2.4万股$371.7万2.3万股+379股+1.62%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#91$420.9万2.1万股$544.2万3.4万股-1.3万股-38.53%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#69$366.5万1.8万股$223.4万1.4万股+4,269股+30.36%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#95$347.6万1.7万股$281.2万1.8万股-310股-1.75%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.07%0.06%#26$304.8万1.5万股$217.8万1.4万股+1,537股+11.21%加仓
MGO资本MGO ONE SEVEN LLC
0.05%0.04%#34$280.4万1.4万股$215.0万1.4万股+495股+3.66%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#50$274.5万1.4万股$225.4万1.4万股-454股-3.20%减仓
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.3%0.26%#12$271.5万1.4万股$216.6万1.4万股-52股-0.38%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#79$271.3万1.4万股$207.8万1.3万股+494股+3.78%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.05%0.05%#33$270.6万1.4万股$137.6万8,656股+4,878股+56.35%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#100$220.9万1.1万股$471.0万3.0万股-1.9万股-62.72%减仓
Stonebridge Financial Group, LLC / MO
1.45%1.26%#2$217.5万1.1万股$149.4万9,402股+1,476股+15.70%加仓
Proactive Wealth Strategies LLC
0.34%0.32%#11$213.5万1.1万股$169.6万1.1万股+4股+0.04%加仓
Stonebridge Financial Planning Group, LLC
0.66%0.61%#10$207.5万1.0万股$167.3万1.1万股-150股-1.42%减仓
Vantus Wealth LLC
1.05%#6$196.5万9,828股$00股+9,828股新买入
Advyzon Investment Management, LLC
0.14%0.12%#18$192.8万9,640股$136.6万8,595股+1,045股+12.16%加仓
626 Financial, LLC
0.74%0.67%#8$189.3万9,464股$150.4万9,464股00.00%持仓不变
FIFTH THIRD SECURITIES, INC.
0.11%0.11%#21$185.4万9,273股$163.1万1.0万股-989股-9.64%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#76$170.5万8,524股$221.1万1.4万股-5,386股-38.72%减仓
Certified Advisory Corp
0.11%0.09%#20$134.1万6,704股$103.0万6,481股+223股+3.44%加仓
Nova Wealth Management, Inc.
0.72%0.68%#9$130.0万6,503股$104.3万6,541股-38股-0.58%减仓
WILLNER & HELLER, LLC
0.81%0.77%#7$130.0万6,502股$103.7万6,523股-21股-0.32%减仓
TrueWealth Advisors, LLC
0.26%0.19%#15$116.1万5,805股$75.1万4,725股+1,080股+22.86%加仓
Merit金融集团Merit Financial Group, LLC
0.01%<0.01%#56$115.8万5,789股$53.3万3,353股+2,436股+72.65%加仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#42$106.0万5,302股$101.7万6,397股-1,095股-17.12%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#43$98.2万4,910股$00股+4,910股新买入
Apeiron RIA LLC
0.24%0.18%#16$95.8万4,788股$77.1万4,851股-63股-1.30%减仓
Golden State Wealth Management, LLC
0.09%0.09%#25$95.0万4,753股$80.3万5,053股-300股-5.94%减仓

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