13FBOX
FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL

FXU
持有机构数
196
机构合计市值 (Q2 2026)
$5.73亿
机构合计股数 (Q2 2026)
1,163.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+77.6万股
102 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-333.1万股
88 · 27 清仓 · ≈
⚖️ 净额
-255.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.73亿
持有机构数
196
新买入
28
加仓
74
减仓
61
清仓
27
持股不变
33
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%#62$9,882.4万200.3万股$8,877.8万179.0万股+21.3万股+11.88%加仓
摩根士丹利MORGAN STANLEY
<0.01%0.01%#122$8,390.8万170.1万股$1.34亿295.9万股-125.8万股-42.52%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#138$3,932.0万79.7万股$3,788.8万76.4万股+3.3万股+4.31%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#105$3,841.1万77.8万股$4,487.8万90.5万股-12.6万股-13.98%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#94$3,040.4万61.6万股$3,448.1万69.5万股-7.9万股-11.38%减仓
EARNED WEALTH ADVISORS, LLC
1.17%1.26%#3$1,818.7万36.9万股$1,880.7万37.9万股-1.1万股-2.81%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#77$1,708.6万34.6万股$1,666.1万33.6万股+1.0万股+3.07%加仓
Truist金融TRUIST FINANCIAL CORP
0.02%0.02%#71$1,533.7万31.1万股$1,850.6万37.3万股-6.2万股-16.70%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#143$1,478.5万30.0万股$2,835.5万57.2万股-27.2万股-47.59%减仓
Csenge Advisory 集团Csenge Advisory Group
0.52%0.57%#5$1,292.1万26.2万股$1,251.3万25.2万股+9,561股+3.79%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#134$1,287.9万26.1万股$1,351.8万27.3万股-1.2万股-4.24%减仓
Rockport Wealth LLC
1.82%2.06%#2$1,083.0万21.9万股$1,132.6万22.8万股-8,949股-3.92%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#91$1,050.1万21.3万股$1,064.9万21.5万股-1,916股-0.89%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#119$887.6万18.0万股$731.0万14.7万股+3.2万股+22.04%加仓
Delos Wealth Advisors, LLC
4.3%4.64%#1$838.1万17.0万股$810.5万16.3万股+6,418股+3.93%加仓
PGIM定制收成PGIM Custom Harvest LLC
0.1%0.13%#26$818.2万16.6万股$852.8万17.2万股-6,159股-3.58%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#88$814.0万16.5万股$874.9万17.6万股-1.1万股-6.50%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#73$765.7万15.5万股$755.8万15.2万股+2,785股+1.83%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#89$719.4万14.6万股$802.1万16.2万股-1.6万股-9.86%减仓
Janney Montgomery Scott LLC
0.01%0.02%#80$671.7万13.6万股$783.9万15.8万股-2.2万股-13.87%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#156$498.0万10.1万股$434.4万8.8万股+1.3万股+15.23%加仓
Fiduciary Alliance LLC
0.33%0.26%#10$482.6万9.8万股$433.8万8.7万股+1.1万股+12.24%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.05%0.06%#44$474.3万9.6万股$462.0万9.3万股+2,962股+3.18%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.05%0.02%#45$354.9万7.2万股$137.2万2.8万股+4.4万股+159.81%加仓
Equitable控股Equitable Holdings, Inc.
0.02%0.02%#68$321.5万6.5万股$315.1万7.0万股-4,861股-6.94%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#111$272.1万5.5万股$135.1万2.7万股+2.8万股+102.41%加仓
Sigma Planning Corp
0.07%0.06%#38$260.3万5.3万股$229.7万4.6万股+6,437股+13.90%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#147$248.8万5.0万股$19.1万3,858股+4.7万股+1,207.02%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.02%#84$227.1万4.6万股$201.2万4.1万股+5,440股+13.41%加仓
PKS Advisory Services, LLC
0.31%0.44%#11$192.9万3.9万股$189.1万3.8万股+971股+2.55%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.02%0.02%#75$191.2万3.9万股$250.6万5.1万股-1.2万股-23.32%减仓
Cyndeo Wealth Partners, LLC
0.09%0.09%#32$190.4万3.9万股$173.2万3.5万股+3,664股+10.49%加仓
Proactive Wealth Strategies LLC
0.28%0.33%#13$176.6万3.6万股$178.0万3.6万股-94股-0.26%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#117$164.2万3.3万股$216.8万4.4万股-1.0万股-23.87%减仓
Gateway Wealth Partners, LLC
0.1%0.06%#29$163.7万3.3万股$149.3万3.0万股+3,067股+10.19%加仓
Tower Research Capital LLC (TRC)
0.04%0.06%#49$161.6万3.3万股$215.3万4.3万股-1.1万股-24.55%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.02%0.03%#58$159.7万3.2万股$163.4万3.3万股-575股-1.75%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#179$157.4万3.2万股$29.3万5,916股+2.6万股+439.11%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#139$149.0万3.0万股$157.9万3.1万股-1,345股-4.29%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%<0.01%#102$144.6万2.9万股$70.3万1.4万股+1.5万股+106.79%加仓
Regal Investment Advisors LLC
0.07%0.09%#34$142.6万2.9万股$161.3万3.3万股-3,637股-11.18%减仓
Ausdal Financial Partners, Inc.
0.06%0.06%#41$142.5万2.9万股$137.2万2.8万股+1,222股+4.42%加仓
Asset Allocation Strategies LLC
0.22%0.26%#19$141.7万2.9万股$146.1万2.9万股-737股-2.50%减仓
&Partners&PARTNERS
0.01%0.01%#110$138.7万2.8万股$123.3万2.5万股+3,250股+13.07%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.02%0.04%#60$133.6万2.7万股$132.9万2.7万股+258股+0.96%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.06%0.07%#39$133.5万2.7万股$132.7万2.7万股+305股+1.14%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#100$132.0万2.7万股$122.6万2.5万股+2,034股+8.23%加仓
Kovack Advisors, Inc.
0.06%0.05%#40$131.3万2.7万股$100.0万2.0万股+6,463股+32.05%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#107$129.1万2.6万股$241.7万4.9万股-2.3万股-46.31%减仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#144$128.5万2.6万股$123.9万2.5万股+1,051股+4.21%加仓

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