13FBOX
第一信托交易所交易基金III · 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III

FIRST TR EXCH TRADED FD IIIFSMB
持有机构数
140
机构合计市值 (Q2 2026)
$5.23亿
机构合计股数 (Q2 2026)
2,618.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+548.4万股
86 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-174.6万股
48 · 18 清仓 · ≈
⚖️ 净额
+373.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.23亿
持有机构数
140
新买入
18
加仓
68
减仓
30
清仓
18
持股不变
24
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%#103$1.05亿524.6万股$8,827.4万439.6万股+85.0万股+19.34%加仓
LPL金融LPL Financial LLC
0.01%0.01%#83$4,990.7万249.7万股$4,525.9万226.7万股+22.9万股+10.11%加仓
RMR Wealth Builders
1.43%1.69%#5$2,301.8万115.1万股$2,150.2万107.7万股+7.4万股+6.89%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#70$1,791.5万89.6万股$1,894.9万94.9万股-5.3万股-5.60%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.03%#81$1,713.2万85.7万股$2,101.0万105.3万股-19.6万股-18.58%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#68$1,461.0万73.1万股$545.3万27.3万股+45.8万股+167.54%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#121$1,425.9万71.3万股$1,353.5万67.8万股+3.5万股+5.19%加仓
Waverly顾问Waverly Advisors, LLC
0.08%#30$1,403.2万70.2万股$00股+70.2万股新买入
PFS Partners, LLC
5.46%6.27%#1$1,348.6万67.5万股$1,367.8万68.5万股-1.1万股-1.55%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#109$1,315.3万65.8万股$919.2万46.1万股+19.7万股+42.88%加仓
VAQUERO PRIVATE WEALTH, LTD
2.48%#2$1,202.9万60.2万股$00股+60.2万股新买入
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#84$1,186.7万59.4万股$1,101.8万55.2万股+4.2万股+7.55%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#71$1,046.3万52.3万股$1,017.5万51.0万股+1.4万股+2.67%加仓
XML Financial, LLC
0.76%#9$1,038.1万51.9万股$00股+51.9万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.03%0.04%#52$1,021.6万51.1万股$1,060.2万53.1万股-2.0万股-3.78%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#87$894.1万44.7万股$408.3万20.5万股+24.3万股+118.68%加仓
EnRich Financial Partners LLC
2.09%2.2%#3$879.7万44.0万股$829.6万41.6万股+2.4万股+5.88%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#125$836.8万41.9万股$826.6万41.4万股+4,480股+1.08%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#119$778.4万38.9万股$754.2万37.8万股+1.2万股+3.06%加仓
Francis Financial, Inc.
1.17%1.32%#7$715.3万35.8万股$713.3万35.7万股+501股+0.14%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#128$708.9万35.5万股$644.7万32.3万股+3.2万股+9.79%加仓
Per Stirling Capital Management, LLC.
0.6%0.66%#11$628.9万31.5万股$595.1万29.8万股+1.6万股+5.52%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#132$594.7万29.8万股$419.5万21.0万股+8.7万股+41.56%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#80$592.9万29.7万股$553.9万27.8万股+1.9万股+6.88%加仓
Allworth金融Allworth Financial LP
0.02%0.02%#61$566.5万28.3万股$438.7万22.0万股+6.4万股+28.93%加仓
Nilsine Partners, LLC
0.39%0.44%#14$562.3万28.1万股$564.0万28.2万股-757股-0.27%减仓
CONDOR CAPITAL MANAGEMENT
0.37%0.41%#15$496.1万24.8万股$496.3万24.9万股-496股-0.20%减仓
TRUE BLUE FINANCIAL, LLC
2.01%3.32%#4$475.8万23.8万股$421.5万21.1万股+2.7万股+12.72%加仓
Principle Wealth Partners LLC
0.23%0.04%#22$462.8万23.1万股$62.9万3.1万股+20.0万股+635.06%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#108$442.5万22.1万股$384.4万19.3万股+2.9万股+14.95%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#131$400.1万20.0万股$34.2万1.7万股+18.3万股+1,067.36%加仓
Gateway Wealth Partners, LLC
0.21%0.18%#23$353.5万17.7万股$467.1万23.4万股-5.7万股-24.45%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#101$316.1万15.8万股$274.3万13.7万股+2.1万股+15.06%加仓
IFP顾问IFP Advisors, Inc
0.05%0.06%#42$272.1万13.6万股$273.9万13.7万股-1,112股-0.81%减仓
RFG顾问RFG Advisory, LLC
0.04%0.04%#45$266.4万13.3万股$239.3万12.0万股+1.3万股+11.14%加仓
Elequin 资本Elequin Capital, LP
0.08%#32$266.1万13.3万股$00股+13.3万股新买入
CARY STREET PARTNERS FINANCIAL LLC
0.05%#41$245.1万12.3万股$00股+12.3万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#93$243.2万12.2万股$221.9万11.1万股+1.0万股+9.40%加仓
Copper Harbor Investment Advisors, LLC
0.51%#12$239.8万12.0万股$00股+12.0万股新买入
Dynamic Advisor Solutions LLC
0.06%0.07%#37$224.1万11.2万股$207.1万10.4万股+8,356股+8.05%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#89$217.7万10.9万股$216.8万10.9万股+278股+0.26%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.01%#90$206.8万10.3万股$195.7万9.8万股+5,428股+5.54%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.02%#72$202.4万10.1万股$218.2万10.9万股-8,041股-7.36%减仓
MGO资本MGO ONE SEVEN LLC
0.03%0.04%#50$199.6万10.0万股$189.0万9.5万股+5,146股+5.43%加仓
Tower Research Capital LLC (TRC)
0.05%<0.01%#44$184.0万9.2万股$4.4万2,194股+9.0万股+4,096.35%加仓
Insight Inv LLC
0.86%0.95%#8$182.9万9.1万股$173.3万8.7万股+4,675股+5.39%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#86$176.1万8.8万股$161.5万8.1万股+7,497股+9.30%加仓
Hobart Private Capital, LLC
0.3%0.26%#18$172.1万8.6万股$133.5万6.7万股+1.9万股+28.74%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.02%0.03%#69$163.6万8.2万股$203.8万10.2万股-2.0万股-19.88%减仓
GENESIS PRIVATE WEALTH, LLC
0.45%0.46%#13$159.2万8.0万股$145.0万7.3万股+6,978股+9.60%加仓

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