13FBOX
第一信托交易所交易基金VI · 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VI

FIRST TR EXCHNG TRADED FD VIFOCT
持有机构数
143
机构合计市值 (Q2 2026)
$2.20亿
机构合计股数 (Q2 2026)
421.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+29.9万股
35 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-131.3万股
81 · 13 清仓 · ≈
⚖️ 净额
-101.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.20亿
持有机构数
143
新买入
19
加仓
16
减仓
68
清仓
13
持股不变
40
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#96$2,660.5万50.9万股$4,171.8万87.5万股-36.6万股-41.85%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#100$1,815.5万34.7万股$1,685.1万35.3万股-6,222股-1.76%减仓
AssetMarkASSETMARK, INC
0.03%0.03%#51$1,640.1万31.4万股$1,407.7万29.5万股+1.8万股+6.24%加仓
布利克利金融集团Bleakley Financial Group, LLC
0.15%0.17%#24$1,165.8万22.3万股$1,103.5万23.1万股-8,487股-3.67%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#77$1,013.9万19.4万股$866.7万18.2万股+1.2万股+6.67%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.02%#90$911.1万17.4万股$1,684.3万35.3万股-17.9万股-50.67%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#121$769.2万14.7万股$873.0万18.3万股-3.6万股-19.65%减仓
REAP Financial Group, LLC
1.29%1.36%#2$756.8万14.5万股$691.5万14.5万股-300股-0.21%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#91$652.5万12.5万股$710.1万14.9万股-2.4万股-16.20%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#74$615.9万11.8万股$479.4万10.1万股+1.7万股+17.15%加仓
Capital Analysts, LLC
0.11%0.13%#28$476.0万9.1万股$445.4万9.1万股+107股+0.12%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#70$433.8万8.3万股$510.9万10.7万股-2.4万股-22.58%减仓
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
0.49%0.46%#8$370.4万7.1万股$337.9万7.1万股-30股-0.04%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.04%0.05%#46$305.6万5.8万股$319.2万6.7万股-8,506股-12.70%减仓
Valtinson Bruner Financial Planning LLC
0.67%0.67%#4$266.3万5.1万股$245.0万5.1万股-467股-0.91%减仓
FWG Investments, LLC.
1.37%1.55%#1$258.9万5.0万股$244.4万5.1万股-1,740股-3.40%减仓
Janney Montgomery Scott LLC
<0.01%0.01%#101$246.0万4.7万股$226.1万4.7万股-368股-0.78%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#134$243.6万4.7万股$248.4万5.2万股-5,499股-10.56%减仓
SMART Wealth LLC
0.52%0.54%#7$242.7万4.6万股$184.5万3.9万股+7,703股+19.90%加仓
SOA Wealth Advisors, LLC.
0.18%0.39%#22$230.4万4.4万股$210.5万4.4万股-75股-0.17%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#112$226.2万4.3万股$231.9万4.9万股-5,362股-11.03%减仓
FIDUCIARY FINANCIAL ADVISORS
0.22%#18$220.8万4.2万股$00股+4.2万股新买入
Ameritas咨询服务Ameritas Advisory Services, LLC
0.04%0.03%#48$185.8万3.6万股$78.4万1.6万股+1.9万股+115.95%加仓
FOUNDERS FINANCIAL SECURITIES LLC
0.09%0.09%#32$171.0万3.3万股$153.2万3.1万股+1,570股+5.04%加仓
McKinley Carter Wealth Services, Inc.
0.09%0.09%#33$167.9万3.2万股$153.6万3.2万股-100股-0.31%减仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.06%0.11%#39$164.5万3.1万股$150.0万3.1万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#114$159.5万3.1万股$168.3万3.5万股-4,806股-13.61%减仓
Harvest Investment Services, LLC
0.24%0.26%#16$155.5万3.0万股$142.8万3.0万股-212股-0.71%减仓
Brookstone资本管理Brookstone Capital Management
0.02%0.02%#66$154.4万3.0万股$180.8万3.8万股-8,390股-22.12%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#137$151.0万2.9万股$153.8万3.2万股-3,380股-10.48%减仓
Reflection Asset Management
0.87%#3$141.7万2.8万股$00股+2.8万股新买入
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.01%#97$127.1万2.4万股$122.0万2.6万股-1,270股-4.96%减仓
SILVER OAK SECURITIES, INCORPORATED
0.08%0.08%#35$127.0万2.4万股$115.8万2.4万股00.00%持仓不变
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#120$125.4万2.4万股$127.2万2.7万股-2,700股-10.12%减仓
Keystone Wealth Services, LLC
0.22%0.24%#19$120.8万2.3万股$110.1万2.3万股00.00%持仓不变
Fragasso Financial Advisors Inc
0.06%0.06%#41$112.5万2.2万股$103.9万2.2万股-42股-0.19%减仓
Integrity Financial Corp /WA
0.53%0.53%#5$110.3万2.1万股$107.4万2.3万股-1,418股-6.30%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#136$108.3万2.1万股$00股+2.1万股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#130$103.2万2.0万股$96.8万2.0万股-569股-2.80%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%#64$101.7万1.9万股$00股+1.9万股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#105$96.6万1.8万股$89.0万1.9万股-193股-1.03%减仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#69$92.4万1.8万股$74.7万1.6万股+2,011股+12.84%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#84$89.5万1.7万股$81.6万1.7万股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#104$89.1万1.7万股$82.6万1.7万股-279股-1.61%减仓
Ashton Thomas Private Wealth, LLC
0.02%0.02%#61$83.6万1.6万股$69.4万1.5万股+1,428股+9.81%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.02%0.03%#55$83.2万1.6万股$74.6万1.6万股+270股+1.73%加仓
Bison Wealth, LLC
0.08%0.08%#36$82.8万1.6万股$81.3万1.6万股00.00%持仓不变
Freedom Investment Management, Inc.
0.23%0.22%#17$82.3万1.6万股$75.0万1.6万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#141$81.9万1.6万股$5.8万1,245股+1.5万股+1,169.08%加仓
HRT金融HRT FINANCIAL LP
<0.01%#126$81.7万1.6万股$00股+1.6万股新买入

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