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 VIFDEC
持有机构数
147
机构合计市值 (Q2 2026)
$2.97亿
机构合计股数 (Q2 2026)
545.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+51.5万股
46 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-152.2万股
79 · 20 清仓 · ≈
⚖️ 净额
-100.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.97亿
持有机构数
147
新买入
15
加仓
31
减仓
59
清仓
20
持股不变
42
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
Griffith & Werner, Inc.
12.7%11.98%#1$2,710.8万49.8万股$2,418.6万48.6万股+1.1万股+2.31%加仓
AssetMarkASSETMARK, INC
0.03%0.03%#60$1,644.7万30.2万股$1,401.9万28.2万股+2.0万股+7.09%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#70$1,633.4万30.0万股$1,538.9万31.0万股-9,629股-3.11%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#118$1,469.6万27.0万股$2,761.9万55.5万股-28.6万股-51.43%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#115$1,407.6万25.8万股$1,374.5万27.6万股-1.8万股-6.52%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#122$1,265.0万23.2万股$1,049.8万21.1万股+2.1万股+10.00%加仓
MGO资本MGO ONE SEVEN LLC
0.19%0.22%#29$1,178.7万21.6万股$1,077.8万21.7万股-356股-0.16%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.02%#90$1,094.0万20.1万股$1,785.1万35.9万股-15.8万股-44.06%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#85$933.6万17.1万股$634.4万12.8万股+4.4万股+34.32%加仓
Schulz Wealth, LTD.
4.17%#2$807.8万14.8万股$00股+14.8万股新买入
加拿大国家银行NATIONAL BANK OF CANADA /FI/
0.01%0.01%#105$740.1万13.6万股$632.4万12.7万股+8,901股+7.00%加仓
Janney Montgomery Scott LLC
0.01%0.01%#79$637.2万11.7万股$583.1万11.7万股-283股-0.24%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#71$575.3万10.6万股$672.6万13.5万股-3.0万股-21.92%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#109$481.7万8.8万股$489.6万9.8万股-1.0万股-10.19%减仓
Faithward Advisors, LLC
0.57%0.61%#14$463.9万8.5万股$425.7万8.6万股-444股-0.52%减仓
LEIGH BALDWIN & CO., LLC
2.5%2.38%#3$463.3万8.5万股$367.4万7.4万股+1.1万股+15.12%加仓
NOVEM GROUP
0.45%0.46%#15$448.6万8.2万股$402.2万8.1万股+1,458股+1.80%加仓
REAP Financial Group, LLC
0.76%0.8%#7$444.7万8.2万股$405.6万8.2万股+75股+0.09%加仓
Harvest Investment Services, LLC
0.68%0.72%#9$441.2万8.1万股$396.0万8.0万股+1,361股+1.71%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#98$415.7万7.6万股$335.5万6.7万股+8,830股+13.08%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.06%0.06%#43$412.0万7.6万股$394.6万7.9万股-3,718股-4.68%减仓
斯蒂芬斯公司STEPHENS INC /AR/
0.05%0.05%#50$405.2万7.4万股$374.0万7.5万股-829股-1.10%减仓
Crusonia Wealth Advisors LLC
0.66%0.76%#10$400.6万7.4万股$366.4万7.4万股-145股-0.20%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#107$393.0万7.2万股$363.0万7.3万股-851股-1.17%减仓
NovaPoint Capital, LLC
0.76%1.01%#6$367.7万6.8万股$401.5万8.1万股-1.3万股-16.40%减仓
Keystone Wealth Services, LLC
0.6%0.66%#13$321.4万5.9万股$309.9万6.2万股-3,320股-5.33%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#129$251.2万4.6万股$92.5万1.9万股+2.8万股+147.85%加仓
Ignite Planners, LLC
0.34%0.34%#21$244.9万4.5万股$221.7万4.5万股+376股+0.84%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.03%0.04%#56$225.2万4.1万股$239.2万4.8万股-6,773股-14.08%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#140$211.2万3.9万股$101.3万2.0万股+1.8万股+90.37%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#125$207.0万3.8万股$181.6万3.7万股+1,493股+4.09%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%<0.01%#55$195.8万3.6万股$29.1万5,862股+3.0万股+513.32%加仓
Integrity Financial Corp /WA
0.94%0.95%#5$195.8万3.6万股$191.3万3.8万股-2,527股-6.57%减仓
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#117$195.6万3.6万股$26.1万5,264股+3.1万股+582.20%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#108$194.0万3.6万股$177.1万3.6万股00.00%持仓不变
McKinley Carter Wealth Services, Inc.
0.1%0.1%#38$190.3万3.5万股$173.7万3.5万股00.00%持仓不变
FWG Investments, LLC.
0.99%1.12%#4$187.3万3.4万股$176.2万3.5万股-1,037股-2.93%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#95$185.1万3.4万股$172.5万3.5万股-707股-2.04%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.04%0.03%#54$182.2万3.3万股$66.6万1.3万股+2.0万股+149.93%加仓
FOUNDERS FINANCIAL SECURITIES LLC
0.09%0.09%#39$180.5万3.3万股$162.2万3.2万股+1,551股+4.91%加仓
1776 Wealth LLC
0.61%0.63%#12$174.1万3.2万股$158.9万3.2万股00.00%持仓不变
AE财富管理AE Wealth Management LLC
0.01%0.01%#100$173.1万3.2万股$160.8万3.2万股-564股-1.74%减仓
RFG顾问RFG Advisory, LLC
0.03%0.02%#62$160.0万2.9万股$132.4万2.7万股+2,747股+10.32%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#139$141.9万2.6万股$135.6万2.7万股-1,214股-4.45%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#104$140.9万2.6万股$135.9万2.7万股-1,452股-5.31%减仓
Tanglewood Legacy Advisors, LLC
0.45%0.52%#17$138.8万2.5万股$144.0万2.9万股-3,472股-11.99%减仓
COMPASS CAPITAL CORP /MA/ /ADV
0.45%0.45%#16$134.4万2.4万股$124.3万2.3万股+968股+4.17%加仓
Bison Wealth, LLC
0.12%0.13%#33$133.0万2.4万股$130.8万2.4万股00.00%持仓不变
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#78$126.7万2.3万股$117.3万2.4万股-320股-1.36%减仓
MarinerMariner, LLC
<0.01%<0.01%#130$118.5万2.2万股$112.4万2.3万股-852股-3.77%减仓

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