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 VIFSEP
持有机构数
148
机构合计市值 (Q2 2026)
$2.63亿
机构合计股数 (Q2 2026)
477.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+40.1万股
36 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-167.7万股
85 · 17 清仓 · ≈
⚖️ 净额
-127.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.63亿
持有机构数
148
新买入
14
加仓
22
减仓
68
清仓
17
持股不变
44
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
财富关怀顾问Wealthcare Advisory Partners LLC
0.77%0.72%#8$4,086.4万74.2万股$3,693.7万73.4万股+8,006股+1.09%加仓
AssetMarkASSETMARK, INC
0.03%0.03%#64$1,642.2万29.8万股$1,409.2万28.0万股+1.8万股+6.49%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#73$1,641.0万29.8万股$1,403.8万27.9万股+1.9万股+6.82%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.02%#89$1,199.9万21.8万股$1,852.5万36.8万股-15.0万股-40.81%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#119$1,170.1万21.2万股$1,211.2万24.1万股-2.8万股-11.72%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#120$1,084.0万19.7万股$2,455.9万48.8万股-29.1万股-59.67%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#84$1,052.9万19.1万股$1,022.0万20.3万股-1.2万股-5.86%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#116$1,004.7万18.2万股$986.9万19.6万股-1.4万股-6.97%减仓
REAP Financial Group, LLC
1.18%1.37%#3$691.5万12.6万股$694.4万13.8万股-1.2万股-9.00%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#71$611.3万11.1万股$817.6万16.2万股-5.1万股-31.67%减仓
Schulz Wealth, LTD.
2.93%#1$567.8万10.3万股$00股+10.3万股新买入
Keystone Wealth Services, LLC
0.96%1.01%#5$514.9万9.3万股$474.5万9.4万股-800股-0.85%减仓
Strategic Blueprint, LLC
0.23%0.3%#18$466.7万8.5万股$522.3万10.4万股-1.9万股-18.34%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#92$463.1万8.4万股$340.6万6.8万股+1.6万股+24.21%加仓
1776 Wealth LLC
1.43%1.45%#2$404.3万7.3万股$369.5万7.3万股00.00%持仓不变
繁荣金融服务Prospera Financial Services Inc
0.06%0.06%#46$380.9万6.9万股$349.5万6.9万股-285股-0.41%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.05%0.06%#52$370.1万6.7万股$368.1万7.3万股-5,941股-8.12%减仓
HRT金融HRT FINANCIAL LP
0.01%#97$345.0万6.3万股$00股+6.3万股新买入
Fragasso Financial Advisors Inc
0.18%0.19%#25$333.4万6.1万股$310.9万6.1万股-776股-1.27%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.05%0.01%#49$322.0万5.8万股$52.0万1.0万股+4.8万股+466.28%加仓
ERn Financial, LLC
0.39%0.41%#10$236.0万4.3万股$216.5万4.3万股-187股-0.43%减仓
Integrity Financial Corp /WA
1.11%1.08%#4$232.0万4.2万股$216.6万4.3万股-923股-2.14%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#91$192.1万3.5万股$184.7万3.7万股-1,814股-4.94%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#115$179.0万3.3万股$173.0万3.4万股-1,867股-5.43%减仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.05%0.05%#55$175.6万3.2万股$162.4万3.2万股-400股-1.24%减仓
BECK CAPITAL MANAGEMENT, LLC
0.31%0.28%#12$168.0万3.1万股$123.2万2.4万股+6,032股+24.65%加仓
Sloy Dahl & Holst, LLC
0.21%0.21%#21$167.9万3.0万股$153.4万3.0万股00.00%持仓不变
FOUNDERS FINANCIAL SECURITIES LLC
0.09%0.08%#32$167.4万3.0万股$149.1万2.9万股+1,633股+5.68%加仓
FWG Investments, LLC.
0.84%0.92%#7$158.9万2.9万股$145.3万2.9万股-30股-0.10%减仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.19%0.2%#23$153.1万2.8万股$140.2万2.8万股-47股-0.17%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#113$148.5万2.7万股$136.6万2.7万股-179股-0.66%减仓
McKinley Carter Wealth Services, Inc.
0.07%0.08%#36$145.4万2.6万股$132.9万2.6万股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#126$141.7万2.6万股$128.1万2.5万股+269股+1.06%加仓
布利克利金融集团Bleakley Financial Group, LLC
0.02%0.02%#75$136.0万2.5万股$124.3万2.5万股00.00%持仓不变
Signal Advisors Wealth, LLC
0.07%0.13%#39$135.3万2.5万股$189.9万3.8万股-1.3万股-34.89%减仓
Octavia Wealth Advisors, LLC
0.12%0.12%#28$134.7万2.4万股$123.1万2.4万股00.00%持仓不变
American Alpha Advisors, LLC
0.67%0.6%#9$123.6万2.2万股$113.0万2.2万股-23股-0.10%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.02%0.02%#69$122.2万2.2万股$49.5万9,832股+1.2万股+125.68%加仓
Accel Wealth Management
0.27%0.3%#16$119.5万2.2万股$116.7万2.3万股-1,489股-6.42%减仓
FSB PREMIER WEALTH MANAGEMENT, INC.
0.34%0.34%#11$119.4万2.2万股$109.3万2.2万股-31股-0.14%减仓
MGO资本MGO ONE SEVEN LLC
0.02%0.02%#72$119.0万2.2万股$110.8万2.2万股-410股-1.86%减仓
CENTAURUS FINANCIAL, INC.
0.04%0.05%#56$116.3万2.1万股$106.3万2.1万股00.00%持仓不变
LEGACY SOLUTIONS, LLC
0.92%1.08%#6$113.9万2.1万股$116.2万2.3万股-2,414股-10.46%减仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05%0.06%#54$110.7万2.0万股$101.1万2.0万股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#127$109.2万2.0万股$130.6万2.6万股-6,131股-23.62%减仓
Clear Creek Financial Management, LLC
0.07%0.07%#40$105.6万1.9万股$96.5万1.9万股00.00%持仓不变
Wood Tarver Financial Group, LLC
0.25%0.3%#17$105.4万1.9万股$108.4万2.2万股-2,410股-11.19%减仓
SILVER OAK SECURITIES, INCORPORATED
0.06%0.07%#42$103.9万1.9万股$94.9万1.9万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#139$98.9万1.8万股$121.1万2.4万股-6,098股-25.34%减仓
CoreCap 顾问CoreCap Advisors, LLC
0.03%0.03%#63$96.7万1.8万股$86.3万1.7万股+402股+2.34%加仓

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