13FBOX
第一信托交易所交易基金 · 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

FIRST TR EXCHANGE-TRADED FDFDM
持有机构数
92
机构合计市值 (Q2 2026)
$1.61亿
机构合计股数 (Q2 2026)
173.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+17.7万股
41 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-13.7万股
34 · 7 清仓 · ≈
⚖️ 净额
+4.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.61亿
持有机构数
92
新买入
15
加仓
26
减仓
27
清仓
7
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
LPL金融LPL Financial LLC
<0.01%<0.01%#42$2,009.8万21.6万股$1,759.6万21.4万股+1,489股+0.69%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.35%0.38%#10$1,742.4万19.3万股$1,682.9万19.2万股+614股+0.32%加仓
ARKANSAS FINANCIAL GROUP, INC.
1.97%1.97%#1$1,513.1万16.3万股$1,412.5万16.5万股-2,136股-1.30%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#31$1,338.5万14.4万股$1,144.3万13.9万股+4,352股+3.12%加仓
Private Advisory Group LLC
0.69%1.02%#5$1,280.8万13.8万股$1,554.2万18.9万股-5.2万股-27.35%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#69$1,051.0万11.3万股$720.4万9.5万股+1.8万股+18.69%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#55$713.4万7.7万股$671.3万8.2万股-5,172股-6.32%减仓
HB财富管理HB Wealth Management, LLC
0.02%0.02%#28$419.0万4.5万股$369.4万4.5万股00.00%持仓不变
&Partners&PARTNERS
0.02%0.02%#32$404.2万4.4万股$351.5万4.3万股+929股+2.17%加仓
Urban Financial Advisory Corp
0.96%0.43%#3$347.9万3.7万股$121.8万1.5万股+2.3万股+151.72%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.05%0.05%#21$329.5万3.5万股$294.1万3.6万股-432股-1.21%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#61$322.2万3.5万股$458.6万5.6万股-2.1万股-38.07%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%#33$246.0万2.6万股$00股+2.6万股新买入
Kendall Capital Management
0.38%0.41%#9$226.3万2.4万股$199.5万2.4万股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#60$221.2万2.4万股$152.5万1.9万股+5,142股+27.39%加仓
Envision Financial LLC
0.9%0.55%#4$195.4万2.1万股$102.1万1.2万股+8,552股+68.79%加仓
WESCAP Management Group, Inc.
0.34%0.32%#11$181.9万2.0万股$160.9万2.0万股-60股-0.31%减仓
Virtu Financial LLC
0.06%#18$181.0万1.9万股$00股+1.9万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#80$143.3万1.5万股$00股+1.5万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#82$137.7万1.5万股$00股+1.5万股新买入
Bristlecone Value Partners, LLC
1.09%1.12%#2$135.6万1.5万股$126.9万1.5万股-893股-5.78%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#57$135.0万1.5万股$87.8万1.1万股+3,800股+35.51%加仓
Noble Family Wealth, LLC
0.24%0.24%#14$132.3万1.4万股$116.6万1.4万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#52$128.4万1.4万股$87.2万1.1万股+3,168股+29.82%加仓
NORTHBRIDGE FINANCIAL GROUP, LLC
0.45%0.54%#8$117.0万1.3万股$125.6万1.4万股-1,874股-12.98%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%<0.01%#39$114.4万1.2万股$92.5万1.1万股+1,014股+9.00%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#84$113.9万1.2万股$107.4万1.3万股-851股-6.50%减仓
Texas Yale Capital Corp.
0.02%0.03%#29$108.1万1.2万股$105.2万1.3万股-1,200股-9.36%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#78$108.1万1.2万股$97.9万1.2万股-315股-2.64%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#41$106.4万1.1万股$93.7万1.1万股+11股+0.10%加仓
Camelot Portfolios, LLC
0.63%0.66%#7$98.6万1.1万股$88.6万1.1万股-211股-1.95%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#66$87.9万9,444股$78.3万9,541股-97股-1.02%减仓
E6 Portfolios, LLC
0.69%0.78%#6$86.4万9,283股$75.2万9,156股+127股+1.39%加仓
SMITH, MOORE & CO.
0.05%0.05%#19$82.5万8,862股$72.7万8,862股00.00%持仓不变
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#35$81.3万8,736股$73.6万8,971股-235股-2.62%减仓
FIFTH THIRD SECURITIES, INC.
0.05%0.05%#22$80.5万8,646股$79.9万9,735股-1,089股-11.19%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#67$77.8万8,355股$69.8万8,508股-153股-1.80%减仓
PACIFIC SUN FINANCIAL CORP
0.31%0.32%#13$75.1万8,070股$66.4万8,095股-25股-0.31%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#56$74.7万8,028股$50.8万6,194股+1,834股+29.61%加仓
AE财富管理AE Wealth Management LLC
<0.01%#44$74.6万8,011股$00股+8,011股新买入
MarinerMariner, LLC
<0.01%<0.01%#63$73.0万7,845股$64.4万7,845股00.00%持仓不变
Gladstone Institutional Advisory LLC
0.02%0.02%#30$71.9万7,719股$42.5万5,183股+2,536股+48.93%加仓
Ausdal Financial Partners, Inc.
0.03%0.03%#25$71.8万7,707股$63.2万7,704股+3股+0.04%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#48$71.4万7,666股$56.1万6,839股+827股+12.09%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#62$68.3万7,340股$64.0万7,793股-453股-5.81%减仓
SHP Wealth Management
0.05%0.04%#23$65.9万7,079股$50.6万6,161股+918股+14.90%加仓
Wagner Wealth Management, LLC
0.1%0.1%#16$52.1万5,600股$47.5万5,782股-182股-3.15%减仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.01%#38$45.1万4,849股$00股+4,849股新买入
Gemmer Asset Management LLC
0.03%0.03%#26$40.3万4,326股$37.3万4,544股-218股-4.80%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#79$39.1万4,197股$25.9万3,150股+1,047股+33.24%加仓

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