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 IIIFEMB
持有机构数
101
机构合计市值 (Q2 2026)
$2.28亿
机构合计股数 (Q2 2026)
781.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+123.1万股
55 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-161.7万股
51 · 18 清仓 · ≈
⚖️ 净额
-38.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.28亿
持有机构数
101
新买入
17
加仓
38
减仓
33
清仓
18
持股不变
13
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%#62$5,186.2万177.5万股$3,988.1万135.9万股+41.6万股+30.58%加仓
LPL金融LPL Financial LLC
0.01%0.01%#41$3,394.0万116.2万股$4,082.5万142.1万股-25.9万股-18.24%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.11%0.08%#17$1,319.8万45.2万股$780.4万27.2万股+18.0万股+66.33%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#67$1,170.8万40.1万股$551.7万19.2万股+20.9万股+108.73%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#66$1,155.1万39.5万股$958.1万33.3万股+6.2万股+18.57%加仓
Marshall Financial Group, LLC
1.61%1.44%#2$1,106.4万37.9万股$897.1万31.2万股+6.6万股+21.29%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#36$993.0万34.0万股$946.2万32.9万股+1.1万股+3.21%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.01%0.01%#46$976.2万33.4万股$918.6万32.0万股+1.4万股+4.51%加仓
Seascape Capital Management
1.76%1.95%#1$736.2万25.2万股$677.1万23.6万股+1.6万股+6.93%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#68$702.6万24.0万股$604.7万21.0万股+3.0万股+14.26%加仓
&Partners&PARTNERS
0.02%0.02%#31$447.8万15.3万股$413.4万14.4万股+9,339股+6.49%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#73$366.1万12.5万股$722.5万25.1万股-12.6万股-50.16%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#60$323.5万11.1万股$314.8万11.0万股+1,172股+1.07%加仓
Euro Pacific Asset Management, LLC
0.34%0.33%#8$318.7万10.9万股$331.1万11.4万股-5,166股-4.52%减仓
Janney Montgomery Scott LLC
<0.01%0.01%#50$252.1万8.6万股$252.0万8.8万股-1,443股-1.65%减仓
Endowment Wealth Management, Inc.
0.92%1%#3$237.2万8.1万股$226.8万7.9万股+2,256股+2.86%加仓
IAMS WEALTH MANAGEMENT, LLC
0.69%0.8%#4$228.9万7.8万股$228.7万8.0万股-1,261股-1.58%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#43$220.3万7.5万股$247.7万8.6万股-1.1万股-12.52%减仓
Avior Wealth Management, LLC
0.06%0.06%#22$204.7万7.1万股$204.7万7.1万股00.00%持仓不变
Walkner Condon Financial Advisors LLC
0.2%0.18%#11$176.6万6.0万股$136.4万4.7万股+1.3万股+27.37%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.03%0.03%#26$170.4万5.8万股$138.2万4.8万股+1.0万股+21.25%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#90$162.3万5.6万股$626.8万21.8万股-16.3万股-74.54%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#42$162.0万5.5万股$149.8万5.2万股+3,314股+6.36%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#58$133.2万4.6万股$142.6万5.0万股-4,065股-8.19%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#32$132.6万4.5万股$131.7万4.6万股-426股-0.93%减仓
咨询服务网络Advisory Services Network, LLC
0.01%0.02%#33$131.4万4.5万股$148.7万5.2万股-6,809股-13.15%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%0.01%#30$130.4万4.5万股$43.1万1.5万股+3.0万股+197.62%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#44$117.3万4.0万股$106.3万3.7万股+3,165股+8.56%加仓
Redhawk Wealth Advisors, Inc.
0.11%0.11%#16$116.3万4.0万股$95.8万3.3万股+6,476股+19.43%加仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.02%#34$96.7万3.3万股$95.1万3.3万股-2股-0.01%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.01%0.01%#40$89.8万3.1万股$88.3万3.1万股00.00%持仓不变
HBW ADVISORY SERVICES LLC
0.08%0.09%#20$88.7万3.0万股$88.7万3.1万股-526股-1.70%减仓
Treasure Coast Financial Planning
0.41%#6$84.7万2.9万股$00股+2.9万股新买入
AssetMarkASSETMARK, INC
<0.01%<0.01%#69$83.8万2.9万股$83.3万2.9万股-325股-1.12%减仓
COTTONWOOD CAPITAL ADVISORS, LLC
0.5%0.58%#5$82.9万2.8万股$81.7万2.8万股-33股-0.12%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%0.01%#45$75.8万2.6万股$75.2万2.6万股-215股-0.82%减仓
Pine Valley Investments Ltd Liability Co
0.03%0.03%#28$74.2万2.5万股$75.6万2.6万股-923股-3.51%减仓
Rareview Capital LLC
0.4%0.45%#7$71.1万2.5万股$77.1万2.7万股-2,052股-7.69%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#57$63.1万2.2万股$53.9万1.9万股+2,850股+15.20%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#59$62.6万2.1万股$63.6万2.2万股-714股-3.23%减仓
MAI资本管理MAI Capital Management
<0.01%#65$57.0万2.0万股$00股+2.0万股新买入
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#48$56.3万1.9万股$56.0万1.9万股-225股-1.16%减仓
EVOKE WEALTH, LLC
0.01%0.01%#37$56.0万2.0万股$56.0万2.0万股00.00%持仓不变
Private Advisory Group LLC
0.03%#27$55.7万1.9万股$00股+1.9万股新买入
InTrack Investment Management Inc
0.25%0.12%#10$51.3万1.8万股$21.1万7,333股+1.0万股+139.48%加仓
BAM Wealth Management, LLC
0.3%0.24%#9$47.2万1.6万股$32.7万1.1万股+4,799股+42.21%加仓
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#61$44.7万1.5万股$41.4万1.4万股+905股+6.28%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#75$44.3万1.5万股$28.5万9,930股+5,222股+52.59%加仓
Kovack Advisors, Inc.
0.02%0.02%#29$43.1万1.5万股$42.4万1.5万股+19股+0.13%加仓
FSB PREMIER WEALTH MANAGEMENT, INC.
0.12%#15$41.9万1.4万股$00股+1.4万股新买入

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