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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 VIEIPI
持有机构数
166
机构合计市值 (Q2 2026)
$3.90亿
机构合计股数 (Q2 2026)
1,786.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+167.4万股
85 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-53.3万股
66 · 14 清仓 · ≈
⚖️ 净额
+114.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.90亿
持有机构数
166
新买入
30
加仓
55
减仓
52
清仓
14
持股不变
29
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%#103$6,042.9万276.7万股$5,087.5万256.7万股+20.0万股+7.79%加仓
Arvest Bank Trust Division
1.88%2.24%#2$3,844.3万176.0万股$4,117.6万183.1万股-7.1万股-3.86%减仓
LPL金融LPL Financial LLC
0.01%0.01%#84$2,805.7万128.5万股$2,885.1万128.3万股+1,840股+0.14%加仓
Coastal Bridge Advisors, LLC
1.38%1.61%#4$2,235.8万102.4万股$2,278.0万101.3万股+1.1万股+1.07%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#108$2,002.8万91.7万股$1,816.8万80.8万股+10.9万股+13.52%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#112$1,936.8万88.7万股$2,006.9万89.2万股-5,555股-0.62%减仓
现代财富管理Modern Wealth Management, LLC
0.21%0.31%#23$1,767.4万80.9万股$1,791.7万80.4万股+5,056股+0.63%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.09%0.14%#31$1,589.1万72.8万股$1,741.7万77.4万股-4.7万股-6.05%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#97$1,492.9万68.4万股$1,499.2万66.7万股+1.7万股+2.55%加仓
ARVEST INVESTMENTS, INC.
1.61%1.89%#3$1,333.3万61.0万股$1,383.6万61.5万股-4,737股-0.77%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%<0.01%#79$970.0万44.4万股$287.7万12.8万股+31.6万股+247.26%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#77$698.9万32.0万股$633.5万28.2万股+3.8万股+13.60%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#63$657.7万30.1万股$677.9万30.1万股-270股-0.09%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#130$601.6万27.5万股$512.5万22.8万股+4.8万股+20.89%加仓
顶峰金融Summit Financial, LLC
0.05%0.06%#39$470.0万21.5万股$501.4万22.3万股-7,740股-3.47%减仓
HB财富管理HB Wealth Management, LLC
0.03%#52$454.8万20.8万股$00股+20.8万股新买入
Triad Wealth Partners, LLC
0.24%#20$416.2万18.7万股$00股+18.7万股新买入
Paller Financial Services Inc
2.83%3.35%#1$378.3万17.3万股$404.7万18.0万股-6,760股-3.76%减仓
Z3 Capital Partners, LLC
0.71%0.88%#8$337.7万15.5万股$348.7万15.5万股-435股-0.28%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#109$323.0万14.8万股$394.7万17.5万股-2.8万股-15.73%减仓
Retirement Planning Co of New England, Inc.
1.15%1.33%#5$319.8万14.6万股$326.8万14.5万股+1,142股+0.79%加仓
NOTTINGHAM ADVISORS, INC.
0.38%0.41%#15$315.5万14.1万股$315.3万14.0万股+684股+0.49%加仓
Cambridge Advisors Inc.
0.53%0.64%#10$310.7万14.2万股$329.2万14.6万股-4,132股-2.82%减仓
NWF Advisory Services Inc.
0.28%0.35%#19$299.2万13.7万股$310.2万13.8万股-950股-0.69%减仓
Sowell Financial Services LLC
0.1%0.12%#29$292.5万13.4万股$314.6万14.0万股-5,936股-4.24%减仓
Kingsview Wealth Management, LLC
0.05%0.04%#40$280.5万12.5万股$280.5万12.5万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#149$226.8万10.4万股$255.8万11.4万股-9,888股-8.69%减仓
Community Bank, N.A.
0.24%0.27%#22$218.4万10.0万股$224.8万10.0万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#82$206.9万9.5万股$217.2万9.7万股-1,841股-1.91%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#141$192.1万8.8万股$00股+8.8万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#104$189.4万8.6万股$184.1万8.2万股+3,514股+4.28%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.07%0.1%#33$185.3万8.5万股$208.1万9.3万股-7,698股-8.32%减仓
OneAscent Family Office, LLC
0.92%0.8%#7$182.1万8.3万股$114.8万5.1万股+3.2万股+63.36%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#145$169.6万7.8万股$93.0万4.1万股+3.6万股+87.91%加仓
WINEBRENNER CAPITAL MANAGEMENT LLC
1.03%1.18%#6$168.6万7.7万股$183.7万8.2万股-4,466股-5.47%减仓
Mystic Asset Management, Inc.
0.35%0.4%#16$165.5万7.6万股$171.6万7.6万股-524股-0.69%减仓
ALTFEST L J & CO INC
0.16%0.17%#27$160.8万7.4万股$160.4万7.1万股+2,340股+3.28%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#118$160.3万7.3万股$161.1万7.2万股+1,804股+2.52%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#101$159.7万7.3万股$31.9万1.4万股+5.9万股+415.83%加仓
Strait & Sound Wealth Management LLC
0.53%0.58%#11$151.7万6.9万股$156.8万7.0万股-226股-0.32%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#78$148.0万6.8万股$152.7万6.8万股-171股-0.25%减仓
Magnus Financial Group LLC
0.09%0.11%#30$132.9万6.1万股$136.8万6.1万股+51股+0.08%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.04%0.05%#44$128.3万5.9万股$133.2万5.9万股-473股-0.80%减仓
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
0.56%0.72%#9$118.3万5.4万股$137.9万6.1万股-7,146股-11.65%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#87$116.4万5.3万股$107.8万4.8万股+5,354股+11.17%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#99$112.2万5.1万股$106.3万4.7万股+4,101股+8.67%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#135$109.2万5.0万股$38.5万1.7万股+3.3万股+191.93%加仓
MGO资本MGO ONE SEVEN LLC
0.02%0.02%#59$107.2万4.9万股$110.1万4.9万股+153股+0.31%加仓
Chevy Chase信托控股Chevy Chase Trust Holdings, LLC
<0.01%#110$105.8万4.8万股$00股+4.8万股新买入
Formidable Asset Management, LLC
0.17%0.14%#25$105.5万4.7万股$93.3万4.7万股-50股-0.11%减仓

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