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 FDLQTI
持有机构数
61
机构合计市值 (Q2 2026)
$2.47亿
机构合计股数 (Q2 2026)
1,279.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+185.7万股
44 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-20.8万股
12 · 4 清仓 · ≈
⚖️ 净额
+164.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.47亿
持有机构数
61
新买入
11
加仓
33
减仓
8
清仓
4
持股不变
9
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
GUARDIAN WEALTH ADVISORS, LLC / NC
2.19%2.54%#3$3,901.7万202.1万股$4,030.0万205.8万股-3.8万股-1.83%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.27%0.32%#13$3,901.7万202.1万股$4,030.0万205.8万股-3.8万股-1.83%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#29$2,969.2万153.8万股$2,727.8万139.3万股+14.4万股+10.37%加仓
Rise Advisors, LLC
5.32%6.42%#1$1,892.0万98.0万股$1,821.8万93.7万股+4.3万股+4.61%加仓
Janney Montgomery Scott LLC
0.02%#33$1,146.8万59.4万股$00股+59.4万股新买入
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#42$1,042.5万54.0万股$918.5万46.9万股+7.1万股+15.09%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.46%0.56%#10$968.7万50.2万股$920.6万47.0万股+3.2万股+6.70%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#53$944.7万48.9万股$439.7万22.5万股+26.5万股+117.85%加仓
LexAurum Advisors, LLC
0.71%0.78%#5$614.9万31.8万股$601.4万30.7万股+1.1万股+3.68%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.03%#31$537.3万27.8万股$511.8万26.1万股+1.7万股+6.45%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.08%0.08%#22$489.6万25.4万股$426.8万21.8万股+3.6万股+16.34%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#56$428.7万22.2万股$421.5万21.5万股+6,702股+3.11%加仓
SageGuard Financial Group, LLC
0.57%0.48%#7$403.0万20.9万股$307.7万15.7万股+5.2万股+32.78%加仓
Delta Investment Management, LLC
0.66%0.65%#6$402.4万20.8万股$364.5万18.6万股+2.2万股+11.94%加仓
Prosperity Financial Group, Inc.
1.22%1.31%#4$393.9万20.4万股$354.9万18.1万股+2.3万股+12.53%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#51$362.6万18.8万股$308.4万15.8万股+3.0万股+19.20%加仓
IFP顾问IFP Advisors, Inc
0.06%0.07%#25$334.4万17.3万股$334.9万17.1万股+2,167股+1.27%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#40$328.9万17.0万股$332.0万17.0万股+748股+0.44%加仓
Sulzberger Capital Advisors, Inc.
2.9%3.6%#2$297.5万15.4万股$352.4万18.0万股-2.6万股-14.40%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#59$295.9万15.3万股$204.7万10.5万股+4.9万股+46.60%加仓
Insight Advisors, LLC/ PA
0.48%0.51%#9$270.3万14.0万股$266.1万13.6万股+4,074股+3.00%加仓
Balboa Wealth Partners
0.35%0.32%#12$260.0万13.5万股$193.4万9.9万股+3.6万股+36.30%加仓
咨询服务网络Advisory Services Network, LLC
0.02%0.02%#34$184.8万9.6万股$175.7万9.0万股+5,970股+6.65%加仓
Independent Wealth Network Inc.
0.44%0.67%#11$174.7万9.0万股$226.2万11.6万股-2.5万股-21.66%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%#55$148.6万7.7万股$00股+7.7万股新买入
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.05%0.04%#27$141.8万7.4万股$51.1万2.6万股+4.8万股+181.71%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#32$124.3万6.4万股$00股+6.4万股新买入
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%0.01%#41$112.8万5.8万股$115.5万5.9万股-531股-0.90%减仓
Capital Investment Advisory Services, LLC
0.06%0.08%#24$103.9万5.4万股$109.4万5.6万股-2,063股-3.69%减仓
Kingsview Wealth Management, LLC
0.02%0.01%#36$98.4万5.0万股$98.4万5.0万股00.00%持仓不变
Capital Analysts, LLC
0.02%0.02%#35$90.4万4.7万股$64.3万3.2万股+1.5万股+46.56%加仓
WINEBRENNER CAPITAL MANAGEMENT LLC
0.54%#8$88.5万4.6万股$00股+4.6万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#54$87.1万4.5万股$78.2万4.0万股+5,147股+12.88%加仓
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#44$86.1万4.5万股$85.7万4.4万股+846股+1.93%加仓
PSI Advisors, LLC
0.18%0.11%#16$75.4万3.9万股$44.6万2.3万股+1.6万股+71.35%加仓
Valmark顾问Valmark Advisers, Inc.
0.01%#46$74.0万3.8万股$00股+3.8万股新买入
Southern Financial Group, LLC
0.19%0.21%#15$72.8万3.8万股$73.8万3.8万股+11股+0.03%加仓
American Financial Advisors, LLC
0.08%0.1%#20$68.6万3.6万股$73.8万3.8万股-2,142股-5.69%减仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03%0.04%#30$67.9万3.5万股$68.8万3.5万股00.00%持仓不变
Forefront Wealth Partners, LLC
0.26%0.27%#14$65.0万3.3万股$65.0万3.3万股00.00%持仓不变
CreativeOne Wealth, LLC
0.01%0.01%#38$58.0万3.0万股$58.8万3.0万股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#52$52.6万2.7万股$30.6万1.6万股+1.2万股+74.42%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#45$50.9万2.6万股$47.6万2.4万股+2,070股+8.52%加仓
Stenger Family Office, LLC
0.08%0.09%#21$50.1万2.6万股$49.9万2.6万股+417股+1.64%加仓
Quad-Cities Investment Group, LLC
0.17%0.19%#17$46.4万2.4万股$47.0万2.4万股00.00%持仓不变
1776 Wealth LLC
0.15%0.17%#18$43.2万2.2万股$43.8万2.2万股00.00%持仓不变
Maridea Wealth Management LLC
0.04%0.05%#28$41.1万2.1万股$37.5万1.9万股+2,100股+10.95%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%<0.01%#48$40.5万2.1万股$22.3万1.1万股+9,630股+84.73%加仓
阿波罗财富管理Apollon Wealth Management, LLC
<0.01%0.01%#49$40.4万2.1万股$40.3万2.1万股+381股+1.85%加仓
PRIVATE CLIENT SERVICES, LLC
0.09%0.1%#19$34.2万1.8万股$34.7万1.8万股00.00%持仓不变

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