13FBOX
FIRST TR INDXX INNOVATIVE TRNS & PROC ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TR INDXX INNOVATIVE TRNS & PROC ETF

LEGR
持有机构数
62
机构合计市值 (Q2 2026)
$5,649.9万
机构合计股数 (Q2 2026)
87.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.8万股
28 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.4万股
26 · 7 清仓 · ≈
⚖️ 净额
+2.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,649.9万
持有机构数
62
新买入
5
加仓
23
减仓
19
清仓
7
持股不变
15
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%#24$897.3万14.0万股$857.8万14.9万股-8,843股-5.95%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.01%#11$688.7万10.7万股$624.7万10.8万股-955股-0.88%减仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.24%0.17%#1$594.6万9.3万股$355.1万6.1万股+3.1万股+50.53%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#40$439.7万6.8万股$561.4万9.7万股-2.9万股-29.59%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$392.5万6.1万股$362.6万6.3万股-1,685股-2.68%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#9$285.9万4.5万股$190.9万3.3万股+1.1万股+34.63%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#49$234.6万3.7万股$211.8万3.7万股-156股-0.43%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#47$195.2万3.0万股$00股+3.0万股新买入
FLOW TRADERS U.S. LLC
0.07%#5$169.3万2.6万股$00股+2.6万股新买入
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#8$163.2万2.5万股$147.0万2.5万股-57股-0.22%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#33$146.5万2.3万股$131.0万2.3万股+133股+0.59%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$122.8万1.9万股$107.0万1.9万股+586股+3.16%加仓
冯托贝尔控股Vontobel Holding Ltd.
<0.01%<0.01%#19$115.6万1.8万股$104.0万1.8万股00.00%持仓不变
奥本海默资产管理OPPENHEIMER ASSET MANAGEMENT INC.
0.01%0.01%#12$102.9万1.6万股$92.9万1.6万股-63股-0.39%减仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#16$88.0万1.4万股$82.7万1.4万股-198股-1.42%减仓
普特南投资管理FLPUTNAM INVESTMENT MANAGEMENT CO
0.01%0.01%#13$83.5万1.3万股$95.8万1.7万股-3,583股-21.61%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#32$81.8万1.3万股$77.1万1.3万股-616股-4.62%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#48$79.4万1.2万股$191.2万3.3万股-2.1万股-62.72%减仓
FLAGSTAR SECURITIES, INC
0.24%0.25%#2$78.1万1.2万股$69.6万1.2万股+114股+0.95%加仓
WealthCare Investment Partners, LLC
0.17%0.17%#4$69.2万1.1万股$62.3万1.1万股+10股+0.09%加仓
CRUX WEALTH ADVISORS
0.23%0.1%#3$67.2万1.0万股$25.5万4,407股+6,053股+137.35%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#35$59.6万9,269股$53.1万9,200股+69股+0.75%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#30$51.2万7,972股$60.8万1.1万股-2,558股-24.29%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.01%0.01%#10$42.1万6,547股$37.8万6,547股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#41$40.9万6,367股$23.3万4,028股+2,339股+58.07%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#29$37.8万5,885股$31.7万5,496股+389股+7.08%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#42$33.9万5,270股$26.0万4,502股+768股+17.06%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#44$33.6万5,224股$31.2万5,394股-170股-3.15%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#53$29.0万4,501股$25.4万4,395股+106股+2.41%加仓
繁荣金融服务Prospera Financial Services Inc
<0.01%<0.01%#20$23.2万3,615股$20.9万3,615股00.00%持仓不变
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#21$22.9万3,570股$00股+3,570股新买入
Vertex Planning Partners, LLC
0.03%0.04%#6$22.5万3,500股$20.2万3,500股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#43$20.7万3,226股$32.0万5,541股-2,315股-41.78%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#51$16.4万2,546股$2.6万445股+2,101股+472.13%加仓
Capital Investment Advisory Services, LLC
0.01%0.01%#14$13.2万2,058股$11.9万2,058股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#26$12.7万1,969股$9.3万1,603股+366股+22.83%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#60$12.1万1,878股$10.1万1,790股+88股+4.92%加仓
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#22$11.9万1,853股$10.6万1,838股+15股+0.82%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#37$11.5万1,794股$10.6万1,833股-39股-2.13%减仓
中央信托CENTRAL TRUST Co
<0.01%<0.01%#25$10.5万1,635股$9.4万1,635股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#38$8.0万1,246股$00股+1,246股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#39$5.5万850股$8.2万1,423股-573股-40.27%减仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#34$4.9万768股$00股+768股新买入
Arax顾问Arax Advisory Partners
<0.01%<0.01%#45$3.7万582股$1.7万291股+291股+100.00%加仓
LANARK FINANCIAL, INC.
<0.01%<0.01%#23$3.1万475股$2.7万475股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#36$3.0万469股$2.7万468股+1股+0.21%加仓
Benson Wealth Management INC
0.03%0.81%#7$2.6万407股$58.9万1.0万股-9,784股-96.01%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#46$2.5万388股$2.3万388股00.00%持仓不变
AssetMarkASSETMARK, INC
<0.01%<0.01%#54$2.4万369股$1.1万197股+172股+87.31%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#50$1.8万285股$2.8万480股-195股-40.63%减仓

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