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 FDSCIO
持有机构数
98
机构合计市值 (Q2 2026)
$3.80亿
机构合计股数 (Q2 2026)
1,838.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+722.0万股
80 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-31.3万股
17 · 6 清仓 · ≈
⚖️ 净额
+690.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.80亿
持有机构数
98
新买入
25
加仓
55
减仓
11
清仓
6
持股不变
7
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
STRATEGIC PLANNING GROUP, LLC
6.46%6.89%#1$5,931.9万287.0万股$4,930.2万238.9万股+48.1万股+20.14%加仓
摩根士丹利MORGAN STANLEY
<0.01%#73$4,594.4万222.3万股$00股+222.3万股新买入
LPL金融LPL Financial LLC
0.01%0.01%#55$4,429.9万214.3万股$1,909.7万92.5万股+121.8万股+131.63%加仓
Ferguson Shapiro LLC
5.88%5.27%#2$2,009.4万97.2万股$1,729.4万83.8万股+13.4万股+16.03%加仓
第一信托顾问FIRST TRUST ADVISORS LP
0.01%<0.01%#57$1,381.2万66.8万股$519.8万25.2万股+41.6万股+165.34%加仓
Capital Investment Counsel, LLC
1.68%1.29%#6$1,359.6万65.8万股$939.6万45.5万股+20.3万股+44.48%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#78$1,326.1万64.2万股$800.6万38.8万股+25.4万股+65.40%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.04%#37$1,189.6万57.6万股$1,172.7万56.8万股+7,343股+1.29%加仓
Uniting Wealth Partners, LLC
2.26%1.19%#5$1,113.3万53.9万股$561.2万27.2万股+26.7万股+98.09%加仓
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
5.04%5.47%#3$1,096.7万53.1万股$951.7万46.1万股+6.9万股+15.06%加仓
First Heartland Consultants, Inc.
0.67%0.81%#11$1,033.9万50.0万股$1,060.6万51.4万股-1.4万股-2.66%减仓
Beaumont Financial Advisors, LLC
0.56%0.5%#13$882.8万42.7万股$724.3万35.1万股+7.6万股+21.70%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#53$872.2万42.2万股$753.5万36.5万股+5.7万股+15.59%加仓
Delta Investment Management, LLC
1.12%1.09%#8$681.1万32.9万股$610.5万29.6万股+3.4万股+11.40%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.08%0.09%#27$606.8万29.4万股$565.1万27.4万股+2.0万股+7.23%加仓
CHANNEL WEALTH LLC
1.33%0.36%#7$593.2万28.7万股$147.2万7.1万股+21.6万股+302.30%加仓
Brendel Financial Advisors LLC
2.51%2.67%#4$542.9万26.3万股$540.4万26.2万股+829股+0.32%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.11%0.12%#23$473.3万22.9万股$440.2万21.3万股+1.6万股+7.34%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#83$453.0万21.9万股$259.5万12.6万股+9.3万股+74.33%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.04%0.05%#35$422.0万20.4万股$416.1万20.2万股+2,557股+1.27%加仓
&Partners&PARTNERS
0.02%#47$408.9万19.8万股$00股+19.8万股新买入
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#41$319.3万15.4万股$202.1万9.8万股+5.7万股+57.72%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.09%#25$303.6万14.7万股$00股+14.7万股新买入
CRUX WEALTH ADVISORS
1.01%1.1%#9$290.0万14.0万股$287.4万13.9万股+1,072股+0.77%加仓
Triad Wealth Partners, LLC
0.16%#22$267.5万13.0万股$00股+13.0万股新买入
Dynamic Advisor Solutions LLC
0.07%0.05%#29$257.2万12.4万股$164.0万7.9万股+4.5万股+56.58%加仓
Prosperity Financial Group, Inc.
0.79%0.51%#10$256.3万12.4万股$138.6万6.7万股+5.7万股+84.64%加仓
Meridian 财富管理Meridian Wealth Management, LLC
0.08%0.07%#28$247.4万12.0万股$188.0万9.1万股+2.9万股+31.40%加仓
Centennial Wealth Advisory LLC
0.53%#14$244.8万11.8万股$00股+11.8万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#51$244.5万11.8万股$242.7万11.8万股+721股+0.61%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#77$243.0万11.8万股$195.0万9.4万股+2.3万股+24.43%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#76$229.3万11.1万股$122.9万6.0万股+5.1万股+86.34%加仓
Avior Wealth Management, LLC
0.06%0.06%#33$202.9万9.8万股$202.9万9.8万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#89$194.6万9.4万股$145.8万7.1万股+2.4万股+33.28%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%<0.01%#58$190.9万9.2万股$52.8万2.6万股+6.7万股+260.87%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#75$189.5万9.2万股$184.2万8.9万股+2,440股+2.73%加仓
Philip James Wealth Mangement, LLC
0.21%0.23%#21$186.5万9.0万股$200.3万9.7万股-6,800股-7.01%减仓
Independent Wealth Network Inc.
0.43%0.46%#15$169.4万8.2万股$156.1万7.6万股+6,350股+8.40%加仓
WEDBUSH SECURITIES INC
0.04%0.02%#36$164.8万8.0万股$74.7万3.6万股+4.4万股+120.22%加仓
Maia Wealth LLC
0.21%0.2%#20$144.3万7.0万股$116.2万5.6万股+1.3万股+23.96%加仓
Wagner Wealth Management, LLC
0.26%0.28%#18$142.0万6.9万股$139.0万6.7万股+1,318股+1.96%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#90$138.3万6.7万股$86.0万4.2万股+2.5万股+60.64%加仓
AssetMarkASSETMARK, INC
<0.01%#74$134.1万6.5万股$00股+6.5万股新买入
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#52$111.1万5.4万股$107.8万5.2万股+1,515股+2.90%加仓
WINEBRENNER CAPITAL MANAGEMENT LLC
0.62%0.72%#12$101.6万4.9万股$112.3万5.4万股-5,228股-9.61%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%#63$95.5万4.6万股$00股+4.6万股新买入
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%#62$94.1万4.6万股$00股+4.6万股新买入
Triton Wealth Management, PLLC
0.28%0.3%#16$92.6万4.5万股$81.9万4.0万股+5,190股+13.07%加仓
RFG顾问RFG Advisory, LLC
0.01%0.03%#48$89.5万4.3万股$136.2万6.6万股-2.3万股-34.38%减仓
Sigma Planning Corp
0.02%0.02%#44$82.3万4.0万股$86.4万4.2万股-2,031股-4.85%减仓

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