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 FDFMF
持有机构数
82
机构合计市值 (Q2 2026)
$1.91亿
机构合计股数 (Q2 2026)
404.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+168.9万股
42 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-155.3万股
46 · 16 清仓 · ≈
⚖️ 净额
+13.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.91亿
持有机构数
82
新买入
17
加仓
25
减仓
30
清仓
16
持股不变
10
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
第一信托顾问FIRST TRUST ADVISORS LP
0.03%0.01%#27$5,505.4万109.8万股$1,024.4万20.2万股+89.6万股+442.80%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#66$1,674.0万33.4万股$8,290169股+33.4万股+197,533.73%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.02%#39$1,401.8万28.0万股$1,806.3万35.7万股-7.7万股-21.62%减仓
LPL金融LPL Financial LLC
<0.01%0.01%#57$1,159.1万23.1万股$2,962.3万58.5万股-35.4万股-60.48%减仓
TCP Asset Management, LLC
1.28%1.41%#2$1,130.4万22.6万股$1,098.4万21.7万股+8,546股+3.94%加仓
Janney Montgomery Scott LLC
0.02%0.03%#31$1,093.1万21.8万股$1,053.6万20.8万股+9,949股+4.78%加仓
AssetMarkASSETMARK, INC
0.02%0.02%#32$1,087.5万21.7万股$949.5万18.8万股+2.9万股+15.68%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#38$596.9万11.9万股$563.4万11.1万股+7,798股+7.01%加仓
RFG顾问RFG Advisory, LLC
0.09%0.07%#13$557.9万11.1万股$396.9万7.8万股+3.3万股+41.95%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#64$433.5万8.6万股$2,390.7万47.2万股-38.6万股-81.69%减仓
Center For Asset Management LLC
1.71%1.89%#1$385.7万7.7万股$380.7万7.5万股+1,756股+2.34%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#65$374.1万7.5万股$377.3万7.5万股+112股+0.15%加仓
IFP顾问IFP Advisors, Inc
0.06%0.06%#21$315.1万6.3万股$304.1万6.0万股+2,801股+4.66%加仓
Simplicity Wealth,LLC
0.09%0.1%#12$259.7万5.2万股$176.9万3.5万股+1.7万股+48.22%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#55$241.2万4.8万股$186.2万3.7万股+1.1万股+30.77%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#73$190.8万3.8万股$76.7万1.5万股+2.3万股+151.36%加仓
CreativeOne Wealth, LLC
0.04%0.04%#26$173.8万3.5万股$189.3万3.7万股-2,716股-7.26%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.02%#37$169.0万3.4万股$172.2万3.4万股-312股-0.92%减仓
Twelve Points Wealth Management LLC
0.33%0.31%#4$165.3万3.3万股$139.3万2.8万股+5,465股+19.86%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#47$152.3万3.0万股$185.3万3.7万股-6,232股-17.02%减仓
Beacon Capital Management, Inc.
0.09%#11$150.5万3.0万股$00股+3.0万股新买入
Beta Wealth Group, Inc.
0.49%0.59%#3$131.0万2.6万股$141.5万2.8万股-1,806股-6.46%减仓
NewEdge财富NewEdge Wealth, LLC
0.01%0.01%#42$113.7万2.3万股$116.6万2.3万股-341股-1.48%减仓
Fermata Advisors, LLC
0.2%0.22%#7$100.7万2.0万股$97.4万1.9万股+860股+4.47%加仓
IAMS WEALTH MANAGEMENT, LLC
0.27%0.32%#5$89.3万1.8万股$91.1万1.8万股-178股-0.99%减仓
HBW ADVISORY SERVICES LLC
0.07%0.08%#18$75.5万1.5万股$74.6万1.5万股+326股+2.21%加仓
Geo 财富管理GeoWealth Management, LLC
0.02%0.04%#30$74.4万1.5万股$108.2万2.1万股-6,535股-30.57%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%#36$73.6万1.5万股$00股+1.5万股新买入
Snowden Capital 顾问Snowden Capital Advisors LLC
0.02%0.02%#34$70.9万1.4万股$74.5万1.5万股-564股-3.83%减仓
LaSalle St. Investment Advisors, LLC
0.08%0.1%#14$68.0万1.4万股$69.0万1.4万股-48股-0.35%减仓
FSB PREMIER WEALTH MANAGEMENT, INC.
0.17%0.2%#8$61.4万1.2万股$63.0万1.2万股-186股-1.49%减仓
Pinnacle Family Advisors, LLC
0.26%0.3%#6$61.0万1.2万股$63.6万1.3万股-400股-3.18%减仓
Balboa Wealth Partners
0.08%0.1%#16$57.0万1.1万股$56.7万1.1万股+166股+1.48%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#56$53.5万1.1万股$00股+1.1万股新买入
世界投资顾问World Investment Advisors
0.01%0.01%#45$51.5万1.0万股$71.4万1.4万股-3,923股-27.82%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#70$49.7万9,913股$68.2万1.3万股-3,551股-26.37%减仓
Gateway Wealth Partners, LLC
0.03%0.17%#28$44.7万8,923股$429.9万8.5万股-7.6万股-89.49%减仓
BlueChip Wealth Advisors LLC
0.16%0.19%#9$42.3万8,430股$42.7万8,430股00.00%持仓不变
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#50$41.5万8,280股$40.6万8,028股+252股+3.14%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#77$40.1万8,007股$36.6万7,238股+769股+10.62%加仓
First Heartland Consultants, Inc.
0.03%0.03%#29$39.5万7,874股$39.0万7,702股+172股+2.23%加仓
NOVEM GROUP
0.04%0.04%#24$38.4万7,653股$38.6万7,622股+31股+0.41%加仓
Asset Allocation Strategies LLC
0.05%0.05%#22$34.5万6,891股$29.4万5,803股+1,088股+18.75%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
<0.01%0.06%#54$32.1万6,414股$620.5万12.3万股-11.6万股-94.77%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%#78$28.4万5,658股$00股+5,658股新买入
PRIVATE CLIENT SERVICES, LLC
0.07%0.09%#17$28.2万5,617股$30.8万6,078股-461股-7.58%减仓
Trajan Wealth LLC
0.01%0.01%#44$26.0万5,188股$27.5万5,435股-247股-4.54%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%#59$25.4万5,065股$00股+5,065股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#52$24.0万4,790股$00股+4,790股新买入
Signal Advisors Wealth, LLC
0.01%0.02%#41$23.7万4,728股$27.7万5,468股-740股-13.53%减仓

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