13FBOX
FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND

FEMS
持有机构数
66
机构合计市值 (Q2 2026)
$1.51亿
机构合计股数 (Q2 2026)
329.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+33.7万股
37 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-39.3万股
29 · 10 清仓 · ≈
⚖️ 净额
-5.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.51亿
持有机构数
66
新买入
9
加仓
28
减仓
19
清仓
10
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#43$2,128.3万46.6万股$2,324.5万52.6万股-6.0万股-11.41%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#31$2,023.2万44.3万股$1,785.1万39.2万股+5.1万股+13.07%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#33$1,244.3万27.3万股$1,105.8万24.3万股+3.0万股+12.25%加仓
Beta Wealth Group, Inc.
3.6%3.67%#1$959.9万21.0万股$887.0万19.5万股+1.5万股+7.96%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$921.3万20.2万股$1,003.1万22.0万股-1.8万股-8.37%减仓
Arax顾问Arax Advisory Partners
0.04%0.17%#16$668.5万14.6万股$615.5万13.5万股+1.1万股+8.36%加仓
626 Financial, LLC
2.61%2.85%#2$668.4万14.6万股$639.4万14.0万股+6,003股+4.28%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.03%#21$547.0万12.0万股$551.6万12.1万股-1,287股-1.06%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#40$445.4万9.9万股$422.8万9.5万股+3,633股+3.81%加仓
VestGen 顾问VestGen Advisors, LLC
0.1%0.09%#13$348.8万7.6万股$349.8万7.3万股+3,196股+4.37%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#32$342.2万7.5万股$337.9万7.4万股+760股+1.02%加仓
Archer Investment Corp
0.64%0.67%#4$326.9万7.2万股$314.8万6.9万股+2,500股+3.62%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#29$314.4万6.9万股$186.3万4.1万股+2.8万股+68.42%加仓
FLOW TRADERS U.S. LLC
0.12%0.13%#12$295.9万6.5万股$413.6万9.1万股-2.6万股-28.62%减仓
Trivium Point Advisory, LLC
0.26%0.14%#8$281.7万6.2万股$78.2万1.7万股+4.5万股+259.20%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#51$276.3万6.1万股$239.1万5.2万股+8,016股+15.27%加仓
HBW ADVISORY SERVICES LLC
0.23%0.25%#10$255.8万5.6万股$233.4万5.1万股+4,790股+9.35%加仓
Crusonia Wealth Advisors LLC
0.41%0.51%#7$247.9万5.4万股$247.2万5.4万股+11股+0.02%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#38$236.8万5.2万股$229.1万5.0万股+1,570股+3.12%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.04%0.01%#19$226.8万5.0万股$77.0万1.7万股+3.3万股+193.84%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#52$205.2万4.5万股$229.0万5.0万股-5,340股-10.62%减仓
Cornerstone Planning Group LLC
0.25%0.31%#9$201.6万4.4万股$231.2万4.8万股-3,475股-7.25%减仓
Quad-Cities Investment Group, LLC
0.72%0.82%#3$201.3万4.4万股$206.2万4.5万股-1,162股-2.57%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#55$185.6万4.1万股$190.4万4.2万股-1,152股-2.76%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#39$163.9万3.6万股$140.4万3.1万股+5,057股+16.40%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%<0.01%#28$134.1万2.9万股$57.2万1.3万股+1.7万股+133.83%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%<0.01%#26$117.0万2.6万股$33.9万7,398股+1.8万股+246.30%加仓
LeClair Wealth Partners LLC
0.43%#6$83.5万1.8万股$00股+1.8万股新买入
SFI Advisors, LLC
0.63%0.77%#5$73.4万1.6万股$73.3万1.6万股00.00%持仓不变
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#44$72.2万1.6万股$71.6万1.6万股+92股+0.59%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#60$66.1万1.4万股$109.1万2.4万股-9,482股-39.57%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#42$65.5万1.4万股$61.1万1.3万股+933股+6.96%加仓
RVW Wealth, LLC
0.04%0.05%#17$62.2万1.4万股$62.0万1.4万股+14股+0.10%加仓
以色列Migdal保险金融控股Migdal Insurance & Financial Holdings Ltd.
<0.01%<0.01%#30$59.2万1.3万股$29.6万6,500股+6,500股+100.00%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#58$54.3万1.2万股$65.9万1.4万股-2,572股-17.78%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#49$53.1万1.2万股$53.5万1.2万股-116股-0.99%减仓
Western 财富管理Western Wealth Management, LLC
0.02%0.02%#23$49.7万1.1万股$50.3万1.1万股-154股-1.39%减仓
NATIXIS ADVISORS, LLC
<0.01%#50$49.4万1.1万股$00股+1.1万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%0.01%#36$46.8万1.0万股$129.3万2.8万股-1.8万股-63.93%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#48$39.9万8,735股$48.4万1.1万股-1,891股-17.80%减仓
SUMMIT WEALTH GROUP LLC / CO
0.03%0.03%#20$38.0万8,318股$24.5万5,387股+2,931股+54.41%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02%0.02%#22$35.8万7,847股$40.0万8,778股-931股-10.61%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#37$35.7万7,813股$30.0万7,125股+688股+9.66%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#64$27.0万5,918股$48.8万1.1万股-4,805股-44.81%减仓
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
0.2%0.2%#11$25.2万5,518股$23.0万5,052股+466股+9.22%加仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#41$22.7万4,966股$22.0万4,824股+142股+2.94%加仓
Pinnacle Bancorp, Inc.
0.06%0.07%#15$22.3万4,880股$22.2万4,880股00.00%持仓不变
Richmond Investment Services, LLC
0.07%0.07%#14$21.0万4,608股$41.9万9,206股-4,598股-49.95%减仓
Keystone Financial Group
0.01%#25$20.4万4,476股$00股+4,476股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#54$12.9万2,822股$00股+2,822股新买入

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