13FBOX
FIRST TR ENHANCED EQUITY COM · 13F 机构持仓分析
期权收益计算器 机构排行

FIRST TR ENHANCED EQUITY COM

FFA
持有机构数
159
机构合计市值 (Q2 2026)
$2.98亿
机构合计股数 (Q2 2026)
1,309.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+173.0万股
102 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-218.0万股
47 · 14 清仓 · ≈
⚖️ 净额
-45.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.98亿
持有机构数
159
新买入
25
加仓
77
减仓
33
清仓
14
持股不变
24
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%#111$4,046.9万181.0万股$3,693.3万171.6万股+9.4万股+5.46%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.18%0.18%#33$1,567.5万67.9万股$1,433.6万66.1万股+1.8万股+2.76%加仓
ALKEME WEALTH, LLC
5%4.82%#1$1,307.9万58.5万股$1,181.2万57.9万股+5,889股+1.02%加仓
Luken Investment Analytics, LLC
4.44%#2$1,269.0万55.0万股$00股+55.0万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#117$1,022.6万45.7万股$1,071.4万52.5万股-6.8万股-12.93%减仓
景顺Invesco Ltd.
<0.01%<0.01%#130$982.9万44.0万股$862.9万42.3万股+1.7万股+3.92%加仓
资本投资顾问Capital Investment Advisors, LLC
0.12%0.12%#40$893.0万38.7万股$842.7万38.8万股-1,583股-0.41%减仓
Z3 Capital Partners, LLC
1.69%1.89%#9$806.9万34.9万股$746.1万34.4万股+5,646股+1.64%加仓
Indivisible Partners
0.43%0.61%#17$760.8万32.9万股$691.8万31.9万股+1.1万股+3.35%加仓
Shaker Financial Services, LLC
2.3%2.38%#6$735.1万32.9万股$683.1万33.5万股-6,114股-1.83%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#115$651.4万29.1万股$550.5万27.0万股+2.1万股+7.96%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.14%0.15%#37$602.5万26.1万股$549.2万25.3万股+7,850股+3.10%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#132$588.3万26.3万股$539.5万26.4万股-1,366股-0.52%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.28%0.32%#25$582.4万25.2万股$529.5万24.4万股+8,225股+3.37%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#127$544.6万24.4万股$530.5万26.0万股-1.6万股-6.34%减仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.03%#66$517.7万22.4万股$626.2万28.9万股-6.4万股-22.31%减仓
IFP顾问IFP Advisors, Inc
0.08%0.07%#46$469.7万20.3万股$331.8万15.3万股+5.1万股+33.04%加仓
RiverTree Advisors, LLC
2.68%2.45%#4$453.5万19.6万股$387.3万17.8万股+1.8万股+10.04%加仓
G&S Capital LLC
1.25%1.37%#11$430.7万18.7万股$390.1万18.0万股+6,744股+3.75%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#125$391.7万17.5万股$350.9万17.2万股+3,159股+1.84%加仓
North Star Investment Management Corp.
0.21%0.22%#31$382.8万17.1万股$364.2万17.9万股-7,333股-4.11%减仓
Advisory Advocates, LLC
3.09%3.33%#3$360.6万15.6万股$326.2万15.0万股+5,850股+3.89%加仓
INTEGRITY ALLIANCE, LLC.
0.11%0.1%#41$345.1万14.9万股$274.9万12.7万股+2.3万股+17.99%加仓
Smith Asset Management Co., LLC
2.63%2.68%#5$334.9万15.0万股$312.6万15.3万股-3,465股-2.26%减仓
Karpus Management, Inc.
0.09%0.09%#45$300.3万13.4万股$275.3万13.5万股-617股-0.46%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#116$296.7万12.9万股$271.9万12.5万股+3,274股+2.61%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#137$262.9万11.8万股$232.8万11.4万股+3,459股+3.03%加仓
MTM Investment Management, LLC
0.73%0.75%#15$256.2万11.1万股$235.5万10.9万股+2,420股+2.23%加仓
Stonebridge Financial Planning Group, LLC
0.76%0.77%#14$238.5万10.3万股$210.1万9.7万股+6,461股+6.67%加仓
Delta Investment Management, LLC
0.39%0.36%#18$237.8万10.3万股$198.9万9.2万股+1.1万股+12.39%加仓
RFG顾问RFG Advisory, LLC
0.04%0.03%#61$228.8万9.9万股$150.0万6.9万股+3.0万股+43.30%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#109$213.1万9.5万股$184.2万9.0万股+5,011股+5.55%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.01%#69$204.3万8.8万股$105.4万4.9万股+4.0万股+82.04%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.02%#81$201.8万9.0万股$260.9万12.8万股-3.8万股-29.42%减仓
Elevation Advisory Partners LLC
1.98%1.53%#7$199.1万8.6万股$163.5万7.3万股+1.3万股+17.65%加仓
VIMA LLC
1.86%#8$192.5万8.3万股$00股+8.3万股新买入
Gladstone Institutional Advisory LLC
0.06%0.07%#53$185.0万8.0万股$175.6万8.1万股-779股-0.96%减仓
CHIRON CAPITAL MANAGEMENT, LLC
1.65%1.83%#10$183.9万8.0万股$178.9万8.2万股-2,785股-3.38%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#123$174.9万7.8万股$162.6万8.0万股-1,513股-1.90%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#100$174.5万7.6万股$53.6万2.6万股+4.9万股+187.38%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#90$168.1万7.5万股$149.8万7.3万股+1,765股+2.40%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.01%0.02%#80$166.7万7.5万股$222.8万10.9万股-3.5万股-31.73%减仓
Arax顾问Arax Advisory Partners
0.01%0.04%#84$166.6万7.2万股$143.7万6.6万股+5,933股+8.96%加仓
顾问资产管理Advisors Asset Management, Inc.
0.02%0.01%#67$155.4万6.9万股$83.9万4.1万股+2.8万股+68.94%加仓
Cambridge Advisors Inc.
0.26%0.26%#27$152.2万6.6万股$136.5万6.3万股+3,021股+4.80%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.03%#64$149.4万6.5万股$00股+6.5万股新买入
Trueblood Wealth Management, LLC
0.5%0.48%#16$143.7万6.2万股$121.7万5.6万股+6,160股+10.98%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#153$142.4万6.2万股$73.5万3.4万股+2.8万股+82.10%加仓
Golden State Wealth Management, LLC
0.13%#39$140.9万6.1万股$00股+6.1万股新买入
SILVER OAK SECURITIES, INCORPORATED
0.08%0.08%#48$135.3万5.9万股$111.0万5.1万股+7,436股+14.53%加仓

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