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 FDFID
持有机构数
71
机构合计市值 (Q2 2026)
$1.23亿
机构合计股数 (Q2 2026)
579.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+61.6万股
43 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-124.3万股
22 · 6 清仓 · ≈
⚖️ 净额
-62.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.23亿
持有机构数
71
新买入
7
加仓
36
减仓
16
清仓
6
持股不变
12
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%#33$2,414.4万112.5万股$2,257.3万107.8万股+4.7万股+4.39%加仓
Wagner Wealth Management, LLC
3.26%3.43%#1$1,761.7万82.1万股$1,699.5万81.1万股+9,544股+1.18%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#17$934.1万43.5万股$825.9万39.4万股+4.1万股+10.39%加仓
Hobart Private Capital, LLC
1.11%1.21%#3$648.3万30.2万股$616.6万29.4万股+7,744股+2.63%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$580.1万27.0万股$533.7万25.5万股+1.5万股+6.07%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#36$560.7万26.1万股$520.1万24.8万股+1.3万股+5.23%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#49$548.8万25.6万股$572.9万27.4万股-1.8万股-6.50%减仓
Ethos Financial Group, LLC
0.36%0.13%#5$536.7万24.0万股$173.6万8.3万股+15.7万股+189.54%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.03%0.03%#16$532.2万24.8万股$516.2万24.6万股+1,575股+0.64%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#53$443.4万20.7万股$326.3万15.6万股+5.1万股+32.61%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#40$290.1万13.5万股$235.5万11.2万股+2.3万股+20.23%加仓
Entruity Wealth, LLC
1.76%3.7%#2$272.1万12.7万股$544.8万26.0万股-13.3万股-51.26%减仓
BlueChip Wealth Advisors LLC
0.96%1.03%#4$252.7万11.8万股$234.1万11.2万股+5,979股+5.35%加仓
Janney Montgomery Scott LLC
<0.01%0.01%#37$216.3万10.1万股$289.4万13.8万股-3.7万股-27.05%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$211.9万9.9万股$166.7万8.0万股+1.9万股+24.10%加仓
Signal Advisors Wealth, LLC
0.09%0.1%#11$186.0万8.7万股$144.3万6.9万股+1.8万股+25.84%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.02%#22$170.8万8.0万股$138.2万6.6万股+1.4万股+20.58%加仓
Gateway Wealth Partners, LLC
0.1%0.12%#10$164.3万7.7万股$312.0万14.9万股-7.2万股-48.62%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#60$157.3万7.3万股$173.7万8.3万股-9,637股-11.62%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.01%#30$140.0万6.5万股$136.8万6.5万股-88股-0.13%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#38$125.0万5.8万股$132.9万6.3万股-5,206股-8.20%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#28$104.6万4.9万股$99.6万4.8万股+1,184股+2.49%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#26$93.0万4.3万股$98.7万4.7万股-3,807股-8.08%减仓
Formidable Asset Management, LLC
0.14%0.09%#8$90.5万4.3万股$60.6万3.0万股+1.4万股+46.44%加仓
WEDBUSH SECURITIES INC
0.02%#20$74.7万3.5万股$00股+3.5万股新买入
Lansing Street Advisors
0.16%0.18%#7$74.1万3.5万股$71.1万3.4万股+609股+1.79%加仓
TWIN PEAKS WEALTH ADVISORS, LLC
0.13%0.14%#9$57.5万2.7万股$56.5万2.7万股-149股-0.55%减仓
Sigma Planning Corp
0.01%0.01%#23$53.7万2.5万股$51.2万2.4万股+592股+2.42%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#51$52.0万2.4万股$29.2万1.4万股+1.0万股+73.61%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#31$49.0万2.3万股$47.9万2.3万股00.00%持仓不变
AMERIFLEX GROUP, INC.
0.17%0.2%#6$40.9万1.9万股$39.9万1.9万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#63$38.9万1.8万股$00股+1.8万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#55$37.7万1.8万股$103.9万5.0万股-3.2万股-64.57%减仓
Atria投资Atria Investments, Inc
<0.01%<0.01%#39$34.5万1.6万股$33.7万1.6万股-23股-0.14%减仓
FSB PREMIER WEALTH MANAGEMENT, INC.
0.08%0.09%#12$29.5万1.4万股$28.7万1.4万股+57股+0.42%加仓
Fort Point Capital Partners LLC
0.02%0.03%#18$29.2万1.4万股$28.5万1.4万股00.00%持仓不变
Asset Allocation Strategies LLC
0.04%0.04%#15$24.7万1.1万股$20.4万9,746股+1,742股+17.87%加仓
Triad Wealth Partners, LLC
0.01%0.03%#24$22.7万1.0万股$41.5万2.0万股-9,726股-49.14%减仓
IAMS WEALTH MANAGEMENT, LLC
0.06%0.08%#13$21.4万9,989股$21.5万1.0万股-291股-2.83%减仓
VAQUERO PRIVATE WEALTH, LTD
0.04%#14$20.2万9,411股$00股+9,411股新买入
富达投资FMR LLC
<0.01%<0.01%#66$19.4万9,024股$12.1万5,774股+3,250股+56.29%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#52$19.3万9,000股$18.9万9,000股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#58$16.8万7,821股$11.1万5,310股+2,511股+47.29%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#65$16.1万7,506股$14.7万7,177股+329股+4.58%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#48$11.5万5,337股$11.5万5,513股-176股-3.19%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#56$9.8万4,560股$9.0万4,313股+247股+5.73%加仓
Arax顾问Arax Advisory Partners
<0.01%<0.01%#54$9.5万4,420股$2.4万1,141股+3,279股+287.38%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#45$9.2万4,266股$6.6万3,140股+1,126股+35.86%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#68$9.0万4,173股$6.8万3,441股+732股+21.27%加仓
REAP Financial Group, LLC
0.01%0.01%#25$7.5万3,479股$7.2万3,418股+61股+1.78%加仓

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