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

FIRST TRUST ENERGY ALPHADEX FUND

FXN
持有机构数
129
机构合计市值 (Q2 2026)
$2.44亿
机构合计股数 (Q2 2026)
1,206.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+313.9万股
55 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,633.0万股
79 · 31 清仓 · ≈
⚖️ 净额
-3,319.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.44亿
持有机构数
129
新买入
19
加仓
36
减仓
48
清仓
31
持股不变
26
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%#82$3,181.6万157.3万股$3,550.9万217.8万股-60.6万股-27.81%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%0.01%#54$2,996.8万148.1万股$3,603.7万160.4万股-12.3万股-7.67%减仓
LPL金融LPL Financial LLC
0.01%0.01%#53$2,383.6万117.8万股$3,209.9万142.9万股-25.1万股-17.56%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#57$1,666.2万82.4万股$1,437.7万64.0万股+18.4万股+28.67%加仓
Qube研究科技Qube Research & Technologies Ltd
0.01%<0.01%#36$1,212.9万60.0万股$221股+60.0万股+59,954,000.00%加仓
顶峰金融Summit Financial, LLC
0.12%0.04%#11$1,051.9万52.0万股$350.4万15.6万股+36.4万股+233.30%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#83$1,043.5万51.6万股$730.6万32.5万股+19.1万股+58.57%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#95$662.0万32.7万股$1,265.1万56.3万股-23.6万股-41.90%减仓
Virtue Capital Management, LLC
0.82%1.24%#1$612.7万30.3万股$814.0万35.7万股-5.5万股-15.28%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.05%0.02%#20$540.3万26.7万股$201.5万9.0万股+17.7万股+197.71%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#105$495.4万24.5万股$1,267.1万56.4万股-31.9万股-56.59%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#60$494.9万24.5万股$88.8万4.0万股+20.5万股+518.69%加仓
D.E.肖D. E. Shaw & Co., Inc.
<0.01%#79$444.5万22.0万股$00股+22.0万股新买入
Tower Research Capital LLC (TRC)
0.11%0.02%#12$443.0万21.9万股$65.1万2.9万股+19.0万股+655.86%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#103$406.9万20.1万股$241.1万10.7万股+9.4万股+87.38%加仓
GREENUP STREET WEALTH MANAGEMENT LLC
0.47%#3$385.8万19.1万股$00股+19.1万股新买入
Independent Advisor Alliance
0.09%0.07%#14$381.3万18.9万股$640.2万28.5万股-9.7万股-33.87%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.02%#46$305.4万15.1万股$788.3万35.1万股-20.0万股-56.98%减仓
GTS SECURITIES LLC
0.06%#17$303.8万15.0万股$00股+15.0万股新买入
Crumly & Associates Inc.
0.55%0.91%#2$284.9万14.1万股$434.0万19.3万股-5.2万股-27.10%减仓
Equitable控股Equitable Holdings, Inc.
0.02%<0.01%#32$280.4万13.9万股$58.2万3.5万股+10.3万股+291.94%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#75$271.0万13.4万股$436.0万19.4万股-6.0万股-30.99%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.06%#45$243.6万12.0万股$1,536.3万68.4万股-56.4万股-82.39%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#67$240.1万11.9万股$235.7万10.5万股+1.4万股+13.09%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#78$233.9万11.6万股$253.7万11.3万股+2,638股+2.34%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#77$225.2万11.1万股$255.8万11.4万股-2,573股-2.26%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#61$216.1万10.7万股$250.0万11.1万股-4,463股-4.01%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#73$192.0万9.5万股$204.7万9.1万股+3,768股+4.14%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#119$164.4万8.1万股$00股+8.1万股新买入
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#43$161.9万8.0万股$231.2万10.3万股-2.3万股-22.23%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#115$155.3万7.7万股$247.1万11.0万股-3.3万股-30.24%减仓
马歇尔·韦斯MARSHALL WACE, LLP
<0.01%#87$141.8万7.0万股$00股+7.0万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.01%#30$136.2万6.7万股$44.5万2.0万股+4.8万股+239.54%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#104$135.7万6.7万股$145.3万6.5万股+2,429股+3.76%加仓
Janney Montgomery Scott LLC
<0.01%0.01%#71$131.5万6.5万股$242.1万10.8万股-4.3万股-39.70%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#64$94.1万4.7万股$114.8万5.1万股-4,590股-8.98%减仓
OneAscent Financial Services LLC
0.04%0.06%#21$92.8万4.6万股$103.4万4.6万股-155股-0.34%减仓
Kovack Advisors, Inc.
0.04%0.05%#23$88.3万4.4万股$97.4万4.5万股-607股-1.36%减仓
Kesler, Norman & Wride, LLC
0.14%0.17%#8$88.0万4.4万股$97.4万4.3万股+131股+0.30%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#122$84.7万4.2万股$25.5万1.1万股+3.1万股+272.96%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#90$84.1万4.2万股$55.3万2.5万股+1.7万股+68.84%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#109$71.9万3.5万股$67.4万2.9万股+6,364股+21.90%加仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#37$70.4万3.5万股$85.6万3.8万股-3,299股-8.66%减仓
FLOW TRADERS U.S. LLC
0.03%#25$69.4万3.4万股$00股+3.4万股新买入
贝尔德金融集团Baird Financial Group, Inc.
<0.01%0.01%#94$68.0万3.4万股$346.7万15.4万股-12.1万股-78.23%减仓
Realta Investment Advisors
0.2%0.25%#6$64.0万3.2万股$73.3万3.3万股-989股-3.03%减仓
CENTAURUS FINANCIAL, INC.
0.02%0.03%#27$63.2万3.1万股$63.8万2.8万股+2,816股+9.91%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%0.03%#63$55.5万2.7万股$563.9万25.1万股-22.4万股-89.07%减仓
Tudor Financial Inc.
0.22%#5$49.0万2.4万股$00股+2.4万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#76$47.2万2.3万股$76.7万3.4万股-1.1万股-31.71%减仓

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