13FBOX
FIRST TRUST S&P REIT INDEX FUND · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TRUST S&P REIT INDEX FUND

FRI
持有机构数
68
机构合计市值 (Q2 2026)
$1.27亿
机构合计股数 (Q2 2026)
401.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+54.0万股
38 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-18.0万股
29 · 12 清仓 · ≈
⚖️ 净额
+36.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.27亿
持有机构数
68
新买入
10
加仓
28
减仓
17
清仓
12
持股不变
13
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%#29$2,715.4万85.7万股$2,184.7万77.7万股+7.9万股+10.23%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#22$2,040.7万64.4万股$1,623.4万57.0万股+7.3万股+12.87%加仓
TCP Asset Management, LLC
2.02%1.99%#1$1,783.2万56.3万股$1,545.4万54.3万股+2.0万股+3.60%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.02%#17$1,586.3万50.0万股$1,416.8万49.8万股+2,643股+0.53%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#32$887.1万28.0万股$342.0万12.0万股+16.0万股+132.91%加仓
Aft, Forsyth & Sober, LLC
1.34%1.34%#3$438.9万15.4万股$438.9万15.4万股00.00%持仓不变
TRUE BLUE FINANCIAL, LLC
1.65%2.43%#2$390.6万12.3万股$308.5万10.8万股+1.5万股+13.67%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.05%0.05%#10$250.5万7.7万股$231.4万7.7万股-56股-0.07%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$237.0万7.5万股$221.3万7.8万股-2,991股-3.85%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.02%0.02%#13$236.9万7.5万股$229.7万8.1万股-5,954股-7.38%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#54$204.5万6.5万股$00股+6.5万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$169.7万5.4万股$141.6万5.0万股+3,772股+7.58%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#60$143.9万4.5万股$126.9万4.5万股+822股+1.84%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#55$141.5万4.5万股$00股+4.5万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#51$141.4万4.5万股$141.2万5.0万股-4,989股-10.06%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#58$126.2万4.0万股$58.7万2.1万股+1.9万股+93.04%加仓
Maia Wealth LLC
0.16%0.14%#7$107.0万3.4万股$79.9万2.8万股+5,690股+20.26%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#33$105.3万3.3万股$34.4万1.2万股+2.1万股+175.00%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#53$65.6万2.1万股$95.5万3.4万股-1.3万股-38.32%减仓
COTTONWOOD CAPITAL ADVISORS, LLC
0.35%0.37%#4$58.7万1.9万股$52.4万1.8万股+115股+0.62%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#56$55.0万1.7万股$49.3万1.7万股+32股+0.18%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#40$53.6万1.7万股$48.0万1.7万股+40股+0.24%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#50$53.5万1.7万股$37.7万1.3万股+3,105股+23.03%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#38$53.1万1.7万股$39.3万1.4万股+2,942股+21.30%加仓
Harvest Investment Services, LLC
0.07%0.08%#9$46.4万1.5万股$42.3万1.5万股-223股-1.50%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#39$42.4万1.3万股$00股+1.3万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#27$41.6万1.3万股$37.2万1.3万股+61股+0.47%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#26$41.2万1.3万股$33.2万1.2万股+1,307股+11.19%加仓
RPg Family Wealth Advisory, LLC
0.08%0.07%#8$39.8万1.3万股$34.4万1.2万股+463股+3.83%加仓
Risk Paradigm Group, LLC
0.3%0.28%#5$38.6万1.2万股$33.4万1.2万股+463股+3.95%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#36$36.1万1.1万股$29.8万1.0万股+929股+8.88%加仓
PURSUE WEALTH PARTNERS LLC
0.18%0.17%#6$31.9万1.0万股$28.6万1.0万股00.00%持仓不变
PRIVATE TRUST CO NA
0.03%0.03%#11$31.7万9,990股$29.7万9,990股00.00%持仓不变
Onyx Bridge Wealth Group LLC
0.03%0.03%#12$28.1万8,864股$25.2万8,864股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#34$26.9万8,483股$27.8万9,761股-1,278股-13.09%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#45$25.9万8,164股$23.2万8,164股00.00%持仓不变
Stratos Wealth Advisors, LLC
0.01%0.02%#18$25.5万8,057股$24.7万8,672股-615股-7.09%减仓
信安证券PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#25$24.2万7,630股$21.7万7,622股+8股+0.10%加仓
RVW Wealth, LLC
0.02%0.02%#15$24.1万7,591股$24.2万8,498股-907股-10.67%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#43$20.7万6,519股$25.1万8,819股-2,300股-26.08%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#46$19.0万5,989股$17.1万6,011股-22股-0.37%减仓
LANARK FINANCIAL, INC.
0.01%0.01%#19$13.2万4,166股$11.9万4,166股00.00%持仓不变
GAMMA Investing LLC
<0.01%<0.01%#23$9.8万3,079股$8.8万3,079股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#41$9.2万2,904股$00股+2,904股新买入
Financial Perspectives, Inc
0.02%0.02%#14$6.6万2,079股$5.9万2,072股+7股+0.34%加仓
锚顾问Ancora Advisors LLC
<0.01%#31$6.3万2,000股$00股+2,000股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$6.2万1,952股$5.6万1,968股-16股-0.81%减仓
MTM Investment Management, LLC
0.02%0.02%#16$5.3万1,685股$4.8万1,685股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#30$4.2万1,327股$00股+1,327股新买入
Arax顾问Arax Advisory Partners
<0.01%<0.01%#52$3.2万1,000股$2.8万1,000股00.00%持仓不变

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