13FBOX
第一信托·INTER DURATN PFD & · 13F 机构持仓分析
期权收益计算器 机构排行

第一信托·INTER DURATN PFD &

FIRST TR INTER DURATN PFD &FPF
持有机构数
120
机构合计市值 (Q2 2026)
$3.45亿
机构合计股数 (Q2 2026)
1,898.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+197.1万股
60 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.5万股
42 · 13 清仓 · ≈
⚖️ 净额
+166.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.45亿
持有机构数
120
新买入
13
加仓
47
减仓
29
清仓
13
持股不变
31
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%#50$1.78亿982.0万股$1.66亿867.4万股+114.7万股+13.22%加仓
SIT INVESTMENT ASSOCIATES INC
0.42%0.43%#5$2,212.1万121.7万股$2,139.8万121.4万股+3,700股+0.30%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#66$2,200.0万121.1万股$2,148.5万121.9万股-7,849股-0.64%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#65$1,778.9万97.9万股$1,672.7万94.9万股+3.0万股+3.19%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#75$1,369.4万75.4万股$1,303.3万73.9万股+1.4万股+1.95%加仓
景顺Invesco Ltd.
<0.01%<0.01%#86$1,198.4万66.0万股$1,118.7万63.5万股+2.5万股+3.94%加仓
Peak Planning Group, LLC
1.64%#1$727.9万40.1万股$00股+40.1万股新买入
MGO资本MGO ONE SEVEN LLC
0.11%0.14%#12$685.8万37.7万股$689.6万39.1万股-1.4万股-3.52%减仓
COHEN & STEERS, INC.
0.01%0.01%#48$656.3万36.1万股$636.8万36.1万股00.00%持仓不变
D.A. DavidsonD.A. DAVIDSON & CO.
0.03%0.03%#30$467.9万25.7万股$416.5万23.6万股+2.1万股+8.99%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#69$342.9万18.9万股$316.7万18.0万股+9,120股+5.08%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#99$271.4万14.9万股$279.6万15.9万股-9,237股-5.82%减仓
Rareview Capital LLC
1.4%1.01%#2$251.0万13.3万股$173.0万9.2万股+4.1万股+45.10%加仓
Hennion & Walsh Asset Management, Inc.
0.06%0.04%#22$194.5万10.7万股$114.3万6.5万股+4.2万股+65.13%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#74$191.3万10.5万股$197.2万11.2万股-6,596股-5.90%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#70$186.0万10.2万股$175.6万10.0万股+2,774股+2.79%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#107$172.4万9.5万股$169.7万9.6万股-1,378股-1.43%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#96$170.2万9.4万股$167.0万9.5万股-1,069股-1.13%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#61$157.6万8.7万股$145.9万8.3万股+3,986股+4.82%加仓
Noble Wealth Management PBC
0.67%0.67%#3$149.7万8.2万股$132.4万7.5万股+7,246股+9.65%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#80$141.7万7.8万股$127.2万7.2万股+5,805股+8.04%加仓
IHT 财富管理IHT Wealth Management, LLC
0.03%0.03%#28$139.6万7.7万股$129.8万7.4万股+3,176股+4.31%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#101$133.9万7.4万股$100.5万5.7万股+1.7万股+29.21%加仓
Onyx Bridge Wealth Group LLC
0.11%0.13%#13$125.1万6.9万股$119.8万6.8万股+930股+1.37%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.02%#41$123.7万6.8万股$124.0万7.0万股-2,253股-3.20%减仓
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#45$110.4万6.1万股$118.6万6.7万股-6,518股-9.69%减仓
CENTAURUS FINANCIAL, INC.
0.04%0.05%#24$102.8万5.7万股$99.5万5.6万股+135股+0.24%加仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#44$93.5万5.1万股$81.9万4.6万股+5,001股+10.76%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#82$90.2万5.0万股$20.8万1.2万股+3.8万股+320.79%加仓
WEDBUSH SECURITIES INC
0.02%0.02%#33$87.3万4.8万股$75.0万4.3万股+5,514股+12.96%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#78$82.1万4.5万股$78.8万4.5万股+495股+1.11%加仓
Magnus Financial Group LLC
0.06%0.06%#20$79.6万4.4万股$75.7万4.3万股+894股+2.08%加仓
Alessandra Capital Management, LLC
0.53%0.62%#4$74.4万4.1万股$73.2万4.2万股-570股-1.37%减仓
Bramshill Investments, LLC
0.06%#21$72.7万4.0万股$00股+4.0万股新买入
资本投资顾问Capital Investment Advisors, LLC
0.01%0.01%#49$72.1万4.0万股$69.9万4.0万股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#67$71.2万3.9万股$36.3万2.1万股+1.9万股+90.41%加仓
Pine Valley Investments Ltd Liability Co
0.03%0.03%#29$69.8万3.8万股$68.9万3.9万股-700股-1.79%减仓
Ethos Financial Group, LLC
0.05%0.05%#23$68.0万3.7万股$66.1万3.5万股+1,974股+5.57%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#88$65.0万3.6万股$65.3万3.7万股-1,274股-3.44%减仓
Sowell Financial Services LLC
0.02%0.02%#36$63.4万3.5万股$64.2万3.6万股-1,508股-4.14%减仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#77$61.5万3.4万股$59.7万3.4万股00.00%持仓不变
PFG 投资PFG Investments, LLC
0.02%0.03%#32$61.0万3.4万股$72.5万4.1万股-7,560股-18.39%减仓
SeaCrest Wealth Management, LLC
0.07%0.05%#19$59.9万3.3万股$44.7万2.5万股+7,600股+29.95%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#87$56.4万3.1万股$55.7万3.2万股-571股-1.81%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#76$55.0万3.0万股$47.4万2.7万股+3,362股+12.50%加仓
RDA Financial Network
0.11%0.12%#14$50.4万2.8万股$49.8万2.8万股-530股-1.87%减仓
Saxony Capital Management, LLC
0.23%0.28%#7$50.3万2.8万股$48.8万2.8万股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02%0.03%#39$50.2万2.8万股$44.5万2.5万股+2,609股+10.34%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#90$48.8万2.7万股$53.4万3.0万股-3,391股-11.20%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
<0.01%0.01%#68$48.4万2.7万股$87.1万4.9万股-2.3万股-46.12%减仓

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