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 FDDDIV
持有机构数
40
机构合计市值 (Q2 2026)
$4,644.8万
机构合计股数 (Q2 2026)
103.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5.3万股
17 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.0万股
19 · 6 清仓 · ≈
⚖️ 净额
-6.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,644.8万
持有机构数
40
新买入
6
加仓
11
减仓
13
清仓
6
持股不变
10
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
Virtus Wealth Solutions LLC
1.28%1.68%#1$943.9万20.9万股$880.7万21.8万股-8,421股-3.87%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#13$783.9万17.4万股$653.5万16.2万股+1.2万股+7.59%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#20$693.6万15.4万股$625.5万15.5万股-827股-0.53%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.03%0.04%#8$410.6万9.1万股$344.6万8.5万股+5,868股+6.89%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#10$288.8万6.4万股$253.0万6.3万股+1,485股+2.37%加仓
Kesler, Norman & Wride, LLC
0.38%0.4%#3$239.8万5.3万股$233.9万5.8万股-4,649股-8.04%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#29$203.0万4.5万股$182.6万4.5万股-123股-0.27%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#34$163.2万3.6万股$172.4万4.3万股-6,689股-15.60%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#23$162.4万3.6万股$121.8万3.0万股+5,912股+19.64%加仓
TCFG Investment Advisors, LLC
0.41%0.41%#2$121.6万2.7万股$109.1万2.7万股-9股-0.03%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#37$89.0万2.0万股$82.6万2.0万股-705股-3.45%减仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#12$79.3万1.8万股$71.0万1.8万股+30股+0.17%加仓
Compound Planning, Inc.
0.02%0.02%#9$59.3万1.3万股$52.6万1.3万股+151股+1.16%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#35$59.3万1.3万股$101.3万2.5万股-1.2万股-47.54%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#22$54.1万1.2万股$144.6万3.6万股-2.4万股-66.45%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#26$39.5万8,768股$35.5万8,768股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#38$32.7万7,256股$20.0万4,957股+2,299股+46.38%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#36$24.4万5,413股$29.7万7,344股-1,931股-26.29%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%0.01%#18$24.2万5,357股$38.2万9,445股-4,088股-43.28%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.01%0.01%#15$23.7万5,250股$24.9万6,000股-750股-12.50%减仓
MANCHESTER FINANCIAL INC
0.04%#7$23.6万5,227股$00股+5,227股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#17$22.5万5,000股$00股+5,000股新买入
Janney Montgomery Scott LLC
<0.01%#25$21.3万4,731股$00股+4,731股新买入
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
0.1%#6$21.3万4,717股$00股+4,717股新买入
COLUMBIA ADVISORY PARTNERS LLC
0.11%#5$20.4万4,525股$00股+4,525股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#30$11.5万2,540股$10.3万2,535股+5股+0.20%加仓
KERR FINANCIAL PLANNING Corp
0.12%0.13%#4$10.8万2,385股$10.5万2,385股00.00%持仓不变
MTM Investment Management, LLC
0.01%0.01%#11$4.1万901股$3.6万901股00.00%持仓不变
FIDUCIARY FINANCIAL ADVISORS
<0.01%#19$2.9万650股$00股+650股新买入
Realta Investment Advisors
0.01%0.01%#14$2.7万601股$2.4万601股00.00%持仓不变
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#21$1.9万432股$1.7万430股+2股+0.47%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#32$1.3万282股$1.2万282股00.00%持仓不变
MPWM ADVISORY SOLUTIONS, LLC
0.01%0.01%#16$1.1万253股$1.0万253股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#31$9,243205股$8,291205股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#28$9,018200股$4,044100股+100股+100.00%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#39$8,572190股$7,658189股+1股+0.53%加仓
Truvestments Capital LLC
<0.01%<0.01%#24$2,79662股$2,50862股00.00%持仓不变
AdvisorNet Financial, Inc
<0.01%<0.01%#33$1,95846股$1,95846股00.00%持仓不变
Darwin Wealth Management, LLC
<0.01%<0.01%#27$1,21727股$1,09127股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#40$651股$3.1万777股-776股-99.87%减仓

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