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 FDIFV
持有机构数
60
机构合计市值 (Q2 2026)
$2.15亿
机构合计股数 (Q2 2026)
800.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+150.7万股
31 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-50.0万股
27 · 13 清仓 · ≈
⚖️ 净额
+100.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.15亿
持有机构数
60
新买入
9
加仓
22
减仓
14
清仓
13
持股不变
15
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%#31$4,459.5万165.6万股$4,039.4万165.0万股+5,773股+0.35%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.28%#5$3,272.3万121.5万股$00股+121.5万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#25$2,826.8万105.0万股$2,499.5万98.9万股+6.0万股+6.11%加仓
NewEdge顾问NewEdge Advisors, LLC
0.06%0.07%#13$2,136.1万79.3万股$1,977.6万78.3万股+1.1万股+1.35%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#28$1,397.3万51.9万股$1,315.8万52.1万股-1,895股-0.36%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#45$884.8万32.9万股$795.1万31.5万股+1.4万股+4.41%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#42$883.4万32.8万股$576.2万22.8万股+10.0万股+43.86%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#19$747.9万27.8万股$680.5万26.9万股+8,407股+3.12%加仓
繁荣金融服务Prospera Financial Services Inc
0.11%0.12%#10$731.6万27.2万股$754.8万29.9万股-2.7万股-9.06%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#37$631.6万23.5万股$563.8万22.3万股+1.1万股+5.11%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.05%0.06%#14$576.8万21.4万股$572.3万22.6万股-1.2万股-5.43%减仓
Trueblood Wealth Management, LLC
0.93%0.95%#1$265.8万9.9万股$242.0万9.6万股+2,896股+3.02%加仓
Genesee Capital Advisors, LLC
0.8%1.01%#2$254.4万9.4万股$240.5万9.5万股-732股-0.77%减仓
PFG 投资PFG Investments, LLC
0.09%0.09%#11$230.5万8.6万股$202.1万8.0万股+5,602股+7.01%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#32$223.7万8.3万股$207.1万8.2万股+1,118股+1.36%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#34$203.5万7.6万股$181.2万7.2万股+3,828股+5.34%加仓
Kingsview Wealth Management, LLC
0.03%0.1%#17$175.6万6.9万股$756.8万29.9万股-23.0万股-76.80%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#30$133.1万4.9万股$113.4万4.5万股+4,535股+10.11%加仓
Kiker Wealth Management, LLC
0.49%0.58%#3$126.1万4.7万股$120.4万4.8万股-829股-1.74%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#22$123.8万4.6万股$112.0万4.4万股+1,648股+3.72%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#35$118.1万4.4万股$110.1万4.4万股+270股+0.62%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#51$109.5万4.1万股$164.2万6.5万股-2.4万股-37.43%减仓
SMITH, MOORE & CO.
0.07%0.07%#12$107.1万4.0万股$96.8万3.8万股+1,484股+3.88%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$101.8万3.8万股$90.4万3.6万股+2,048股+5.73%加仓
Pine Valley Investments Ltd Liability Co
0.04%0.04%#16$90.9万3.4万股$85.5万3.4万股-108股-0.32%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#53$70.4万2.6万股$34.4万1.4万股+1.3万股+92.10%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#44$69.7万2.6万股$61.4万2.4万股+1,608股+6.62%加仓
EWA, LLC
0.11%#9$62.4万2.3万股$00股+2.3万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#33$57.6万2.1万股$58.7万2.3万股-1,831股-7.88%减仓
Cushing Capital Partners, LLC
0.39%0.4%#4$56.4万2.1万股$52.2万2.1万股+295股+1.43%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#21$51.2万1.9万股$63.1万2.5万股-5,930股-23.77%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#24$49.1万1.8万股$47.7万1.9万股-612股-3.25%减仓
BARNES PETTEY FINANCIAL ADVISORS, LLC
0.14%0.18%#7$44.2万1.6万股$41.5万1.6万股00.00%持仓不变
Kovack Advisors, Inc.
0.01%0.01%#20$28.0万1.0万股$25.4万1.0万股+97股+0.94%加仓
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#36$26.9万1.0万股$25.3万1.0万股00.00%持仓不变
Waterfront Wealth Inc.
0.04%0.05%#15$25.5万9,807股$24.8万9,807股00.00%持仓不变
&Partners&PARTNERS
<0.01%#43$23.7万8,801股$00股+8,801股新买入
Morey & Quinn Wealth Partners, LLC
0.14%0.15%#6$22.0万8,160股$21.0万8,304股-144股-1.73%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%#39$21.7万8,057股$00股+8,057股新买入
Silver Grove Financial Group, Inc.
0.12%0.16%#8$21.6万8,011股$20.2万8,011股00.00%持仓不变
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#41$21.5万8,000股$20.2万8,000股00.00%持仓不变
Topsail Wealth Management, LLC
0.02%0.03%#18$19.1万7,100股$18.2万7,200股-100股-1.39%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#38$17.2万6,386股$18.5万7,201股-815股-11.32%减仓
GAMMA Investing LLC
<0.01%0.01%#27$12.0万4,447股$11.2万4,447股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#48$9.2万3,400股$7.3万2,880股+520股+18.06%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#46$5.3万1,960股$5.0万1,960股00.00%持仓不变
Qube研究科技Qube Research & Technologies Ltd
<0.01%#54$4.4万1,651股$00股+1,651股新买入
Founders Financial Alliance, LLC
0.01%0.01%#23$4.4万1,626股$4.1万1,626股00.00%持仓不变
CITY HOLDING CO
<0.01%<0.01%#26$4.0万1,500股$3.8万1,500股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#58$2.5万927股$1.8万700股+227股+32.43%加仓

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