13FBOX
第一信托交易所交易基金III · 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III

FIRST TR EXCH TRADED FD IIIRFEM
持有机构数
39
机构合计市值 (Q2 2026)
$7,354.4万
机构合计股数 (Q2 2026)
80.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+14.8万股
17 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-5.1万股
18 · 7 清仓 · ≈
⚖️ 净额
+9.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,354.4万
持有机构数
39
新买入
6
加仓
11
减仓
11
清仓
7
持股不变
11
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
Ferguson Shapiro LLC
5.87%5.45%#1$2,006.1万21.4万股$1,789.5万21.8万股-4,215股-1.94%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#23$1,119.9万11.9万股$839.5万10.2万股+1.7万股+16.70%加仓
Janney Montgomery Scott LLC
0.01%#10$750.3万8.0万股$00股+8.0万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#25$565.3万6.0万股$496.2万6.0万股-208股-0.34%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#16$383.6万4.1万股$373.8万4.5万股-4,658股-10.24%减仓
繁荣金融服务Prospera Financial Services Inc
0.05%0.05%#4$316.6万3.4万股$304.3万3.7万股-3,324股-8.97%减仓
河畔投资集团RiverFront Investment Group, LLC
0.04%0.05%#5$312.8万3.3万股$299.1万3.6万股-3,105股-8.53%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#20$255.3万2.7万股$216.9万2.6万股+774股+2.93%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.04%#6$236.5万2.5万股$00股+2.5万股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.04%0.03%#7$221.4万2.4万股$175.4万2.1万股+2,223股+10.41%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#19$168.3万1.8万股$133.8万1.6万股+1,640股+10.07%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#18$167.3万1.8万股$142.9万1.7万股+425股+2.44%加仓
Maia Wealth LLC
0.24%0.22%#2$161.3万1.7万股$128.0万1.6万股+1,592股+10.22%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#26$117.8万1.3万股$234.6万2.9万股-1.6万股-56.09%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#31$117.6万1.3万股$118.7万1.4万股-1,935股-13.39%减仓
世界投资顾问World Investment Advisors
0.02%0.01%#9$91.7万1.1万股$91.7万1.1万股00.00%持仓不变
Keystone Wealth Services, LLC
0.14%0.13%#3$74.9万7,977股$61.3万7,462股+515股+6.90%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#17$57.8万6,153股$50.9万6,180股-27股-0.44%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#32$50.2万5,344股$21.6万2,634股+2,710股+102.89%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$32.9万3,498股$26.3万3,200股+298股+9.31%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#33$29.0万3,090股$32.1万3,907股-817股-20.91%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
<0.01%<0.01%#24$25.3万2,690股$24.4万2,969股-279股-9.40%减仓
Geo 财富管理GeoWealth Management, LLC
0.01%0.01%#14$23.3万2,483股$19.5万2,373股+110股+4.64%加仓
Triad Wealth Partners, LLC
0.01%0.03%#11$22.7万2,416股$40.1万4,882股-2,466股-50.51%减仓
GAMMA Investing LLC
0.01%0.01%#15$17.8万1,890股$15.5万1,890股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#22$7.9万853股$7.0万853股00.00%持仓不变
TUCKER ASSET MANAGEMENT LLC
0.02%#8$6.5万795股$00股+795股新买入
REAP Financial Group, LLC
0.01%0.01%#12$5.6万593股$4.8万586股+7股+1.19%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#30$2.7万284股$2.3万284股00.00%持仓不变
EVOLUTION WEALTH MANAGEMENT INC.
0.01%0.01%#13$1.5万159股$1.3万159股00.00%持仓不变
Elevated Capital Advisors, LLC
<0.01%<0.01%#21$1.1万112股$9,201112股00.00%持仓不变
Coppell Advisory Solutions LLC
<0.01%#27$9,6201.5万股$00股+1.5万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#37$7,04475股$6,16275股00.00%持仓不变
Ascentis Independent Advisors
<0.01%<0.01%#28$5,50467股$5,50467股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#34$4,88452股$4,27252股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#35$4,50848股$3,94348股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%#36$2,91132股$00股+32股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#38$1,50316股$00股+16股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#39$1,30114股$1,12114股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入