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第一信托交易所交易基金VI · 13F 机构持仓分析
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第一信托交易所交易基金VI

FIRST TR EXCHNG TRADED FD VIYSEP
持有机构数
61
机构合计市值 (Q2 2026)
$5,275.7万
机构合计股数 (Q2 2026)
191.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+28.4万股
12 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-84.6万股
37 · 10 清仓 · ≈
⚖️ 净额
-56.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,275.7万
持有机构数
61
新买入
5
加仓
7
减仓
27
清仓
10
持股不变
22
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
LM Advisors LLC
0.52%0.04%#2$549.7万20.0万股$20.1万5,268股+19.4万股+3,689.24%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#32$500.1万18.2万股$518.2万19.8万股-1.6万股-8.30%减仓
美国合众银行US BANCORP \DE\
0.01%0.01%#34$482.8万17.5万股$559.7万21.4万股-3.9万股-18.03%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#46$367.1万13.3万股$359.5万13.7万股-4,092股-2.98%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#36$312.5万11.3万股$297.7万11.4万股-280股-0.25%减仓
SOA Wealth Advisors, LLC.
0.19%0.43%#8$246.3万8.9万股$236.1万9.0万股-789股-0.87%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#38$214.0万7.8万股$225.8万8.6万股-8,557股-9.92%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#35$206.8万7.4万股$28.3万7.6万股-1,944股-2.57%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#50$198.7万7.2万股$195.3万7.5万股-2,507股-3.36%减仓
NorthCrest Asset Manangement, LLC
0.04%0.05%#16$174.3万6.3万股$170.8万6.5万股-1,944股-2.99%减仓
Avantra Family Wealth, Inc.
1.01%1.1%#1$158.5万5.8万股$148.1万5.7万股+975股+1.72%加仓
现代财富管理Modern Wealth Management, LLC
0.02%0.1%#24$145.3万5.3万股$574.9万21.8万股-16.5万股-75.77%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#57$111.8万4.1万股$20.6万7,877股+3.3万股+415.31%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$110.2万4.0万股$120.6万4.6万股-6,070股-13.17%减仓
SILVER OAK SECURITIES, INCORPORATED
0.06%0.07%#15$104.8万3.8万股$99.7万3.8万股-55股-0.14%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#27$81.2万2.9万股$80.4万3.1万股-1,250股-4.07%减仓
Ignite Planners, LLC
0.11%0.12%#11$79.2万2.9万股$75.7万2.9万股-177股-0.61%减仓
Noble Wealth Management PBC
0.34%0.42%#4$75.1万2.7万股$84.4万3.2万股-4,962股-15.39%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#44$71.5万2.6万股$77.0万2.9万股-3,479股-11.82%减仓
WEALTHGARDEN F.S. LLC
0.39%0.44%#3$67.9万2.5万股$64.5万2.5万股00.00%持仓不变
FIDUCIARY FINANCIAL ADVISORS
0.07%#14$67.0万2.4万股$00股+2.4万股新买入
KINTRA WEALTH, LLC
0.03%0.04%#19$66.6万2.4万股$59.2万2.3万股+933股+4.13%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#49$64.0万2.3万股$60.8万2.3万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#39$62.5万2.3万股$87.6万3.3万股-1.1万股-32.18%减仓
Ameritas Investment Partners, Inc.
0.02%0.02%#25$59.7万2.2万股$57.6万2.2万股-345股-1.57%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#45$55.6万2.0万股$51.7万2.0万股+450股+2.28%加仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#29$48.8万1.8万股$47.2万1.8万股-305股-1.69%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#30$44.2万1.6万股$42.3万1.6万股-113股-0.70%减仓
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#37$43.7万1.6万股$43.6万1.7万股-782股-4.69%减仓
Kovack Advisors, Inc.
0.02%0.02%#23$39.7万1.4万股$37.3万1.4万股+281股+1.99%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#59$39.5万1.4万股$00股+1.4万股新买入
Five Pine Wealth Management
0.22%0.24%#6$39.0万1.4万股$39.4万1.5万股-877股-5.83%减仓
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#33$37.8万1.4万股$36.0万1.4万股00.00%持仓不变
Avidian Wealth Enterprises, LLC
0.01%0.01%#28$34.9万1.3万股$33.2万1.3万股00.00%持仓不变
Diligent Investors, LLC
0.08%0.08%#13$34.0万1.2万股$32.3万1.2万股00.00%持仓不变
1776 Wealth LLC
0.12%0.13%#10$34.0万1.2万股$32.3万1.2万股00.00%持仓不变
WINNACLE WEALTH LLC
0.23%0.25%#5$33.2万1.2万股$32.3万1.2万股-277股-2.24%减仓
Grantvest Financial Group LLC
0.16%0.17%#9$27.7万1.0万股$26.3万1.0万股00.00%持仓不变
LEGACY SOLUTIONS, LLC
0.2%0.22%#7$24.7万8,955股$23.4万8,955股00.00%持仓不变
Pinnacle Wealth Planning Services, Inc.
0.01%0.02%#26$15.7万5,700股$14.9万5,700股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#42$15.7万5,685股$4,884185股+5,500股+2,972.97%加仓
DHJJ Financial Advisors, Ltd.
0.04%0.05%#17$14.5万5,249股$13.7万5,249股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#56$13.8万5,009股$00股+5,009股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#60$13.8万5,000股$12.8万5,000股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.01%#31$13.7万4,986股$14.4万5,503股-517股-9.39%减仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%#48$13.2万4,780股$00股+4,780股新买入
Benson Wealth Management INC
0.1%0.13%#12$9.7万3,533股$9.2万3,533股00.00%持仓不变
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.02%0.02%#21$8.8万3,183股$8.3万3,183股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#52$8.0万2,912股$7.6万2,912股00.00%持仓不变
Integrity Financial Corp /WA
0.03%0.04%#20$6.8万2,481股$7.6万2,885股-404股-14.00%减仓

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