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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 VIYDEC
持有机构数
63
机构合计市值 (Q2 2026)
$8,859.2万
机构合计股数 (Q2 2026)
321.5万股
整体趋势
减持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+23.6万股
增持机构 18 · 其中新买入 12
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-35.8万股
减持机构 32 · 其中清仓 11
估算卖出金额
⚖️ 净股数变动
-12.2万股
净卖出
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,859.2万
持有机构数
63
新买入
12
加仓
6
减仓
21
清仓
11
持股不变
24
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
OGOREK ANTHONY JOSEPH /NY/ /ADV
5.46%5.78%#2$2,200.8万79.9万股$2,110.1万80.2万股-3,379股-0.42%减仓
Luken Investment Analytics, LLC
5.55%5.49%#1$1,587.9万57.6万股$1,434.3万54.5万股+3.1万股+5.71%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#27$752.5万27.3万股$898.9万34.2万股-6.9万股-20.07%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#33$668.7万24.3万股$648.6万24.7万股-3,866股-1.57%减仓
美国合众银行US BANCORP \DE\
0.01%0.01%#35$461.7万16.8万股$479.7万18.2万股-1.5万股-8.11%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#44$404.6万14.7万股$379.5万14.4万股+2,603股+1.80%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#46$323.8万11.8万股$434.0万16.5万股-4.7万股-28.75%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#54$288.1万10.5万股$00股+10.5万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$198.1万7.2万股$207.2万7.9万股-6,864股-8.71%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#50$178.7万6.5万股$160.7万6.1万股+3,768股+6.17%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#41$120.3万4.3万股$10.8万4.2万股+583股+1.38%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#45$116.8万4.2万股$111.5万4.2万股00.00%持仓不变
1776 Wealth LLC
0.39%0.42%#5$111.0万4.0万股$106.0万4.0万股00.00%持仓不变
NorthCrest Asset Manangement, LLC
0.03%0.03%#14$105.7万3.8万股$101.0万3.8万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#20$90.3万3.3万股$40.2万1.5万股+1.8万股+114.63%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#39$74.6万2.7万股$105.9万4.0万股-1.3万股-32.72%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.03%#26$72.9万2.6万股$212.4万8.1万股-5.4万股-67.24%减仓
BFI Wealth Solutions, LLC
0.47%0.58%#3$62.9万2.3万股$60.6万2.3万股-6股-0.03%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#58$53.4万1.9万股$00股+1.9万股新买入
Mission Financial Group, LLC
0.43%0.49%#4$51.9万1.9万股$52.8万2.0万股-1,314股-6.52%减仓
DHJJ Financial Advisors, Ltd.
0.15%0.17%#7$50.5万1.8万股$50.9万1.9万股-995股-5.14%减仓
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#37$48.9万1.8万股$46.7万1.8万股00.00%持仓不变
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#34$48.6万1.8万股$46.4万1.8万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#59$43.4万1.6万股$00股+1.6万股新买入
Avidian Wealth Enterprises, LLC
0.01%0.01%#22$42.3万1.5万股$40.4万1.5万股00.00%持仓不变
Kovack Advisors, Inc.
0.02%0.02%#18$39.0万1.4万股$36.9万1.4万股+283股+2.04%加仓
Ignite Planners, LLC
0.05%0.06%#11$38.9万1.4万股$39.3万1.5万股-845股-5.65%减仓
SILVER OAK SECURITIES, INCORPORATED
0.02%0.03%#15$38.6万1.4万股$36.8万1.4万股00.00%持仓不变
First Heartland Consultants, Inc.
0.02%0.03%#16$35.2万1.3万股$33.6万1.3万股00.00%持仓不变
WINNACLE WEALTH LLC
0.21%0.24%#6$31.2万1.1万股$30.5万1.2万股-260股-2.24%减仓
Diligent Investors, LLC
0.07%0.07%#10$29.7万1.1万股$28.4万1.1万股00.00%持仓不变
FIDUCIARY FINANCIAL ADVISORS
0.03%#13$29.3万1.1万股$00股+1.1万股新买入
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.01%0.02%#23$29.3万1.1万股$28.0万1.1万股00.00%持仓不变
Fragasso Financial Advisors Inc
0.02%0.02%#19$29.2万1.1万股$28.0万1.1万股00.00%持仓不变
Integrity Financial Corp /WA
0.14%0.16%#8$29.0万1.1万股$32.1万1.2万股-1,668股-13.68%减仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#42$28.1万1.0万股$33.8万1.3万股-2,656股-20.66%减仓
SOA Wealth Advisors, LLC.
0.02%0.05%#17$26.2万9,504股$25.0万9,504股00.00%持仓不变
Wedmont Private 资本Wedmont Private Capital
0.01%0.01%#32$24.5万8,870股$23.9万8,870股00.00%持仓不变
共同顾问Mutual Advisors, LLC
<0.01%<0.01%#36$22.6万8,199股$21.6万8,199股00.00%持仓不变
Grantvest Financial Group LLC
0.13%0.14%#9$22.1万8,030股$21.7万8,246股-216股-2.62%减仓
Asset Allocation Strategies LLC
0.03%0.04%#12$22.1万8,023股$21.1万8,023股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#53$21.8万7,915股$25.7万9,770股-1,855股-18.99%减仓
Main Street Financial Solutions, LLC
0.01%#21$21.6万7,840股$00股+7,840股新买入
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.01%#30$20.8万7,558股$00股+7,558股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.01%#29$17.8万6,459股$17.1万6,507股-48股-0.74%减仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%<0.01%#49$16.7万6,050股$25.1万9,550股-3,500股-36.65%减仓
LANARK FINANCIAL, INC.
0.01%0.01%#24$15.9万5,776股$15.3万5,834股-58股-0.99%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#52$15.9万5,763股$15.2万5,763股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#38$14.8万5,373股$14.1万5,373股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#55$14.6万5,300股$00股+5,300股新买入

🧭 机构资金流板块热力图

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