13F 机构持仓

FNK FIRST TR EXCHANGE-TRADED ALP

MID CAP VAL FD

持有机构数582026Q2
26Q126Q2
机构合计持股(股)2,590,0152026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2582,590,015$1.61亿 617178$28.71万
2026Q1592,583,977$1.47亿 720153-$100.31万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

WELLS FARGO & COMPANY/MN加仓$126.95万
Cetera Investment Advisers加仓$88.76万
TOTAL INVESTMENT MANAGEMENT INC加仓$69.17万
RAYMOND JAMES FINANCIAL INC加仓$30.10万
LPL Financial LLC加仓$29.84万
HighTower Advisors, LLC新建仓$29.26万
Advisor OS, LLC新建仓$25.54万
Kestra Advisory Services, LLC加仓$11.22万
Parallel Advisors, LLC新建仓$11.04万
Tower Research Capital LLC (TRC)加仓$8.41万
Equitable Holdings, Inc.加仓$6.97万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC新建仓$4.61万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$4.16万
BANK OF MONTREAL /CAN/新建仓$3.24万
BESSEMER GROUP INC新建仓$2.60万
JONES FINANCIAL COMPANIES LLLP加仓$1.98万
FIFTH THIRD BANCORP新建仓$1.55万
COMMONWEALTH EQUITY SERVICES, LLC加仓$1.48万
ENVESTNET ASSET MANAGEMENT INC加仓$1.35万
US BANCORP \DE\加仓$6,564

2026Q1 卖出最多

CITADEL ADVISORS LLC重新持有-$217.28万
Ashton Thomas Private Wealth, LLC减仓-$123.91万
STIFEL FINANCIAL CORP清仓-$58.80万
BENJAMIN EDWARDS INC减仓-$53.75万
Stratos Wealth Partners, LTD.减仓-$38.09万
TWO SIGMA INVESTMENTS, LP清仓-$20.03万
Kingsview Wealth Management, LLC减仓-$18.68万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$11.55万
OSAIC HOLDINGS, INC.减仓-$4.77万
&PARTNERS减仓-$3.63万
UBS Group AG减仓-$3.28万
MORGAN STANLEY减仓-$2.55万
Triumph Capital Management减仓-$1.12万
Janney Montgomery Scott LLC减仓-$8,278
Cambridge Investment Research Advisors, Inc.减仓-$6,847
HARBOUR INVESTMENTS, INC.清仓-$5,954
Sigma Planning Corp减仓-$3,424
ROYAL BANK OF CANADA减仓-$2,969
Transamerica Financial Advisors, LLC减仓-$63

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
TOTAL INVESTMENT MANAGEMENT INC1,341,711$7,657.79万8.93%12,120加仓
WELLS FARGO & COMPANY/MN258,612$1,476.02万0.00%22,243加仓
MORGAN STANLEY235,560$1,344.46万0.00%-447减仓
LPL Financial LLC137,586$785.27万0.00%5,229加仓
Cetera Investment Advisers105,572$602.55万0.01%15,551加仓
Kingsview Wealth Management, LLC62,667$357.67万0.05%-3,273减仓
RAYMOND JAMES FINANCIAL INC58,777$335.47万0.00%5,274加仓
UBS Group AG51,138$291.87万0.00%-574减仓
OSAIC HOLDINGS, INC.50,439$287.86万0.00%-836减仓
JONES FINANCIAL COMPANIES LLLP37,130$209.13万0.00%351加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP27,839$158.89万0.00%-2,024减仓
ROYAL BANK OF CANADA22,946$131.00万0.00%-52减仓
Equitable Holdings, Inc.20,790$115.88万0.01%1,251加仓
Cambridge Investment Research Advisors, Inc.17,228$98.30万0.00%-120减仓
COMMONWEALTH EQUITY SERVICES, LLC16,414$93.68万0.00%259加仓
Keel Point, LLC11,847$67.62万0.04%90加仓
ARS Wealth Advisors Group, LLC11,488$65.57万0.06%3加仓
Stratos Wealth Partners, LTD.10,455$59.68万0.01%-6,674减仓
Kestra Advisory Services, LLC10,335$58.99万0.00%1,966加仓
Private Advisor Group, LLC8,252$47.10万0.00%27加仓
CITADEL ADVISORS LLC6,597$37.65万0.00%-38,069重新持有
&PARTNERS5,766$32.91万0.00%-636减仓
LEVEL FOUR ADVISORY SERVICES, LLC5,614$32.04万0.01%0不变
BENJAMIN EDWARDS INC5,323$30.41万0.00%-9,408减仓
HighTower Advisors, LLC5,127$29.26万0.00%5,127新建仓
Janney Montgomery Scott LLC5,045$28.80万0.00%-145减仓
Ashton Thomas Private Wealth, LLC4,763$27.18万0.01%-21,710减仓
Advisor OS, LLC4,475$25.54万0.02%4,475新建仓
ENVESTNET ASSET MANAGEMENT INC4,421$25.23万0.00%236加仓
Sigma Planning Corp4,181$23.86万0.01%-60减仓
DAYMARK WEALTH PARTNERS, LLC4,132$23.58万0.01%10加仓
GREAT VALLEY ADVISOR GROUP, INC.3,988$22.74万0.00%2加仓
Dynamic Advisor Solutions LLC3,665$20.92万0.01%1加仓
Triumph Capital Management3,488$19.91万0.04%-196减仓
Founders Financial Alliance, LLC2,919$16.66万0.03%28重新持有
Rockefeller Capital Management L.P.2,889$16.49万0.00%13加仓
Geneos Wealth Management Inc.2,400$13.70万0.00%0不变
Tower Research Capital LLC (TRC)2,251$12.85万0.00%1,474加仓
Parallel Advisors, LLC1,935$11.04万0.00%1,935新建仓
GAMMA Investing LLC1,816$10.36万0.00%0不变
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,287$7.35万0.00%728加仓
Sound Income Strategies, LLC984$5.62万0.00%0不变
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC807$4.61万0.00%807新建仓
BANK OF MONTREAL /CAN/568$3.24万0.00%568新建仓
BESSEMER GROUP INC454$2.60万0.00%454新建仓
US BANCORP \DE\371$2.12万0.00%115加仓
Benson Wealth Management INC356$2.03万0.03%0不变
PRIVATE TRUST CO NA318$1.81万0.00%0不变
Advisory Services Network, LLC279$1.59万0.00%0重新持有
FIFTH THIRD BANCORP272$1.55万0.00%272新建仓

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