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FDN — First Tr Exchange-Traded Fd 机构持仓 · 2026年Q3

谁持有 First Tr Exchange-Traded Fd(FDN)?2026年Q3(报告期截至 2026-09-30)共有 33 家机构在 SEC 13F 申报中报告持有,合计 1,883.35 万美元。前几大持有机构:Toth Financial Advisory Corp(370.00 万美元)、Juncture Wealth Strategies, LLC(250.00 万美元)、Sound Income Strategies, LLC(140.00 万美元)。

排名机构市值股数变动
1TOTH FINANCIAL ADVISORY CORP$3.7M12,729增持
2JUNCTURE WEALTH STRATEGIES, LLC$2.5M8,513减持
3Sound Income Strategies, LLC$1.4M4,693减持
4Ayalon Insurance Comp Ltd.$1.4M4,758持平
5Wealth Enhancement Trust Services, Inc.$1.2M4,163新建仓
6Farther Finance Advisors, LLC$1.2M4,052减持
7Valeo Financial Advisors, LLC$1.1M3,832减持
8Ebert Capital Management Inc.$784,8722,721减持
9HF Advisory Group, LLC$754,1552,615增持
10Decker Wealth Management LLC$604,5912,096持平
11CoreCap Advisors, LLC$593,0532,056减持
12PUFF WEALTH MANAGEMENT, LLC$556,8911,931减持
13First Heartland Consultants, Inc.$380,4661,319减持
14Apella Capital, LLC$318,2541,077增持
15TITLEIST ASSET MANAGEMENT, LLC$294,7961,022减持
16Grove Bank & Trust$288,4501,000持平
17CX Institutional$269,000934减持
18Green Ridge Wealth Planning LLC$247,490858持平
19PRIVATE CLIENT SERVICES, LLC$234,510813减持
20GAMMA Investing LLC$224,414778减持
21AVAII WEALTH MANAGEMENT, LLC$222,605763持平
22Bank of New Hampshire$199,031690减持
23Rosenberg Matthew Hamilton$176,243611持平
24ATWOOD & PALMER INC$99,516345持平
25ELEVATION WEALTH PARTNERS, LLC$66,921232持平

来源:SEC 13F 申报文件 · 截至 2026-09-30