FCAL FIRST TR EXCH TRADED FD III
CALIF MUN INCM
26Q126Q2
26Q126Q2
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 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 87 | 2,932,405 | $1.45亿 | 15 | 30 | 26 | 7 | $369.39万 |
| 2026Q1 | 77 | 2,830,778 | $1.38亿 | 3 | 25 | 29 | 7 | -$1,463.39万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $449.53万 |
| Elequin Capital, LP | 新建仓 | $268.58万 |
| OSAIC HOLDINGS, INC. | 加仓 | $133.19万 |
| Savvy Advisors, Inc. | 新建仓 | $100.89万 |
| Ignite Planners, LLC | 加仓 | $93.01万 |
| Cascade Financial Partners, LLC | 新建仓 | $89.89万 |
| HighTower Advisors, LLC | 加仓 | $76.26万 |
| Golden State Wealth Management, LLC | 加仓 | $68.15万 |
| Precision Wealth Strategies, LLC | 新建仓 | $66.84万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $65.22万 |
| Private Advisor Group, LLC | 新建仓 | $56.62万 |
| SILVER OAK SECURITIES, INCORPORATED | 新建仓 | $45.44万 |
| CRUX WEALTH ADVISORS | 新建仓 | $43.24万 |
| Hennion & Walsh Asset Management, Inc. | 加仓 | $42.61万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 加仓 | $42.18万 |
| Arax Advisory Partners | 加仓 | $38.08万 |
| WCG Wealth Advisors LLC | 加仓 | $30.53万 |
| HCR Wealth Advisors | 新建仓 | $30.16万 |
| Warren Street Wealth Advisors, LLC | 加仓 | $28.25万 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 加仓 | $24.70万 |
2026Q2 卖出最多
| Composition Wealth, LLC | 减仓 | -$546.70万 |
| Mariner, LLC | 减仓 | -$242.51万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$173.01万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$96.16万 |
| JANE STREET GROUP, LLC | 减仓 | -$71.16万 |
| Entruity Wealth, LLC | 减仓 | -$69.43万 |
| MORGAN STANLEY | 减仓 | -$63.59万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$59.40万 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 清仓 | -$55.47万 |
| Compound Planning, Inc. | 减仓 | -$42.88万 |
| WESPAC Advisors SoCal, LLC | 减仓 | -$35.73万 |
| Southland Equity Partners LLC | 减仓 | -$28.47万 |
| ENVESTNET ASSET MANAGEMENT INC | 清仓 | -$26.39万 |
| ROYAL BANK OF CANADA | 减仓 | -$20.17万 |
| GUGGENHEIM CAPITAL LLC | 减仓 | -$18.86万 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 清仓 | -$17.08万 |
| Mutual Advisors, LLC | 减仓 | -$12.93万 |
| FORONJY FINANCIAL LLC | 减仓 | -$10.79万 |
| Westside Investment Management, Inc. | 减仓 | -$10.43万 |
| Cerity Partners LLC | 减仓 | -$9.45万 |
2026Q2 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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,032,799 | $5,128.07万 | 0.01% | 90,535 | 加仓 |
| MORGAN STANLEY | 216,147 | $1,073.22万 | 0.00% | -12,808 | 减仓 |
| Citizens Business Bank | 118,489 | $588.32万 | 0.89% | -323 | 减仓 |
| Westside Investment Management, Inc. | 103,785 | $515.32万 | 0.68% | -2,100 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 93,217 | $462.82万 | 0.03% | -3,798 | 减仓 |
| Cetera Investment Advisers | 86,212 | $428.06万 | 0.00% | -109 | 减仓 |
| Ignite Planners, LLC | 80,134 | $367.88万 | 0.50% | 20,260 | 加仓 |
| OSAIC HOLDINGS, INC. | 55,361 | $274.91万 | 0.00% | 26,822 | 加仓 |
| Elequin Capital, LP | 54,092 | $268.58万 | 0.08% | 54,092 | 新建仓 |
| UBS Group AG | 45,083 | $223.85万 | 0.00% | 2,434 | 加仓 |
| CHANNEL WEALTH LLC | 44,985 | $223.36万 | 0.50% | 3,901 | 加仓 |
| Magnus Financial Group LLC | 44,624 | $221.57万 | 0.16% | 382 | 加仓 |
| HighTower Advisors, LLC | 43,481 | $215.89万 | 0.00% | 15,359 | 加仓 |
| Mariner, LLC | 42,483 | $210.94万 | 0.00% | -48,841 | 减仓 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 37,730 | $187.34万 | 0.41% | 4,975 | 加仓 |
| Stonebridge Financial Group, LLC/CA | 37,613 | $186.70万 | 0.26% | — | — |
| Compound Planning, Inc. | 35,043 | $174.00万 | 0.05% | -8,636 | 减仓 |
| Cerity Partners LLC | 34,375 | $170.68万 | 0.00% | -1,904 | 减仓 |
| Hennion & Walsh Asset Management, Inc. | 33,563 | $166.65万 | 0.05% | 8,581 | 加仓 |
| Composition Wealth, LLC | 33,370 | $165.69万 | 0.02% | -110,106 | 减仓 |
| Golden State Wealth Management, LLC | 32,001 | $158.89万 | 0.14% | 13,726 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 31,832 | $158.00万 | 0.00% | 13,140 | 加仓 |
| MGO ONE SEVEN LLC | 31,195 | $154.89万 | 0.03% | 2,500 | 加仓 |
| Southland Equity Partners LLC | 30,129 | $149.60万 | 0.26% | -5,734 | 减仓 |
| Navigation Group, LLC | 29,536 | $146.65万 | 0.29% | 0 | 不变 |
| Rockefeller Capital Management L.P. | 25,211 | $125.18万 | 0.00% | 1,126 | 加仓 |
| Savvy Advisors, Inc. | 20,320 | $100.89万 | 0.02% | 20,320 | 新建仓 |
| New Insight Wealth Advisors | 19,897 | $98.79万 | 0.29% | -1,275 | 减仓 |
| Warren Street Wealth Advisors, LLC | 19,170 | $95.18万 | 0.21% | 5,689 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,453 | $91.62万 | 0.00% | 25 | 加仓 |
| Cascade Financial Partners, LLC | 18,103 | $89.89万 | 0.08% | 18,103 | 新建仓 |
| Mutual Advisors, LLC | 16,997 | $84.40万 | 0.02% | -2,605 | 减仓 |
| WCG Wealth Advisors LLC | 16,218 | $80.52万 | 0.02% | 6,148 | 加仓 |
| JANE STREET GROUP, LLC | 15,849 | $78.69万 | 0.00% | -14,332 | 减仓 |
| Climber Capital SA | 14,635 | $72.52万 | 0.44% | 0 | 不变 |
| Precision Wealth Strategies, LLC | 13,461 | $66.84万 | 0.20% | 13,461 | 新建仓 |
| KINGSWOOD WEALTH ADVISORS, LLC | 12,918 | $64.14万 | 0.03% | 8,495 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 12,845 | $63.78万 | 0.00% | 113 | 加仓 |
| Guild Investment Management, Inc. | 12,500 | $62.07万 | 0.42% | 1,500 | 加仓 |
| Farther Finance Advisors, LLC | 12,500 | $62.07万 | 0.00% | 1,500 | 加仓 |
| CENTAURUS FINANCIAL, INC. | 11,985 | $59.50万 | 0.02% | 0 | 不变 |
| Perennial Investment Advisors, LLC | 11,583 | $57.52万 | 0.04% | 2,194 | 加仓 |
| Private Advisor Group, LLC | 11,404 | $56.62万 | 0.00% | 11,404 | 新建仓 |
| Quantinno Capital Management LP | 10,696 | $53.11万 | 0.00% | 0 | 不变 |
| Arax Advisory Partners | 10,070 | $50.00万 | 0.00% | 7,670 | 加仓 |
| CLG LLC | 9,972 | $49.51万 | 0.11% | -314 | 减仓 |
| ROYAL BANK OF CANADA | 9,934 | $49.30万 | 0.00% | -4,064 | 减仓 |
| Inspire Advisors, LLC | 9,445 | $46.89万 | 0.03% | 43 | 加仓 |
| D.A. DAVIDSON & CO. | 9,273 | $46.04万 | 0.00% | -26 | 减仓 |
| SILVER OAK SECURITIES, INCORPORATED | 9,151 | $45.44万 | 0.03% | 9,151 | 新建仓 |
内部人交易（Form 4）
FCAL 董事、高管和大股东的最新买卖申报。专业版可看 🔒