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 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $339.56万 |
| Mariner, LLC | 加仓 | $199.08万 |
| Cerity Partners LLC | 新建仓 | $177.37万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $134.22万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $96.16万 |
| MORGAN STANLEY | 加仓 | $51.49万 |
| Hennion & Walsh Asset Management, Inc. | 加仓 | $33.51万 |
| Cetera Investment Advisers | 加仓 | $33.06万 |
| CHANNEL WEALTH LLC | 加仓 | $32.15万 |
| New Insight Wealth Advisors | 加仓 | $14.72万 |
| Perennial Investment Advisors, LLC | 加仓 | $9.18万 |
| Warren Street Wealth Advisors, LLC | 加仓 | $9.18万 |
| Compound Planning, Inc. | 加仓 | $8.44万 |
| D.A. DAVIDSON & CO. | 加仓 | $7.39万 |
| CLG LLC | 加仓 | $6.74万 |
| HighTower Advisors, LLC | 加仓 | $6.70万 |
| Arax Advisory Partners | 加仓 | $5.87万 |
| FIFTH THIRD BANCORP | 新建仓 | $4.67万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $4.06万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2.80万 |
2026Q1 卖出最多
| NewEdge Advisors, LLC | 减仓 | -$1,500.20万 |
| ROYAL BANK OF CANADA | 减仓 | -$273.20万 |
| Rockefeller Capital Management L.P. | 减仓 | -$209.68万 |
| JANE STREET GROUP, LLC | 减仓 | -$206.85万 |
| Envestnet Portfolio Solutions, Inc. | 清仓 | -$73.64万 |
| Koshinski Asset Management, Inc. | 清仓 | -$49.31万 |
| Southland Equity Partners LLC | 减仓 | -$37.04万 |
| FF Advisors,LLC | 清仓 | -$33.09万 |
| Equitable Holdings, Inc. | 清仓 | -$30.54万 |
| Composition Wealth, LLC | 减仓 | -$29.45万 |
| Citizens Business Bank | 重新持有 | -$27.91万 |
| Integrity Financial Corp /WA | 清仓 | -$23.38万 |
| FLAGSTAR SECURITIES, INC | 清仓 | -$21.96万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$20.21万 |
| WESPAC Advisors SoCal, LLC | 减仓 | -$17.89万 |
| Blue Zone Wealth Advisors, LLC | 减仓 | -$14.67万 |
| Tidemark, LLC | 减仓 | -$8.89万 |
| Kestra Advisory Services, LLC | 清仓 | -$7.02万 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 重新持有 | -$6.37万 |
| Golden State Wealth Management, LLC | 减仓 | -$6.19万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 942,264 | $4,606.73万 | 0.01% | 69,454 | 加仓 |
| MORGAN STANLEY | 228,955 | $1,119.36万 | 0.00% | 10,532 | 加仓 |
| Composition Wealth, LLC | 143,476 | $701.45万 | 0.10% | -6,024 | 减仓 |
| Citizens Business Bank | 118,812 | $580.87万 | 0.95% | -5,708 | 重新持有 |
| Westside Investment Management, Inc. | 105,885 | $518.13万 | 0.79% | -730 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 97,015 | $474.31万 | 0.04% | -1,249 | 减仓 |
| Mariner, LLC | 91,324 | $446.48万 | 0.01% | 40,720 | 加仓 |
| Cetera Investment Advisers | 86,321 | $422.02万 | 0.00% | 6,763 | 加仓 |
| Ignite Planners, LLC | 59,874 | $292.72万 | 0.45% | -508 | 减仓 |
| Magnus Financial Group LLC | 44,242 | $216.30万 | 0.18% | 148 | 加仓 |
| Compound Planning, Inc. | 43,679 | $213.55万 | 0.07% | 1,726 | 加仓 |
| UBS Group AG | 42,649 | $208.51万 | 0.00% | -603 | 减仓 |
| CHANNEL WEALTH LLC | 41,084 | $200.86万 | 0.49% | 6,575 | 加仓 |
| Cerity Partners LLC | 36,279 | $177.37万 | 0.00% | 36,279 | 新建仓 |
| Southland Equity Partners LLC | 35,863 | $175.33万 | 0.34% | -7,576 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,388 | $173.01万 | 0.00% | 27,453 | 重新持有 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 32,755 | $160.14万 | 0.40% | 250 | 加仓 |
| JANE STREET GROUP, LLC | 30,181 | $147.55万 | 0.00% | -42,310 | 减仓 |
| Navigation Group, LLC | 29,536 | $144.40万 | 0.34% | — | — |
| MGO ONE SEVEN LLC | 28,695 | $140.29万 | 0.03% | -180 | 减仓 |
| OSAIC HOLDINGS, INC. | 28,539 | $139.57万 | 0.00% | -4,132 | 减仓 |
| HighTower Advisors, LLC | 28,122 | $137.49万 | 0.00% | 1,370 | 加仓 |
| Hennion & Walsh Asset Management, Inc. | 24,982 | $122.14万 | 0.04% | 6,854 | 加仓 |
| Rockefeller Capital Management L.P. | 24,085 | $117.76万 | 0.00% | -42,886 | 减仓 |
| New Insight Wealth Advisors | 21,172 | $103.51万 | 0.37% | 3,010 | 加仓 |
| Entruity Wealth, LLC | 20,766 | $101.53万 | 0.69% | -335 | 减仓 |
| OLD MISSION CAPITAL LLC | 19,668 | $96.16万 | 0.02% | 19,668 | 新建仓 |
| Mutual Advisors, LLC | 19,602 | $95.83万 | 0.02% | -528 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 18,692 | $91.40万 | 0.00% | 509 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,428 | $90.09万 | 0.00% | -718 | 减仓 |
| Golden State Wealth Management, LLC | 18,275 | $89.35万 | 0.10% | -1,266 | 减仓 |
| Catalina Capital Group, LLC | 16,540 | $80.87万 | 0.48% | 123 | 加仓 |
| WESPAC Advisors SoCal, LLC | 14,801 | $72.36万 | 0.15% | -3,659 | 减仓 |
| Climber Capital SA | 14,635 | $71.52万 | 0.47% | 0 | 不变 |
| ROYAL BANK OF CANADA | 13,998 | $68.40万 | 0.00% | -55,911 | 减仓 |
| Warren Street Wealth Advisors, LLC | 13,481 | $65.91万 | 0.17% | 1,877 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 12,732 | $62.25万 | 0.00% | 830 | 加仓 |
| FLOW TRADERS U.S. LLC | 12,152 | $59.40万 | 0.02% | 0 | 不变 |
| CENTAURUS FINANCIAL, INC. | 11,985 | $58.60万 | 0.03% | 0 | 不变 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 11,345 | $55.47万 | 0.02% | 0 | 不变 |
| Farther Finance Advisors, LLC | 11,000 | $53.93万 | 0.01% | 0 | 不变 |
| Guild Investment Management, Inc. | 11,000 | $53.78万 | 0.38% | 0 | 不变 |
| Quantinno Capital Management LP | 10,696 | $52.29万 | 0.00% | 0 | 不变 |
| CLG LLC | 10,286 | $50.29万 | 0.12% | 1,378 | 加仓 |
| WCG Wealth Advisors LLC | 10,070 | $49.23万 | 0.01% | -696 | 减仓 |
| Inspire Advisors, LLC | 9,402 | $45.97万 | 0.04% | 439 | 加仓 |
| Perennial Investment Advisors, LLC | 9,389 | $45.91万 | 0.04% | 1,878 | 加仓 |
| D.A. DAVIDSON & CO. | 9,299 | $45.46万 | 0.00% | 1,511 | 加仓 |
| FORONJY FINANCIAL LLC | 9,256 | $45.25万 | 0.19% | -838 | 减仓 |
| Tidemark, LLC | 8,743 | $42.74万 | 0.11% | -1,818 | 减仓 |
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 🔒