FDL FIRST TR MORNINGSTAR DIVID L
SHS
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 | 495 | 92,221,062 | $44.96亿 | 27 | 216 | 156 | 39 | $1.59亿 |
| 2026Q1 | 504 | 88,876,902 | $45.23亿 | 64 | 203 | 148 | 25 | $2.67亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $9,375.67万 |
| BNP PARIBAS FINANCIAL MARKETS | 加仓 | $4,310.41万 |
| JPMORGAN CHASE & CO | 加仓 | $2,931.93万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,689.49万 |
| Kingsview Wealth Management, LLC | 加仓 | $1,653.91万 |
| Independent Advisor Alliance | 加仓 | $1,556.09万 |
| MORGAN STANLEY | 加仓 | $1,384.51万 |
| Investors Research Corp | 加仓 | $1,358.81万 |
| Keeler Thomas Management LLC | 新建仓 | $1,198.31万 |
| Kestra Advisory Services, LLC | 加仓 | $1,117.42万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $813.57万 |
| Baird Financial Group, Inc. | 加仓 | $808.89万 |
| Avior Wealth Management, LLC | 加仓 | $709.17万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $646.56万 |
| One Capital Management, LLC | 新建仓 | $556.56万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $550.32万 |
| Elevation Capital Advisory, LLC | 新建仓 | $550.09万 |
| RFG Advisory, LLC | 加仓 | $521.22万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $513.24万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $508.03万 |
2026Q1 卖出最多
| AMERIPRISE FINANCIAL INC | 减仓 | -$3,802.56万 |
| Rockport Wealth LLC | 减仓 | -$3,686.94万 |
| STIFEL FINANCIAL CORP | 减仓 | -$2,599.94万 |
| Csenge Advisory Group | 减仓 | -$1,611.54万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$938.15万 |
| Triumph Capital Management | 减仓 | -$574.43万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$408.01万 |
| Prospera Financial Services Inc | 减仓 | -$387.34万 |
| ROYAL BANK OF CANADA | 减仓 | -$358.32万 |
| N.E.W. Advisory Services LLC | 减仓 | -$280.28万 |
| Hobart Private Capital, LLC | 减仓 | -$271.87万 |
| D. E. Shaw & Co., Inc. | 减仓 | -$257.45万 |
| TUDOR INVESTMENT CORP ET AL | 重新持有 | -$253.87万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$244.98万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$226.64万 |
| Cetera Investment Advisers | 减仓 | -$216.36万 |
| Turning Point Benefit Group, Inc. | 减仓 | -$199.67万 |
| Golden State Wealth Management, LLC | 减仓 | -$194.20万 |
| MANCHESTER FINANCIAL INC | 减仓 | -$188.91万 |
| VestGen Advisors, LLC | 减仓 | -$188.23万 |
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 | 14,253,890 | $7.24亿 | 0.19% | 1,845,604 | 加仓 |
| MORGAN STANLEY | 8,943,250 | $4.54亿 | 0.03% | 272,541 | 加仓 |
| AMERIPRISE FINANCIAL INC | 5,220,047 | $2.65亿 | 0.06% | -748,530 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 5,012,854 | $2.55亿 | 0.08% | -184,676 | 减仓 |
| WELLS FARGO & COMPANY/MN | 3,149,580 | $1.60亿 | 0.03% | -80,317 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 2,542,553 | $1.29亿 | 0.01% | -48,225 | 减仓 |
| ROYAL BANK OF CANADA | 2,479,044 | $1.26亿 | 0.02% | -70,535 | 减仓 |
| Cetera Investment Advisers | 2,437,479 | $1.24亿 | 0.13% | -42,590 | 减仓 |
| UBS Group AG | 2,388,075 | $1.21亿 | 0.02% | 23,071 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,944,117 | $9,876.11万 | 0.06% | 108,331 | 加仓 |
| Csenge Advisory Group | 1,570,369 | $7,977.47万 | 3.65% | -317,232 | 减仓 |
| OSAIC HOLDINGS, INC. | 1,489,366 | $7,566.48万 | 0.11% | -7,772 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,419,817 | $7,212.67万 | 0.02% | 93,008 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,425,963 | $7,181.21万 | 0.03% | 335,480 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 1,247,273 | $6,336.10万 | 0.16% | 40,363 | 加仓 |
| STIFEL FINANCIAL CORP | 1,236,399 | $6,280.86万 | 0.06% | -511,802 | 减仓 |
| Private Advisor Group, LLC | 1,219,939 | $6,197.28万 | 0.29% | 34,464 | 加仓 |
| BNP PARIBAS FINANCIAL MARKETS | 1,149,010 | $5,836.97万 | 0.03% | 848,505 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 914,785 | $4,647.11万 | 0.06% | 29,720 | 加仓 |
| Rockport Wealth LLC | 885,584 | $4,497.42万 | 8.19% | -725,992 | 减仓 |
| JPMORGAN CHASE & CO | 884,684 | $4,474.73万 | 0.00% | 579,662 | 加仓 |
| TRUIST FINANCIAL CORP | 755,135 | $3,836.09万 | 0.05% | 15,449 | 加仓 |
| TRUE Private Wealth Advisors | 738,221 | $3,750.17万 | 3.57% | -2,576 | 减仓 |
| Kestra Advisory Services, LLC | 696,641 | $3,538.94万 | 0.13% | 219,965 | 加仓 |
| Janney Montgomery Scott LLC | 657,281 | $3,339.00万 | 0.08% | 2,413 | 加仓 |
| Baird Financial Group, Inc. | 593,781 | $3,016.41万 | 0.05% | 159,231 | 加仓 |
| Southland Equity Partners LLC | 557,532 | $2,832.26万 | 5.52% | 50,821 | 加仓 |
| STEPHENS INC /AR/ | 542,724 | $2,757.04万 | 0.34% | -6,041 | 减仓 |
| BEACON FINANCIAL GROUP | 471,986 | $2,397.69万 | 2.39% | -19,258 | 减仓 |
| Investors Research Corp | 321,226 | $2,369.26万 | 4.53% | 184,228 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 445,083 | $2,261.03万 | 0.35% | 101,032 | 加仓 |
| D.A. DAVIDSON & CO. | 441,547 | $2,243.06万 | 0.14% | 42,785 | 加仓 |
| &PARTNERS | 437,696 | $2,227.76万 | 0.11% | 71,275 | 加仓 |
| HighTower Advisors, LLC | 432,371 | $2,196.46万 | 0.02% | -729 | 减仓 |
| Independent Advisor Alliance | 424,961 | $2,158.80万 | 0.23% | 306,317 | 加仓 |
| GOLDMAN SACHS GROUP INC | 417,121 | $2,118.97万 | 0.00% | 160,152 | 加仓 |
| Kingsview Wealth Management, LLC | 394,636 | $2,004.75万 | 0.27% | 325,573 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 363,830 | $1,848.26万 | 0.20% | 100,005 | 加仓 |
| RFG Advisory, LLC | 330,271 | $1,677.78万 | 0.31% | 102,602 | 加仓 |
| MANCHESTER FINANCIAL INC | 315,646 | $1,603.48万 | 3.08% | -37,187 | 减仓 |
| Steward Partners Investment Advisory, LLC | 302,261 | $1,535.48万 | 0.08% | 127,276 | 加仓 |
| HC Advisors, LLC | 292,704 | $1,486.94万 | 9.95% | -8,405 | 减仓 |
| Del-Sette Capital Management, LLC | 286,124 | $1,453.51万 | 8.70% | 17,839 | 加仓 |
| Center for Wealth Management Advisory | 284,409 | $1,444.80万 | 10.40% | -601 | 减仓 |
| Equitable Holdings, Inc. | 314,147 | $1,393.25万 | 0.09% | 82,033 | 加仓 |
| Goldstone Financial Group, LLC | 274,094 | $1,392.40万 | 1.51% | -29,360 | 减仓 |
| Rockefeller Capital Management L.P. | 270,485 | $1,374.07万 | 0.02% | -9,923 | 减仓 |
| Mariner, LLC | 260,490 | $1,323.29万 | 0.02% | -3,851 | 减仓 |
| Summit Financial Wealth Advisors, LLC | 256,650 | $1,303.78万 | 1.85% | 26,209 | 加仓 |
| Rehmann Capital Advisory Group | 254,424 | $1,292.04万 | 0.67% | 38,249 | 加仓 |
内部人交易（Form 4）
FDL 董事、高管和大股东的最新买卖申报。专业版可看 🔒