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 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $8,136.51万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $6,400.95万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $2,043.35万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,516.50万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,425.40万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,184.76万 |
| Csenge Advisory Group | 加仓 | $769.02万 |
| TRUIST FINANCIAL CORP | 加仓 | $726.33万 |
| Cetera Investment Advisers | 加仓 | $550.13万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $508.11万 |
| Rockport Wealth LLC | 加仓 | $473.68万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $459.07万 |
| CITADEL ADVISORS LLC | 新建仓 | $411.66万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $402.21万 |
| UBS Group AG | 加仓 | $393.11万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $351.75万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $345.56万 |
| Ameritas Advisory Services, LLC | 加仓 | $340.50万 |
| Turning Point Benefit Group, Inc. | 加仓 | $337.57万 |
| Qube Research & Technologies Ltd | 加仓 | $309.13万 |
2026Q2 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$3,135.10万 |
| BNP PARIBAS FINANCIAL MARKETS | 减仓 | -$2,947.15万 |
| Independent Advisor Alliance | 减仓 | -$1,432.39万 |
| Private Advisor Group, LLC | 减仓 | -$1,217.31万 |
| Investors Research Corp | 减仓 | -$823.60万 |
| Prospera Financial Services Inc | 减仓 | -$657.03万 |
| Elevation Capital Advisory, LLC | 清仓 | -$550.09万 |
| TRUE Private Wealth Advisors | 减仓 | -$539.11万 |
| OneAscent Financial Services LLC | 清仓 | -$530.37万 |
| AE Wealth Management LLC | 减仓 | -$443.94万 |
| Gateway Wealth Partners, LLC | 减仓 | -$436.82万 |
| TUDOR INVESTMENT CORP ET AL | 清仓 | -$431.47万 |
| Fortis Group Advisors, LLC | 减仓 | -$392.56万 |
| Hershey Financial Advisers, LLC | 清仓 | -$286.87万 |
| Goldstone Financial Group, LLC | 减仓 | -$266.77万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$266.62万 |
| Global View Capital Management LLC | 清仓 | -$265.85万 |
| MORGAN STANLEY | 减仓 | -$236.30万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$232.83万 |
| HighTower Advisors, LLC | 减仓 | -$227.89万 |
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 | 15,926,005 | $7.75亿 | 0.17% | 1,672,115 | 加仓 |
| MORGAN STANLEY | 8,894,688 | $4.33亿 | 0.02% | -48,562 | 减仓 |
| AMERIPRISE FINANCIAL INC | 5,636,574 | $2.77亿 | 0.06% | 416,527 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 5,083,870 | $2.47亿 | 0.07% | 71,016 | 加仓 |
| WELLS FARGO & COMPANY/MN | 3,243,922 | $1.58亿 | 0.03% | 94,342 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,577,601 | $1.25亿 | 0.01% | 35,048 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 2,562,714 | $1.25亿 | 0.14% | 1,315,441 | 加仓 |
| Cetera Investment Advisers | 2,550,535 | $1.24亿 | 0.11% | 113,056 | 加仓 |
| ROYAL BANK OF CANADA | 2,473,676 | $1.20亿 | 0.02% | -5,368 | 减仓 |
| UBS Group AG | 2,468,862 | $1.20亿 | 0.02% | 80,787 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,255,769 | $1.10亿 | 0.06% | 311,652 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,713,342 | $8,498.17万 | 0.03% | 287,379 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,732,826 | $8,432.56万 | 0.10% | 243,460 | 加仓 |
| Csenge Advisory Group | 1,728,408 | $8,410.43万 | 3.41% | 158,039 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,524,238 | $7,416.94万 | 0.02% | 104,421 | 加仓 |
| STIFEL FINANCIAL CORP | 1,213,621 | $5,905.43万 | 0.05% | -22,778 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 997,443 | $4,853.56万 | 0.06% | 82,658 | 加仓 |
| Rockport Wealth LLC | 982,928 | $4,782.93万 | 8.03% | 97,344 | 加仓 |
| Private Advisor Group, LLC | 969,772 | $4,718.91万 | 0.22% | -250,167 | 减仓 |
| TRUIST FINANCIAL CORP | 904,402 | $4,400.82万 | 0.05% | 149,267 | 加仓 |
| Kestra Advisory Services, LLC | 725,028 | $3,527.98万 | 0.11% | 28,387 | 加仓 |
| Janney Montgomery Scott LLC | 645,928 | $3,143.10万 | 0.06% | -11,353 | 减仓 |
| TRUE Private Wealth Advisors | 627,429 | $3,053.07万 | 2.63% | -110,792 | 减仓 |
| Baird Financial Group, Inc. | 581,274 | $2,828.48万 | 0.04% | -12,507 | 减仓 |
| Southland Equity Partners LLC | 561,017 | $2,729.91万 | 4.78% | 3,485 | 加仓 |
| STEPHENS INC /AR/ | 553,057 | $2,691.18万 | 0.30% | 10,333 | 加仓 |
| BNP PARIBAS FINANCIAL MARKETS | 543,349 | $2,643.94万 | 0.01% | -605,661 | 减仓 |
| BEACON FINANCIAL GROUP | 477,704 | $2,324.51万 | 2.11% | 5,718 | 加仓 |
| &PARTNERS | 471,992 | $2,297.11万 | 0.09% | 34,296 | 加仓 |
| D.A. DAVIDSON & CO. | 464,193 | $2,258.77万 | 0.12% | 22,646 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 456,188 | $2,219.81万 | 0.30% | 11,105 | 加仓 |
| GOLDMAN SACHS GROUP INC | 430,333 | $2,094.00万 | 0.00% | 13,212 | 加仓 |
| Kingsview Wealth Management, LLC | 422,375 | $2,055.28万 | 0.25% | 27,739 | 加仓 |
| HighTower Advisors, LLC | 385,538 | $1,876.03万 | 0.02% | -46,833 | 减仓 |
| RFG Advisory, LLC | 384,975 | $1,873.29万 | 0.29% | 54,704 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 364,025 | $1,771.34万 | 0.17% | 195 | 加仓 |
| Equitable Holdings, Inc. | 339,897 | $1,653.94万 | 0.10% | 25,750 | 加仓 |
| Steward Partners Investment Advisory, LLC | 314,308 | $1,529.42万 | 0.08% | 12,047 | 加仓 |
| HC Advisors, LLC | 301,517 | $1,467.18万 | 8.91% | 8,813 | 加仓 |
| MANCHESTER FINANCIAL INC | 295,698 | $1,438.87万 | 2.56% | -19,948 | 减仓 |
| Center for Wealth Management Advisory | 289,599 | $1,409.19万 | 8.85% | 5,190 | 加仓 |
| McAdam, LLC | 281,475 | $1,369.66万 | 0.53% | 28,673 | 加仓 |
| Rockefeller Capital Management L.P. | 271,318 | $1,320.24万 | 0.02% | 833 | 加仓 |
| Rehmann Capital Advisory Group | 268,982 | $1,308.19万 | 0.60% | 14,558 | 加仓 |
| Summit Financial Wealth Advisors, LLC | 263,650 | $1,282.92万 | 1.64% | 7,000 | 加仓 |
| Hobart Private Capital, LLC | 261,661 | $1,273.24万 | 2.18% | 8,480 | 加仓 |
| JPMORGAN CHASE & CO | 249,536 | $1,231.71万 | 0.00% | -635,148 | 减仓 |
| Next Level Private LLC | 251,170 | $1,222.19万 | 2.39% | -647 | 减仓 |
| Del-Sette Capital Management, LLC | 245,466 | $1,194.44万 | 6.97% | -40,658 | 减仓 |
| Keeler Thomas Management LLC | 244,574 | $1,190.10万 | 4.22% | 8,686 | 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 🔒