13F 机构持仓

FDM FIRST TR DOW JONES SELECT MI

COM SHS ANNUAL

持有机构数932026Q2
26Q126Q2
机构合计持股(股)1,741,7652026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2931,741,765$1.62亿 1127276$317.96万
2026Q1851,690,093$1.40亿 825294$526.80万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Integrated Wealth Concepts LLC新建仓$246.01万
Urban Financial Advisory Corp加仓$209.70万
Virtu Financial LLC新建仓$181.00万
MORGAN STANLEY加仓$171.08万
GOLDMAN SACHS GROUP INC新建仓$143.34万
Envision Financial LLC加仓$79.63万
AE Wealth Management LLC新建仓$74.59万
JONES FINANCIAL COMPANIES LLLP加仓$47.56万
MISSION WEALTH MANAGEMENT, LP新建仓$45.15万
Baird Financial Group, Inc.加仓$40.52万
TWO SIGMA INVESTMENTS, LP加仓$35.38万
Focus Partners Advisor Solutions, LLC新建仓$34.66万
COGENT STRATEGIC WEALTH LLC新建仓$34.57万
OSAIC HOLDINGS, INC.加仓$29.50万
Cambridge Investment Research Advisors, Inc.加仓$23.89万
Gladstone Institutional Advisory LLC加仓$23.61万
CAPTRUST FINANCIAL ADVISORS加仓$17.08万
LPL Financial LLC加仓$13.86万
AQR CAPITAL MANAGEMENT LLC加仓$9.75万
Sanctuary Advisors, LLC加仓$9.44万

2026Q2 卖出最多

Private Advisory Group LLC减仓-$482.09万
RAYMOND JAMES FINANCIAL INC减仓-$198.07万
CITADEL ADVISORS LLC清仓-$174.99万
WELLS FARGO & COMPANY/MN减仓-$48.16万
Arkadios Wealth Advisors清仓-$42.07万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有-$42.02万
BROWN ADVISORY INC清仓-$30.95万
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors清仓-$28.00万
O'SHAUGHNESSY ASSET MANAGEMENT, LLC清仓-$19.91万
ARKANSAS FINANCIAL GROUP, INC.减仓-$19.89万
HighTower Advisors, LLC减仓-$19.31万
NORTHBRIDGE FINANCIAL GROUP, LLC减仓-$17.45万
ROYAL BANK OF CANADA减仓-$11.55万
Texas Yale Capital Corp.减仓-$11.17万
Fifth Third Securities, Inc. 减仓-$10.14万
Bristlecone Value Partners, LLC减仓-$8.31万
BANK OF AMERICA CORP /DE/减仓-$7.92万
MERCER GLOBAL ADVISORS INC /ADV减仓-$4.22万
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management减仓-$4.02万
UBS Group AG减仓-$2.93万

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 LLC215,856$2,009.83万0.00%1,489加仓
Chicago Partners Investment Group LLC192,679$1,742.35万0.35%614加仓
ARKANSAS FINANCIAL GROUP, INC.162,503$1,513.06万1.97%-2,136减仓
Baird Financial Group, Inc.143,758$1,338.53万0.02%4,352加仓
Private Advisory Group LLC137,561$1,280.83万0.69%-51,776减仓
MORGAN STANLEY112,881$1,051.04万0.00%18,374加仓
WELLS FARGO & COMPANY/MN76,614$713.36万0.00%-5,172减仓
HB Wealth Management, LLC45,000$419.00万0.02%0不变
&PARTNERS43,752$404.24万0.02%929加仓
Urban Financial Advisory Corp37,366$347.92万0.96%22,522加仓
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management35,391$329.53万0.05%-432减仓
RAYMOND JAMES FINANCIAL INC34,600$322.15万0.00%-21,273减仓
Integrated Wealth Concepts LLC26,423$246.01万0.01%26,423新建仓
Kendall Capital Management24,307$226.32万0.38%0不变
JONES FINANCIAL COMPANIES LLLP23,912$221.18万0.00%5,142加仓
Envision Financial LLC20,984$195.38万0.90%8,552加仓
WESCAP Management Group, Inc.19,536$181.90万0.34%-60减仓
Virtu Financial LLC19,441$181.00万0.06%19,441新建仓
GOLDMAN SACHS GROUP INC15,395$143.34万0.00%15,395新建仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP14,792$137.73万0.00%-4,513重新持有
Bristlecone Value Partners, LLC14,565$135.62万1.09%-893减仓
TWO SIGMA INVESTMENTS, LP14,500$135.01万0.00%3,800加仓
Noble Family Wealth, LLC14,205$132.26万0.24%0不变
OSAIC HOLDINGS, INC.13,790$128.39万0.00%3,168加仓
NORTHBRIDGE FINANCIAL GROUP, LLC12,565$116.99万0.45%-1,874减仓
Sanctuary Advisors, LLC12,283$114.37万0.01%1,014加仓
BANK OF AMERICA CORP /DE/12,234$113.91万0.00%-851减仓
Texas Yale Capital Corp.11,615$108.15万0.02%-1,200减仓
UBS Group AG11,607$108.07万0.00%-315减仓
Allworth Financial LP11,424$106.37万0.00%11加仓
Camelot Portfolios, LLC10,586$98.56万0.69%-211减仓
STIFEL FINANCIAL CORP9,444$87.94万0.00%-97减仓
E6 Portfolios, LLC9,283$86.44万0.69%127加仓
SMITH, MOORE & CO.8,862$82.51万0.05%0不变
Apollon Wealth Management, LLC8,736$81.34万0.01%-235减仓
Fifth Third Securities, Inc. 8,646$80.50万0.05%-1,089减仓
Cetera Investment Advisers8,355$77.79万0.00%-153减仓
Pacific Sun Financial Corp8,070$75.14万0.31%-25减仓
CAPTRUST FINANCIAL ADVISORS8,028$74.75万0.00%1,834加仓
AE Wealth Management LLC8,011$74.59万0.00%8,011新建仓
Mariner, LLC7,845$73.04万0.00%0不变
Gladstone Institutional Advisory LLC7,719$71.87万0.02%2,536加仓
Ausdal Financial Partners, Inc.7,707$71.76万0.03%3加仓
Kestra Advisory Services, LLC7,666$71.38万0.00%827加仓
MERCER GLOBAL ADVISORS INC /ADV7,340$68.34万0.00%-453减仓
SHP Wealth Management7,079$65.92万0.05%918加仓
Cambridge Investment Research Advisors, Inc.6,640$61.80万0.00%2,567加仓
Wagner Wealth Management, LLC5,600$52.14万0.10%-182减仓
MISSION WEALTH MANAGEMENT, LP4,849$45.15万0.01%4,849新建仓
Gemmer Asset Management LLC4,326$40.28万0.03%-218减仓

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