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 🔒

2026Q1 买入最多

LPL Financial LLC加仓$372.13万
CITADEL ADVISORS LLC加仓$99.00万
SHP Wealth Management新建仓$50.58万
Gladstone Institutional Advisory LLC新建仓$42.54万
Arkadios Wealth Advisors新建仓$42.07万
TWO SIGMA INVESTMENTS, LP加仓$36.94万
WELLS FARGO & COMPANY/MN加仓$36.26万
JONES FINANCIAL COMPANIES LLLP加仓$31.63万
AQR CAPITAL MANAGEMENT LLC新建仓$25.86万
Kestra Advisory Services, LLC加仓$21.53万
Sanctuary Advisors, LLC加仓$21.38万
Urban Financial Advisory Corp加仓$20.72万
O'SHAUGHNESSY ASSET MANAGEMENT, LLC新建仓$19.91万
Kendall Capital Management加仓$17.22万
Baird Financial Group, Inc.加仓$14.98万
Chicago Partners Investment Group LLC加仓$13.91万
Cambridge Investment Research Advisors, Inc.加仓$12.52万
MERCER GLOBAL ADVISORS INC /ADV加仓$5.95万
Mosley Wealth Management新建仓$3.03万
FIFTH THIRD BANCORP新建仓$2.89万

2026Q1 卖出最多

ARKANSAS FINANCIAL GROUP, INC.减仓-$75.44万
BANK OF AMERICA CORP /DE/减仓-$34.38万
STIFEL FINANCIAL CORP减仓-$31.90万
Entelevest, LLC清仓-$27.40万
Camelot Portfolios, LLC减仓-$26.79万
Mariner, LLC减仓-$24.95万
Cetera Investment Advisers减仓-$20.24万
ROYAL BANK OF CANADA减仓-$19.98万
&PARTNERS减仓-$18.01万
Envision Financial LLC减仓-$15.83万
SMITHBRIDGE ASSET MANAGEMENT INC/DE减仓-$14.64万
Private Advisory Group LLC减仓-$13.65万
MORGAN STANLEY减仓-$9.37万
Noble Family Wealth, LLC减仓-$6.04万
Bristlecone Value Partners, LLC减仓-$4.85万
NORTHBRIDGE FINANCIAL GROUP, LLC减仓-$4.77万
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors减仓-$3.54万
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management减仓-$3.41万
WESCAP Management Group, Inc.减仓-$3.15万
Allworth Financial LP减仓-$3.00万

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 LLC214,367$1,759.64万0.00%45,335加仓
Chicago Partners Investment Group LLC192,065$1,682.94万0.35%1,587加仓
Private Advisory Group LLC189,337$1,554.18万1.02%-1,663减仓
ARKANSAS FINANCIAL GROUP, INC.164,639$1,412.46万1.97%-8,793减仓
Baird Financial Group, Inc.139,406$1,144.32万0.02%1,825加仓
MORGAN STANLEY94,507$775.77万0.00%-1,141减仓
WELLS FARGO & COMPANY/MN81,786$671.35万0.00%4,417加仓
RAYMOND JAMES FINANCIAL INC55,873$458.64万0.00%259加仓
HB Wealth Management, LLC45,000$369.38万0.02%0不变
&PARTNERS42,823$351.52万0.02%-2,194减仓
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management35,823$294.05万0.05%-415减仓
Kendall Capital Management24,307$199.53万0.41%2,098加仓
CITADEL ADVISORS LLC21,318$174.99万0.00%12,060加仓
WESCAP Management Group, Inc.19,596$160.85万0.32%-384减仓
JONES FINANCIAL COMPANIES LLLP18,770$152.47万0.00%3,894加仓
Bristlecone Value Partners, LLC15,458$126.89万1.12%-591减仓
NORTHBRIDGE FINANCIAL GROUP, LLC14,439$125.64万0.54%-548减仓
Urban Financial Advisory Corp14,844$121.85万0.43%2,524加仓
Noble Family Wealth, LLC14,205$116.60万0.24%-736减仓
BANK OF AMERICA CORP /DE/13,085$107.41万0.00%-4,188减仓
Texas Yale Capital Corp.12,815$105.19万0.03%75加仓
Envision Financial LLC12,432$102.05万0.55%-1,928减仓
UBS Group AG11,922$97.86万0.00%-184减仓
Allworth Financial LP11,413$93.68万0.00%-366减仓
Sanctuary Advisors, LLC11,269$92.50万0.00%2,605加仓
Camelot Portfolios, LLC10,797$88.62万0.66%-3,264减仓
TWO SIGMA INVESTMENTS, LP10,700$87.83万0.00%4,500加仓
OSAIC HOLDINGS, INC.10,622$87.19万0.00%-74减仓
Fifth Third Securities, Inc. 9,735$79.91万0.05%-10减仓
STIFEL FINANCIAL CORP9,541$78.33万0.00%-3,886减仓
E6 Portfolios, LLC9,156$75.16万0.78%181加仓
Apollon Wealth Management, LLC8,971$73.64万0.01%-266减仓
SMITH, MOORE & CO.8,862$72.74万0.05%148加仓
Cetera Investment Advisers8,508$69.84万0.00%-2,466减仓
Pacific Sun Financial Corp8,095$66.45万0.32%20加仓
Mariner, LLC7,845$64.40万0.00%-3,040减仓
MERCER GLOBAL ADVISORS INC /ADV7,793$63.97万0.00%725加仓
Ausdal Financial Partners, Inc.7,704$63.24万0.03%2加仓
Kestra Advisory Services, LLC6,839$56.14万0.00%2,623加仓
CAPTRUST FINANCIAL ADVISORS6,194$50.84万0.00%0不变
SHP Wealth Management6,161$50.58万0.04%6,161新建仓
Wagner Wealth Management, LLC5,782$47.46万0.10%-4减仓
Gladstone Institutional Advisory LLC5,183$42.54万0.02%5,183新建仓
Arkadios Wealth Advisors5,125$42.07万0.01%5,125新建仓
HighTower Advisors, LLC5,123$42.06万0.00%-109减仓
Gemmer Asset Management LLC4,544$37.30万0.03%13加仓
ROYAL BANK OF CANADA4,077$33.50万0.00%-2,431减仓
Cambridge Investment Research Advisors, Inc.4,073$33.40万0.00%1,527加仓
BROWN ADVISORY INC3,770$30.95万0.00%0不变
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,411$28.00万0.03%-431减仓

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