FMB FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
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 | 307 | 30,958,130 | $15.90亿 | 21 | 137 | 87 | 16 | $6,358.22万 |
| 2026Q1 | 297 | 30,080,809 | $15.24亿 | 11 | 143 | 91 | 17 | $3,458.30万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,861.53万 |
| Wealthspire Advisors, LLC | 新建仓 | $1,259.77万 |
| Vise Technologies, Inc. | 新建仓 | $872.70万 |
| MORGAN STANLEY | 加仓 | $800.85万 |
| OSAIC HOLDINGS, INC. | 加仓 | $646.61万 |
| LPL Financial LLC | 加仓 | $485.38万 |
| NewEdge Advisors, LLC | 加仓 | $353.79万 |
| Integrated Wealth Concepts LLC | 加仓 | $340.41万 |
| Logan Stone Capital, LLC | 加仓 | $338.79万 |
| Janney Montgomery Scott LLC | 加仓 | $265.17万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $257.70万 |
| Midwest Financial Group LLC | 新建仓 | $217.31万 |
| Elequin Capital, LP | 重新持有 | $212.51万 |
| GatePass Capital, LLC | 新建仓 | $197.45万 |
| OneDigital Investment Advisors LLC | 加仓 | $195.30万 |
| Arax Advisory Partners | 加仓 | $190.76万 |
| JPMORGAN CHASE & CO | 加仓 | $169.73万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $166.39万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $160.88万 |
| Thrivent Financial for Lutherans | 加仓 | $142.56万 |
2026Q2 卖出最多
| WELLS FARGO & COMPANY/MN | 减仓 | -$1,547.78万 |
| Independent Advisor Alliance | 清仓 | -$1,186.80万 |
| Summit Financial, LLC | 减仓 | -$442.19万 |
| JANE STREET GROUP, LLC | 减仓 | -$293.75万 |
| HFG Wealth Management, LLC | 减仓 | -$158.76万 |
| Gateway Wealth Partners, LLC | 减仓 | -$151.41万 |
| LAKE STREET PRIVATE WEALTH, LLC | 减仓 | -$138.69万 |
| Atria Investments, Inc | 清仓 | -$110.79万 |
| Cetera Investment Advisers | 减仓 | -$110.04万 |
| Merit Financial Group, LLC | 减仓 | -$108.66万 |
| CITADEL ADVISORS LLC | 减仓 | -$86.18万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$71.62万 |
| Security Financial Services, INC. | 清仓 | -$68.47万 |
| UBS Group AG | 减仓 | -$63.93万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$46.21万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$45.81万 |
| Creative Planning | 减仓 | -$43.19万 |
| Patriot Financial Group Insurance Agency, LLC | 减仓 | -$39.97万 |
| Per Stirling Capital Management, LLC. | 减仓 | -$39.07万 |
| Western Wealth Management, LLC | 减仓 | -$38.74万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,496,125 | $1.80亿 | 0.01% | 155,906 | 加仓 |
| LPL Financial LLC | 2,423,152 | $1.24亿 | 0.03% | 94,492 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,127,424 | $1.09亿 | 0.02% | -301,317 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 2,078,113 | $1.07亿 | 0.01% | 31,319 | 加仓 |
| UBS Group AG | 1,891,649 | $9,716.83万 | 0.01% | -12,446 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,256,709 | $6,455.36万 | 0.02% | 32,392 | 加仓 |
| OSAIC HOLDINGS, INC. | 911,907 | $4,684.37万 | 0.06% | 125,875 | 加仓 |
| Avantax Planning Partners, Inc. | 837,252 | $4,300.73万 | 1.07% | -5,655 | 减仓 |
| OneDigital Investment Advisors LLC | 782,447 | $4,019.21万 | 0.34% | 38,020 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 662,862 | $3,405.00万 | 0.04% | 362,390 | 加仓 |
| Janney Montgomery Scott LLC | 519,985 | $2,671.00万 | 0.05% | 51,623 | 加仓 |
| NewEdge Advisors, LLC | 497,684 | $2,556.46万 | 0.08% | 68,875 | 加仓 |
| ROYAL BANK OF CANADA | 443,110 | $2,276.10万 | 0.00% | 26,773 | 加仓 |
| TRUIST FINANCIAL CORP | 428,848 | $2,202.87万 | 0.03% | -1,566 | 减仓 |
| Cetera Investment Advisers | 396,678 | $2,037.63万 | 0.02% | -21,422 | 减仓 |
| RMR Wealth Builders | 351,741 | $1,806.79万 | 1.12% | 18,691 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 349,602 | $1,795.81万 | 0.02% | 1,456 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 345,208 | $1,773.24万 | 0.00% | 21,260 | 加仓 |
| Rockefeller Capital Management L.P. | 323,763 | $1,663.08万 | 0.03% | 5,731 | 加仓 |
| STIFEL FINANCIAL CORP | 298,518 | $1,533.40万 | 0.01% | 848 | 加仓 |
| True Blue Financial, LLC | 281,978 | $1,448.44万 | 6.11% | 12,550 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 273,980 | $1,406.48万 | 0.01% | 50,199 | 加仓 |
| Composition Wealth, LLC | 251,295 | $1,290.83万 | 0.15% | -2,651 | 减仓 |
| Wealthspire Advisors, LLC | 245,248 | $1,259.77万 | 0.07% | 245,248 | 新建仓 |
| Frisch Financial Group, Inc. | 228,347 | $1,172.96万 | 2.01% | 8,207 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 209,609 | $1,076.70万 | 0.01% | -13,943 | 减仓 |
| Thrivent Financial for Lutherans | 186,856 | $959.90万 | 0.02% | 27,751 | 加仓 |
| MOTCO | 185,023 | $950.41万 | 0.81% | 0 | 不变 |
| Bank of New York Mellon Corp | 184,281 | $946.60万 | 0.00% | -1,428 | 减仓 |
| HighTower Advisors, LLC | 179,008 | $919.52万 | 0.01% | 890 | 加仓 |
| Vise Technologies, Inc. | 169,893 | $872.70万 | 0.10% | 169,893 | 新建仓 |
| Kestra Advisory Services, LLC | 164,013 | $842.49万 | 0.03% | 12,049 | 加仓 |
| First Heartland Consultants, Inc. | 158,769 | $815.55万 | 0.53% | 13,623 | 加仓 |
| ERn Financial, LLC | 152,769 | $784.73万 | 1.30% | 496 | 加仓 |
| FOSTER & MOTLEY INC | 152,469 | $783.20万 | 0.36% | 25,032 | 加仓 |
| BCGM Wealth Management, LLC | 147,834 | $759.38万 | 1.61% | 9,814 | 加仓 |
| CITIGROUP INC | 147,830 | $759.36万 | 0.00% | -3,918 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 134,362 | $690.18万 | 0.06% | -1,097 | 减仓 |
| Sequoia Financial Advisors, LLC | 134,195 | $689.32万 | 0.03% | -6,925 | 减仓 |
| HighPoint Advisor Group LLC | 130,420 | $669.93万 | 0.24% | -3,457 | 减仓 |
| JPMORGAN CHASE & CO | 127,378 | $654.73万 | 0.00% | 33,022 | 加仓 |
| CWA Asset Management Group, LLC | 127,174 | $653.26万 | 0.20% | 425 | 加仓 |
| Blackhawk Capital Partners, LLC | 115,918 | $595.44万 | 1.95% | 1,785 | 加仓 |
| MML INVESTORS SERVICES, LLC | 113,429 | $582.65万 | 0.01% | 20,670 | 加仓 |
| Arax Advisory Partners | 111,229 | $571.35万 | 0.04% | 37,137 | 加仓 |
| Logan Stone Capital, LLC | 109,061 | $560.22万 | 1.18% | 65,955 | 加仓 |
| Steward Partners Investment Advisory, LLC | 108,351 | $556.57万 | 0.03% | -359 | 减仓 |
| Private Advisor Group, LLC | 105,378 | $541.30万 | 0.02% | -3,051 | 减仓 |
| Sanctuary Advisors, LLC | 104,206 | $535.28万 | 0.02% | 973 | 加仓 |
| MGO ONE SEVEN LLC | 100,177 | $514.58万 | 0.08% | 3,437 | 加仓 |
内部人交易（Form 4）
FMB 董事、高管和大股东的最新买卖申报。专业版可看 🔒