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 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $1,999.44万 |
| Independent Advisor Alliance | 新建仓 | $1,186.80万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,124.42万 |
| OneDigital Investment Advisors LLC | 加仓 | $839.96万 |
| HighTower Advisors, LLC | 加仓 | $565.92万 |
| FIFTH THIRD BANCORP | 加仓 | $427.82万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $368.46万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $349.34万 |
| UBS Group AG | 加仓 | $340.07万 |
| Gateway Wealth Partners, LLC | 加仓 | $243.90万 |
| Janney Montgomery Scott LLC | 加仓 | $241.70万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $239.80万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $226.26万 |
| Logan Stone Capital, LLC | 新建仓 | $218.38万 |
| Hedeker Wealth, LLC | 加仓 | $205.33万 |
| Blackhawk Capital Partners, LLC | 加仓 | $200.52万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $170.24万 |
| ARWA LLC | 加仓 | $156.03万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $152.20万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $126.26万 |
2026Q1 卖出最多
| Composition Wealth, LLC | 减仓 | -$4,605.49万 |
| TrueWealth Financial Partners | 清仓 | -$1,271.98万 |
| JANE STREET GROUP, LLC | 减仓 | -$548.22万 |
| Frisch Financial Group, Inc. | 减仓 | -$386.27万 |
| ROYAL BANK OF CANADA | 减仓 | -$223.94万 |
| SteelPeak Wealth, LLC | 清仓 | -$201.82万 |
| CITIGROUP INC | 减仓 | -$181.46万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$148.47万 |
| OLD MISSION CAPITAL LLC | 减仓 | -$101.14万 |
| Transamerica Financial Advisors, LLC | 减仓 | -$97.70万 |
| HighPoint Advisor Group LLC | 减仓 | -$82.54万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 清仓 | -$74.14万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$71.98万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$68.50万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$62.39万 |
| Avantax Planning Partners, Inc. | 减仓 | -$58.16万 |
| US BANCORP \DE\ | 减仓 | -$53.44万 |
| FOUNDERS FINANCIAL SECURITIES LLC | 清仓 | -$47.10万 |
| FIRST HORIZON CORP | 清仓 | -$46.02万 |
| CWM, LLC | 减仓 | -$45.67万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,340,219 | $1.69亿 | 0.01% | 394,679 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,428,741 | $1.23亿 | 0.02% | 30,043 | 加仓 |
| LPL Financial LLC | 2,328,660 | $1.18亿 | 0.03% | 20,135 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,046,794 | $1.04亿 | 0.01% | 221,955 | 加仓 |
| UBS Group AG | 1,904,095 | $9,646.15万 | 0.01% | 67,127 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,224,317 | $6,202.39万 | 0.02% | 33,604 | 加仓 |
| Avantax Planning Partners, Inc. | 842,907 | $4,270.17万 | 1.17% | -11,480 | 减仓 |
| OSAIC HOLDINGS, INC. | 786,032 | $3,982.07万 | 0.06% | -12,316 | 减仓 |
| OneDigital Investment Advisors LLC | 744,427 | $3,771.27万 | 0.37% | 165,804 | 加仓 |
| Janney Montgomery Scott LLC | 468,362 | $2,372.70万 | 0.06% | 47,710 | 加仓 |
| TRUIST FINANCIAL CORP | 430,414 | $2,237.72万 | 0.03% | 19,188 | 加仓 |
| NewEdge Advisors, LLC | 428,809 | $2,172.35万 | 0.08% | 22,968 | 加仓 |
| Cetera Investment Advisers | 418,100 | $2,118.10万 | 0.02% | 8,583 | 加仓 |
| ROYAL BANK OF CANADA | 416,337 | $2,109.10万 | 0.00% | -44,205 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 348,146 | $1,763.71万 | 0.02% | -2,170 | 减仓 |
| RMR Wealth Builders | 333,050 | $1,687.23万 | 1.33% | 17,357 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 323,948 | $1,641.12万 | 0.00% | 24,923 | 加仓 |
| Rockefeller Capital Management L.P. | 318,032 | $1,611.15万 | 0.03% | 22,188 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 300,472 | $1,522.20万 | 0.04% | 72,732 | 加仓 |
| STIFEL FINANCIAL CORP | 297,670 | $1,507.99万 | 0.01% | 7,746 | 加仓 |
| True Blue Financial, LLC | 269,428 | $1,364.92万 | 10.76% | 21,459 | 加仓 |
| Composition Wealth, LLC | 253,946 | $1,286.49万 | 0.18% | -909,099 | 减仓 |
| GM Advisory Group, LLC | 240,580 | $1,218.78万 | 0.47% | -4,319 | 减仓 |
| Independent Advisor Alliance | 234,268 | $1,186.80万 | 0.13% | 234,268 | 新建仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 223,552 | $1,132.51万 | 0.01% | 12,622 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 223,781 | $1,129.60万 | 0.01% | 44,823 | 加仓 |
| Frisch Financial Group, Inc. | 220,140 | $1,115.23万 | 2.33% | -76,247 | 减仓 |
| Bank of New York Mellon Corp | 185,709 | $940.80万 | 0.00% | -459 | 减仓 |
| MOTCO | 185,023 | $937.33万 | 0.87% | -154 | 减仓 |
| HighTower Advisors, LLC | 178,118 | $902.34万 | 0.01% | 111,710 | 加仓 |
| Thrivent Financial for Lutherans | 159,105 | $806.00万 | 0.02% | 11,503 | 加仓 |
| ERn Financial, LLC | 152,273 | $771.41万 | 1.45% | -6,533 | 减仓 |
| Kestra Advisory Services, LLC | 151,964 | $769.85万 | 0.03% | 7,279 | 加仓 |
| CITIGROUP INC | 151,748 | $768.76万 | 0.00% | -35,819 | 减仓 |
| JOURNEY STRATEGIC WEALTH LLC | 146,105 | $740.17万 | 0.18% | 5,032 | 加仓 |
| First Heartland Consultants, Inc. | 145,146 | $735.31万 | 0.56% | 14,897 | 加仓 |
| Sequoia Financial Advisors, LLC | 141,120 | $714.91万 | 0.04% | -14,208 | 减仓 |
| BCGM Wealth Management, LLC | 138,020 | $699.21万 | 1.76% | 16,267 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 135,459 | $686.24万 | 0.07% | 5,659 | 重新持有 |
| HighPoint Advisor Group LLC | 133,877 | $678.22万 | 0.28% | -16,292 | 减仓 |
| FOSTER & MOTLEY INC | 127,437 | $645.60万 | 0.33% | 18,515 | 加仓 |
| CWA Asset Management Group, LLC | 126,749 | $642.11万 | 0.22% | -7,063 | 减仓 |
| CWM, LLC | 123,047 | $623.36万 | 0.02% | -9,015 | 减仓 |
| Blackhawk Capital Partners, LLC | 114,133 | $578.20万 | 2.12% | 39,581 | 加仓 |
| Steward Partners Investment Advisory, LLC | 108,710 | $550.72万 | 0.03% | 68,958 | 加仓 |
| Private Advisor Group, LLC | 108,429 | $549.30万 | 0.03% | 6,049 | 加仓 |
| Sanctuary Advisors, LLC | 103,233 | $522.98万 | 0.03% | -509 | 减仓 |
| Brady Martz Wealth Solutions, LLC | 100,042 | $506.81万 | 0.86% | -304 | 减仓 |
| Gateway Wealth Partners, LLC | 97,524 | $494.06万 | 0.19% | 48,145 | 加仓 |
| Summit Financial, LLC | 96,884 | $490.81万 | 0.06% | -2,544 | 减仓 |
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 🔒