FPE FIRST TR EXCH TRADED FD III
PFD SECS INC 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 | 464 | 240,952,872 | $43.08亿 | 37 | 201 | 140 | 45 | -$29.90万 |
| 2026Q1 | 467 | 240,390,026 | $42.67亿 | 38 | 193 | 149 | 39 | $1.01亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| WELLS FARGO & COMPANY/MN | 加仓 | $2,331.22万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,631.62万 |
| MORGAN STANLEY | 加仓 | $1,423.32万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $1,408.05万 |
| LPL Financial LLC | 加仓 | $1,201.60万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $774.04万 |
| Parkside Investments, LLC | 加仓 | $619.10万 |
| ARQ WEALTH ADVISORS, LLC | 新建仓 | $596.27万 |
| Cetera Investment Advisers | 加仓 | $558.58万 |
| Concurrent Investment Advisors, LLC | 加仓 | $541.95万 |
| STIFEL FINANCIAL CORP | 加仓 | $452.50万 |
| Bluespring Wealth Management, LLC | 新建仓 | $444.48万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $416.47万 |
| Stenger Family Office, LLC | 新建仓 | $398.06万 |
| MAI Capital Management | 加仓 | $396.96万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $396.02万 |
| LARCH CAPITAL PARTNERS LLC | 加仓 | $301.94万 |
| Ashton Thomas Private Wealth, LLC | 加仓 | $299.47万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 加仓 | $280.27万 |
| Integrated Wealth Concepts LLC | 加仓 | $256.93万 |
2026Q2 卖出最多
| Gallagher Fiduciary Advisors, LLC | 减仓 | -$6,603.83万 |
| JANE STREET GROUP, LLC | 清仓 | -$3,175.53万 |
| Independent Advisor Alliance | 清仓 | -$806.41万 |
| Atria Investments, Inc | 清仓 | -$759.85万 |
| Stratos Wealth Partners, LTD. | 清仓 | -$746.02万 |
| Kinloch Capital, LLC | 减仓 | -$731.69万 |
| Mariner, LLC | 减仓 | -$594.88万 |
| MGO ONE SEVEN LLC | 减仓 | -$551.17万 |
| UBS Group AG | 减仓 | -$416.90万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$353.71万 |
| Dakota Wealth Management | 减仓 | -$309.39万 |
| Allworth Financial LP | 清仓 | -$306.71万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 减仓 | -$301.10万 |
| RFG Advisory, LLC | 减仓 | -$297.71万 |
| Equitable Holdings, Inc. | 减仓 | -$288.36万 |
| Ethos Financial Group, LLC | 清仓 | -$269.01万 |
| CITIGROUP INC | 减仓 | -$252.17万 |
| Golden State Wealth Management, LLC | 减仓 | -$224.04万 |
| JPMORGAN CHASE & CO | 减仓 | -$198.20万 |
| Prospera Financial Services Inc | 减仓 | -$184.31万 |
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 | 53,554,746 | $9.58亿 | 0.05% | 796,039 | 加仓 |
| ROYAL BANK OF CANADA | 19,584,015 | $3.50亿 | 0.05% | 29,724 | 加仓 |
| LPL Financial LLC | 18,509,769 | $3.31亿 | 0.07% | 672,035 | 加仓 |
| WELLS FARGO & COMPANY/MN | 18,324,364 | $3.28亿 | 0.05% | 1,303,815 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 10,005,158 | $1.79亿 | 0.05% | -197,827 | 减仓 |
| UBS Group AG | 9,120,419 | $1.63亿 | 0.02% | -233,166 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 9,085,190 | $1.62亿 | 0.01% | 432,908 | 加仓 |
| AMERIPRISE FINANCIAL INC | 5,248,497 | $9,381.08万 | 0.02% | 221,564 | 加仓 |
| HighTower Advisors, LLC | 3,472,189 | $6,208.27万 | 0.06% | 10,752 | 加仓 |
| Cetera Investment Advisers | 3,276,892 | $5,859.08万 | 0.05% | 312,406 | 加仓 |
| STIFEL FINANCIAL CORP | 2,606,231 | $4,659.95万 | 0.04% | 253,077 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,516,214 | $4,498.99万 | 0.01% | -11,735 | 减仓 |
| Kestra Advisory Services, LLC | 2,421,331 | $4,329.34万 | 0.14% | -4,315 | 减仓 |
| MAI Capital Management | 2,219,975 | $3,969.32万 | 0.15% | 222,015 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,216,273 | $3,962.76万 | 0.05% | -24,504 | 减仓 |
| Advisory Alpha, LLC | 2,184,822 | $3,906.49万 | 0.96% | 37,274 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 2,118,376 | $3,787.60万 | 0.04% | 912,553 | 加仓 |
| Rockefeller Capital Management L.P. | 2,041,355 | $3,649.94万 | 0.06% | 4,447 | 加仓 |
| Baird Financial Group, Inc. | 2,028,641 | $3,627.21万 | 0.05% | 66,507 | 加仓 |
| Magnus Financial Group LLC | 1,959,719 | $3,503.98万 | 2.48% | 74,052 | 加仓 |
| PARK NATIONAL CORP /OH/ | 1,903,567 | $3,403.58万 | 0.95% | 37,325 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,550,463 | $2,772.23万 | 0.01% | 232,926 | 加仓 |
| Falcon Wealth Planning | 1,534,702 | $2,744.05万 | 1.73% | 20,285 | 加仓 |
| TRUIST FINANCIAL CORP | 1,533,802 | $2,742.44万 | 0.03% | 29,570 | 加仓 |
| AFFINITY WEALTH MANAGEMENT LLC | 1,508,832 | $2,697.79万 | 3.47% | 20,880 | 加仓 |
| Prospera Financial Services Inc | 1,413,667 | $2,527.75万 | 0.37% | -103,077 | 减仓 |
| COUNTRY TRUST BANK | 1,309,301 | $2,341.03万 | 0.41% | 3,066 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,303,372 | $2,330.43万 | 0.03% | -64,833 | 减仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,293,097 | $2,312.06万 | 0.34% | 53,575 | 加仓 |
| Janney Montgomery Scott LLC | 1,115,602 | $1,994.70万 | 0.04% | -39,766 | 减仓 |
| Steward Partners Investment Advisory, LLC | 1,102,564 | $1,971.38万 | 0.10% | 78,315 | 加仓 |
| Ashton Thomas Private Wealth, LLC | 1,092,360 | $1,953.14万 | 0.41% | 167,488 | 加仓 |
| HCR Wealth Advisors | 1,027,972 | $1,838.02万 | 1.65% | 28,723 | 加仓 |
| Parkside Investments, LLC | 1,021,131 | $1,825.78万 | 2.00% | 346,254 | 加仓 |
| CITIGROUP INC | 984,754 | $1,760.74万 | 0.01% | -141,037 | 减仓 |
| Arax Advisory Partners | 894,648 | $1,599.63万 | 0.11% | 26,293 | 加仓 |
| Concurrent Investment Advisors, LLC | 862,964 | $1,542.98万 | 0.13% | 303,103 | 加仓 |
| Waverly Advisors, LLC | 842,725 | $1,506.79万 | 0.09% | 37,842 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 816,488 | $1,459.88万 | 0.16% | 156,748 | 加仓 |
| Avidian Wealth Enterprises, LLC | 799,715 | $1,429.89万 | 0.40% | 15,440 | 加仓 |
| &PARTNERS | 790,728 | $1,414.82万 | 0.06% | 45,938 | 加仓 |
| FIDUCIARY FINANCIAL ADVISORS | 787,556 | $1,408.05万 | 1.43% | 787,556 | 新建仓 |
| Twelve Points Wealth Management LLC | 775,066 | $1,385.82万 | 2.78% | 106,206 | 加仓 |
| Ameritas Investment Partners, Inc. | 754,936 | $1,349.83万 | 0.36% | 38,441 | 加仓 |
| JPMORGAN CHASE & CO | 741,502 | $1,328.77万 | 0.00% | -110,601 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 735,831 | $1,314.93万 | 0.01% | 85,216 | 加仓 |
| Curran Financial Partners, LLC | 715,791 | $1,279.83万 | 1.91% | 80,014 | 加仓 |
| Wealthspire Retirement, LLC | 634,468 | $1,134.43万 | 0.62% | -21,916 | 重新持有 |
| MML INVESTORS SERVICES, LLC | 630,773 | $1,127.82万 | 0.02% | 76,694 | 加仓 |
| Trinity Legacy Partners, LLC | 628,202 | $1,127.62万 | 2.25% | 36,957 | 加仓 |
内部人交易（Form 4）
FPE 董事、高管和大股东的最新买卖申报。专业版可看 🔒