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 🔒 | ||||||||
2026Q1 买入最多
| Gallagher Fiduciary Advisors, LLC | 加仓 | $6,581.88万 |
| JANE STREET GROUP, LLC | 新建仓 | $3,175.53万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,934.47万 |
| LPL Financial LLC | 加仓 | $1,805.01万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,199.15万 |
| Parkside Investments, LLC | 新建仓 | $1,197.91万 |
| FIFTH THIRD BANCORP | 新建仓 | $848.35万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $807.69万 |
| Independent Advisor Alliance | 新建仓 | $806.41万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $792.69万 |
| Concurrent Investment Advisors, LLC | 加仓 | $736.75万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $717.90万 |
| Cetera Investment Advisers | 加仓 | $680.29万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $642.89万 |
| TRUIST FINANCIAL CORP | 加仓 | $582.06万 |
| Triumph Capital Management | 加仓 | $473.43万 |
| Mainsail Financial Group, LLC | 加仓 | $467.39万 |
| Equitable Holdings, Inc. | 加仓 | $449.28万 |
| Baird Financial Group, Inc. | 加仓 | $338.15万 |
| Ashton Thomas Private Wealth, LLC | 加仓 | $310.42万 |
2026Q1 卖出最多
| ROYAL BANK OF CANADA | 减仓 | -$7,057.82万 |
| STONEBRIDGE ADVISORS LLC | 清仓 | -$4,018.12万 |
| Arax Advisory Partners | 减仓 | -$2,251.34万 |
| WIN ADVISORS, INC | 清仓 | -$920.68万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 减仓 | -$906.87万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$880.80万 |
| MORGAN STANLEY | 减仓 | -$874.01万 |
| Ocean Park Asset Management, LLC | 清仓 | -$752.30万 |
| UBS Group AG | 减仓 | -$378.58万 |
| Asset Allocation Strategies LLC | 清仓 | -$378.19万 |
| EVOLVE PRIVATE WEALTH, LLC | 清仓 | -$342.28万 |
| Rockefeller Capital Management L.P. | 减仓 | -$309.77万 |
| Kinloch Capital, LLC | 减仓 | -$255.25万 |
| CITADEL ADVISORS LLC | 减仓 | -$235.65万 |
| PRIVATE CLIENT SERVICES, LLC | 清仓 | -$209.75万 |
| COUNTRY TRUST BANK | 减仓 | -$165.38万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$134.95万 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 减仓 | -$132.87万 |
| Csenge Advisory Group | 减仓 | -$110.54万 |
| INTEGRITY ALLIANCE, LLC. | 减仓 | -$107.27万 |
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 | 52,758,707 | $9.36亿 | 0.06% | -492,398 | 减仓 |
| ROYAL BANK OF CANADA | 19,554,291 | $3.47亿 | 0.06% | -3,976,246 | 减仓 |
| LPL Financial LLC | 17,837,734 | $3.17亿 | 0.08% | 1,016,910 | 加仓 |
| WELLS FARGO & COMPANY/MN | 17,020,549 | $3.02亿 | 0.06% | 1,089,843 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 10,202,985 | $1.81亿 | 0.06% | 675,579 | 加仓 |
| UBS Group AG | 9,353,585 | $1.66亿 | 0.02% | -213,282 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 8,652,282 | $1.54亿 | 0.01% | 446,585 | 加仓 |
| AMERIPRISE FINANCIAL INC | 5,026,933 | $8,923.02万 | 0.02% | 362,181 | 加仓 |
| Gallagher Fiduciary Advisors, LLC | 3,923,229 | $6,963.73万 | 0.08% | 3,708,098 | 加仓 |
| HighTower Advisors, LLC | 3,461,437 | $6,144.04万 | 0.07% | 160,742 | 加仓 |
| Cetera Investment Advisers | 2,964,486 | $5,261.96万 | 0.06% | 383,261 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,527,949 | $4,487.11万 | 0.01% | 455,036 | 加仓 |
| Kestra Advisory Services, LLC | 2,425,646 | $4,305.52万 | 0.16% | 108,076 | 加仓 |
| STIFEL FINANCIAL CORP | 2,353,154 | $4,176.87万 | 0.04% | 96,376 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,240,777 | $3,977.44万 | 0.06% | 100,625 | 加仓 |
| Advisory Alpha, LLC | 2,147,548 | $3,811.93万 | 1.04% | -5,703 | 减仓 |
| Rockefeller Capital Management L.P. | 2,036,908 | $3,615.51万 | 0.06% | -174,518 | 减仓 |
| MAI Capital Management | 1,997,960 | $3,546.38万 | 0.20% | 129,829 | 加仓 |
| Baird Financial Group, Inc. | 1,962,134 | $3,482.79万 | 0.05% | 190,506 | 加仓 |
| Magnus Financial Group LLC | 1,885,667 | $3,347.06万 | 2.72% | 104,032 | 加仓 |
| PARK NATIONAL CORP /OH/ | 1,866,242 | $3,312.58万 | 1.01% | 85,821 | 加仓 |
| JANE STREET GROUP, LLC | 1,789,032 | $3,175.53万 | 0.00% | 1,789,032 | 新建仓 |
| Prospera Financial Services Inc | 1,516,744 | $2,692.50万 | 0.43% | -24,718 | 减仓 |
| Falcon Wealth Planning | 1,514,417 | $2,688.09万 | 1.83% | 152,675 | 加仓 |
| TRUIST FINANCIAL CORP | 1,504,232 | $2,670.01万 | 0.04% | 327,923 | 加仓 |
| AFFINITY WEALTH MANAGEMENT LLC | 1,487,952 | $2,641.11万 | 4.00% | 18,404 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,368,205 | $2,428.56万 | 0.03% | -10,386 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,317,537 | $2,338.63万 | 0.01% | 122,799 | 加仓 |
| COUNTRY TRUST BANK | 1,306,235 | $2,318.57万 | 0.44% | -93,174 | 减仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,239,522 | $2,200.15万 | 0.38% | 51,664 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 1,205,823 | $2,140.30万 | 0.06% | 30,208 | 加仓 |
| Janney Montgomery Scott LLC | 1,155,368 | $2,050.80万 | 0.05% | -1,214 | 减仓 |
| CITIGROUP INC | 1,125,791 | $1,998.28万 | 0.01% | 97,011 | 加仓 |
| Steward Partners Investment Advisory, LLC | 1,024,249 | $1,818.04万 | 0.09% | 41,477 | 加仓 |
| HCR Wealth Advisors | 999,249 | $1,773.67万 | 1.84% | 1,077 | 加仓 |
| Ashton Thomas Private Wealth, LLC | 924,872 | $1,641.65万 | 0.39% | 174,886 | 加仓 |
| Arax Advisory Partners | 868,355 | $1,541.33万 | 0.44% | -1,268,362 | 减仓 |
| Kinloch Capital, LLC | 859,253 | $1,525.17万 | 6.22% | -143,801 | 减仓 |
| JPMORGAN CHASE & CO | 852,103 | $1,501.41万 | 0.00% | -7,015 | 减仓 |
| Mariner, LLC | 835,276 | $1,482.61万 | 0.02% | -11,577 | 减仓 |
| Waverly Advisors, LLC | 804,883 | $1,428.67万 | 0.11% | 27,957 | 加仓 |
| Avidian Wealth Enterprises, LLC | 784,275 | $1,392.09万 | 0.44% | 27,523 | 加仓 |
| &PARTNERS | 744,790 | $1,321.83万 | 0.07% | 76,055 | 加仓 |
| Ameritas Investment Partners, Inc. | 716,495 | $1,271.78万 | 0.39% | 50,129 | 加仓 |
| INTEGRITY WEALTH ADVISORS, INC. | 695,005 | $1,233.63万 | 7.35% | 30,139 | 加仓 |
| Parkside Investments, LLC | 674,877 | $1,197.91万 | 1.46% | 674,877 | 新建仓 |
| Twelve Points Wealth Management LLC | 668,860 | $1,187.23万 | 2.61% | 98,165 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 659,740 | $1,171.04万 | 0.14% | 33,527 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 650,615 | $1,141.83万 | 0.01% | 108,670 | 加仓 |
| Equitable Holdings, Inc. | 625,425 | $1,129.13万 | 0.07% | 248,855 | 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 🔒