FPEI FIRST TR EXCH TRADED FD III
INSTL PFD SECS
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 | 213 | 78,199,023 | $15.08亿 | 14 | 81 | 77 | 13 | $1,425.50万 |
| 2026Q1 | 209 | 80,111,954 | $15.22亿 | 26 | 87 | 67 | 24 | $7,772.11万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $1,219.78万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,026.74万 |
| PARK NATIONAL CORP /OH/ | 加仓 | $613.48万 |
| McAdam, LLC | 加仓 | $560.67万 |
| LPL Financial LLC | 加仓 | $424.71万 |
| Vise Technologies, Inc. | 新建仓 | $375.45万 |
| UBS Group AG | 加仓 | $355.16万 |
| TRUIST FINANCIAL CORP | 加仓 | $265.95万 |
| Annex Advisory Services, LLC | 加仓 | $232.81万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $217.54万 |
| Bluespring Wealth Management, LLC | 新建仓 | $205.16万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $182.01万 |
| J.W. COLE ADVISORS, INC. | 加仓 | $179.70万 |
| Montis Financial, LLC | 加仓 | $167.91万 |
| NewEdge Advisors, LLC | 加仓 | $150.45万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $146.51万 |
| Synergy Investment Management, LLC | 加仓 | $142.87万 |
| OSAIC HOLDINGS, INC. | 加仓 | $129.34万 |
| Legacy Edge Advisors, LLC | 加仓 | $90.23万 |
| Flavin Financial Services, Inc. | 新建仓 | $75.74万 |
2026Q2 卖出最多
| JANE STREET GROUP, LLC | 清仓 | -$2,714.61万 |
| Merit Financial Group, LLC | 减仓 | -$614.32万 |
| HRT FINANCIAL LP | 清仓 | -$602.40万 |
| Kingsview Wealth Management, LLC | 减仓 | -$368.30万 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 减仓 | -$340.76万 |
| Baird Financial Group, Inc. | 减仓 | -$310.91万 |
| MORGAN STANLEY | 减仓 | -$268.90万 |
| Visionary Wealth Advisors | 减仓 | -$162.70万 |
| Independent Advisor Alliance | 清仓 | -$118.82万 |
| ROYAL BANK OF CANADA | 减仓 | -$106.85万 |
| Key Financial Inc | 减仓 | -$52.62万 |
| Arkadios Wealth Advisors | 减仓 | -$43.59万 |
| Integrated Advisors Network LLC | 减仓 | -$40.72万 |
| Main Street Financial Solutions, LLC | 清仓 | -$37.84万 |
| Gateway Wealth Partners, LLC | 减仓 | -$35.44万 |
| JPMORGAN CHASE & CO | 减仓 | -$33.58万 |
| Welch & Forbes LLC | 减仓 | -$32.71万 |
| AMERIPRISE FINANCIAL INC | 清仓 | -$31.51万 |
| PROTECTIVE LIFE CORP | 减仓 | -$30.22万 |
| Composition Wealth, LLC | 减仓 | -$27.36万 |
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 | 19,791,490 | $3.82亿 | 0.02% | -139,398 | 减仓 |
| UBS Group AG | 9,981,464 | $1.93亿 | 0.02% | 184,115 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 6,014,221 | $1.16亿 | 0.01% | -3,130 | 减仓 |
| ROYAL BANK OF CANADA | 5,319,825 | $1.03亿 | 0.02% | -55,390 | 减仓 |
| LPL Financial LLC | 4,503,954 | $8,688.13万 | 0.02% | 220,173 | 加仓 |
| NewEdge Advisors, LLC | 2,268,729 | $4,376.38万 | 0.13% | 77,992 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 2,073,078 | $3,998.97万 | 0.01% | -3,541 | 减仓 |
| Montis Financial, LLC | 1,903,858 | $3,672.54万 | 7.51% | 87,045 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,700,588 | $3,280.43万 | 0.01% | 112,776 | 加仓 |
| TRUIST FINANCIAL CORP | 1,605,335 | $3,096.69万 | 0.04% | 137,870 | 加仓 |
| Legacy Edge Advisors, LLC | 1,261,093 | $2,432.65万 | 2.23% | 46,778 | 加仓 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,259,000 | $2,428.61万 | 1.41% | 0 | 不变 |
| Annex Advisory Services, LLC | 1,146,209 | $2,211.04万 | 0.38% | 120,692 | 加仓 |
| CITIZENS FINANCIAL GROUP INC/RI | 997,535 | $1,924.25万 | 0.23% | 1,500 | 加仓 |
| OSAIC HOLDINGS, INC. | 770,219 | $1,485.73万 | 0.02% | 67,050 | 加仓 |
| Cetera Investment Advisers | 704,375 | $1,358.74万 | 0.01% | 30,520 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 653,350 | $1,260.40万 | 0.01% | 532,230 | 加仓 |
| Essex LLC | 647,803 | $1,249.61万 | 1.90% | 1,972 | 加仓 |
| FIDUCIARY FINANCIAL ADVISORS | 632,338 | $1,219.78万 | 1.24% | 632,338 | 新建仓 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 623,023 | $1,201.81万 | 2.65% | 8,100 | 加仓 |
| HighTower Advisors, LLC | 544,884 | $1,051.08万 | 0.01% | 21,405 | 加仓 |
| McAdam, LLC | 539,081 | $1,039.89万 | 0.40% | 290,652 | 加仓 |
| Geneos Wealth Management Inc. | 499,253 | $963.06万 | 0.20% | 11,572 | 加仓 |
| Baird Financial Group, Inc. | 470,809 | $908.19万 | 0.01% | -161,177 | 减仓 |
| PARK NATIONAL CORP /OH/ | 453,864 | $875.50万 | 0.25% | 318,029 | 加仓 |
| Legacy CG, LLC | 431,768 | $832.88万 | 2.13% | 16,116 | 加仓 |
| JPMORGAN CHASE & CO | 399,891 | $770.39万 | 0.00% | -17,429 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 378,955 | $731.00万 | 0.01% | 29,279 | 加仓 |
| Elevated Capital Advisors, LLC | 372,937 | $719.40万 | 1.98% | 5,446 | 加仓 |
| Key Financial Inc | 368,269 | $710.39万 | 1.16% | -27,278 | 减仓 |
| Prospera Financial Services Inc | 356,545 | $687.76万 | 0.10% | 4,602 | 加仓 |
| STIFEL FINANCIAL CORP | 355,978 | $686.71万 | 0.01% | -12,292 | 减仓 |
| Westview Management dba Westview Investment Advisors | 343,661 | $662.92万 | 3.24% | -11,373 | 减仓 |
| Rockefeller Capital Management L.P. | 332,355 | $641.11万 | 0.01% | 25,898 | 加仓 |
| VISTA INVESTMENT MANAGEMENT | 295,710 | $570.42万 | 1.71% | 16,032 | 加仓 |
| Synergy Investment Management, LLC | 282,341 | $544.64万 | 1.32% | 74,063 | 加仓 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 278,397 | $537.03万 | 1.01% | -176,649 | 减仓 |
| FIRST TRUST ADVISORS LP | 210,613 | $406.27万 | 0.00% | -2,887 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 207,958 | $401.15万 | 0.00% | 94,356 | 加仓 |
| VICTORY FINANCIAL GROUP, LLC | 203,575 | $392.70万 | 0.41% | 17,637 | 加仓 |
| Vise Technologies, Inc. | 194,637 | $375.45万 | 0.04% | 194,637 | 新建仓 |
| Kingsview Wealth Management, LLC | 182,028 | $351.13万 | 0.04% | -190,926 | 减仓 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 181,273 | $349.68万 | 0.95% | 10,792 | 加仓 |
| Private Advisor Group, LLC | 180,264 | $347.73万 | 0.02% | 2,861 | 加仓 |
| Merit Financial Group, LLC | 175,242 | $338.04万 | 0.02% | -318,465 | 减仓 |
| J.W. COLE ADVISORS, INC. | 172,426 | $332.61万 | 0.06% | 93,155 | 加仓 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 155,197 | $299.38万 | 1.24% | -3,213 | 减仓 |
| Janney Montgomery Scott LLC | 138,259 | $266.70万 | 0.01% | 16,337 | 加仓 |
| VAQUERO PRIVATE WEALTH, LTD | 131,822 | $254.28万 | 0.52% | — | — |
| True Blue Financial, LLC | 124,755 | $240.65万 | 1.02% | 21,216 | 加仓 |
内部人交易（Form 4）
FPEI 董事、高管和大股东的最新买卖申报。专业版可看 🔒