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 🔒 | ||||||||
2026Q1 买入最多
| JANE STREET GROUP, LLC | 新建仓 | $2,714.61万 |
| MORGAN STANLEY | 加仓 | $2,646.63万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $2,593.17万 |
| UBS Group AG | 加仓 | $1,509.84万 |
| Legacy CG, LLC | 新建仓 | $789.74万 |
| ROYAL BANK OF CANADA | 加仓 | $667.40万 |
| HRT FINANCIAL LP | 新建仓 | $602.40万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $453.62万 |
| Geneos Wealth Management Inc. | 加仓 | $281.74万 |
| HighTower Advisors, LLC | 加仓 | $261.29万 |
| TRUIST FINANCIAL CORP | 加仓 | $208.79万 |
| Legacy Edge Advisors, LLC | 加仓 | $173.06万 |
| FIFTH THIRD BANCORP | 新建仓 | $171.33万 |
| CWM, LLC | 加仓 | $165.57万 |
| Montis Financial, LLC | 加仓 | $154.64万 |
| Prospera Financial Services Inc | 加仓 | $143.36万 |
| Rockefeller Capital Management L.P. | 加仓 | $134.23万 |
| Independent Advisor Alliance | 新建仓 | $118.82万 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 加仓 | $111.03万 |
| Annex Advisory Services, LLC | 加仓 | $101.15万 |
2026Q1 卖出最多
| Merit Financial Group, LLC | 减仓 | -$2,582.36万 |
| Ocean Park Asset Management, LLC | 清仓 | -$689.31万 |
| NewEdge Advisors, LLC | 减仓 | -$628.53万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$606.71万 |
| Synergy Asset Management, LLC | 清仓 | -$343.88万 |
| Collaborative Wealth Managment Inc. | 减仓 | -$265.45万 |
| Clark Capital Management Group, Inc. | 减仓 | -$248.42万 |
| TrueWealth Financial Partners | 清仓 | -$215.96万 |
| J.W. COLE ADVISORS, INC. | 减仓 | -$175.54万 |
| PRINCIPAL SECURITIES, INC. | 清仓 | -$161.41万 |
| LPL Financial LLC | 减仓 | -$136.21万 |
| LANARK FINANCIAL, INC. | 减仓 | -$124.81万 |
| Cetera Investment Advisers | 减仓 | -$110.62万 |
| SILVER OAK SECURITIES, INCORPORATED | 清仓 | -$104.51万 |
| United Capital Management of KS, Inc. | 减仓 | -$97.22万 |
| StoneX Group Inc. | 清仓 | -$92.68万 |
| Private Advisor Group, LLC | 减仓 | -$86.57万 |
| WEDBUSH SECURITIES INC | 减仓 | -$82.56万 |
| Composition Wealth, LLC | 减仓 | -$76.86万 |
| INTEGRITY ALLIANCE, LLC. | 减仓 | -$72.38万 |
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 | 19,930,888 | $3.79亿 | 0.02% | 1,392,965 | 加仓 |
| UBS Group AG | 9,797,349 | $1.86亿 | 0.03% | 794,651 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 6,017,351 | $1.14亿 | 0.01% | 1,364,824 | 加仓 |
| ROYAL BANK OF CANADA | 5,375,215 | $1.02亿 | 0.02% | 351,265 | 加仓 |
| LPL Financial LLC | 4,283,781 | $8,139.18万 | 0.02% | -71,690 | 减仓 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 2,424,767 | $4,607.06万 | 2.50% | 44,306 | 加仓 |
| NewEdge Advisors, LLC | 2,190,737 | $4,162.40万 | 0.15% | -330,804 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 2,076,619 | $3,945.58万 | 0.01% | 238,747 | 加仓 |
| Montis Financial, LLC | 1,816,813 | $3,451.95万 | 7.14% | 81,387 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,587,812 | $3,016.84万 | 0.01% | -319,320 | 减仓 |
| TRUIST FINANCIAL CORP | 1,467,465 | $2,788.18万 | 0.04% | 109,888 | 加仓 |
| JANE STREET GROUP, LLC | 1,428,742 | $2,714.61万 | 0.00% | 1,428,742 | 新建仓 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,259,000 | $2,392.10万 | 1.57% | 0 | 不变 |
| Legacy Edge Advisors, LLC | 1,214,315 | $2,307.20万 | 2.43% | 91,086 | 加仓 |
| Annex Advisory Services, LLC | 1,025,517 | $1,948.48万 | 0.37% | 53,239 | 加仓 |
| CITIZENS FINANCIAL GROUP INC/RI | 996,035 | $1,892.47万 | 0.26% | 27,511 | 加仓 |
| OSAIC HOLDINGS, INC. | 703,169 | $1,336.03万 | 0.02% | 48,648 | 加仓 |
| Cetera Investment Advisers | 673,855 | $1,280.33万 | 0.01% | -58,221 | 减仓 |
| Essex LLC | 645,831 | $1,227.08万 | 2.17% | 3,573 | 加仓 |
| Baird Financial Group, Inc. | 631,986 | $1,200.77万 | 0.02% | 14,336 | 加仓 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 614,923 | $1,168.35万 | 2.91% | 12,226 | 加仓 |
| HighTower Advisors, LLC | 523,479 | $994.61万 | 0.01% | 137,522 | 加仓 |
| Merit Financial Group, LLC | 493,707 | $938.04万 | 0.07% | -1,359,134 | 减仓 |
| Geneos Wealth Management Inc. | 487,681 | $926.59万 | 0.21% | 148,284 | 加仓 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 455,046 | $864.59万 | 2.29% | 9,843 | 加仓 |
| Legacy CG, LLC | 415,652 | $789.74万 | 2.19% | 415,652 | 新建仓 |
| JPMORGAN CHASE & CO | 417,320 | $784.77万 | 0.00% | -22,575 | 减仓 |
| Key Financial Inc | 395,547 | $751.54万 | 1.34% | -3,326 | 减仓 |
| Kingsview Wealth Management, LLC | 372,954 | $708.61万 | 0.10% | 17,675 | 加仓 |
| STIFEL FINANCIAL CORP | 368,270 | $699.71万 | 0.01% | 32,881 | 加仓 |
| Elevated Capital Advisors, LLC | 367,491 | $698.23万 | 1.76% | 13,577 | 加仓 |
| Westview Management dba Westview Investment Advisors | 355,034 | $674.57万 | 3.51% | -30,741 | 减仓 |
| Prospera Financial Services Inc | 351,943 | $668.70万 | 0.11% | 75,451 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 349,676 | $664.38万 | 0.01% | -32,693 | 减仓 |
| CWM, LLC | 330,960 | $628.82万 | 0.02% | 87,141 | 加仓 |
| HRT FINANCIAL LP | 317,065 | $602.40万 | 0.02% | 317,065 | 新建仓 |
| Rockefeller Capital Management L.P. | 306,457 | $582.27万 | 0.01% | 70,647 | 加仓 |
| VISTA INVESTMENT MANAGEMENT | 279,678 | $531.39万 | 1.77% | 4,916 | 加仓 |
| McAdam, LLC | 248,429 | $472.01万 | 0.21% | 29,215 | 加仓 |
| FIRST TRUST ADVISORS LP | 213,500 | $405.65万 | 0.00% | 24,222 | 加仓 |
| Synergy Investment Management, LLC | 208,278 | $395.73万 | 1.29% | 10,322 | 加仓 |
| VICTORY FINANCIAL GROUP, LLC | 185,938 | $353.28万 | 0.43% | 12,587 | 加仓 |
| Private Advisor Group, LLC | 177,403 | $337.07万 | 0.02% | -45,563 | 减仓 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 170,481 | $323.91万 | 1.03% | 58,438 | 加仓 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 158,410 | $300.98万 | 1.44% | 14,496 | 加仓 |
| Welch & Forbes LLC | 140,771 | $267.46万 | 0.03% | -3,089 | 减仓 |
| PARK NATIONAL CORP /OH/ | 135,835 | $258.09万 | 0.08% | 20,895 | 加仓 |
| Veridan Wealth LLC | 128,009 | $243.22万 | 0.90% | 3,726 | 加仓 |
| 1776 Wealth LLC | 124,789 | $237.10万 | 0.93% | -371 | 减仓 |
| Janney Montgomery Scott LLC | 121,922 | $231.70万 | 0.01% | 15,189 | 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 🔒