13F 机构持仓

FPF FIRST TR INTER DURATN PFD &

COM

持有机构数1192026Q2
26Q126Q2
机构合计持股(股)18,985,6422026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q211918,985,642$3.45亿 7483010$495.05万
2026Q112018,725,644$3.30亿 1241249$847.29万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

MORGAN STANLEY加仓$135.72万
Rareview Capital LLC加仓$78.01万
Hennion & Walsh Asset Management, Inc.加仓$76.72万
Bramshill Investments, LLC新建仓$72.68万
TRUIST FINANCIAL CORP加仓$68.79万
LPL Financial LLC加仓$55.04万
Invesco Ltd.加仓$45.44万
D.A. DAVIDSON & CO.加仓$38.58万
Integrated Wealth Concepts LLC加仓$33.79万
ENVESTNET ASSET MANAGEMENT INC加仓$30.27万
ROYAL BANK OF CANADA加仓$26.19万
Maridea Wealth Management LLC新建仓$20.56万
STIFEL FINANCIAL CORP加仓$16.57万
Clear Street Group Inc.新建仓$14.62万
SeaCrest Wealth Management, LLC加仓$13.81万
Noble Wealth Management PBC加仓$13.17万
Gridiron Partners, LLC加仓$13.01万
Cetera Investment Advisers加仓$10.55万
WEDBUSH SECURITIES INC加仓$10.01万
Prospera Financial Services Inc加仓$9.09万

2026Q2 卖出最多

Shaker Financial Services, LLC减仓-$75.95万
GUGGENHEIM CAPITAL LLC减仓-$41.42万
JANE STREET GROUP, LLC清仓-$29.74万
MGO ONE SEVEN LLC减仓-$25.01万
Gateway Wealth Partners, LLC清仓-$24.99万
Independent Advisor Alliance清仓-$19.70万
UBS Group AG减仓-$16.78万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$15.57万
WELLS FARGO & COMPANY/MN减仓-$14.26万
PFG Investments, LLC减仓-$13.74万
OSAIC HOLDINGS, INC.减仓-$11.99万
OPPENHEIMER & CO INC减仓-$11.84万
IFP Advisors, Inc减仓-$9.03万
Rockefeller Capital Management L.P.减仓-$6.16万
WOLVERINE ASSET MANAGEMENT LLC清仓-$5.21万
Advisory Services Network, LLC清仓-$4.87万
PRINCIPAL SECURITIES, INC.减仓-$4.09万
Ascentis Independent Advisors清仓-$3.40万
Morey & Quinn Wealth Partners, LLC减仓-$2.91万
Kovack Advisors, Inc.减仓-$2.83万

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 STANLEY9,820,464$1.78亿0.01%74,695加仓
SIT INVESTMENT ASSOCIATES INC1,217,427$2,212.10万0.42%3,700加仓
WELLS FARGO & COMPANY/MN1,210,802$2,200.03万0.00%-7,849减仓
LPL Financial LLC979,058$1,778.95万0.00%30,291加仓
ROYAL BANK OF CANADA753,673$1,369.40万0.00%14,415加仓
Invesco Ltd.659,562$1,198.42万0.00%25,006加仓
Peak Planning Group, LLC400,589$727.87万1.64%2,796加仓
MGO ONE SEVEN LLC377,412$685.76万0.11%-13,763减仓
COHEN & STEERS, INC.361,198$656.30万0.01%0不变
D.A. DAVIDSON & CO.257,487$467.85万0.03%21,233加仓
STIFEL FINANCIAL CORP188,729$342.92万0.00%9,120加仓
UBS Group AG149,378$271.42万0.00%-9,237减仓
Rareview Capital LLC133,367$251.00万1.40%41,450加仓
Hennion & Walsh Asset Management, Inc.107,058$194.52万0.06%42,225加仓
OSAIC HOLDINGS, INC.105,254$191.27万0.00%-6,596减仓
Baird Financial Group, Inc.102,354$185.98万0.00%2,774加仓
BANK OF AMERICA CORP /DE/94,861$172.36万0.00%-1,378减仓
RAYMOND JAMES FINANCIAL INC93,669$170.20万0.00%-1,069减仓
NewEdge Advisors, LLC86,756$157.64万0.00%3,986加仓
Noble Wealth Management PBC82,363$149.65万0.67%7,246加仓
Cetera Investment Advisers77,966$141.66万0.00%5,805加仓
IHT Wealth Management, LLC76,819$139.58万0.03%3,176加仓
ENVESTNET ASSET MANAGEMENT INC73,686$133.89万0.00%16,660加仓
Onyx Bridge Wealth Group LLC68,870$125.14万0.11%930加仓
PRINCIPAL SECURITIES, INC.68,080$123.70万0.01%-2,253减仓
OPPENHEIMER & CO INC60,744$110.37万0.01%-6,518减仓
CENTAURUS FINANCIAL, INC.56,563$102.80万0.04%135加仓
Prospera Financial Services Inc51,465$93.51万0.01%5,001加仓
TRUIST FINANCIAL CORP49,662$90.24万0.00%37,860加仓
WEDBUSH SECURITIES INC48,069$87.30万0.02%5,514加仓
Janney Montgomery Scott LLC45,196$82.10万0.00%495加仓
Magnus Financial Group LLC43,831$79.64万0.06%894加仓
Alessandra Capital Management, LLC40,948$74.40万0.53%-570减仓
Bramshill Investments, LLC40,000$72.68万0.06%40,000新建仓
Capital Investment Advisors, LLC39,666$72.07万0.01%0不变
Integrated Wealth Concepts LLC39,168$71.17万0.00%18,598加仓
Pine Valley Investments Ltd Liability Co38,399$69.77万0.03%-700减仓
Ethos Financial Group, LLC37,438$68.02万0.05%1,974加仓
COMMONWEALTH EQUITY SERVICES, LLC35,760$64.97万0.00%-1,274减仓
Sowell Financial Services LLC34,880$63.38万0.02%-1,508减仓
Lido Advisors, LLC33,855$61.51万0.00%0不变
PFG Investments, LLC33,552$60.96万0.02%-7,560减仓
SeaCrest Wealth Management, LLC32,979$59.92万0.07%7,600加仓
FIFTH THIRD BANCORP31,051$56.42万0.00%-571减仓
Kestra Advisory Services, LLC30,259$54.98万0.00%3,362加仓
RDA Financial Network27,739$50.40万0.11%-530减仓
Saxony Capital Management, LLC27,700$50.33万0.23%0不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27,832$50.21万0.02%2,609加仓
Rockefeller Capital Management L.P.26,875$48.83万0.00%-3,391减仓
GUGGENHEIM CAPITAL LLC26,625$48.38万0.00%-22,794减仓

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