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 🔒

2026Q1 买入最多

MORGAN STANLEY加仓$969.06万
WELLS FARGO & COMPANY/MN加仓$113.04万
ROYAL BANK OF CANADA加仓$77.93万
WEDBUSH SECURITIES INC新建仓$75.00万
FIFTH THIRD BANCORP新建仓$55.75万
Rareview Capital LLC加仓$29.78万
STIFEL FINANCIAL CORP加仓$20.57万
Independent Advisor Alliance新建仓$19.70万
Rockefeller Capital Management L.P.加仓$17.54万
BANK OF AMERICA CORP /DE/加仓$16.99万
Peak Planning Group, LLC加仓$14.72万
RAYMOND JAMES FINANCIAL INC加仓$12.53万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$12.50万
Alessandra Capital Management, LLC加仓$11.49万
SeaCrest Wealth Management, LLC加仓$10.58万
UBS Group AG加仓$10.54万
CWM, LLC加仓$10.53万
GILL CAPITAL PARTNERS, LLC新建仓$10.44万
ENVESTNET ASSET MANAGEMENT INC加仓$10.23万
Cetera Investment Advisers加仓$8.23万

2026Q1 卖出最多

Invesco Ltd.减仓-$197.57万
AMERIPRISE FINANCIAL INC清仓-$76.38万
Shaker Financial Services, LLC减仓-$63.93万
GUGGENHEIM CAPITAL LLC减仓-$58.02万
OSAIC HOLDINGS, INC.减仓-$55.11万
JANE STREET GROUP, LLC减仓-$53.06万
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.清仓-$50.92万
Gateway Wealth Partners, LLC重新持有-$44.67万
Cooper Financial Group清仓-$22.41万
XTX Topco Ltd清仓-$21.79万
Magnus Financial Group LLC减仓-$17.52万
Gridiron Partners, LLC减仓-$12.62万
Kestra Advisory Services, LLC减仓-$10.39万
Janney Montgomery Scott LLC减仓-$8.73万
Hennion & Walsh Asset Management, Inc.减仓-$3.94万
SIT INVESTMENT ASSOCIATES INC减仓-$3.41万
FIRST FINANCIAL CORP /IN/减仓-$3.37万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$3.08万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$3.06万
HUNTINGTON NATIONAL BANK减仓-$2.39万

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 STANLEY9,745,769$1.72亿0.01%549,667加仓
WELLS FARGO & COMPANY/MN1,218,651$2,148.48万0.00%64,117加仓
SIT INVESTMENT ASSOCIATES INC1,213,727$2,139.80万0.43%-1,937减仓
LPL Financial LLC948,767$1,672.68万0.00%-575减仓
ROYAL BANK OF CANADA739,258$1,303.30万0.00%44,205加仓
Invesco Ltd.634,556$1,118.72万0.00%-112,065减仓
Peak Planning Group, LLC397,793$701.31万1.94%8,350加仓
MGO ONE SEVEN LLC391,175$689.64万0.14%799加仓
COHEN & STEERS, INC.361,198$636.80万0.01%0不变
D.A. DAVIDSON & CO.236,254$416.52万0.03%612加仓
STIFEL FINANCIAL CORP179,609$316.65万0.00%11,666加仓
UBS Group AG158,615$279.64万0.00%5,977加仓
OSAIC HOLDINGS, INC.111,850$197.21万0.00%-31,259减仓
Baird Financial Group, Inc.99,580$175.56万0.00%-559减仓
Rareview Capital LLC91,917$172.99万1.01%15,823加仓
BANK OF AMERICA CORP /DE/96,239$169.67万0.00%9,639加仓
RAYMOND JAMES FINANCIAL INC94,738$167.02万0.00%7,107加仓
NewEdge Advisors, LLC82,770$145.92万0.01%529加仓
Noble Wealth Management PBC75,117$132.43万0.67%4,510加仓
IHT Wealth Management, LLC73,643$129.83万0.03%0不变
Cetera Investment Advisers72,161$127.22万0.00%4,668加仓
PRINCIPAL SECURITIES, INC.70,333$124.00万0.02%260加仓
Shaker Financial Services, LLC68,010$119.90万0.42%-36,264减仓
Onyx Bridge Wealth Group LLC67,940$119.78万0.13%4,152加仓
OPPENHEIMER & CO INC67,262$118.58万0.01%-514减仓
Hennion & Walsh Asset Management, Inc.64,833$114.30万0.04%-2,237减仓
ENVESTNET ASSET MANAGEMENT INC57,026$100.54万0.00%5,800加仓
CENTAURUS FINANCIAL, INC.56,428$99.50万0.05%-449减仓
GUGGENHEIM CAPITAL LLC49,419$87.13万0.01%-32,907减仓
Prospera Financial Services Inc46,464$81.91万0.01%1,331加仓
Janney Montgomery Scott LLC44,701$78.80万0.00%-4,950减仓
Magnus Financial Group LLC42,937$75.70万0.06%-9,936减仓
WEDBUSH SECURITIES INC42,555$75.00万0.02%42,555新建仓
Alessandra Capital Management, LLC41,518$73.20万0.62%6,518加仓
PFG Investments, LLC41,112$72.48万0.03%1,094加仓
Capital Investment Advisors, LLC39,666$69.93万0.01%-478减仓
Pine Valley Investments Ltd Liability Co39,099$68.93万0.03%0不变
Ethos Financial Group, LLC35,464$66.10万0.05%0不变
COMMONWEALTH EQUITY SERVICES, LLC37,034$65.29万0.00%-1,746减仓
Sowell Financial Services LLC36,388$64.15万0.02%0不变
Lido Advisors, LLC33,855$59.69万0.00%0不变
FIFTH THIRD BANCORP31,622$55.75万0.00%31,622新建仓
Rockefeller Capital Management L.P.30,266$53.36万0.00%9,950加仓
CWM, LLC29,160$51.41万0.00%5,971加仓
RDA Financial Network28,269$49.84万0.12%420加仓
Saxony Capital Management, LLC27,700$48.84万0.28%0不变
Kestra Advisory Services, LLC26,897$47.42万0.00%-5,893减仓
Intellectus Partners, LLC26,221$46.23万0.09%353加仓
SeaCrest Wealth Management, LLC25,379$44.74万0.05%6,003加仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC25,223$44.47万0.01%1,708加仓

内部人交易(Form 4)

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