FSMB FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
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 | 140 | 26,488,041 | $5.29亿 | 13 | 67 | 30 | 16 | $6,408.19万 |
| 2026Q1 | 140 | 23,167,468 | $4.62亿 | 11 | 68 | 38 | 11 | $2,718.08万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $1,686.06万 |
| MORGAN STANLEY | 加仓 | $1,464.33万 |
| Cetera Investment Advisers | 加仓 | $673.58万 |
| Francis Financial, Inc. | 加仓 | $391.42万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | $361.34万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $278.77万 |
| Gateway Wealth Partners, LLC | 加仓 | $236.71万 |
| Per Stirling Capital Management, LLC. | 加仓 | $201.81万 |
| FIFTH THIRD BANCORP | 新建仓 | $173.49万 |
| Independent Advisor Alliance | 新建仓 | $172.07万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $147.83万 |
| HighTower Advisors, LLC | 加仓 | $138.43万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $120.61万 |
| RMR Wealth Builders | 加仓 | $107.87万 |
| TruWealth Advisors, LLC | 加仓 | $97.95万 |
| NewEdge Advisors, LLC | 加仓 | $86.88万 |
| Rockefeller Capital Management L.P. | 加仓 | $63.46万 |
| DAYMARK WEALTH PARTNERS, LLC | 新建仓 | $62.87万 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 加仓 | $59.76万 |
| Nilsine Partners, LLC | 加仓 | $58.65万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$2,789.93万 |
| TrueWealth Financial Partners | 清仓 | -$404.36万 |
| ROYAL BANK OF CANADA | 减仓 | -$312.45万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$189.65万 |
| StoneX Group Inc. | 清仓 | -$126.87万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$110.32万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$94.03万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$64.70万 |
| STIFEL FINANCIAL CORP | 减仓 | -$61.15万 |
| JANE STREET GROUP, LLC | 减仓 | -$46.72万 |
| Fifth Third Securities, Inc. | 清仓 | -$43.86万 |
| Sowell Financial Services LLC | 减仓 | -$31.19万 |
| Allworth Financial LP | 减仓 | -$30.62万 |
| STEPHENS INC /AR/ | 减仓 | -$28.60万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$28.45万 |
| Sanctuary Advisors, LLC | 减仓 | -$27.09万 |
| Modern Wealth Management, LLC | 清仓 | -$24.64万 |
| Hilltop Holdings Inc. | 清仓 | -$23.14万 |
| Golden State Wealth Management, LLC | 减仓 | -$22.75万 |
| Shade Tree Advisors LLC | 清仓 | -$21.78万 |
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 | 5,146,534 | $1.03亿 | 0.01% | 733,631 | 加仓 |
| LPL Financial LLC | 2,267,473 | $4,525.88万 | 0.01% | 844,720 | 加仓 |
| RMR Wealth Builders | 1,077,267 | $2,150.22万 | 1.69% | 54,045 | 加仓 |
| Corient Private Wealth LP | 1,052,630 | $2,101.05万 | 0.03% | -1,397,760 | 减仓 |
| HighTower Advisors, LLC | 949,368 | $1,894.94万 | 0.02% | 69,352 | 加仓 |
| PFS Partners, LLC | 685,295 | $1,367.85万 | 6.27% | -2,341 | 减仓 |
| UBS Group AG | 678,124 | $1,353.54万 | 0.00% | -7,756 | 减仓 |
| TruWealth Advisors, LLC | 668,643 | $1,334.61万 | 0.64% | 49,075 | 加仓 |
| Cetera Investment Advisers | 551,996 | $1,101.78万 | 0.01% | 337,466 | 加仓 |
| NewEdge Advisors, LLC | 531,145 | $1,060.16万 | 0.04% | 43,529 | 加仓 |
| Rockefeller Capital Management L.P. | 509,788 | $1,017.54万 | 0.02% | 31,796 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 460,518 | $919.19万 | 0.00% | 1,736 | 加仓 |
| EnRich Financial Partners LLC | 415,619 | $829.58万 | 2.20% | 19,496 | 加仓 |
| WELLS FARGO & COMPANY/MN | 414,123 | $826.59万 | 0.00% | -47,110 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 377,831 | $754.15万 | 0.00% | -9,525 | 减仓 |
| Francis Financial, Inc. | 357,351 | $713.27万 | 1.32% | 196,100 | 加仓 |
| ROYAL BANK OF CANADA | 323,015 | $644.70万 | 0.00% | -156,545 | 减仓 |
| Per Stirling Capital Management, LLC. | 298,162 | $595.13万 | 0.66% | 101,109 | 加仓 |
| Nilsine Partners, LLC | 282,049 | $563.96万 | 0.44% | 29,334 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 277,522 | $553.90万 | 0.01% | 139,675 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 273,172 | $545.25万 | 0.01% | 74,062 | 加仓 |
| CONDOR CAPITAL MANAGEMENT | 248,646 | $496.30万 | 0.41% | 17,869 | 加仓 |
| Gateway Wealth Partners, LLC | 234,040 | $467.15万 | 0.18% | 118,592 | 加仓 |
| Allworth Financial LP | 219,812 | $438.74万 | 0.02% | -15,341 | 减仓 |
| True Blue Financial, LLC | 211,162 | $421.48万 | 3.32% | 9,436 | 加仓 |
| JPMORGAN CHASE & CO | 210,255 | $419.46万 | 0.00% | -3,825 | 减仓 |
| OSAIC HOLDINGS, INC. | 204,536 | $408.26万 | 0.01% | -95,013 | 减仓 |
| GOLDMAN SACHS GROUP INC | 197,780 | $394.77万 | 0.00% | 181,034 | 重新持有 |
| STIFEL FINANCIAL CORP | 192,572 | $384.38万 | 0.00% | -30,635 | 减仓 |
| MML INVESTORS SERVICES, LLC | 137,430 | $274.31万 | 0.01% | -9,605 | 减仓 |
| IFP Advisors, Inc | 137,246 | $273.94万 | 0.06% | 22,645 | 加仓 |
| RFG Advisory, LLC | 119,908 | $239.34万 | 0.04% | 9,952 | 加仓 |
| Kestra Advisory Services, LLC | 111,182 | $221.92万 | 0.01% | 18,277 | 加仓 |
| Orion Porfolio Solutions, LLC | 109,309 | $218.18万 | 0.02% | 528 | 加仓 |
| Sanctuary Advisors, LLC | 108,639 | $216.84万 | 0.01% | -13,572 | 减仓 |
| Dynamic Advisor Solutions LLC | 103,771 | $207.13万 | 0.07% | 20,883 | 加仓 |
| STEPHENS INC /AR/ | 102,125 | $203.84万 | 0.03% | -14,329 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 98,028 | $195.66万 | 0.01% | -14,253 | 减仓 |
| MGO ONE SEVEN LLC | 94,710 | $189.04万 | 0.04% | 6,292 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 87,828 | $175.31万 | 0.02% | 19,453 | 加仓 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 87,828 | $175.30万 | 0.04% | 19,453 | 加仓 |
| FIFTH THIRD BANCORP | 86,917 | $173.49万 | 0.00% | 86,917 | 新建仓 |
| Insight Inv LLC | 86,810 | $173.27万 | 0.95% | -1,425 | 减仓 |
| Independent Advisor Alliance | 86,209 | $172.07万 | 0.02% | 86,209 | 新建仓 |
| Equitable Holdings, Inc. | 80,580 | $161.52万 | 0.01% | -399 | 减仓 |
| GENESIS PRIVATE WEALTH, LLC | 72,668 | $145.04万 | 0.46% | 1,679 | 加仓 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 69,644 | $139.35万 | 1.14% | 29,869 | 加仓 |
| Mutual Advisors, LLC | 69,335 | $138.39万 | 0.03% | 118 | 加仓 |
| Hobart Private Capital, LLC | 66,872 | $133.48万 | 0.26% | 10,205 | 加仓 |
| Sowell Financial Services LLC | 63,735 | $127.21万 | 0.05% | -15,624 | 减仓 |
内部人交易（Form 4）
FSMB 董事、高管和大股东的最新买卖申报。专业版可看 🔒