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 🔒 | ||||||||
2026Q2 买入最多
| Waverly Advisors, LLC | 新建仓 | $1,403.23万 |
| XML Financial, LLC | 新建仓 | $1,038.07万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $914.88万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $631.07万 |
| OSAIC HOLDINGS, INC. | 加仓 | $485.23万 |
| LPL Financial LLC | 加仓 | $458.04万 |
| Principle Wealth Partners LLC | 加仓 | $399.80万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $394.70万 |
| JANE STREET GROUP, LLC | 加仓 | $365.80万 |
| CARY STREET PARTNERS FINANCIAL LLC | 新建仓 | $245.12万 |
| MORGAN STANLEY | 加仓 | $199.62万 |
| Tower Research Capital LLC (TRC) | 加仓 | $179.66万 |
| JPMORGAN CHASE & CO | 加仓 | $174.57万 |
| Elequin Capital, LP | 重新持有 | $162.25万 |
| RMR Wealth Builders | 加仓 | $148.30万 |
| Allworth Financial LP | 加仓 | $127.14万 |
| Cetera Investment Advisers | 加仓 | $83.28万 |
| UBS Group AG | 加仓 | $70.29万 |
| ROYAL BANK OF CANADA | 加仓 | $63.21万 |
| IHT Wealth Management, LLC | 新建仓 | $58.18万 |
2026Q2 卖出最多
| Corient Private Wealth LP | 减仓 | -$391.02万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$370.97万 |
| Independent Advisor Alliance | 清仓 | -$172.07万 |
| Gateway Wealth Partners, LLC | 减仓 | -$114.39万 |
| Security Financial Services, INC. | 清仓 | -$109.47万 |
| HighTower Advisors, LLC | 减仓 | -$106.28万 |
| Summit Financial, LLC | 清仓 | -$100.57万 |
| WADDELL & ASSOCIATES, LLC | 清仓 | -$79.21万 |
| Sowell Financial Services LLC | 减仓 | -$49.78万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$46.24万 |
| Western Wealth Management, LLC | 清仓 | -$40.92万 |
| STEPHENS INC /AR/ | 减仓 | -$40.59万 |
| NewEdge Advisors, LLC | 减仓 | -$40.17万 |
| FORONJY FINANCIAL LLC | 清仓 | -$31.45万 |
| STRATEGY ASSET MANAGERS LLC | 清仓 | -$28.60万 |
| Hedeker Wealth, LLC | 清仓 | -$27.77万 |
| Redhawk Wealth Advisors, Inc. | 清仓 | -$25.42万 |
| Pine Valley Investments Ltd Liability Co | 减仓 | -$24.56万 |
| NAPLES GLOBAL ADVISORS, LLC | 清仓 | -$23.95万 |
| Core Wealth Partners LLC | 清仓 | -$22.42万 |
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 | 5,246,393 | $1.05亿 | 0.01% | 99,859 | 加仓 |
| LPL Financial LLC | 2,496,609 | $4,990.72万 | 0.01% | 229,136 | 加仓 |
| RMR Wealth Builders | 1,151,454 | $2,301.76万 | 1.43% | 74,187 | 加仓 |
| HighTower Advisors, LLC | 896,202 | $1,791.51万 | 0.02% | -53,166 | 减仓 |
| Corient Private Wealth LP | 857,020 | $1,713.18万 | 0.02% | -195,610 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 730,841 | $1,460.95万 | 0.02% | 457,669 | 加仓 |
| UBS Group AG | 713,289 | $1,425.86万 | 0.00% | 35,165 | 加仓 |
| Waverly Advisors, LLC | 701,965 | $1,403.23万 | 0.08% | 701,965 | 新建仓 |
| PFS Partners, LLC | 674,660 | $1,348.65万 | 5.46% | -10,635 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 657,968 | $1,315.28万 | 0.00% | 197,450 | 加仓 |
| VAQUERO PRIVATE WEALTH, LTD | 601,749 | $1,202.90万 | 2.48% | — | — |
| Cetera Investment Advisers | 593,655 | $1,186.72万 | 0.01% | 41,659 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 593,238 | $1,185.80万 | 0.01% | 315,716 | 加仓 |
| Rockefeller Capital Management L.P. | 523,415 | $1,046.31万 | 0.02% | 13,627 | 加仓 |
| XML Financial, LLC | 519,295 | $1,038.07万 | 0.76% | 519,295 | 新建仓 |
| NewEdge Advisors, LLC | 511,049 | $1,021.59万 | 0.03% | -20,096 | 减仓 |
| OSAIC HOLDINGS, INC. | 447,272 | $894.10万 | 0.01% | 242,736 | 加仓 |
| EnRich Financial Partners LLC | 440,062 | $879.68万 | 2.09% | 24,443 | 加仓 |
| WELLS FARGO & COMPANY/MN | 418,603 | $836.79万 | 0.00% | 4,480 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 389,403 | $778.42万 | 0.00% | 11,572 | 加仓 |
| Francis Financial, Inc. | 357,852 | $715.35万 | 1.17% | 501 | 加仓 |
| ROYAL BANK OF CANADA | 354,639 | $708.90万 | 0.00% | 31,624 | 加仓 |
| Per Stirling Capital Management, LLC. | 314,616 | $628.92万 | 0.60% | 16,454 | 加仓 |
| JPMORGAN CHASE & CO | 297,628 | $594.66万 | 0.00% | 87,373 | 加仓 |
| Allworth Financial LP | 283,413 | $566.54万 | 0.02% | 63,601 | 加仓 |
| Nilsine Partners, LLC | 281,292 | $562.30万 | 0.39% | -757 | 减仓 |
| CONDOR CAPITAL MANAGEMENT | 248,150 | $496.05万 | 0.37% | -496 | 减仓 |
| True Blue Financial, LLC | 238,019 | $475.80万 | 2.01% | 26,857 | 加仓 |
| Principle Wealth Partners LLC | 231,493 | $462.75万 | 0.23% | 200,000 | 加仓 |
| STIFEL FINANCIAL CORP | 221,365 | $442.51万 | 0.00% | 28,793 | 加仓 |
| JANE STREET GROUP, LLC | 200,133 | $400.07万 | 0.00% | 182,989 | 加仓 |
| Gateway Wealth Partners, LLC | 176,814 | $353.45万 | 0.21% | -57,226 | 减仓 |
| MML INVESTORS SERVICES, LLC | 158,133 | $316.11万 | 0.01% | 20,703 | 加仓 |
| IFP Advisors, Inc | 136,134 | $272.13万 | 0.05% | -1,112 | 减仓 |
| RFG Advisory, LLC | 133,263 | $266.39万 | 0.04% | 13,355 | 加仓 |
| Elequin Capital, LP | 133,130 | $266.13万 | 0.08% | 81,165 | 重新持有 |
| CARY STREET PARTNERS FINANCIAL LLC | 122,620 | $245.12万 | 0.05% | 122,620 | 新建仓 |
| Kestra Advisory Services, LLC | 121,636 | $243.15万 | 0.01% | 10,454 | 加仓 |
| Copper Harbor Investment Advisors, LLC | 119,960 | $239.80万 | 0.51% | — | — |
| Dynamic Advisor Solutions LLC | 112,127 | $224.14万 | 0.06% | 8,356 | 加仓 |
| Sanctuary Advisors, LLC | 108,917 | $217.73万 | 0.01% | 278 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 103,456 | $206.81万 | 0.01% | 5,428 | 加仓 |
| Orion Porfolio Solutions, LLC | 101,268 | $202.43万 | 0.02% | -8,041 | 减仓 |
| MGO ONE SEVEN LLC | 99,856 | $199.61万 | 0.03% | 5,146 | 加仓 |
| Tower Research Capital LLC (TRC) | 92,068 | $184.04万 | 0.05% | 89,874 | 加仓 |
| Insight Inv LLC | 91,485 | $182.88万 | 0.86% | 4,675 | 加仓 |
| Equitable Holdings, Inc. | 88,077 | $176.07万 | 0.01% | 7,497 | 加仓 |
| Hobart Private Capital, LLC | 86,093 | $172.10万 | 0.30% | 19,221 | 加仓 |
| STEPHENS INC /AR/ | 81,821 | $163.56万 | 0.02% | -20,304 | 减仓 |
| GENESIS PRIVATE WEALTH, LLC | 79,646 | $159.21万 | 0.45% | 6,978 | 加仓 |
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 🔒