FTSL FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
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 | 302 | 36,920,523 | $16.52亿 | 17 | 131 | 113 | 25 | $7,713.76万 |
| 2026Q1 | 310 | 35,349,924 | $15.84亿 | 30 | 115 | 116 | 29 | -$2,023.98万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $2,471.27万 |
| LPL Financial LLC | 加仓 | $2,360.69万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,004.89万 |
| One Capital Management, LLC | 加仓 | $790.64万 |
| FIRST TRUST ADVISORS LP | 加仓 | $776.43万 |
| UBS Group AG | 加仓 | $522.17万 |
| HighTower Advisors, LLC | 加仓 | $462.57万 |
| Independent Advisor Alliance | 新建仓 | $446.01万 |
| Concorde Asset Management, LLC | 新建仓 | $327.79万 |
| Western Wealth Management, LLC | 加仓 | $326.97万 |
| Virtue Capital Management, LLC | 加仓 | $319.45万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $215.11万 |
| Stenger Family Office, LLC | 新建仓 | $200.48万 |
| Cyndeo Wealth Partners, LLC | 加仓 | $196.71万 |
| Arkadios Wealth Advisors | 新建仓 | $192.90万 |
| FIFTH THIRD BANCORP | 新建仓 | $183.41万 |
| TRUIST FINANCIAL CORP | 加仓 | $131.88万 |
| TD PRIVATE CLIENT WEALTH LLC | 加仓 | $127.79万 |
| Fairvoy Private Wealth, LLC | 加仓 | $121.14万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $121.09万 |
2026Q1 卖出最多
| OSAIC HOLDINGS, INC. | 减仓 | -$1,246.56万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,244.66万 |
| Ocean Park Asset Management, LLC | 清仓 | -$1,063.50万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$917.20万 |
| RiverTree Advisors, LLC | 清仓 | -$830.93万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$776.01万 |
| JPMORGAN CHASE & CO | 减仓 | -$725.54万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$723.22万 |
| JANE STREET GROUP, LLC | 清仓 | -$712.83万 |
| ROYAL BANK OF CANADA | 减仓 | -$527.82万 |
| Blackhawk Capital Partners, LLC | 减仓 | -$520.72万 |
| Little Harbor Advisors, LLC | 清仓 | -$519.60万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$482.23万 |
| CWM, LLC | 减仓 | -$381.91万 |
| TrueWealth Advisors, LLC | 减仓 | -$318.61万 |
| Welch & Forbes LLC | 减仓 | -$291.60万 |
| Clear Creek Financial Management, LLC | 减仓 | -$265.61万 |
| CITADEL ADVISORS LLC | 清仓 | -$260.64万 |
| TrueWealth Financial Partners | 清仓 | -$253.98万 |
| NewEdge Advisors, LLC | 减仓 | -$235.90万 |
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 | 4,778,588 | $2.14亿 | 0.01% | 551,622 | 加仓 |
| LPL Financial LLC | 2,517,561 | $1.13亿 | 0.03% | 526,940 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,656,464 | $7,420.96万 | 0.01% | -173,216 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,465,667 | $6,566.19万 | 0.00% | -277,825 | 减仓 |
| One Capital Management, LLC | 1,439,544 | $6,449.16万 | 1.77% | 176,483 | 加仓 |
| ROYAL BANK OF CANADA | 1,432,868 | $6,419.20万 | 0.01% | -117,817 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,363,937 | $6,110.44万 | 0.02% | -31,839 | 减仓 |
| FIRST TRUST ADVISORS LP | 1,274,813 | $5,709.71万 | 0.04% | 173,354 | 加仓 |
| UBS Group AG | 931,738 | $4,174.19万 | 0.01% | 116,555 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 837,005 | $3,749.78万 | 0.01% | 224,305 | 加仓 |
| Flaharty Asset Management, LLC | 800,071 | $3,584.32万 | 4.45% | 16,320 | 加仓 |
| Virtue Capital Management, LLC | 760,329 | $3,394.87万 | 5.18% | 71,545 | 加仓 |
| Focus Partners Wealth | 667,003 | $2,988.17万 | 0.03% | 16,821 | 加仓 |
| Welch & Forbes LLC | 631,873 | $2,830.79万 | 0.37% | -65,089 | 减仓 |
| Hikari Tsushin, Inc. | 570,196 | $2,554.48万 | 1.76% | 0 | 不变 |
| TL Private Wealth | 538,366 | $2,421.57万 | 9.56% | 3,602 | 加仓 |
| Cyndeo Wealth Partners, LLC | 447,814 | $2,006.21万 | 1.05% | 43,908 | 加仓 |
| Capital Investment Counsel, LLC | 443,345 | $1,986.19万 | 2.72% | -4,826 | 减仓 |
| Cetera Investment Advisers | 436,318 | $1,954.71万 | 0.02% | -863 | 减仓 |
| STIFEL FINANCIAL CORP | 372,310 | $1,667.93万 | 0.02% | -22,045 | 减仓 |
| Fairvoy Private Wealth, LLC | 336,512 | $1,507.57万 | 3.60% | 27,040 | 加仓 |
| HARBOR ADVISORY CORP /MA/ | 322,007 | $1,442.59万 | 4.34% | -4,206 | 减仓 |
| OSAIC HOLDINGS, INC. | 300,747 | $1,347.42万 | 0.02% | -278,235 | 减仓 |
| Concurrent Investment Advisors, LLC | 286,251 | $1,282.40万 | 0.14% | -27,534 | 减仓 |
| Private Advisor Group, LLC | 270,060 | $1,209.87万 | 0.06% | -1,199 | 减仓 |
| NewEdge Advisors, LLC | 254,981 | $1,142.31万 | 0.04% | -52,656 | 减仓 |
| CNO Financial Group, Inc. | 252,000 | $1,128.96万 | 6.47% | 0 | 不变 |
| CWM, LLC | 226,914 | $1,016.57万 | 0.03% | -85,247 | 减仓 |
| HighTower Advisors, LLC | 225,897 | $1,012.02万 | 0.01% | 103,251 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 220,071 | $985.90万 | 0.03% | -107,642 | 减仓 |
| EXCHANGE TRADED CONCEPTS, LLC | 215,250 | $964.32万 | 0.07% | 16,944 | 加仓 |
| Nilsine Partners, LLC | 206,524 | $931.63万 | 0.72% | 12,720 | 加仓 |
| DAVENPORT & Co LLC | 195,596 | $876.27万 | 0.05% | 25,812 | 加仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 195,571 | $876.16万 | 0.15% | 17,100 | 加仓 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 167,055 | $748.41万 | 0.39% | 7,166 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 162,142 | $726.40万 | 0.01% | -12,058 | 减仓 |
| RPg Family Wealth Advisory, LLC | 161,933 | $725.46万 | 1.51% | 1,897 | 加仓 |
| LAKE STREET PRIVATE WEALTH, LLC | 159,935 | $716.49万 | 0.91% | 4,511 | 加仓 |
| MML INVESTORS SERVICES, LLC | 158,139 | $708.46万 | 0.02% | 1,490 | 加仓 |
| Mission Hills Financial Advisory, LLC | 156,365 | $700.51万 | 3.59% | 21,984 | 加仓 |
| CacheTech Inc. | 153,298 | $686.78万 | 1.32% | -8,425 | 减仓 |
| Clear Creek Financial Management, LLC | 152,584 | $683.58万 | 0.52% | -59,287 | 减仓 |
| JPMORGAN CHASE & CO | 151,256 | $675.36万 | 0.00% | -162,494 | 减仓 |
| Adams Wealth Management | 141,313 | $633.08万 | 1.39% | 14,333 | 加仓 |
| Chicago Partners Investment Group LLC | 140,031 | $630.98万 | 0.13% | 1,698 | 加仓 |
| Petix & Botte Co | 135,926 | $608.94万 | 1.36% | 11,811 | 加仓 |
| Prospera Financial Services Inc | 134,549 | $602.85万 | 0.10% | 17,034 | 加仓 |
| Fairway Financial, LLC | 132,335 | $592.86万 | 4.51% | 2,704 | 加仓 |
| Asset Allocation & Management Company, LLC | 126,840 | $568.20万 | 2.11% | 0 | 不变 |
| Rockefeller Capital Management L.P. | 112,560 | $504.27万 | 0.01% | -2,807 | 减仓 |
内部人交易（Form 4）
FTSL 董事、高管和大股东的最新买卖申报。专业版可看 🔒