13F 机构持仓

FUMB FIRST TR EXCH TRADED FD III

ULTRA SHT DUR MU

持有机构数852026Q2
26Q126Q2
机构合计持股(股)8,137,9662026Q2
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
2026Q2858,137,966$1.63亿 4352611-$56.03万
2026Q1887,912,996$1.59亿 740297$44.70万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Gateway Wealth Partners, LLC加仓$269.66万
LPL Financial LLC加仓$248.44万
Thomas J. Herzfeld Advisors, Inc.新建仓$220.50万
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC新建仓$199.40万
COMMONWEALTH EQUITY SERVICES, LLC加仓$136.45万
Independent Advisor Alliance新建仓$133.22万
OLD MISSION CAPITAL LLC新建仓$109.86万
XML Financial, LLC加仓$99.70万
JPMORGAN CHASE & CO加仓$73.09万
JANE STREET GROUP, LLC加仓$68.05万
CITADEL ADVISORS LLC加仓$49.15万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有$42.02万
TRANSCEND CAPITAL ADVISORS, LLC加仓$39.83万
Kestra Advisory Services, LLC加仓$34.76万
RAYMOND JAMES FINANCIAL INC加仓$29.91万
KESTRA PRIVATE WEALTH SERVICES, LLC加仓$22.74万
Parallel Advisors, LLC新建仓$21.58万
WealthBridge Capital Management, LLC加仓$21.08万
FIFTH THIRD BANCORP新建仓$19.04万
J.W. COLE ADVISORS, INC.加仓$16.71万

2026Q1 卖出最多

NewEdge Advisors, LLC减仓-$776.64万
JAMES INVESTMENT RESEARCH, INC.减仓-$169.15万
MORGAN STANLEY减仓-$118.10万
STIFEL FINANCIAL CORP减仓-$98.70万
OSAIC HOLDINGS, INC.减仓-$90.99万
STEPHENS INC /AR/清仓-$83.47万
WELLS FARGO & COMPANY/MN减仓-$77.85万
HARBOUR INVESTMENTS, INC.减仓-$64.27万
Westside Investment Management, Inc.清仓-$60.18万
Schwallier Wealth Management LLC减仓-$60.02万
GOLDMAN SACHS GROUP INC重新持有-$48.94万
Insight Inv LLC减仓-$43.71万
ONE PLUS ONE WEALTH MANAGEMENT, LLC清仓-$36.40万
Envestnet Portfolio Solutions, Inc.减仓-$27.22万
Mainsail Financial Group, LLC减仓-$23.96万
Csenge Advisory Group清仓-$23.07万
TD Capital Management LLC减仓-$19.95万
Farther Finance Advisors, LLC减仓-$16.77万
Norris Financial Group, LLC减仓-$15.48万
Ashton Thomas Private Wealth, LLC减仓-$12.56万

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
LPL Financial LLC879,542$1,763.48万0.00%123,908加仓
MORGAN STANLEY661,210$1,325.73万0.00%-58,902减仓
WELLS FARGO & COMPANY/MN649,421$1,302.09万0.00%-38,830减仓
XML Financial, LLC526,024$1,054.68万0.85%49,726加仓
ROYAL BANK OF CANADA345,999$693.70万0.00%-1,488减仓
COMMONWEALTH EQUITY SERVICES, LLC291,453$584.36万0.01%68,054加仓
RAYMOND JAMES FINANCIAL INC276,925$555.23万0.00%14,917加仓
JPMORGAN CHASE & CO275,352$552.63万0.00%36,416加仓
NewEdge Advisors, LLC273,506$548.38万0.02%-387,351减仓
Gateway Wealth Partners, LLC260,066$521.43万0.20%134,492加仓
UBS Group AG212,193$425.45万0.00%3,872加仓
OSAIC HOLDINGS, INC.181,838$364.59万0.01%-45,380减仓
J.W. COLE ADVISORS, INC.153,634$308.04万0.10%8,333加仓
KESTRA PRIVATE WEALTH SERVICES, LLC148,742$298.23万0.04%11,342加仓
Rockefeller Capital Management L.P.130,394$261.44万0.00%5,930加仓
Kestra Advisory Services, LLC124,580$249.78万0.01%17,337加仓
Baird Financial Group, Inc.124,370$249.36万0.00%7,500加仓
TRUIST FINANCIAL CORP110,166$220.88万0.00%-6,170减仓
Thomas J. Herzfeld Advisors, Inc.109,973$220.50万0.75%109,973新建仓
Insight Inv LLC108,945$218.43万1.20%-21,800减仓
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC99,453$199.40万1.56%99,453新建仓
Mainsail Financial Group, LLC95,294$191.07万0.80%-11,951减仓
ENVESTNET ASSET MANAGEMENT INC93,992$188.45万0.00%-179减仓
Thrivent Financial for Lutherans92,150$184.80万0.00%3,896加仓
Cambridge Investment Research Advisors, Inc.92,148$184.80万0.00%-2,616减仓
Cetera Investment Advisers91,931$184.32万0.00%1,491加仓
CAPITAL FINANCIAL GROUP INC\CO\ /ADV80,941$162.29万0.89%-3,158减仓
Independent Advisor Alliance66,445$133.22万0.01%66,445新建仓
Sanctuary Advisors, LLC65,048$130.42万0.01%164加仓
Rothschild Wealth LLC62,524$125.36万0.11%-1,868减仓
JANE STREET GROUP, LLC58,093$116.48万0.00%33,938加仓
Ashton Thomas Private Wealth, LLC55,032$110.34万0.03%-6,264减仓
OLD MISSION CAPITAL LLC54,794$109.86万0.02%54,794新建仓
WealthBridge Capital Management, LLC54,765$109.80万0.25%10,512加仓
INSPIRION WEALTH ADVISORS, LLC53,882$108.03万0.13%3,871加仓
Summit Financial, LLC51,561$103.38万0.01%-4,366减仓
JAMES INVESTMENT RESEARCH, INC.45,571$91.37万0.10%-84,364减仓
Prospera Financial Services Inc44,570$89.36万0.01%4,992加仓
Private Advisor Group, LLC43,324$86.86万0.00%42加仓
MCDONALD PARTNERS LLC42,500$85.21万0.20%-500减仓
CITADEL ADVISORS LLC41,537$83.28万0.00%24,515加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP35,797$71.77万0.00%20,960重新持有
TRANSCEND CAPITAL ADVISORS, LLC32,386$64.93万0.05%19,865加仓
Meridian Wealth Management, LLC30,902$61.96万0.02%-4,248减仓
Dynamic Advisor Solutions LLC29,537$59.22万0.02%1,048加仓
Capital Investment Advisory Services, LLC27,725$55.59万0.04%600加仓
Security Financial Services, INC.27,413$54.96万0.09%154加仓
Norris Financial Group, LLC27,165$54.47万0.18%-7,719减仓
Concurrent Investment Advisors, LLC26,067$52.26万0.01%0不变
Occidental Asset Management, LLC25,145$50.42万0.06%-5减仓

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