证券记录 · 已归档季度
FPE
First Trust Preferred Securities and Income ETF · Financial Services · Asset Management
46被追踪持有人
+2Δ持有人
171.39M持有股份
$3.04B报告持仓市值
+6新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 +1.9% ·
净新建仓位 +4.3%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 282.06K | $4.82M | n/a | −1 |
| Q2 2026 | 43 | -1 | 169.63M | $3.03B | +4 | −6 |
| Q1 2026 | 46 | +2 | 171.39M | $3.04B | +6 | −4 |
| Q4 2025 | 44 | -1 | 168.18M | $3.06B | n/a | −1 |
| Q3 2025 | 5 | +2 | 54.72M | $998.08M | +2 | n/a |
| Q2 2025 | 1 | 0 | 704.74K | $12.54M | n/a | n/a |
| Q1 2025 | 1 | +1 | 469.69K | $8.26M | +1 | n/a |
| Q3 2024 | 2 | +1 | 1.15M | $20.79M | +1 | n/a |
| Q2 2024 | 1 | n/a | 741.50K | $12.87M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 52.76M | -0.9% | $936.47M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Royal Bank Of Canada | 19.55M | -16.9% | $347.09M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 3 | LPL Financial LLC | 17.84M | +6.0% | $316.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 17.02M | +6.8% | $302.11M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 10.20M | +7.1% | $181.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | UBS Group AG | 9.35M | -2.2% | $166.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 8.65M | +5.4% | $153.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 5.03M | +7.8% | $89.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | HighTower Advisors, LLC | 3.46M | +4.9% | $61.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 2.96M | +14.8% | $52.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 2.53M | +21.9% | $44.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 2.35M | +4.3% | $41.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Osaic Holdings, Inc. | 2.24M | +4.7% | $39.77M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Rockefeller Capital Management L.P. | 2.04M | -7.9% | $36.16M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Baird Financial Group, Inc. | 1.96M | +10.8% | $34.83M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 1.79M | 新增 | $31.76M | 0.0% | New | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 1.50M | +27.9% | $26.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 1.37M | -0.8% | $24.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.32M | +10.3% | $23.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citigroup Inc | 1.13M | +9.4% | $19.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 852.10K | -0.8% | $15.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 835.28K | -1.4% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Jones Financial Companies Lllp | 650.62K | +20.1% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 632.53K | +1.1% | $11.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Mercer Global Advisors Inc /Adv | 556.77K | +265.5% | $9.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 554.08K | -1.3% | $9.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 497.76K | +40.3% | $8.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Fifth Third Bancorp | 477.94K | 新增 | $8.48M | 0.0% | New | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 331.05K | -5.0% | $5.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 297.64K | -20.3% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 197.97K | +4.8% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 157.57K | +3.9% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cwm, Llc | 64.19K | -25.9% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Brown Advisory Inc | 60.98K | +6.5% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 56.29K | -70.2% | $999,183 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 22.98K | 0.0% | $407,984 | 0.0% | Held | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 19.15K | +5.5% | $339,877 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fisher Asset Management ✦ | 16.38K | 新增 | $290,681 | 0.0% | New | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 15.52K | -0.8% | $275,516 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 13.51K | +9.1% | $239,804 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 41 | Bank of New York Mellon Corp | 11.44K | -40.4% | $203,037 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | National Bank Of Canada /Fi/ | 5.72K | 0.0% | $101,508 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 2.27K | -83.2% | $40,381 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 850 | 新增 | $15,088 | 0.0% | New | 1 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 700 | 新增 | $12,425 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 193 | 新增 | $3,426 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Jane Street Group, Llc | $31.76M | 0.0% |
| Fifth Third Bancorp | $8.48M | 0.0% |
| Fisher Asset Management | $290,681 | 0.0% |
| BlackRock | $15,088 | 0.0% |
| UBS AM, a distinct business… | $12,425 | 0.0% |
| Fidelity (FMR) | $3,426 | 0.0% |
已清仓
| Susquehanna International… | $747,895 | 曾为 0.0% |
| Corient Private Wealth LP | $457,171 | 曾为 0.0% |
| Qube Research & Technologies… | $240,522 | 曾为 0.0% |
| Lido Advisors, LLC | $203,003 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 458 持有人, 238.77M 股份, $4.11B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据