证券记录
FPE
First Trust Preferred Securities and Income ETF · Financial Services · Asset Management
43被追踪持有人
-1Δ持有人
169.63M持有股份
$3.03B报告持仓市值
+4新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -2.3% ·
股份流向 +1.0% ·
净新建仓位 -4.7%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 53.55M | +1.5% | $957.56M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 19.58M | +0.1% | $350.16M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | LPL Financial LLC | 18.51M | +3.8% | $330.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 18.32M | +7.7% | $327.64M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 10.01M | -1.9% | $178.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | UBS Group AG | 9.12M | -2.5% | $163.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 9.09M | +5.0% | $162.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 5.25M | +4.4% | $93.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 3.28M | +10.5% | $58.59M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 2.61M | +10.8% | $46.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 2.52M | -0.5% | $44.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 2.22M | -1.1% | $39.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | Rockefeller Capital Management L.P. | 2.04M | +0.2% | $36.50M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Baird Financial Group, Inc. | 2.03M | +3.4% | $36.27M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 1.55M | +17.7% | $27.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 1.53M | +2.0% | $27.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 1.30M | -4.7% | $23.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citigroup Inc | 984.75K | -12.5% | $17.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 741.50K | -13.0% | $13.29M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 735.83K | +13.1% | $13.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 630.77K | +13.8% | $11.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 611.31K | -3.4% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Us Bancorp \De\ | 518.22K | +4.1% | $9.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Mariner, LLC | 502.57K | -39.8% | $8.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 494.70K | +3.5% | $8.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 494.30K | -11.2% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | First Trust Advisors Lp | 357.46K | +8.0% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Wealth Enhancement Advisory… | 281.60K | -5.4% | $5.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 240.91K | +21.7% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Creative Planning | 169.72K | +7.7% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Hrt Financial Lp | 100.70K | 新增 | $1.80M | 0.0% | New | 1 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 82.69K | 新增 | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 33 | Brown Advisory Inc | 57.11K | -6.3% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | CIBC Bancorp USA Inc. | 27.95K | 新增 | $499,800 | 0.0% | New | 1 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 19.09K | -17.0% | $341,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 19.00K | -0.8% | $339,666 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 15.52K | 0.0% | $277,533 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 13.70K | 新增 | $244,903 | 0.0% | New | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 13.47K | -0.3% | $240,843 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 40 | National Bank Of Canada /Fi/ | 2.69K | -53.1% | $47,999 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 2.11K | +992.8% | $37,717 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 1.62K | -28.8% | $28,966 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 700 | 0.0% | $12,516 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Hrt Financial Lp | $1.80M | 0.0% |
| Renaissance Technologies | $1.48M | 0.0% |
| CIBC Bancorp USA Inc. | $499,800 | 0.0% |
| Cerity Partners LLC | $244,903 | 0.0% |
已清仓
| HighTower Advisors, LLC | $61.44M | 曾为 0.1% |
| Jane Street Group, Llc | $31.76M | 曾为 0.0% |
| Citadel Advisors | $999,183 | 曾为 0.0% |
| Fisher Asset Management | $290,681 | 曾为 0.0% |
| Bank of New York Mellon Corp | $203,037 | 曾为 0.0% |
| BlackRock | $15,088 | 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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据