FPEI
First Trust Institutional Preferred Securities & Income ETF · Financial Services · Asset Management
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı +3.4% · net yeni pozisyonlar 0.0% — formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -2 | 55.36M | $1.07B | +1 | −4 |
| Q1 2026 | 34 | -1 | 57.36M | $1.09B | +4 | −5 |
| Q4 2025 | 35 | 0 | 51.40M | $996.68M | +1 | −1 |
| Q3 2025 | 4 | -1 | 17.34M | $335.27M | — | −1 |
| Q2 2025 | 2 | +1 | 131.53K | $2.50M | +1 | — |
| Q1 2025 | 1 | -1 | 195.22K | $3.65M | — | −1 |
| Q4 2024 | 2 | +1 | 166.36K | $3.11M | +1 | — |
| Q3 2024 | 1 | 0 | 545.16K | $10.40M | — | — |
| Q2 2024 | 1 | — | 349.40K | $6.42M | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 18.54M | +11.9% | $359.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 9.00M | — | $174.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 5.02M | — | $97.42M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 4.65M | — | $90.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 4.36M | — | $84.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.91M | — | $36.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.84M | — | $35.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Truist Financial Corp | 1.36M | — | $26.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 732.08K | — | $14.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 654.52K | — | $12.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Baird Financial Group, Inc. | 617.65K | — | $11.98M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 439.89K | -40.2% | $8.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | HighTower Advisors, LLC | 385.96K | — | $7.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 382.37K | — | $7.41M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 335.39K | — | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 243.82K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 235.81K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 189.28K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 120.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 100.07K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 43.55K | — | $844,435 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 37.86K | — | $734,028 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 35.52K | +22.6% | $688,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mirae Asset Global Investments Co.… | 35.00K | — | $678,650 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 32.13K | — | $622,943 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 21.81K | — | $424,411 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 18.66K | — | $361,856 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 17.93K | — | $347,578 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 13.62K | — | $264,053 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 10.97K | — | $212,769 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 10.97K | Yeni | $212,769 | 0.0% | New | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 4.31K | — | $83,648 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 3.82K | — | $74,109 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 2.77K | — | $53,749 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 418 | — | $8,113 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| AQR Capital Management | $212,769 | 0.0% |
Çıkıldı
| Goldman Sachs Group | $196,243 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 208 sahipler, 78.46M hisseler, $1.49B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.