FPEI
First Trust Institutional Preferred Securities & Income ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +3.4% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| AQR Capital Management | $212,769 | 0.0% |
Telah keluar
| Goldman Sachs Group | $196,243 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 208 pemegang, 78.46M saham, $1.49B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.