سجل الورقة المالية · ربع مؤرشف
FPEI
First Trust Institutional Preferred Securities & Income ETF · Financial Services · Asset Management
35الحاملون المتتبعون
0Δ المساهمون
51.40Mالأسهم المحتفظ بها
$996.68Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +3.4% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -2 | 55.90M | $1.08B | +1 | −3 |
| 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 | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 18.54M | +11.9% | $359.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 18.54M | +11.9% | $359.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 18.54M | +11.9% | $359.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 9.00M | — | $174.56M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 9.00M | — | $174.56M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 5.02M | — | $97.42M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 5.02M | — | $97.42M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 5.02M | — | $97.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 5.02M | — | $97.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 5.02M | — | $97.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 4.65M | — | $90.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 4.65M | — | $90.21M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 4.65M | — | $90.21M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 4.36M | — | $84.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 1.91M | — | $36.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 1.84M | — | $35.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 1.84M | — | $35.64M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 1.36M | — | $26.32M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 732.08K | — | $14.19M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 654.52K | — | $12.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 654.52K | — | $12.69M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 654.52K | — | $12.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 617.65K | — | $11.98M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 439.89K | -40.2% | $8.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 439.89K | -40.2% | $8.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 439.89K | -40.2% | $8.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 439.89K | -40.2% | $8.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 385.96K | — | $7.48M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 382.37K | — | $7.41M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 335.39K | — | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 243.82K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 235.81K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | First Trust Advisors Lp | 189.28K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 120.43K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 100.07K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 43.55K | — | $844,435 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 37.86K | — | $734,028 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 35.52K | +22.6% | $688,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mirae Asset Global Investments Co.… | 35.00K | — | $678,650 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mariner, LLC | 32.13K | — | $622,943 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 21.81K | — | $424,411 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 18.66K | — | $361,856 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 17.93K | — | $347,578 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 13.62K | — | $264,053 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 10.97K | جديد | $212,769 | 0.0% | New | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 10.97K | — | $212,769 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 4.31K | — | $83,648 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 3.82K | — | $74,109 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 2.77K | — | $53,749 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 418 | — | $8,113 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 418 | — | $8,113 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| AQR Capital Management | $212,769 | 0.0% |
تم الخروج
| Goldman Sachs Group | $196,243 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 208 المالكون, 78.46M الأسهم, $1.49B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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