证券记录 · 已归档季度
FPEI
First Trust Institutional Preferred Securities & Income ETF · Financial Services · Asset Management
35被追踪持有人
0Δ持有人
51.40M持有股份
$996.68M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +3.4% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
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 | +1 | 35.17K | $651,748 | +1 | −1 |
| 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 | n/a | −1 |
| Q2 2025 | 2 | +1 | 131.53K | $2.50M | +1 | n/a |
| Q1 2025 | 1 | -1 | 195.22K | $3.65M | n/a | −1 |
| Q4 2024 | 2 | +1 | 166.36K | $3.11M | +1 | n/a |
| Q3 2024 | 1 | 0 | 545.16K | $10.40M | n/a | n/a |
| Q2 2024 | 1 | n/a | 349.40K | $6.42M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 18.54M | +11.9% | $359.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 9.00M | n/a | $174.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 5.02M | n/a | $97.42M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 4.65M | n/a | $90.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 4.36M | n/a | $84.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.91M | n/a | $36.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.84M | n/a | $35.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Truist Financial Corp | 1.36M | n/a | $26.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 732.08K | n/a | $14.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 654.52K | n/a | $12.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Baird Financial Group, Inc. | 617.65K | n/a | $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 | n/a | $7.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 382.37K | n/a | $7.41M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 335.39K | n/a | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 243.82K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 235.81K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 189.28K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 120.43K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 100.07K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 43.55K | n/a | $844,435 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 37.86K | n/a | $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 | n/a | $678,650 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 32.13K | n/a | $622,943 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 21.81K | n/a | $424,411 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 18.66K | n/a | $361,856 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 17.93K | n/a | $347,578 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 13.62K | n/a | $264,053 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 10.97K | n/a | $212,769 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 10.97K | 新增 | $212,769 | 0.0% | New | 1 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 4.31K | n/a | $83,648 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Deutsche Bank Ag\ | 3.82K | n/a | $74,109 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 2.77K | n/a | $53,749 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 418 | n/a | $8,113 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"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
| AQR Capital Management | $212,769 | 0.0% |
已清仓
| Goldman Sachs Group | $196,243 | 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): 208 持有人, 78.46M 股份, $1.49B 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: Q4 2025 ·
方法论 ·
通过API获取此数据