FPEI
First Trust Institutional Preferred Securities & Income ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares -6.1% ·
flujo de acciones -2.0% ·
nuevas posiciones netas -6.5%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 35.17K | $651,748 | +1 | n/a |
| 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 | 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 19.79M | -0.7% | $381.78M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | UBS Group AG | 9.98M | +1.9% | $192.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 6.01M | -0.1% | $116.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 5.32M | -1.0% | $102.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | LPL Financial LLC | 4.50M | +5.1% | $86.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 2.07M | -0.2% | $39.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 1.70M | +7.1% | $32.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 1.61M | +9.4% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 770.22K | +9.5% | $14.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 704.38K | +4.5% | $13.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 544.88K | +4.1% | $10.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 470.81K | -25.5% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 399.89K | -4.2% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 14 | Commonwealth Equity Services, Llc | 378.95K | +8.4% | $7.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 355.98K | -3.3% | $6.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 332.36K | +8.4% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | First Trust Advisors Lp | 210.61K | -1.4% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 207.96K | +83.1% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 118.27K | -1.7% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 112.29K | +24.5% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 78.90K | +2580.8% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Mirae Asset Global Investments Co.… | 46.11K | -9.0% | $889,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 41.91K | -3.1% | $808,405 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 31.80K | +1.6% | $613,499 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 28.48K | +164.3% | $549,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 23.63K | +24.2% | $455,876 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 17.52K | -11.0% | $337,928 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 14.01K | -5.9% | $270,272 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 10.97K | 0.0% | $211,672 | 0.0% | Held | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 10.97K | 0.0% | $211,672 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 930 | Nuevo | $17,893 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Jones Financial Companies Lllp | $17,893 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $27.15M | era 0.0% |
| Hrt Financial Lp | $6.02M | era 0.0% |
| Ameriprise Financial Inc | $315,115 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 208 tenedores, 78.46M acciones, $1.49B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.