证券记录 · 已归档季度
FSIG
First Trust Limited Duration Investment Grade Corporate ETF · Financial Services · Asset Management
29被追踪持有人
+1Δ持有人
40.56M持有股份
$768.08M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.6% ·
股份流向 +7.9% ·
净新建仓位 +3.4%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +2 | 41.78M | $787.88M | +3 | −2 |
| Q1 2026 | 29 | +1 | 40.56M | $768.08M | +4 | −3 |
| Q4 2025 | 28 | 0 | 37.59M | $721.37M | +1 | −1 |
| Q3 2025 | 3 | 0 | 11.06M | $212.41M | n/a | n/a |
| Q2 2025 | 1 | 0 | 83.80K | $1.60M | n/a | n/a |
| Q1 2025 | 1 | +1 | 179.24K | $3.39M | +1 | n/a |
| Q3 2024 | 1 | 0 | 32.96K | $632,794 | n/a | n/a |
| Q2 2024 | 1 | n/a | 122.88K | $2.30M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 12.36M | +7.7% | $234.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 8.63M | +12.3% | $163.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 3.65M | +6.5% | $69.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | First Trust Advisors Lp | 3.27M | +14.0% | $61.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 2.04M | +2.7% | $38.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 1.97M | +6.8% | $37.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.73M | -26.6% | $32.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 1.27M | +50.8% | $24.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 1.03M | +5.4% | $19.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 936.22K | +0.9% | $17.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 869.67K | +2.9% | $16.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 777.55K | -6.5% | $14.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Assetmark, Inc | 604.64K | +9.5% | $11.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 440.12K | +13.7% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 208.17K | +55.1% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cwm, Llc | 145.83K | +7908.3% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS AM, a distinct business unit of… | 138.17K | 新增 | $2.62M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 100.52K | -3.8% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 83.13K | +2.3% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 64.41K | 新增 | $1.22M | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Bank of New York Mellon Corp | 59.45K | +0.3% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Us Bancorp \De\ | 54.91K | +151.3% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 53.42K | +0.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 23.93K | 新增 | $453,140 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 23.74K | 新增 | $449,603 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 13.49K | -62.5% | $255,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 9.12K | +16.8% | $172,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 5.21K | -37.7% | $98,666 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.02K | -37.1% | $19,248 | 0.0% | ▼ Trim | 3 | 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
| UBS AM, a distinct business… | $2.62M | 0.0% |
| UBS Group AG | $1.22M | 0.0% |
| Susquehanna International… | $453,140 | 0.0% |
| Fifth Third Bancorp | $449,603 | 0.0% |
已清仓
| Goldman Sachs Group | $820,948 | 曾为 0.0% |
| Hrt Financial Lp | $657,000 | 曾为 0.0% |
| Bank Of America Corp /De/ | $3,281 | 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): 156 持有人, 50.91M 股份, $952.21M 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: Q1 2026 ·
方法论 ·
通过API获取此数据