证券记录
FTCB
First Trust Core Investment Grade ETF · Financial Services · Asset Management - Bonds
23被追踪持有人
-5Δ持有人
44.73M持有股份
$932.90M报告持仓市值
+2新建仓位
−7清仓
动量输入(同类管理人):
持有人广度 -17.9% ·
股份流向 +13.5% ·
净新建仓位 -20.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 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 | 23 | -5 | 44.73M | $932.90M | +2 | −7 |
| Q1 2026 | 29 | +8 | 39.41M | $825.99M | +9 | −1 |
| Q4 2025 | 21 | -1 | 34.01M | $722.04M | — | −1 |
| Q3 2025 | 3 | 0 | 5.38M | $114.65M | — | — |
| Q2 2025 | 1 | 0 | 55.62K | $1.17M | — | — |
| Q1 2025 | 1 | 0 | 12.58K | $264,033 | — | — |
| Q4 2024 | 1 | 0 | 66.39K | $1.37M | — | — |
| Q3 2024 | 1 | +1 | 38.30K | $828,411 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 17.08M | +13.4% | $356.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.50M | +7.5% | $156.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.50M | +7.5% | $156.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 5.04M | -1.8% | $105.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 3.04M | +10.6% | $63.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 2.68M | +9.8% | $55.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 2.17M | +3694.1% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.17M | +3694.1% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 2.17M | +3694.1% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.54M | +171.5% | $32.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.51M | +24.1% | $31.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.51M | +24.1% | $31.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.51M | +24.1% | $31.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | First Trust Advisors Lp | 1.39M | +12.7% | $28.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 822.95K | +14.3% | $17.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 743.45K | +12.0% | $15.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 524.98K | +7.5% | $10.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 524.98K | +7.5% | $10.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 310.80K | +38.5% | $6.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 111.44K | +72.3% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 110.14K | -90.8% | $2.30M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 109.85K | 新增 | $2.29M | 0.0% | New | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 25.98K | +70.5% | $541,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 20.31K | +5.4% | $423,523 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 7.03K | +71.3% | $146,631 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 4.35K | 新增 | $90,657 | 0.0% | New | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 718 | -73.0% | $15,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 15 | 0.0% | $313 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | -98.3% | $28 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $2.29M | 0.0% |
| Qube Research & Technologies… | $90,657 | 0.0% |
已清仓
| Mariner, LLC | $7.89M | 曾为 0.0% |
| Mercer Global Advisors Inc… | $2.26M | 曾为 0.0% |
| Jane Street Group, Llc | $1.21M | 曾为 0.0% |
| Susquehanna International… | $635,570 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $39,007 | 曾为 0.0% |
| Fidelity (FMR) | $7,001 | 曾为 0.0% |
| UBS Group AG | $6,791 | 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): 190 持有人, 81.74M 股份, $1.62B 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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据