证券记录 · 已归档季度
FTHI
First Trust BuyWrite Income ETF · Financial Services · Asset Management - Income
32被追踪持有人
+5Δ持有人
36.74M持有股份
$843.26M报告持仓市值
+8新建仓位
−3清仓
动量输入(同类管理人):
持有人广度 +18.5% ·
股份流向 +14.6% ·
净新建仓位 +15.6%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 259.25K | $6.20M | n/a | n/a |
| Q2 2026 | 31 | +1 | 41.11M | $980.59M | +3 | −3 |
| Q1 2026 | 32 | +5 | 36.74M | $843.26M | +8 | −3 |
| Q4 2025 | 27 | 0 | 32.06M | $757.31M | n/a | n/a |
| Q3 2025 | 4 | -1 | 87.06K | $2.06M | n/a | −1 |
| Q2 2025 | 3 | +2 | 495.47K | $11.32M | +2 | n/a |
| Q1 2025 | 1 | 0 | 22.74K | $497,075 | +1 | −1 |
| Q4 2024 | 1 | +1 | 12.38K | $287,990 | +1 | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 9.64M | +6.8% | $221.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 6.86M | +6.4% | $157.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 3.90M | +22.4% | $89.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 3.78M | +8.6% | $86.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 2.53M | +22.1% | $58.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 2.00M | +98.7% | $45.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 1.90M | +8.0% | $43.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.82M | +31.1% | $41.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 861.38K | +30.8% | $19.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 593.18K | +1.1% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 522.70K | 新增 | $12.00M | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 434.10K | -25.3% | $9.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Northwestern Mutual Wealth… | 300.05K | +5.5% | $6.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 292.10K | 新增 | $6.70M | 0.0% | New | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 256.62K | 0.0% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 227.80K | +30.1% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 198.35K | -19.1% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | First Trust Advisors Lp | 163.60K | +27.8% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 149.94K | -39.8% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 107.24K | +2.0% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 50.03K | -68.9% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 43.17K | +44.1% | $990,660 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 27.94K | -69.9% | $641,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 26.05K | -5.7% | $597,847 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | AQR Capital Management ✦ | 21.14K | -2.3% | $485,186 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Cerity Partners LLC | 12.94K | 新增 | $296,997 | 0.0% | New | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 12.66K | 新增 | $290,480 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 10.84K | 新增 | $248,757 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 5.60K | +61.0% | $125,765 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Bank Of Montreal /Can/ | 2.21K | 新增 | $50,653 | 0.0% | New | 1 | SEC ↗ |
| 31 | UBS Group AG | 597 | 新增 | $13,701 | 0.0% | New | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 515 | 新增 | $11,819 | 0.0% | New | 1 | SEC ↗ |
"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
| Two Sigma Investments | $12.00M | 0.0% |
| Baird Financial Group, Inc. | $6.70M | 0.0% |
| Cerity Partners LLC | $296,997 | 0.0% |
| HighTower Advisors, LLC | $290,480 | 0.0% |
| Fifth Third Bancorp | $248,757 | 0.0% |
| Bank Of Montreal /Can/ | $50,653 | 0.0% |
| UBS Group AG | $13,701 | 0.0% |
| Assetmark, Inc | $11,819 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.93M | 曾为 0.0% |
| Focus Partners Wealth | $247,774 | 曾为 0.0% |
| Bank Of America Corp /De/ | $163,143 | 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): 212 持有人, 54.92M 股份, $1.23B 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