证券记录
FTLS
First Trust Long/Short Equity ETF · Financial Services · Asset Management
35被追踪持有人
+1Δ持有人
18.28M持有股份
$1.35B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 +2.9% ·
股份流向 +7.3% ·
净新建仓位 +2.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 35 | +1 | 18.28M | $1.35B | +4 | −3 |
| Q1 2026 | 35 | -4 | 17.19M | $1.21B | +1 | −5 |
| Q4 2025 | 39 | -1 | 16.99M | $1.21B | — | −1 |
| Q3 2025 | 4 | +1 | 5.21M | $364.62M | +1 | — |
| Q2 2025 | 1 | — | 1.46K | $96,437 | — | — |
| Q3 2024 | 1 | +1 | 11.01K | $698,614 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.92M | +11.5% | $436.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.92M | +11.5% | $436.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Royal Bank Of Canada | 2.67M | +2.6% | $197.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 2.67M | +2.6% | $197.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 2.67M | +2.6% | $197.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 2.67M | +2.6% | $197.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 2.67M | +2.6% | $197.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.67M | +2.6% | $197.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 2.43M | +7.9% | $179.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 2.43M | +7.9% | $179.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 2.43M | +7.9% | $179.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 2.37M | -2.5% | $174.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | First Trust Advisors Lp | 831.84K | +272.7% | $61.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 622.28K | +4.2% | $45.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 622.28K | +4.2% | $45.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 622.28K | +4.2% | $45.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 585.76K | +5.5% | $43.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 564.54K | -3.3% | $41.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 472.70K | -22.8% | $34.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 439.13K | +2.0% | $32.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 307.52K | +2.3% | $22.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 179.30K | +23.9% | $13.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 174.03K | -8.9% | $12.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 156.04K | +14.9% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 156.04K | +14.9% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 156.04K | +14.9% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 101.40K | -2.2% | $7.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 84.64K | +9.7% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 62.50K | -0.5% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 57.07K | -45.2% | $4.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 49.25K | -6.4% | $3.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 44.07K | +4.6% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 44.07K | +4.6% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 37.13K | +5.5% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 32.05K | +67.6% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 31.14K | -31.9% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Focus Partners Wealth | 18.35K | +7.7% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 16.29K | +47.4% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 16.29K | +47.4% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 5.41K | -0.1% | $398,191 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 5.41K | -0.1% | $398,191 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 4.18K | 0.0% | $307,805 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Hrt Financial Lp | 3.65K | 新增 | $269,000 | 0.0% | New | 1 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 2.26K | +32.3% | $166,493 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | UBS Group AG | 2.00K | 0.0% | $147,452 | 0.0% | Held | 3 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 1.81K | +11.1% | $133,488 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Us Bancorp \De\ | 946 | 0.0% | $69,815 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 150 | 新增 | $11,106 | 0.0% | New | 1 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 65 | 新增 | $4,750 | 0.0% | New | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 20 | 新增 | $1,476 | 0.0% | New | 1 | 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
| Hrt Financial Lp | $269,000 | 0.0% |
| Fidelity (FMR) | $11,106 | 0.0% |
| Jones Financial Companies Lllp | $4,750 | 0.0% |
| Northwestern Mutual Wealth… | $1,476 | 0.0% |
已清仓
| Mariner, LLC | $3.80M | 曾为 0.0% |
| Bank of New York Mellon Corp | $1.69M | 曾为 0.0% |
| Susquehanna International… | $271,519 | 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): 255 持有人, 24.96M 股份, $1.72B 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