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界面语言
证券记录 · 已归档季度

FTSM

First Trust Enhanced Short Maturity ETF · Financial Services · Asset Management

59.89 0.0% 市值 $6.51B 报价延迟(FMP) · 截至 Aug 26 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
34被追踪持有人
-1Δ持有人
49.99M持有股份
$3.00B报告持仓市值
+0新建仓位
−1清仓
Falling 确信度评分 33/100 2 被追踪股份持续上升的季度数 ●●○○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -2.9% · 股份流向 -1.9% · 净新建仓位 -2.9%公式
广泛派发 — 持股数量下降且持有人减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

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 44 +4 50.69M $3.03B +6 −2
Q1 2026 41 +7 50.38M $3.01B +8 −1
Q4 2025 34 -1 49.99M $3.00B −1
Q3 2025 3 0 13.81M $827.44M
Q2 2025 1 -1 110.56K $6.62M +1 −2
Q1 2025 2 +1 1.53M $91.36M +1
Q4 2024 1 -1 1.39M $83.04M −1
Q3 2024 2 +1 1.75M $105.07M +1
Q2 2024 1 1.27M $75.48M
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 Morgan Stanley 12.68M -4.7% $760.07M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley 12.68M -4.7% $760.07M 0.0% ▼ Trim 2 SEC ↗
3 Morgan Stanley 12.68M -4.7% $760.07M 0.0% ▼ Trim 2 SEC ↗
4 LPL Financial LLC 8.90M $533.37M 0.1% n/c 1 SEC ↗
5 Wells Fargo & Company/Mn 8.65M $518.66M 0.1% n/c 1 SEC ↗
6 Wells Fargo & Company/Mn 8.65M $518.66M 0.1% n/c 1 SEC ↗
7 Wells Fargo & Company/Mn 8.65M $518.66M 0.1% n/c 1 SEC ↗
8 Wells Fargo & Company/Mn 8.65M $518.66M 0.1% n/c 1 SEC ↗
9 Royal Bank Of Canada 2.98M $178.71M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 2.98M $178.71M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 2.98M $178.71M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 2.98M $178.71M 0.0% n/c 1 SEC ↗
13 UBS Group AG 2.85M $170.93M 0.0% n/c 1 SEC ↗
14 UBS Group AG 2.85M $170.93M 0.0% n/c 1 SEC ↗
15 Raymond James Financial Inc 2.52M $150.89M 0.0% n/c 1 SEC ↗
16 Raymond James Financial Inc 2.52M $150.89M 0.0% n/c 1 SEC ↗
17 Raymond James Financial Inc 2.52M $150.89M 0.0% n/c 1 SEC ↗
18 Bank Of America Corp /De/ 2.36M $141.26M 0.0% n/c 1 SEC ↗
19 Bank Of America Corp /De/ 2.36M $141.26M 0.0% n/c 1 SEC ↗
20 Bank Of America Corp /De/ 2.36M $141.26M 0.0% n/c 1 SEC ↗
21 Cetera Investment Advisers 1.79M $107.21M 0.1% n/c 1 SEC ↗
22 Stifel Financial Corp 1.18M $70.64M 0.1% n/c 1 SEC ↗
23 Stifel Financial Corp 1.18M $70.64M 0.1% n/c 1 SEC ↗
24 Stifel Financial Corp 1.18M $70.64M 0.1% n/c 1 SEC ↗
25 Stifel Financial Corp 1.18M $70.64M 0.1% n/c 1 SEC ↗
26 Osaic Holdings, Inc. 1.08M $64.80M 0.1% n/c 1 SEC ↗
27 Osaic Holdings, Inc. 1.08M $64.80M 0.1% n/c 1 SEC ↗
28 Osaic Holdings, Inc. 1.08M $64.80M 0.1% n/c 1 SEC ↗
29 Envestnet Asset Management Inc 882.19K $52.87M 0.0% n/c 1 SEC ↗
30 Commonwealth Equity Services, Llc 664.13K $39.80M 0.1% n/c 1 SEC ↗
31 Truist Financial Corp 572.49K $34.31M 0.0% n/c 1 SEC ↗
32 Mariner, LLC 490.24K $29.38M 0.0% n/c 1 SEC ↗
33 Mariner, LLC 490.24K $29.38M 0.0% n/c 1 SEC ↗
34 Mariner, LLC 490.24K $29.38M 0.0% n/c 1 SEC ↗
35 Wealth Enhancement Advisory… 409.71K $24.56M 0.0% n/c 1 SEC ↗
36 HighTower Advisors, LLC 291.74K $17.48M 0.0% n/c 1 SEC ↗
37 Corient Private Wealth LP 214.60K $12.86M 0.0% n/c 1 SEC ↗
38 Corient Private Wealth LP 214.60K $12.86M 0.0% n/c 1 SEC ↗
39 Rockefeller Capital Management L.P. 204.03K $12.23M 0.0% n/c 1 SEC ↗
40 First Trust Advisors Lp 200.59K $12.02M 0.0% n/c 1 SEC ↗
41 Citigroup Inc 189.86K $11.38M 0.0% n/c 1 SEC ↗
42 Northwestern Mutual Wealth… 184.83K $11.08M 0.0% n/c 1 SEC ↗
43 Cwm, Llc 168.62K $10.11M 0.0% n/c 1 SEC ↗
44 Baird Financial Group, Inc. 156.34K $9.37M 0.0% n/c 1 SEC ↗
45 JPMorgan Chase 144.48K -43.6% $8.66M 0.0% ▼ Trim 2 SEC ↗
46 JPMorgan Chase 144.48K -43.6% $8.66M 0.0% ▼ Trim 2 SEC ↗
47 JPMorgan Chase 144.48K -43.6% $8.66M 0.0% ▼ Trim 2 SEC ↗
48 Mml Investors Services, Llc 110.57K $6.63M 0.0% n/c 1 SEC ↗
49 Bnp Paribas Financial Markets 48.75K $2.92M 0.0% n/c 1 SEC ↗
50 Assetmark, Inc 19.03K $1.14M 0.0% n/c 1 SEC ↗
51 Creative Planning 14.35K $860,235 0.0% n/c 1 SEC ↗
52 Cerity Partners LLC 9.40K $563,462 0.0% n/c 1 SEC ↗
53 Us Bancorp \De\ 7.62K $456,370 0.0% n/c 1 SEC ↗
54 Us Bancorp \De\ 7.62K $456,370 0.0% n/c 1 SEC ↗
55 Captrust Financial Advisors 6.44K $385,949 0.0% n/c 1 SEC ↗
56 Bank Of Montreal /Can/ 4.67K $280,173 0.0% n/c 1 SEC ↗
57 Bank Of Montreal /Can/ 4.67K $280,173 0.0% n/c 1 SEC ↗
58 Blair William & Co/Il 728 $43,625 0.0% n/c 1 SEC ↗
59 Pnc Financial Services Group, Inc. 290 $17,380 0.0% n/c 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

本季度无新增被追踪买入方。

已清仓

Citadel Advisors $14.95M 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): 419 持有人, 83.78M 股份, $4.90B 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: Q4 2025 · 方法论 · 通过API获取此数据