证券记录 · 已归档季度
FTSM
First Trust Enhanced Short Maturity ETF · Financial Services · Asset Management
41被追踪持有人
+7Δ持有人
50.38M持有股份
$3.01B报告持仓市值
+8新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +20.6% ·
股份流向 +0.8% ·
净新建仓位 +17.1%
· 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 | 290.88K | $17.34M | n/a | −1 |
| Q2 2026 | 43 | +4 | 50.41M | $3.01B | +6 | −3 |
| Q1 2026 | 41 | +7 | 50.38M | $3.01B | +8 | −1 |
| Q4 2025 | 34 | -1 | 49.99M | $3.00B | n/a | −1 |
| Q3 2025 | 3 | 0 | 13.81M | $827.44M | n/a | n/a |
| Q2 2025 | 1 | -1 | 110.56K | $6.62M | +1 | −2 |
| Q1 2025 | 2 | +1 | 1.53M | $91.36M | +1 | n/a |
| Q4 2024 | 1 | -1 | 1.39M | $83.04M | n/a | −1 |
| Q3 2024 | 2 | +1 | 1.75M | $105.07M | +1 | n/a |
| Q2 2024 | 1 | n/a | 1.27M | $75.48M | 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 ✦ | 14.20M | +12.0% | $848.93M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 8.89M | -0.1% | $531.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 7.93M | -8.4% | $473.89M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | UBS Group AG | 3.07M | +7.8% | $183.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 2.93M | -1.8% | $175.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Raymond James Financial Inc | 2.46M | -2.4% | $146.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 2.28M | -3.1% | $136.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 1.58M | -11.8% | $94.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 1.19M | +0.6% | $70.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 1.15M | +6.3% | $68.69M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 827.24K | -6.2% | $49.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 636.66K | -4.1% | $38.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 556.46K | -2.8% | $33.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 486.56K | -0.8% | $29.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Wealth Enhancement Advisory… | 323.92K | -20.9% | $19.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 293.70K | +0.7% | $17.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citigroup Inc | 196.72K | +3.6% | $11.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 180.22K | -2.5% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cwm, Llc | 175.62K | +4.2% | $10.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 154.77K | 新增 | $9.25M | 0.0% | New | 1 | SEC ↗ |
| 21 | Fifth Third Bancorp | 146.99K | 新增 | $8.79M | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 146.26K | -28.3% | $8.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Baird Financial Group, Inc. | 99.73K | -36.2% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | First Trust Advisors Lp | 81.09K | -59.6% | $4.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 75.50K | -47.8% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | Mml Investors Services, Llc | 73.43K | -33.6% | $4.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 26.77K | +251.6% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Creative Planning | 22.56K | +57.2% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 21.48K | 新增 | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 20.91K | +9.9% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 11.92K | +85.1% | $712,757 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 9.40K | 0.0% | $562,052 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 9.02K | 新增 | $539,275 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 4.54K | 新增 | $271,561 | 0.0% | New | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 3.80K | 新增 | $227,403 | 0.0% | New | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 3.53K | -24.4% | $211,203 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | BlackRock ✦ (被动) | 850 | 新增 | $50,813 | 0.0% | New | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 691 | -5.1% | $41,307 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Corient Private Wealth LP | 109.83K | -48.8% | $17,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 290 | 0.0% | $17,336 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 49 | 新增 | $2,935 | 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
| Susquehanna International… | $9.25M | 0.0% |
| Fifth Third Bancorp | $8.79M | 0.0% |
| UBS AM, a distinct business… | $1.28M | 0.0% |
| Qube Research & Technologies… | $539,275 | 0.0% |
| Mercer Global Advisors Inc… | $271,561 | 0.0% |
| Ameriprise Financial Inc | $227,403 | 0.0% |
| BlackRock | $50,813 | 0.0% |
| Jones Financial Companies Lllp | $2,935 | 0.0% |
已清仓
| Bnp Paribas Financial Markets | $2.92M | 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
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