证券记录 · 已归档季度
HYLS
First Trust Tactical High Yield ETF · Financial Services · Asset Management - Bonds
32被追踪持有人
+1Δ持有人
19.57M持有股份
$819.06M报告持仓市值
+1新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +3.2% ·
股份流向 +2.8% ·
净新建仓位 +3.1%
· 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 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.31K | $209,435 | n/a | n/a |
| Q2 2026 | 37 | +1 | 16.90M | $687.04M | +2 | −2 |
| Q1 2026 | 38 | +6 | 17.38M | $704.94M | +7 | −1 |
| Q4 2025 | 32 | +1 | 19.57M | $819.06M | +1 | n/a |
| Q3 2025 | 2 | -2 | 5.99M | $251.89M | n/a | −2 |
| Q2 2025 | 2 | +1 | 128.53K | $5.37M | +1 | n/a |
| Q1 2025 | 1 | -1 | 105.20K | $4.32M | n/a | −1 |
| Q4 2024 | 2 | 0 | 140.22K | $5.80M | n/a | n/a |
| Q3 2024 | 2 | +1 | 112.80K | $4.73M | +1 | n/a |
| Q2 2024 | 1 | n/a | 70.30K | $2.86M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.48M | +8.2% | $271.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 3.94M | n/a | $164.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | First Trust Advisors Lp | 2.80M | n/a | $117.18M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.76M | n/a | $73.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 1.09M | n/a | $45.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 711.14K | n/a | $29.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 481.92K | n/a | $20.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 428.30K | n/a | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 340.56K | n/a | $14.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 340.28K | n/a | $14.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 244.64K | n/a | $10.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 228.71K | n/a | $9.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citigroup Inc | 149.72K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Assetmark, Inc | 97.77K | n/a | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 72.56K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Lido Advisors, LLC | 71.83K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 55.50K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 54.10K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 51.68K | 新增 | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 20 | Mariner, LLC | 46.02K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 33.50K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 28.19K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 23.87K | n/a | $999,246 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 13.97K | n/a | $584,826 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 11.34K | n/a | $474,883 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 10.74K | n/a | $449,785 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 4.66K | n/a | $195,118 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Northwestern Mutual Wealth… | 4.35K | n/a | $182,133 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 2.36K | n/a | $98,690 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.39K | -50.0% | $58,284 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Pnc Financial Services Group, Inc. | 500 | n/a | $20,930 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Qube Research & Technologies Ltd | 14 | n/a | $586 | 0.0% | n/c | 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
| Citadel Advisors | $2.16M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 220 持有人, 23.63M 股份, $943.02M 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: Q4 2025 ·
方法论 ·
通过API获取此数据