13FBOX
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ET · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ET

FPEI
持有机构数
215
机构合计市值 (Q2 2026)
$14.93亿
机构合计股数 (Q2 2026)
7,742.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+688.5万股
104 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-615.3万股
91 · 15 清仓 · ≈
⚖️ 净额
+73.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$14.93亿
持有机构数
215
新买入
24
加仓
80
减仓
76
清仓
15
持股不变
35
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
0.02%0.02%#114$3.82亿1,979.1万股$3.20亿1,656.1万股+323.0万股+19.51%加仓
瑞银集团UBS Group AG
0.02%0.03%#111$1.93亿998.1万股$1.86亿979.7万股+18.4万股+1.88%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#150$1.16亿601.4万股$1.14亿601.7万股-3,130股-0.05%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#124$1.03亿532.0万股$1.02亿537.5万股-5.5万股-1.03%减仓
LPL金融LPL Financial LLC
0.02%0.02%#115$8,688.1万450.4万股$8,139.2万428.4万股+22.0万股+5.14%加仓
NewEdge顾问NewEdge Advisors, LLC
0.13%0.15%#62$4,376.4万226.9万股$4,162.4万219.1万股+7.8万股+3.56%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#136$3,999.0万207.3万股$3,945.6万207.7万股-3,541股-0.17%减仓
Montis Financial, LLC
7.51%7.14%#1$3,672.5万190.4万股$3,451.9万181.7万股+8.7万股+4.79%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#148$3,280.4万170.1万股$3,016.8万158.8万股+11.3万股+7.10%加仓
Truist金融TRUIST FINANCIAL CORP
0.04%0.04%#101$3,096.7万160.5万股$2,788.2万146.7万股+13.8万股+9.40%加仓
FUKOKU MUTUAL LIFE INSURANCE CO
1.41%1.57%#10$2,428.6万125.9万股$2,392.1万125.9万股00.00%持仓不变
附件咨询服务Annex Advisory Services, LLC
0.38%0.37%#36$2,211.0万114.6万股$1,948.5万102.6万股+12.1万股+11.77%加仓
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
0.23%0.26%#45$1,924.2万99.8万股$1,892.5万99.6万股+1,500股+0.15%加仓
Legacy Edge Advisors, LLC
2.45%2.43%#4$1,787.6万94.1万股$2,307.2万121.4万股-27.3万股-22.48%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#118$1,485.7万77.0万股$1,336.0万70.3万股+6.7万股+9.54%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#134$1,358.7万70.4万股$1,280.3万67.4万股+3.1万股+4.53%加仓
Essex LLC
1.9%2.17%#8$1,249.6万64.8万股$1,227.1万64.6万股+1,972股+0.31%加仓
FIDUCIARY FINANCIAL ADVISORS
1.24%#15$1,219.8万63.2万股$00股+63.2万股新买入
INTEGRAL INVESTMENT ADVISORS, INC.
2.65%2.91%#3$1,201.8万62.3万股$1,168.4万61.5万股+8,100股+1.32%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#138$1,051.1万54.5万股$994.6万52.3万股+2.1万股+4.09%加仓
McAdam, LLC
0.4%0.21%#35$1,039.9万53.9万股$472.0万24.8万股+29.1万股+117.00%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.2%0.21%#49$963.1万49.9万股$926.6万48.8万股+1.2万股+2.37%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.02%#133$908.2万47.1万股$1,200.8万63.2万股-16.1万股-25.50%减仓
Legacy CG, LLC
2.13%2.19%#5$832.9万43.2万股$789.7万41.6万股+1.6万股+3.88%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#198$770.4万40.0万股$784.8万41.7万股-1.7万股-4.18%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#142$731.0万37.9万股$664.4万35.0万股+2.9万股+8.37%加仓
Elevated Capital Advisors, LLC
1.98%1.76%#6$719.4万37.3万股$698.2万36.7万股+5,446股+1.48%加仓
Key FInancial Inc
1.16%1.34%#16$710.4万36.8万股$751.5万39.6万股-2.7万股-6.90%减仓
Kingsview Wealth Management, LLC
0.12%0.1%#64$708.6万37.3万股$708.6万37.3万股00.00%持仓不变
繁荣金融服务Prospera Financial Services Inc
0.1%0.11%#72$687.8万35.7万股$668.7万35.2万股+4,602股+1.31%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#156$686.7万35.6万股$699.7万36.8万股-1.2万股-3.34%减仓
Westview Management dba Westview Investment Advisors
3.24%3.51%#2$662.9万34.4万股$674.6万35.5万股-1.1万股-3.20%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#139$641.1万33.2万股$582.3万30.6万股+2.6万股+8.45%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#128$630.2万32.7万股$230.1万12.1万股+20.6万股+169.71%加仓
VISTA INVESTMENT MANAGEMENT
1.71%1.77%#9$570.4万29.6万股$531.4万28.0万股+1.6万股+5.73%加仓
Synergy Investment Management, LLC
1.32%1.29%#13$544.6万28.2万股$395.7万20.8万股+7.4万股+35.56%加仓
ADAMSBROWN WEALTH CONSULTANTS LLC
1.01%2.29%#18$537.0万27.8万股$864.6万45.5万股-17.7万股-38.82%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#175$406.3万21.1万股$405.7万21.4万股-2,887股-1.35%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#179$401.2万20.8万股$215.8万11.4万股+9.4万股+83.06%加仓
VICTORY FINANCIAL GROUP, LLC
0.41%0.43%#34$392.7万20.4万股$353.3万18.6万股+1.8万股+9.49%加仓
Vise科技Vise Technologies, Inc.
0.04%#97$375.5万19.5万股$00股+19.5万股新买入
FLYNN ZITO CAPITAL MANAGEMENT, LLC
0.95%1.03%#19$349.7万18.1万股$323.9万17.0万股+1.1万股+6.33%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#119$347.7万18.0万股$337.1万17.7万股+2,861股+1.61%加仓
Merit金融集团Merit Financial Group, LLC
0.02%0.07%#113$338.0万17.5万股$938.0万49.4万股-31.8万股-64.50%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.06%0.05%#89$332.6万17.2万股$150.6万7.9万股+9.3万股+117.51%加仓
MARSHALL INVESTMENT MANAGEMENT, LLC
1.24%1.44%#14$299.4万15.5万股$301.0万15.8万股-3,213股-2.03%减仓
Janney Montgomery Scott LLC
0.01%0.01%#158$266.7万13.8万股$231.7万12.2万股+1.6万股+13.40%加仓
VAQUERO PRIVATE WEALTH, LTD
0.52%#27$254.3万13.2万股$00股+13.2万股新买入
PARK NATIONAL CORP /OH/
0.09%0.08%#79$247.1万13.0万股$258.1万13.6万股-5,800股-4.27%减仓
TRUE BLUE FINANCIAL, LLC
1.02%1.55%#17$240.7万12.5万股$196.7万10.4万股+2.1万股+20.49%加仓

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