Mga Batayang Estadistika
| Pemilik Institusional | 114 total, 114 long only, 0 short only, 0 long/short - change of -0.86% MRQ |
| Alokasi Portofolio Rata-rata | 0.0923 % - change of -9.62% MRQ |
| Saham Institusional (Jangka Panjang) | 16,399,235 (ex 13D/G) - change of 0.32MM shares 1.96% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 286,846 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Intermediate Duration Preferred & Income Fund (US:FPF) memiliki 114 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 16,399,235 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, Invesco Ltd., LPL Financial LLC, Royal Bank Of Canada, PCEF - Invesco CEF Income Composite ETF, Sit Investment Associates Inc, We Are One Seven, LLC, Cohen & Steers, Inc., and Ameriprise Financial Inc .
Struktur kepemilikan institusional First Trust Intermediate Duration Preferred & Income Fund (NYSE:FPF) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 19.20 / share. Previously, on September 6, 2024, the share price was 18.69 / share. This represents an increase of 2.73% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-11-08 | MORGAN STANLEY | 6,156,645 | 7,231,106 | 17.45 | 11.90 | 17.82 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 143,664 | -15.86 | 2,704 | -13.89 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,375 | 0.00 | 26 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 236 | 4 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 142 | 3 | ||||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 159 | 3 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 42,653 | 0.00 | 803 | 2.30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 144,811 | 7.47 | 2,725 | 9.97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30,526 | -13.63 | 574 | -11.56 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,461 | 235 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 15,586 | -0.06 | 293 | 2.45 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 8,581 | -0.82 | 161 | 1.26 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8,346,319 | 3.56 | 157,078 | 5.98 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 461 | 0.00 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 132,054 | -7.96 | 2,485 | -5.80 | ||||
| 2025-08-14 | 13F | Comerica Bank | 33,014 | 1.98 | 621 | 4.37 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,729 | -4.84 | 315 | -2.79 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 14,792 | -4.83 | 278 | -2.46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 57,786 | -19.72 | 1,088 | -17.84 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 58,864 | -2.18 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 17,231 | 324 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 2 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12,701 | -20.34 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,179 | 0.00 | 97 | 2.11 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,500 | 0.00 | 28 | 3.70 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 32,828 | 0.00 | 618 | 2.32 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 40 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,861 | 4.45 | 129 | 9.32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 141,668 | 1.49 | 2,666 | 3.86 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 97,504 | -9.44 | 1,835 | -7.32 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 23,883 | -2.85 | 449 | -0.66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22,637 | 426 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23,650 | 0.46 | 445 | 3.01 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 26,850 | 0.00 | 505 | 2.43 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,928 | 18.16 | 130 | 21.50 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 48,252 | 366.34 | 872 | 358.95 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 950 | 0.00 | 18 | 0.00 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 17,849 | 0.00 | 336 | 2.13 | ||||
| 2025-05-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 15,155 | -6.96 | 285 | -4.68 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3,500 | 0.00 | 66 | 1.56 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 111,540 | -3.56 | 2,099 | -1.27 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18,356 | 345 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13,684 | 258 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 185 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,175 | 0.00 | 22 | 4.76 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 253 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 164 | 3 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 36,388 | 0.00 | 685 | 2.24 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2,875 | 0.00 | 54 | 3.85 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 450 | 0.00 | 8 | 0.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 41,580 | 3.30 | 783 | 5.68 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 906 | -10.56 | 17 | -5.56 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 97,618 | -5.17 | 1,837 | -2.91 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 185 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 773,685 | 17.31 | 14,561 | 20.05 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 32,899 | -0.61 | 619 | 1.81 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,606 | -18.83 | 143 | -16.86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 749,787 | -4.00 | 14,111 | -1.75 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 365 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 175,923 | -24.80 | 3,332 | -22.60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94,040 | 59.29 | 1,770 | 63.04 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 26,558 | 0.00 | 500 | 2.25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 547 | 0.74 | 10 | 11.11 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 10,769 | 2.30 | 203 | 4.66 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 590,629 | 76.18 | 11 | 83.33 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 601,292 | -21.17 | 10,992 | -23.19 | ||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 46 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 25,690 | 1.37 | 483 | 3.65 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19,482 | 4.61 | 367 | 7.02 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 27,340 | 0.00 | 1 | |||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 47,256 | 889 | ||||||
| 2025-05-12 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,000 | -21.57 | 19 | -21.74 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 29,168 | -3.31 | 549 | -1.08 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 406,961 | 4.75 | 7,659 | 7.21 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20,532 | 0.01 | 386 | 2.39 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 400 | -99.76 | 8 | -99.77 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 88,796 | -1.78 | 1,671 | 0.54 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,627 | 12.85 | 313 | 15.13 | ||||
| 2025-07-11 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 80 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3,809 | 72 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3,175 | 0.00 | 59 | 1.72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 143,216 | 80.44 | 2,695 | 84.72 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10,588 | -9.41 | 199 | -7.01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,003,074 | -0.04 | 18,878 | 2.30 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,560 | 48 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 69,718 | 0.74 | 1,312 | 5.38 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 220 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,500 | 0.00 | 28 | 3.70 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 77,756 | 11.20 | 1,463 | 13.85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 144,404 | 0.38 | 2,718 | 2.72 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 276 | 5 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 158,380 | 0.01 | 2,981 | 2.34 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 66,077 | 2.81 | 1,244 | 5.25 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 821 | -22.62 | 15 | -21.05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,425 | 0.71 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79,965 | 18.46 | 1,505 | 21.19 | ||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 44,523 | -3.00 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 769,888 | 3.07 | 14,489 | 5.48 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 500 | 0.00 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 98,637 | -9.32 | 1,856 | -7.20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 28.57 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 108,475 | -5.38 | 2,041 | -3.18 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,750 | 84.21 | 32 | 88.24 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 361,198 | 0.00 | 7 | 0.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 32,248 | -76.72 | 607 | -76.21 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 82,256 | 0.42 | 1,548 | 2.79 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1,600 | 0.00 | 30 | 3.45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 9 | 0.00 | 0 | |||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 706 | 2.32 | 13 | 8.33 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 18,500 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 386 | -2.77 | 7 | 0.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 34,381 | -1.50 | 647 | 0.94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 28,182 | 0.00 | 1 |
