Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di First Trust Intermediate Duration Preferred & Income Fund meliputi Gateway Wealth Partners, LLC, Integrated Wealth Concepts LLC, Kovack Advisors, Inc., SILVER OAK SECURITIES, Inc, Harbour Investments, Inc., Financial Gravity Companies, Inc., dan Ubs Asset Management Americas Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,627 | 12.85 | 313 | 15.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 236 | 4 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3,809 | 72 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 143,216 | 80.44 | 2,695 | 84.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 142 | 3 | ||||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 159 | 3 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 41,580 | 3.30 | 783 | 5.68 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 773,685 | 17.31 | 14,561 | 20.05 | ||||
| 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 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 144,811 | 7.47 | 2,725 | 9.97 | ||||
| 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 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,461 | 235 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 77,756 | 11.20 | 1,463 | 13.85 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,928 | 18.16 | 130 | 21.50 | ||||
| 2025-08-14 | 13F | UBS Group AG | 144,404 | 0.38 | 2,718 | 2.72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,346,319 | 3.56 | 157,078 | 5.98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 276 | 5 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94,040 | 59.29 | 1,770 | 63.04 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 158,380 | 0.01 | 2,981 | 2.34 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 48,252 | 366.34 | 872 | 358.95 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 547 | 0.74 | 10 | 11.11 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 10,769 | 2.30 | 203 | 4.66 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 66,077 | 2.81 | 1,244 | 5.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 33,014 | 1.98 | 621 | 4.37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,425 | 0.71 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 590,629 | 76.18 | 11 | 83.33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79,965 | 18.46 | 1,505 | 21.19 | ||||
| 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 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 769,888 | 3.07 | 14,489 | 5.48 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9 | 28.57 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,750 | 84.21 | 32 | 88.24 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 47,256 | 889 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 17,231 | 324 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 2 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18,356 | 345 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 82,256 | 0.42 | 1,548 | 2.79 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13,684 | 258 | ||||||
| 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 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 706 | 2.32 | 13 | 8.33 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 164 | 3 |
