Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i First Trust Intermediate Duration Preferred & Income Fund, omfatter Gateway Wealth Partners, LLC, Integrated Wealth Concepts LLC, Kovack Advisors, Inc., SILVER OAK SECURITIES, Inc, Harbour Investments, Inc., Financial Gravity Companies, Inc., og Ubs Asset Management Americas Inc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
