Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Intermediate Duration Preferred & Income Fund comprennent Gateway Wealth Partners, LLC, Integrated Wealth Concepts LLC, Kovack Advisors, Inc., SILVER OAK SECURITIES, Inc, Harbour Investments, Inc., Financial Gravity Companies, Inc., et Ubs Asset Management Americas Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
