Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Intermediate Duration Preferred & Income Fund eröffnet haben, gehören CIBC Private Wealth Group, LLC, Golden State Equity Partners, Mosley Wealth Management, BlackRock, Inc., und SageView Advisory Group, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 57.026 | 11,32 | 1.005 | 5,35 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 11.802 | 16,68 | 208 | 10,64 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 70.333 | 0,37 | 1.240 | -5,13 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 31.622 | 557 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 29.160 | 25,75 | 514 | |||||
| 2026-04-08 | 13F | RDA Financial Network | 28.269 | 1,51 | 498 | -4,05 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 141 | 3 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 67 | 1 | ||||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 26.221 | 1,36 | 462 | -4,74 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 46.464 | 2,95 | 819 | -2,62 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 14.036 | 2,01 | 247 | -3,52 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 75.117 | 6,39 | 1.324 | 0,61 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11.177 | 197 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 158.615 | 3,92 | 2.796 | -1,72 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.450 | 26 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 72.161 | 6,92 | 1.272 | 1,11 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 179.609 | 6,95 | 3.167 | 1,15 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 136 | 2 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 96.239 | 11,13 | 1.697 | 5,08 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.533 | 32,96 | 27 | 28,57 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 88 | 2 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 14.176 | 250 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.635 | 49 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5.923 | 104 | ||||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 41.518 | 18,62 | 732 | 12,12 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 99 | 2 | ||||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 20.161 | 0,39 | 355 | -5,08 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 391.175 | 0,20 | 6.896 | -5,22 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8 | -75,76 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.218.651 | 5,55 | 21.485 | -0,17 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 94.738 | 8,11 | 1.670 | 2,27 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 285 | 5 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 25.223 | 7,26 | 445 | 1,37 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 8.458 | 13,41 | 149 | 7,19 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 15.152 | 12,45 | 267 | 5,95 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3.473 | 20,72 | 61 | 15,09 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9.745.769 | 5,98 | 171.818 | 0,23 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 91.917 | 20,79 | 1.730 | 20,74 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 24.086 | 9,91 | 425 | 3,92 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 14.068 | 100,83 | 262 | 95,52 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 2.955 | 52 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 22.749 | 45,28 | 401 | 37,80 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2.400 | 500,00 | 42 | 500,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 42.555 | 1 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12.922 | 26,22 | 228 | 18,23 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.925 | 34 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5.035 | 89 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 236.254 | 0,26 | 4.165 | -5,17 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 397.793 | 2,14 | 7.013 | -3,39 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 41.112 | 2,73 | 725 | -2,82 | ||||
| 2026-04-15 | 13F | Consolidated Capital Management, Llc | 13.661 | 8,67 | 241 | 2,56 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 67.940 | 6,51 | 1.198 | 0,67 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 11.488 | 2,18 | 203 | -3,35 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 739.258 | 6,36 | 13.033 | 0,60 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.765 | 49 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 32.971 | 1,20 | 615 | -1,44 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 25.379 | 30,98 | 447 | 23,82 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 561 | 10 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 20.570 | 15,67 | 363 | 9,37 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 30.266 | 48,98 | 534 | 41,01 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 750 | 14 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 753 | 2,17 | 13 | 0,00 |
