Statistik Asas
| Pemilik Institusi | 114 total, 114 long only, 0 short only, 0 long/short - change of -0.86% MRQ |
| Purata Peruntukan Portfolio | 0.0923 % - change of -9.62% MRQ |
| Saham Institusi (Panjang) | 16,399,235 (ex 13D/G) - change of 0.32MM shares 1.96% MRQ |
| Nilai Institusi (Panjang) | $ 286,846 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
First Trust Intermediate Duration Preferred & Income Fund (US:FPF) telah 114 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 16,399,235 saham. Pemegang saham terbesar termasuk 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 .
First Trust Intermediate Duration Preferred & Income Fund (NYSE:FPF) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 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 (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-11-08 | MORGAN STANLEY | 6,156,645 | 7,231,106 | 17.45 | 11.90 | 17.82 |
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
