Who owns First Tr Inter Duration Pfd & Income Fd?
- Ticker: FPF
- CUSIP Number: 33718w103
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Inter Duration Pfd & Income with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr Inter Duration Pfd & Income stock
Who bought or sold First Tr Inter Duration Pfd & Income Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 6.9M | $124M | -1% | Mar 2024 |
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| Wells Fargo & Company | 911k | $16M | 22% | Mar 2024 |
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| Penserra Capital Management | 773k | $14M | 17% | Mar 2024 |
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| Karpus Investment Management | 641k | $12M | -5% | Mar 2024 |
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| LPL Financial | 570k | $10M | -9% | Mar 2024 |
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| Royal Bank of Canada | 534k | $9.6M | 8% | Mar 2024 |
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| Ameriprise Financial | 479k | $8.6M | 36% | Mar 2024 |
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| Cohen & Steers Capital Management | 417k | $7.5M | 0% | Mar 2024 |
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| We Are One Seven | 380k | $6.2M | 2012% | Dec 2023 |
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| Bank of America Corporation | 250k | $4.5M | -51% | Mar 2024 |
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| Sterneck Capital Management | 211k | $3.8M | 2% | Mar 2024 |
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| Allspring Global Investments Holdings | 196k | $3.5M | 0% | Mar 2024 |
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| Hennion & Walsh Asset Management | 192k | $3.4M | 8% | Mar 2024 |
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| PFG Investments | 189k | $3.4M | 100% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 172k | $3.1M | 2% | Mar 2024 |
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| Magnus Financial Group | 150k | $2.7M | 100% | Mar 2024 |
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| Envestnet Asset Management | 145k | $2.6M | 36% | Mar 2024 |
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| UBS Group | 142k | $2.5M | 8% | Mar 2024 |
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| D.A. Davidson & Co. | 139k | $2.5M | 9% | Mar 2024 |
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| Rockefeller Capital Management | 133k | $2.2M | 4% | Dec 2023 |
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| Shaker Financial Services | 124k | $2.2M | -13% | Mar 2024 |
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| Advisor Group Holdings | 121k | $2.2M | 6% | Mar 2024 |
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| Centaurus Financial | 102k | $1.8M | 0% | Mar 2024 |
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| Petra Financial Advisors | 101k | $1.8M | -1% | Mar 2024 |
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| Park Avenue Securities | 94k | $1.7M | -3% | Mar 2024 |
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| Sit Investment Associates | 90k | $1.6M | 100% | Mar 2024 |
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| Raymond James & Associates | 87k | $1.6M | 3% | Mar 2024 |
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| Baird Financial | 85k | $1.4M | -19% | Dec 2023 |
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| Fiera Capital Corporation | 84k | $1.5M | 1% | Mar 2024 |
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| Stifel Financial | 69k | $1.2M | 2% | Mar 2024 |
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| Branch Banking & Trust Company | 62k | $1.1M | 0% | Mar 2024 |
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| Onyx Bridge Wealth Group | 61k | $1.0M | 6% | Mar 2024 |
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| Principal Securities | 60k | $1.1M | 29% | Mar 2024 |
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| Capital Investment Advisors | 46k | $831k | 20% | Mar 2024 |
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| Oppenheimer & Co | 44k | $796k | 58% | Mar 2024 |
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| Commonwealth Equity Services | 43k | $769k | 4% | Mar 2024 |
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| Prospera Financial Services | 40k | $648k | 16% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 36k | $595k | 20% | Dec 2023 |
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| Sowell Financial Services | 36k | $652k | -2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 34k | $611k | 2% | Mar 2024 |
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| Brian McDonald | 34k | $609k | -5% | Mar 2024 |
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| Lakeview Capital Partners | 33k | $593k | -3% | Mar 2024 |
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| RDA Financial Network | 32k | $568k | -1% | Mar 2024 |
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| Atria Wealth Solutions | 32k | $566k | -13% | Mar 2024 |
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| Delta Capital Management | 31k | $549k | 0% | Mar 2024 |
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| CWM | 30k | $540k | -4% | Mar 2024 |
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| Marathon Trading Investment Management | 29k | $524k | 100% | Mar 2024 |
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| Gridiron Partners | 28k | $493k | -40% | Mar 2024 |
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| Legacy Capital Wealth Partners | 27k | $411k | 100% | Mar 2024 |
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| Cooper Financial Group | 27k | $479k | 0% | Mar 2024 |
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| Mathes Company | 27k | $475k | -9% | Mar 2024 |
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| Goss Wealth Management | 25k | $442k | 159% | Mar 2024 |
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| Janney Montgomery Scott | 24k | $433k | -1% | Mar 2024 |
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| Steward Partners Investment Advisory | 24k | $428k | 0% | Mar 2024 |
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| Lido Advisors | 24k | $428k | 62% | Mar 2024 |
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| LexAurum Advisors | 23k | $367k | -13% | Dec 2023 |
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| National Asset Management | 20k | $302k | 14% | Mar 2024 |
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| Kestra Advisory Services | 16k | $256k | -30% | Dec 2023 |
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| Intellectus Partners | 15k | $266k | 1% | Mar 2024 |
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| Concurrent Investment Advisors | 15k | $266k | 17% | Mar 2024 |
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| Integrated Capital Management | 14k | $250k | 9% | Mar 2024 |
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| International Assets Investment Management | 14k | $240k | 0% | Mar 2024 |
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| RVW Wealth | 13k | $228k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 13k | $226k | -3% | Mar 2024 |
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| Kingsview Wealth Management | 12k | $211k | 0% | Mar 2024 |
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| Icon Wealth Advisors | 12k | $209k | 0% | Mar 2024 |
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| Dan Callahan | 11k | $202k | -10% | Mar 2024 |
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| Jane Street | 11k | $190k | 100% | Mar 2024 |
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| Relative Value Partners | 10k | $174k | 100% | Mar 2024 |
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| Spire Wealth Management | 9.3k | $166k | 7% | Mar 2024 |
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| Register Financial Advisors | 6.6k | $118k | 100% | Mar 2024 |
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| IFP Advisors | 5.2k | $85k | -26% | Dec 2023 |
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| Global Retirement Partners | 5.1k | $91k | 2% | Mar 2024 |
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| AllSquare Wealth Management | 3.5k | $63k | 0% | Mar 2024 |
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| Harbor Investment Advisory | 2.8k | $49k | 0% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 2.4k | $43k | -21% | Mar 2024 |
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| Larson Financial Group | 2.2k | $39k | 223% | Mar 2024 |
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| Caldwell Sutter Capital | 2.1k | $38k | 0% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 1.6k | $28k | 0% | Mar 2024 |
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| Hobbs Group Advisors | 1.5k | $25k | 100% | Dec 2023 |
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| Anchor Investment Management | 1.4k | $25k | 0% | Mar 2024 |
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| Tower Research Capital | 1.2k | $21k | 236% | Mar 2024 |
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| Geneos Wealth Management | 1.2k | $21k | 100% | Mar 2024 |
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| Sandy Spring Bank | 1.0k | $18k | 100% | Mar 2024 |
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| Us Bancorp | 1.0k | $18k | -28% | Mar 2024 |
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| Pnc Financial Services | 1.0k | $18k | 0% | Mar 2024 |
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| North Star Investment Management | 950.00 | $17k | 0% | Mar 2024 |
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| SOA Wealth Advisors | 630.00 | $11k | 2% | Mar 2024 |
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| City Holding | 595.00 | $11k | 0% | Mar 2024 |
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| Baystate Wealth Management | 507.00 | $8.3k | 100% | Dec 2023 |
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| Lindbrook Capital | 500.00 | $9.0k | 0% | Mar 2024 |
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| Armstrong Advisory Group | 461.00 | $7.5k | 0% | Mar 2024 |
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| Salomon & Ludwin | 450.00 | $8.1k | 0% | Mar 2024 |
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| Huntington National Bank | 400.00 | $7.2k | 0% | Mar 2024 |
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| Citizens National Bank Trust Department | 365.00 | $6.5k | 0% | Mar 2024 |
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| Aspect Partners | 200.00 | $3.6k | 60% | Mar 2024 |
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| Assetmark | 9.00 | $161.000100 | 100% | Mar 2024 |
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| Creative Financial Designs | 2.00 | $37.000000 | -99% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 1.00 | $13.000000 | 100% | Mar 2024 |
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Who sold out of First Tr Inter Duration Pfd & Income?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Landscape Capital Management | Dec 2023 | 153k | $2.5M |
| Citadel Advisors | Dec 2023 | 104k | $1.7M |
| Rivernorth Capital Management | Dec 2023 | 62k | $1.0M |
| Clough Capital Partners | Dec 2023 | 57k | $928k |
| Logan Stone Capital | Dec 2023 | 33k | $533k |
| Quarry | Dec 2023 | 26k | $426k |
| Boothbay Fund Management | Sep 2023 | 25k | $373k |
| Susquehanna International | Sep 2023 | 24k | $359k |
| Prevail Innovative Wealth Advisors | Sep 2023 | 22k | $326k |
| Ameritas Advisory Services | Sep 2023 | 20k | $284k |
| Jpmorgan Chase & Co | Dec 2023 | 17k | $270k |
| Mariner Wealth Advisors | Dec 2023 | 13k | $208k |
| Northwestern Mutual Wealth Management Company | Sep 2023 | 12k | $177k |
| Envestnet Portfolio Solutions | Dec 2023 | 11k | $180k |
| Nomura Holdings | Dec 2023 | 11k | $172k |
| Citigroup | Dec 2023 | 6.3k | $103k |
| Advisory Services Network | Dec 2023 | 3.6k | $59k |
| Bramshill Investments | Sep 2023 | 2.1k | $31k |
| Bessemer | Sep 2023 | 1.3k | $20k |
| Ronald Blue Trust | Dec 2023 | 125.00 | $2.0k |
| Absolute Investment Management | Dec 2023 | 50.00 | $816.000000 |
| WealthCollab | Dec 2023 | 33.00 | $538.998900 |