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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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 |
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Wells Fargo & Company | 746k | $12M | -5% | Dec 2023 |
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Penserra Capital Management | 662k | $11M | 7% | Dec 2023 |
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Bank of America Corporation | 510k | $8.3M | -1% | Dec 2023 |
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Royal Bank of Canada | 493k | $8.0M | 26% | Dec 2023 |
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We Are One Seven | 380k | $6.2M | 2012% | Dec 2023 |
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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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Landscape Capital Management | 153k | $2.5M | 426% | Dec 2023 |
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Magnus Financial Group | 150k | $2.7M | 100% | Mar 2024 |
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Shaker Financial Services | 142k | $2.3M | 14% | Dec 2023 |
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Rockefeller Capital Management | 133k | $2.2M | 4% | Dec 2023 |
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UBS Group | 131k | $2.1M | 2% | Dec 2023 |
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D.A. Davidson & Co. | 128k | $2.1M | 19% | Dec 2023 |
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Advisor Group Holdings | 115k | $1.9M | -47% | Dec 2023 |
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Citadel Advisors | 104k | $1.7M | 100% | Dec 2023 |
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Centaurus Financial | 102k | $1.7M | -1% | Dec 2023 |
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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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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 | 68k | $1.1M | 30% | Dec 2023 |
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Rivernorth Capital Management | 62k | $1.0M | 100% | Dec 2023 |
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Branch Banking & Trust Company | 62k | $1.0M | -17% | Dec 2023 |
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Onyx Bridge Wealth Group | 61k | $1.0M | 6% | Mar 2024 |
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Clough Capital Partners | 57k | $928k | 100% | Dec 2023 |
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Principal Securities | 46k | $757k | 100% | Dec 2023 |
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Capital Investment Advisors | 46k | $831k | 20% | Mar 2024 |
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Gridiron Partners | 46k | $748k | 100% | Dec 2023 |
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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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Atria Wealth Solutions | 36k | $595k | 3% | Dec 2023 |
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Lakeview Capital Partners | 34k | $556k | -1% | Dec 2023 |
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Raymond James Financial Services Advisors | 34k | $611k | 2% | Mar 2024 |
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Logan Stone Capital | 33k | $533k | -12% | Dec 2023 |
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RDA Financial Network | 32k | $568k | -1% | 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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Cooper Financial Group | 27k | $479k | 0% | Mar 2024 |
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Mathes Company | 27k | $475k | -9% | Mar 2024 |
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Quarry | 26k | $426k | 100% | Dec 2023 |
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Janney Montgomery Scott | 24k | $433k | -1% | Mar 2024 |
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Steward Partners Investment Advisory | 24k | $388k | 159% | Dec 2023 |
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LexAurum Advisors | 23k | $367k | -13% | Dec 2023 |
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National Asset Management | 18k | $292k | -12% | Dec 2023 |
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Jpmorgan Chase & Co | 17k | $270k | 8528% | Dec 2023 |
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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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Lido Advisors | 15k | $242k | 100% | Dec 2023 |
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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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Mariner Wealth Advisors | 13k | $208k | -1% | Dec 2023 |
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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 | $191k | 100% | Dec 2023 |
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Dan Callahan | 11k | $202k | -10% | Mar 2024 |
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Nomura Holdings | 11k | $172k | 100% | Dec 2023 |
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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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Citigroup | 6.3k | $103k | -10% | Dec 2023 |
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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 | $22k | 0% | Dec 2023 |
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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 | $16k | -86% | Dec 2023 |
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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 | 125.00 | $2.0k | 100% | Dec 2023 |
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WealthCollab | 33.00 | $538.998900 | 100% | Dec 2023 |
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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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Who sold out of First Tr Inter Duration Pfd & Income?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Saba Capital Management | Sep 2023 | 242k | $3.6M |
Wolverine Asset Management | Sep 2023 | 33k | $496k |
Susquehanna International | Sep 2023 | 24k | $359k |
Ameritas Advisory Services | Sep 2023 | 20k | $284k |
Envestnet Portfolio Solutions | Dec 2023 | 11k | $180k |
Advisory Services Network | Dec 2023 | 3.6k | $59k |
Bessemer | Sep 2023 | 1.3k | $20k |
Ronald Blue Trust | Dec 2023 | 125.00 | $2.0k |
Absolute Investment Management | Dec 2023 | 50.00 | $816.000000 |