Who owns First Tr Inter Duration Pfd & Income Fd?

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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
Sit Investment Associates 1.2M $23M 112% Dec 2025
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Wells Fargo & Company 1.2M $22M 14% Dec 2025
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LPL Financial 949k $18M 14% Dec 2025
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Invesco 747k $14M 19% Dec 2025
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Royal Bank of Canada 746k $14M 0% Sep 2025
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We Are One Seven 390k $7.3M -5% Dec 2025
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Cohen & Steers Capital Management 361k $6.7M 0% Dec 2025
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D.A. Davidson & Co. 236k $4.4M 5% Dec 2025
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Stifel Financial 168k $3.1M 4% Dec 2025
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UBS Group 153k $2.8M 8% Dec 2025
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Ameriprise Financial 150k $3.3M -15% Sep 2025
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Advisor Group Holdings 143k $2.7M -4% Dec 2025
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Shaker Financial Services 104k $2.0M 42% Dec 2025
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Baird Financial 100k $1.9M -3% Dec 2025
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Raymond James Financial 96k $1.8M -1% Sep 2025
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Guggenheim Capital, LLC Managers 82k $1.5M -30% Dec 2025
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Goss Wealth Management 82k $1.5M -21% Dec 2025
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Rareview Capital 76k $1.4M 38% Dec 2025
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IHT Wealth Management 74k $1.4M -11% Dec 2025
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Noble Wealth Management PBC 71k $1.3M 3430% Dec 2025
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Principal Securities 70k $1.3M 0% Sep 2025
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Oppenheimer & Co 68k $1.3M -21% Dec 2025
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Cetera Investment Advisers 68k $1.3M 9% Dec 2025
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Hennion & Walsh Asset Management 67k $1.3M -50% Dec 2025
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Onyx Bridge Wealth Group 64k $1.2M 1% Dec 2025
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Centaurus Financial 57k $1.1M -2% Dec 2025
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Magnus Financial Group 53k $986k 8% Dec 2025
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Envestnet Asset Management 51k $955k 26% Dec 2025
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Janney Montgomery Scott 50k $925k 4% Dec 2025
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Jane Street 47k $875k 100% Dec 2025
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Prospera Financial Services 45k $841k -5% Dec 2025
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Capital Investment Advisors 40k $748k -6% Dec 2025
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PFG Investments 40k $746k 13% Dec 2025
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Commonwealth Equity Services 39k $723k -16% Dec 2025
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Sowell Financial Services 36k $678k 0% Dec 2025
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Ethos Financial Group 36k $661k -7% Dec 2025
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Lido Advisors 34k $648k 0% Dec 2025
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Brian McDonald 33k $615k 1% Dec 2025
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Kestra Advisory Services 33k $611k 5% Dec 2025
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RDA Financial Network 28k $519k -1% Dec 2025
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Saxony Capital Management 28k $516k -1% Dec 2025
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Landscape Capital Management 27k $509k 100% Dec 2025
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Gridiron Partners 27k $495k -99% Dec 2025
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Intellectus Partners 26k $486k 1% Dec 2025
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Delta Capital Management 25k $472k -7% Dec 2025
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International Assets Investment Management 24k $438k 36% Dec 2025
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CWM 23k $432k -18% Dec 2025
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Steward Partners Investment Advisory 22k $409k 1% Dec 2025
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Balyasny Asset Management 21k $402k 100% Sep 2025
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Rockefeller Capital Management 20k $379k 8% Dec 2025
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SeaCrest Wealth Management 19k $362k 14% Dec 2025
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Kovack Advisors 19k $356k 100% Dec 2025
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Wealth Enhancement Advisory Services 19k $354k 16% Dec 2025
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Mathes Company 18k $340k 4% Dec 2025
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RVW Wealth 18k $333k 0% Dec 2025
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Integrated Wealth Concepts 18k $332k -16% Dec 2025
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Susquehanna International 16k $292k -14% Dec 2025
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Cambridge Investment Research Advisors 15k $278k 8% Dec 2025
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Morey & Quinn Wealth Partners 15k $276k 0% Dec 2025
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Integrity Alliance 14k $268k -5% Dec 2025
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Global Retirement Partners 14k $262k 101% Dec 2025
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Millennium Management 14k $266k 100% Sep 2025
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Wiley Bros.-aintree Capital 14k $257k -30% Dec 2025
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Silver Oak Securities 14k $253k 1% Dec 2025
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California Capital Advisors 13k $234k 100% Dec 2025
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Cooper Financial Group 12k $224k 1% Dec 2025
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XTX Topco 12k $218k 100% Dec 2025
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Uhlmann Price Securities 11k $210k 2% Dec 2025
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Sterneck Capital Management 11k $203k 0% Dec 2025
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Icon Wealth Advisors 11k $197k 0% Dec 2025
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Rsm Us Wealth Management 10k $192k 100% Dec 2025
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Branch Banking & Trust Company 10k $189k -34% Dec 2025
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Hollencrest Securities 7.9k $147k 100% Dec 2025
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Dan Callahan 7.8k $146k -9% Dec 2025
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Spire Wealth Management 7.5k $139k -2% Dec 2025
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Ameriflex Group 5.2k $100k 100% Sep 2025
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IFP Advisors 5.2k $97k 0% Dec 2025
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Geneos Wealth Management 3.8k $71k 0% Dec 2025
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AllSquare Wealth Management 3.5k $67k 0% Sep 2025
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Colonial Trust Co / SC 3.2k $60k 0% Dec 2025
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Pinnacle Wealth Planning Services 2.9k $54k 100% Dec 2025
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Atlantic Trust 2.6k $49k 100% Dec 2025
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Hanson McClain Advisors 2.6k $48k 0% Dec 2025
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Caldwell Sutter Capital 2.1k $38k 0% Dec 2025
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Huntington National Bank 1.8k $34k 266% Dec 2025
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Thomas J. Herzfeld Advisors 1.8k $33k -4% Dec 2025
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Larson Financial Group 1.5k $28k 0% Dec 2025
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Golden State Wealth Management 1.5k $28k 0% Dec 2025
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Anchor Investment Management 1.4k $26k 0% Sep 2025
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Farther Finance Advisors 1.3k $24k 607% Dec 2025
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Bryn Mawr Trust 1.2k $22k 0% Dec 2025
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WPG Advisers 1.2k $22k 27% Dec 2025
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Central Trust & Investment 1.1k $21k 100% Dec 2025
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North Star Investment Management 1.1k $20k 11% Dec 2025
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Strategic Advocates 943.00 $18k 100% Sep 2025
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Aspect Partners 750.00 $14k 50% Dec 2025
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SOA Wealth Advisors 737.00 $14k 2% Dec 2025
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Ronald Blue Trust 547.00 $10k 0% Dec 2025
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SRS Capital Advisors 500.00 $9.3k 0% Dec 2025
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Armstrong Advisory Group 461.00 $8.6k 0% Dec 2025
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Salomon & Ludwin 450.00 $8.4k 0% Dec 2025
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Rothschild Investment 400.00 $7.7k 0% Sep 2025
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Luminist Capital 386.00 $7.3k 0% Sep 2025
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Citizens National Bank Trust Department 365.00 $6.8k 0% Dec 2025
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Northwestern Mutual Wealth Management Company 303.00 $5.6k 100% Dec 2025
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SageView Advisory Group 285.00 $5.3k 100% Dec 2025
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Inlight Wealth Management 253.00 $4.7k 0% Dec 2025
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Highline Wealth Partners 150.00 $2.8k 0% Dec 2025
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Jones Financial Companies, L.L 88.00 $1.7k 100% Sep 2025
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Signature 76.00 $1.4k 0% Dec 2025
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Comprehensive Financial Planning 46.00 $881.001200 0% Sep 2025
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Birchbrook 40.00 $746.000000 0% Dec 2025
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Tower Research Capital 15.00 $280.000500 200% Dec 2025
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Assetmark 9.00 $168.000300 0% Dec 2025
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Who sold out of First Tr Inter Duration Pfd & Income?

Fund or Company Name Date Sold Shares Held Valued At
Consolidated Portfolio Review Corp Sep 2025 106k $2.0M
Fiera Capital Corporation Sep 2025 91k $1.7M
Gateway Wealth Partners Sep 2025 40k $757k
Hrt Financial Sep 2025 24k $452k
Creative Planning Sep 2025 16k $298k
Northern Trust Sep 2025 13k $256k
Massmutual Trust Sep 2025 3.8k $73k
Advisory Services Network Sep 2025 2.8k $53k
Main Street Group Sep 2025 1.5k $28k
Mather Group Sep 2025 670.00 $13k
Nbc Securities Sep 2025 625.00 $12k
Ameritas Advisory Services Sep 2025 276.00 $5.3k
Concord Wealth Partners Sep 2025 211.00 $4.0k
CoreCap Advisors Sep 2025 185.00 $3.5k