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 | 7.2M | $133M | 4% | Jun 2024 |
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| Wells Fargo & Company | 953k | $19M | 7% | Sep 2024 |
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| Royal Bank of Canada | 704k | $14M | 4% | Sep 2024 |
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| LPL Financial | 660k | $13M | 3% | Sep 2024 |
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| Invesco | 660k | $13M | -10% | Sep 2024 |
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| Cohen & Steers Capital Management | 417k | $7.7M | 0% | Jun 2024 |
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| We Are One Seven | 317k | $6.2M | 9% | Sep 2024 |
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| Rothschild Investment | 199k | $3.9M | -3% | Sep 2024 |
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| Hennion & Walsh Asset Management | 197k | $3.9M | -6% | Sep 2024 |
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| International Assets Investment Management | 188k | $9.6M | 1280% | Sep 2024 |
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| D.A. Davidson & Co. | 148k | $2.7M | 7% | Jun 2024 |
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| Rareview Capital | 140k | $2.7M | -10% | Sep 2024 |
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| Bank of America Corporation | 139k | $2.7M | -19% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 130k | $2.4M | -25% | Jun 2024 |
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| Allspring Global Investments Holdings | 129k | $2.5M | -34% | Sep 2024 |
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| Magnus Financial Group | 129k | $2.5M | -15% | Sep 2024 |
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| Shaker Financial Services | 117k | $2.3M | 23% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 112k | $2.2M | 16% | Sep 2024 |
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| Advisor Group Holdings | 95k | $1.9M | -21% | Sep 2024 |
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| Fiera Capital Corporation | 91k | $1.8M | 8% | Sep 2024 |
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| Raymond James & Associates | 79k | $1.5M | 1% | Sep 2024 |
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| Envestnet Asset Management | 78k | $1.5M | -50% | Sep 2024 |
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| Centaurus Financial | 75k | $1.5M | -13% | Sep 2024 |
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| Oppenheimer & Co | 74k | $1.4M | 66% | Sep 2024 |
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| Stifel Financial | 72k | $1.3M | 4% | Jun 2024 |
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| Onyx Bridge Wealth Group | 65k | $1.3M | 5% | Sep 2024 |
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| Principal Securities | 64k | $1.3M | 4% | Sep 2024 |
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| Branch Banking & Trust Company | 51k | $937k | -18% | Jun 2024 |
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| Capital Investment Advisors | 48k | $930k | 0% | Sep 2024 |
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| Prospera Financial Services | 43k | $836k | 4% | Sep 2024 |
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| Commonwealth Equity Services | 42k | $822k | -16% | Sep 2024 |
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| Raymond James Financial Services Advisors | 38k | $742k | 14% | Sep 2024 |
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| Sowell Financial Services | 36k | $711k | 0% | Sep 2024 |
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| Pine Valley Investments Ltd Liability | 36k | $695k | 100% | Sep 2024 |
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| National Asset Management | 33k | $649k | -18% | Sep 2024 |
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| Jane Street | 33k | $644k | 100% | Sep 2024 |
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| Brian McDonald | 32k | $633k | 0% | Sep 2024 |
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| Saxony Capital Management | 32k | $627k | 100% | Sep 2024 |
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| PFG Investments | 32k | $584k | -83% | Jun 2024 |
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| RDA Financial Network | 32k | $616k | 1% | Sep 2024 |
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| Delta Capital Management | 31k | $596k | 0% | Sep 2024 |
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| Atria Wealth Solutions | 28k | $555k | -6% | Sep 2024 |
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| Rockefeller Capital Management | 28k | $510k | -11% | Jun 2024 |
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| Gridiron Partners | 27k | $488k | -4% | Jun 2024 |
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| Goss Wealth Management | 26k | $472k | 4% | Jun 2024 |
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| Lido Advisors | 24k | $438k | 0% | Jun 2024 |
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| Cetera Investment Advisers | 22k | $412k | -11% | Jun 2024 |
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| Steward Partners Investment Advisory | 22k | $404k | -8% | Jun 2024 |
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| CWM | 22k | $426k | 1% | Sep 2024 |
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| Janney Montgomery Scott | 21k | $407k | 2% | Sep 2024 |
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| Concurrent Investment Advisors | 21k | $404k | -16% | Sep 2024 |
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| Sanctuary Advisors | 20k | $382k | 53% | Sep 2024 |
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| Kestra Advisory Services | 20k | $385k | -15% | Sep 2024 |
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| Lakeview Capital Partners | 20k | $383k | -41% | Sep 2024 |
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| Mathes Company | 19k | $361k | -5% | Sep 2024 |
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| H D Vest Advisory Services | 18k | $323k | 100% | Jun 2024 |
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| Sterneck Capital Management | 17k | $337k | -92% | Sep 2024 |
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| Intellectus Partners | 17k | $335k | 14% | Sep 2024 |
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| Sage Capital Management | 16k | $303k | 0% | Sep 2024 |
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| Cooper Financial Group | 15k | $266k | -46% | Jun 2024 |
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| Cambridge Investment Research Advisors | 13k | $256k | -4% | Sep 2024 |
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| RVW Wealth | 13k | $248k | 0% | Sep 2024 |
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| Kingsview Wealth Management | 12k | $230k | 0% | Sep 2024 |
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| Icon Wealth Advisors | 12k | $228k | 0% | Sep 2024 |
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| Ameritas Advisory Services | 10k | $199k | 0% | Sep 2024 |
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| Dan Callahan | 9.4k | $184k | -4% | Sep 2024 |
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| Spire Wealth Management | 9.4k | $184k | 12% | Sep 2024 |
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| Global Retirement Partners | 6.4k | $126k | 24% | Sep 2024 |
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| IFP Advisors | 5.2k | $95k | 0% | Jun 2024 |
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| AllSquare Wealth Management | 3.5k | $64k | 0% | Jun 2024 |
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| Colonial Trust Co / SC | 3.2k | $62k | 100% | Sep 2024 |
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| Main Street Group | 2.9k | $56k | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 2.3k | $44k | -4% | Sep 2024 |
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| Larson Financial Group | 2.2k | $43k | 0% | Sep 2024 |
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| Caldwell Sutter Capital | 2.1k | $41k | 0% | Sep 2024 |
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| Bryn Mawr Trust | 1.8k | $35k | 100% | Sep 2024 |
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| Anchor Investment Management | 1.4k | $27k | 0% | Sep 2024 |
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| Geneos Wealth Management | 1.2k | $21k | 0% | Jun 2024 |
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| Us Bancorp | 1.0k | $20k | 0% | Sep 2024 |
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| Pnc Financial Services | 1.0k | $20k | 0% | Sep 2024 |
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| North Star Investment Management | 950.00 | $19k | 0% | Sep 2024 |
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| Hobbs Group Advisors | 900.00 | $18k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 706.00 | $14k | -36% | Sep 2024 |
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| SOA Wealth Advisors | 660.00 | $13k | 2% | Sep 2024 |
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| Ronald Blue Trust | 508.00 | $9.3k | 100% | Sep 2024 |
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| Lindbrook Capital | 500.00 | $9.8k | 0% | Sep 2024 |
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| Armstrong Advisory Group | 461.00 | $9.0k | 0% | Sep 2024 |
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| Salomon & Ludwin | 450.00 | $8.8k | 0% | Sep 2024 |
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| Aspect Partners | 400.00 | $7.8k | 14% | Sep 2024 |
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| Huntington National Bank | 400.00 | $7.8k | 0% | Sep 2024 |
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| Citizens National Bank Trust Department | 365.00 | $7.1k | 0% | Sep 2024 |
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| Thurston, Springer, Miller, Herd & Titak | 220.00 | $4.3k | 100% | Sep 2024 |
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| Ashton Thomas Securities | 200.00 | $3.9k | 100% | Sep 2024 |
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| CoreCap Advisors | 185.00 | $3.6k | 0% | Sep 2024 |
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| Farther Finance Advisors | 73.00 | $1.4k | 0% | Sep 2024 |
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| Assetmark | 9.00 | $176.000400 | 0% | Sep 2024 |
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| Tower Research Capital | 5.00 | $92.000000 | -100% | Jun 2024 |
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| Creative Financial Designs | 2.00 | $42.000000 | 0% | Sep 2024 |
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| Oliver Lagore Vanvalin Investment Group | 1.00 | $15.000000 | -99% | Sep 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 |
|---|---|---|---|
| Penserra Capital Management | Jun 2024 | 790k | $15M |
| Karpus Investment Management | Jun 2024 | 532k | $9.8M |
| Petra Financial Advisors | Jun 2024 | 98k | $1.8M |
| Park Avenue Securities | Jun 2024 | 98k | $1.8M |
| Integrated Capital Management | Jun 2024 | 18k | $332k |
| Nomura Holdings | Jun 2024 | 11k | $202k |
| Relative Value Partners | Mar 2024 | 10k | $174k |
| Register Financial Advisors | Jun 2024 | 6.7k | $123k |
| Harbor Investment Advisory | Jun 2024 | 2.8k | $51k |
| Wetzel Investment Advisors | Jun 2024 | 2.6k | $46k |
| Maryland Capital Advisors | Jun 2024 | 1.0k | $18k |
| VisionPoint Advisory Group | Jun 2024 | 1.00 | $18.000000 |