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
Morgan Stanley 8.3M $157M 100% Jun 2025
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Gridiron Partners 2.5M $509k 9428% Sep 2025
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Wells Fargo & Company 1.0M $19M 1% Sep 2025
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LPL Financial 834k $16M 8% Sep 2025
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Royal Bank of Canada 746k $14M 0% Sep 2025
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Invesco 628k $12M -19% Sep 2025
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Sit Investment Associates 575k $11M -3% Sep 2025
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We Are One Seven 412k $7.9M 1% Sep 2025
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Cohen & Steers Capital Management 361k $6.9M 0% Sep 2025
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D.A. Davidson & Co. 225k $4.3M 55% Sep 2025
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Stifel Financial 162k $3.1M 13% Sep 2025
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Ameriprise Financial 150k $3.3M -15% Sep 2025
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Advisor Group Holdings 149k $2.9M 5% Sep 2025
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UBS Group 142k $2.7M -2% Sep 2025
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Hennion & Walsh Asset Management 133k $2.6M -7% Sep 2025
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Guggenheim Capital, LLC Managers 118k $2.3M -25% Sep 2025
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Consolidated Portfolio Review Corp 106k $2.0M -5% Sep 2025
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Goss Wealth Management 104k $2.0M 10% Sep 2025
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Baird Financial 103k $2.0M -22% Sep 2025
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Raymond James Financial 96k $1.8M -1% Sep 2025
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Fiera Capital Corporation 91k $1.7M 3% Sep 2025
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Oppenheimer & Co 85k $1.6M 7% Sep 2025
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IHT Wealth Management 83k $1.6M 1% Sep 2025
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Shaker Financial Services 73k $1.4M -6% Sep 2025
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Principal Securities 70k $1.3M 0% Sep 2025
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Onyx Bridge Wealth Group 63k $1.2M -4% Sep 2025
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Cetera Investment Advisers 62k $1.2M 88% Sep 2025
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Centaurus Financial 58k $1.1M -2% Sep 2025
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Rareview Capital 55k $1.0M -44% Sep 2025
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Magnus Financial Group 49k $941k 52% Sep 2025
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Prospera Financial Services 48k $912k 15% Sep 2025
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Janney Montgomery Scott 48k $911k 274% Sep 2025
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Commonwealth Equity Services 46k $881k 3% Sep 2025
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Capital Investment Advisors 43k $817k 0% Sep 2025
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Envestnet Asset Management 41k $780k -30% Sep 2025
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Gateway Wealth Partners 40k $757k -16% Sep 2025
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Ethos Financial Group 38k $727k 16% Sep 2025
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Sowell Financial Services 36k $697k 0% Sep 2025
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PFG Investments 35k $676k 3% Sep 2025
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Lido Advisors 34k $648k 42% Sep 2025
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Brian McDonald 33k $624k -1% Sep 2025
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Kestra Advisory Services 31k $598k 2% Sep 2025
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CWM 28k $544k 1% Sep 2025
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RDA Financial Network 28k $539k -3% Sep 2025
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Saxony Capital Management 28k $535k 4% Sep 2025
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Delta Capital Management 27k $524k 0% Sep 2025
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Intellectus Partners 26k $489k -1% Sep 2025
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Hrt Financial 24k $452k 100% Sep 2025
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Steward Partners Investment Advisory 22k $417k -8% Sep 2025
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Integrated Wealth Concepts 21k $407k -6% Sep 2025
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Balyasny Asset Management 21k $402k 100% Sep 2025
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Wiley Bros.-aintree Capital 20k $377k 18% Sep 2025
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H D Vest Advisory Services 20k $367k 5% Jun 2025
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Rockefeller Capital Management 19k $360k -9% Sep 2025
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Susquehanna International 18k $349k 100% Sep 2025
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RVW Wealth 18k $342k 0% Sep 2025
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Mathes Company 18k $335k -5% Sep 2025
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International Assets Investment Management 17k $322k 0% Sep 2025
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SeaCrest Wealth Management 17k $317k 24% Sep 2025
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Wealth Enhancement Advisory Services 16k $307k 100% Sep 2025
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Creative Planning 16k $298k 100% Sep 2025
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Branch Banking & Trust Company 15k $296k -8% Sep 2025
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Integrity Alliance 15k $289k -3% Sep 2025
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Morey & Quinn Wealth Partners 15k $283k 0% Sep 2025
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Millennium Management 14k $266k 100% Sep 2025
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Cambridge Investment Research Advisors 14k $264k 3% Sep 2025
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Northern Trust 13k $256k 100% Sep 2025
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Silver Oak Securities 13k $255k 7% Sep 2025
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Cooper Financial Group 12k $228k -75% Sep 2025
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Uhlmann Price Securities 11k $211k 2% Sep 2025
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Sterneck Capital Management 11k $208k -28% Sep 2025
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Icon Wealth Advisors 11k $203k 0% Sep 2025
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Dan Callahan 8.6k $164k 0% Sep 2025
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Spire Wealth Management 7.6k $146k 0% Sep 2025
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Global Retirement Partners 7.0k $134k 2% Sep 2025
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Ameriflex Group 5.2k $100k 100% Sep 2025
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IFP Advisors 5.2k $99k 0% Sep 2025
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Massmutual Trust 3.8k $73k 0% Sep 2025
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Geneos Wealth Management 3.8k $73k -45% Sep 2025
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AllSquare Wealth Management 3.5k $66k 0% Jun 2025
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Colonial Trust Co / SC 3.2k $62k 0% Sep 2025
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Advisory Services Network 2.8k $53k 100% Sep 2025
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Hanson McClain Advisors 2.6k $49k 0% Sep 2025
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Caldwell Sutter Capital 2.1k $39k 28% Sep 2025
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Thomas J. Herzfeld Advisors 1.9k $36k 105% Sep 2025
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Larson Financial Group 1.5k $29k 0% Sep 2025
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Golden State Wealth Management 1.5k $29k 0% Sep 2025
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Main Street Group 1.5k $28k -50% Sep 2025
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Anchor Investment Management 1.4k $26k 0% Sep 2025
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Bryn Mawr Trust 1.2k $23k 0% Sep 2025
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North Star Investment Management 950.00 $18k 0% Sep 2025
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Strategic Advocates 943.00 $18k 100% Sep 2025
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WPG Advisers 911.00 $17k 100% Sep 2025
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SOA Wealth Advisors 721.00 $14k 2% Sep 2025
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Mather Group 670.00 $13k 100% Sep 2025
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Nbc Securities 625.00 $12k 100% Sep 2025
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Ronald Blue Trust 547.00 $11k 0% Sep 2025
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SRS Capital Advisors 500.00 $9.6k 100% Sep 2025
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Aspect Partners 500.00 $9.6k 0% Sep 2025
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Huntington National Bank 499.00 $9.6k 0% Sep 2025
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Armstrong Advisory Group 461.00 $8.8k 0% Sep 2025
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Salomon & Ludwin 450.00 $8.5k 0% Sep 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 $7.0k 0% Sep 2025
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Ameritas Advisory Services 276.00 $5.3k 0% Sep 2025
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Inlight Wealth Management 253.00 $4.8k 0% Sep 2025
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Concord Wealth Partners 211.00 $4.0k 164% Sep 2025
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Farther Finance Advisors 185.00 $3.5k 0% Sep 2025
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CoreCap Advisors 185.00 $3.5k 0% Sep 2025
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Financial Gravity Companies 164.00 $3.1k 100% Jun 2025
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Highline Wealth Partners 150.00 $2.9k 100% Sep 2025
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Jones Financial Companies, L.L 88.00 $1.7k 100% Sep 2025
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Signature 76.00 $1.5k 100% Sep 2025
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Comprehensive Financial Planning 46.00 $881.001200 0% Sep 2025
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Birchbrook 40.00 $766.000000 0% Sep 2025
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Assetmark 9.00 $171.999900 0% Sep 2025
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Tower Research Capital 5.00 $96.000000 0% Sep 2025
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Creative Financial Designs 2.00 $45.000000 0% Sep 2025
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Oliver Lagore Vanvalin Investment Group 1.00 $15.000000 100% Jun 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
Kovack Advisors Jun 2025 18k $346k
Pnc Financial Services Jun 2025 1.0k $19k
Harbour Investments Jun 2025 236.00 $4.4k
Thurston, Springer, Miller, Herd & Titak Jun 2025 220.00 $4.1k
Ubs Global Asset Management Americas Jun 2025 159.00 $3.0k
Northwestern Mutual Wealth Management Company Jun 2025 142.00 $2.7k