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 | 8.0M | $144M | 5% | Dec 2024 |
|
| Wells Fargo & Company | 1.0M | $18M | 6% | Dec 2024 |
|
| Invesco | 831k | $15M | 26% | Dec 2024 |
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| Royal Bank of Canada | 755k | $14M | 7% | Dec 2024 |
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| LPL Financial | 694k | $13M | 5% | Dec 2024 |
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| Cohen & Steers Capital Management | 417k | $7.5M | 0% | Dec 2024 |
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| We Are One Seven | 315k | $5.7M | -1% | Dec 2024 |
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| Ameriprise Financial | 234k | $4.2M | 4% | Dec 2024 |
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| Hennion & Walsh Asset Management | 171k | $3.1M | -2% | Mar 2025 |
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| Rothschild Investment | 167k | $3.1M | -14% | Mar 2025 |
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| Magnus Financial Group | 139k | $2.5M | 5% | Mar 2025 |
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| UBS Group | 138k | $2.5M | -6% | Dec 2024 |
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| D.A. Davidson & Co. | 137k | $2.5M | -1% | Dec 2024 |
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| Bank of America Corporation | 136k | $2.5M | -2% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 134k | $2.4M | 19% | Dec 2024 |
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| Consolidated Portfolio Review Corp | 115k | $2.1M | 3% | Dec 2024 |
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| Rareview Capital | 111k | $2.2M | -21% | Dec 2024 |
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| Allspring Global Investments Holdings | 109k | $2.0M | -16% | Dec 2024 |
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| Polar Securities | 109k | $2.0M | 100% | Dec 2024 |
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| Raymond James Financial | 97k | $1.7M | 100% | Dec 2024 |
|
| Shaker Financial Services | 93k | $1.7M | -20% | Dec 2024 |
|
| Fiera Capital Corporation | 90k | $1.6M | 0% | Dec 2024 |
|
| Sit Investment Associates | 89k | $1.6M | 0% | Dec 2024 |
|
| Advisor Group Holdings | 87k | $1.7M | -9% | Dec 2024 |
|
| IHT Wealth Management | 82k | $1.5M | -38% | Dec 2024 |
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| Envestnet Asset Management | 75k | $1.3M | -4% | Dec 2024 |
|
| Principal Securities | 69k | $1.2M | 8% | Dec 2024 |
|
| Baird Financial | 64k | $1.1M | -1% | Dec 2024 |
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| Oppenheimer & Co | 63k | $1.1M | -15% | Dec 2024 |
|
| Stifel Financial | 62k | $1.1M | 7% | Dec 2024 |
|
| Onyx Bridge Wealth Group | 61k | $1.1M | -6% | Dec 2024 |
|
| Centaurus Financial | 61k | $1.1M | -18% | Dec 2024 |
|
| Commonwealth Equity Services | 46k | $825k | 9% | Dec 2024 |
|
| Pine Valley Investments Ltd Liability | 43k | $774k | 20% | Dec 2024 |
|
| Capital Investment Advisors | 43k | $784k | -3% | Mar 2025 |
|
| Prospera Financial Services | 40k | $725k | -6% | Dec 2024 |
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| PFG Investments | 38k | $682k | 10% | Dec 2024 |
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| Sowell Financial Services | 36k | $655k | 0% | Dec 2024 |
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| Brian McDonald | 36k | $648k | 11% | Dec 2024 |
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| Cetera Investment Advisers | 35k | $636k | 61% | Dec 2024 |
|
| Walleye Trading Advisors | 35k | $634k | 100% | Dec 2024 |
|
| Kestra Advisory Services | 33k | $589k | 66% | Dec 2024 |
|
| Goss Wealth Management | 33k | $585k | 13% | Dec 2024 |
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| RDA Financial Network | 30k | $555k | 0% | Mar 2025 |
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| Branch Banking & Trust Company | 29k | $529k | -36% | Dec 2024 |
|
| Saxony Capital Management | 29k | $515k | -11% | Dec 2024 |
|
| CWM | 28k | $507k | 29% | Dec 2024 |
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| Delta Capital Management | 27k | $503k | -8% | Mar 2025 |
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| Gridiron Partners | 27k | $488k | 0% | Mar 2025 |
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| Readystate Asset Management | 26k | $475k | 100% | Dec 2024 |
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| Intellectus Partners | 25k | $466k | 47% | Mar 2025 |
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| Lido Advisors | 25k | $445k | 3% | Dec 2024 |
|
| Steward Partners Investment Advisory | 23k | $422k | -3% | Dec 2024 |
|
| Millennium Management | 23k | $419k | -66% | Dec 2024 |
|
| Rockefeller Capital Management | 22k | $388k | -12% | Dec 2024 |
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| Mathes Company | 19k | $333k | 0% | Dec 2024 |
|
| H D Vest Advisory Services | 18k | $330k | 5% | Dec 2024 |
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| RVW Wealth | 18k | $321k | 41% | Dec 2024 |
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| Landscape Capital Management | 16k | $294k | 100% | Dec 2024 |
|
| Sterneck Capital Management | 16k | $300k | 0% | Mar 2025 |
|
| Cambridge Investment Research Advisors | 15k | $267k | 13% | Dec 2024 |
|
| Independent Advisor Alliance | 15k | $266k | 100% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 15k | $265k | 3% | Dec 2024 |
|
| Sanctuary Advisors | 14k | $258k | -32% | Dec 2024 |
|
| Icon Wealth Advisors | 12k | $210k | 0% | Dec 2024 |
|
| Susquehanna International | 12k | $207k | 100% | Dec 2024 |
|
| Ballentine Partners | 11k | $199k | 100% | Dec 2024 |
|
| Harmony Asset Management | 11k | $197k | -3% | Dec 2024 |
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| Janney Montgomery Scott | 11k | $196k | -48% | Dec 2024 |
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| Cooper Financial Group | 11k | $189k | 100% | Dec 2024 |
|
| Sage Capital Management | 11k | $189k | -32% | Dec 2024 |
|
| Atria Wealth Solutions | 11k | $189k | -63% | Dec 2024 |
|
| Lakeview Capital Partners | 10k | $181k | -49% | Dec 2024 |
|
| Wedbush Morgan Securities | 10k | $180k | 100% | Dec 2024 |
|
| Dan Callahan | 8.7k | $159k | -9% | Mar 2025 |
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| Spire Wealth Management | 8.4k | $151k | -11% | Dec 2024 |
|
| Ameriflex Group | 8.4k | $157k | 100% | Dec 2024 |
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| Global Retirement Partners | 6.6k | $118k | 2% | Dec 2024 |
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| IFP Advisors | 5.2k | $93k | 0% | Dec 2024 |
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| AllSquare Wealth Management | 3.5k | $63k | 0% | Dec 2024 |
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| Colonial Trust Co / SC | 3.2k | $57k | 0% | Dec 2024 |
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| Elequin Capital | 2.7k | $49k | 100% | Dec 2024 |
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| Larson Financial Group | 1.8k | $32k | -17% | Dec 2024 |
|
| Noble Wealth Management PBC | 1.8k | $32k | 84% | Mar 2025 |
|
| Geneos Wealth Management | 1.7k | $31k | 7% | Dec 2024 |
|
| Householder Group Estate & Retirement Specialist | 1.6k | $29k | -28% | Dec 2024 |
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| Caldwell Sutter Capital | 1.6k | $29k | -24% | Mar 2025 |
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| Golden State Wealth Management | 1.5k | $27k | 100% | Dec 2024 |
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| Main Street Group | 1.5k | $26k | -50% | Dec 2024 |
|
| Anchor Investment Management | 1.4k | $25k | 0% | Dec 2024 |
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| Bryn Mawr Trust | 1.2k | $21k | -34% | Dec 2024 |
|
| Thomas J. Herzfeld Advisors | 1.1k | $19k | 100% | Dec 2024 |
|
| Us Bancorp | 1.0k | $18k | 0% | Dec 2024 |
|
| Pnc Financial Services | 1.0k | $18k | 0% | Dec 2024 |
|
| North Star Investment Management | 950.00 | $17k | 0% | Dec 2024 |
|
| SOA Wealth Advisors | 690.00 | $13k | 2% | Mar 2025 |
|
| Ronald Blue Trust | 531.00 | $9.6k | 5% | Dec 2024 |
|
| CX Institutional | 500.00 | $9.0k | 100% | Mar 2025 |
|
| Aspect Partners | 500.00 | $9.0k | 25% | Dec 2024 |
|
| Armstrong Advisory Group | 461.00 | $8.3k | 0% | Mar 2025 |
|
| Salomon & Ludwin | 450.00 | $8.1k | 0% | Dec 2024 |
|
| Huntington National Bank | 400.00 | $7.2k | 0% | Dec 2024 |
|
| Luminist Capital | 397.00 | $7.1k | 100% | Dec 2024 |
|
| Citizens National Bank Trust Department | 365.00 | $6.6k | 0% | Dec 2024 |
|
| Thurston, Springer, Miller, Herd & Titak | 220.00 | $4.0k | 0% | Mar 2025 |
|
| Wolverine Asset Management | 215.00 | $3.9k | 100% | Dec 2024 |
|
| Farther Finance Advisors | 185.00 | $3.4k | 153% | Mar 2025 |
|
| CoreCap Advisors | 185.00 | $3.3k | 0% | Dec 2024 |
|
| Comprehensive Financial Planning | 46.00 | $828.000000 | 100% | Dec 2024 |
|
| Assetmark | 9.00 | $162.000000 | 0% | Dec 2024 |
|
| Tower Research Capital | 5.00 | $90.000000 | -100% | Dec 2024 |
|
| Creative Financial Designs | 2.00 | $40.000000 | 0% | Dec 2024 |
|
Who sold out of First Tr Inter Duration Pfd & Income?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| International Assets Investment Management | Sep 2024 | 188k | $9.6M |
| National Asset Management | Sep 2024 | 33k | $649k |
| Jane Street | Sep 2024 | 33k | $644k |
| Concurrent Investment Advisors | Sep 2024 | 21k | $404k |
| Kingsview Wealth Management | Sep 2024 | 12k | $230k |
| Ameritas Advisory Services | Sep 2024 | 10k | $199k |
| Hobbs Group Advisors | Sep 2024 | 900.00 | $18k |
| Northwestern Mutual Wealth Management Company | Sep 2024 | 706.00 | $14k |
| Lindbrook Capital | Sep 2024 | 500.00 | $9.8k |
| Ashton Thomas Securities | Sep 2024 | 200.00 | $3.9k |