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 9.7M $172M 6% Mar 2026
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Sit Investment Associates 1.2M $22M 0% Jun 2026
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Wells Fargo & Company 1.2M $22M -1% Jun 2026
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LPL Financial 979k $18M 3% Jun 2026
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Royal Bank of Canada 754k $14M 2% Jun 2026
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Invesco 660k $12M 4% Jun 2026
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Peak Planning Group 401k $7.3M 1% Jun 2026
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We Are One Seven 377k $6.9M -4% Jun 2026
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Cohen & Steers Capital Management 361k $6.6M 0% Jun 2026
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D.A. Davidson & Co. 258k $4.7M 9% Jun 2026
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Stifel Financial 189k $3.4M 5% Jun 2026
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UBS Group 149k $2.7M -6% Jun 2026
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Rareview Capital 133k $2.5M 45% Jun 2026
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Hennion & Walsh Asset Management 107k $1.9M 65% Jun 2026
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Advisor Group Holdings 105k $1.9M -6% Jun 2026
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Baird Financial 102k $1.9M 3% Jun 2026
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Bank of America Corporation 95k $1.7M -1% Jun 2026
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Raymond James Financial 94k $1.7M -1% Jun 2026
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Goss Wealth Management 87k $1.6M 5% Jun 2026
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Noble Wealth Management PBC 82k $1.5M 10% Jun 2026
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Cetera Investment Advisers 78k $1.4M 8% Jun 2026
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IHT Wealth Management 77k $1.4M 4% Jun 2026
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Envestnet Asset Management 74k $1.3M 29% Jun 2026
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Onyx Bridge Wealth Group 69k $1.3M 1% Jun 2026
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Principal Securities 68k $1.2M -3% Jun 2026
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Oppenheimer & Co 61k $1.1M -10% Jun 2026
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Centaurus Financial 57k $1.0M 0% Jun 2026
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Prospera Financial Services 52k $935k 11% Jun 2026
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Branch Banking & Trust Company 50k $902k 321% Jun 2026
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Wedbush Morgan Securities 48k $873k 13% Jun 2026
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Janney Montgomery Scott 45k $821k 1% Jun 2026
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Magnus Financial Group 44k $796k 2% Jun 2026
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Alessandra Capital Management 41k $744k -1% Jun 2026
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Bramshill Investments 40k $727k 100% Jun 2026
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Capital Investment Advisors 40k $721k 0% Jun 2026
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Pine Valley Investments Ltd Liability 38k $698k -2% Jun 2026
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Ethos Financial Group 37k $680k 6% Jun 2026
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Commonwealth Equity Services 36k $650k -3% Jun 2026
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Sowell Financial Services 35k $634k -4% Jun 2026
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Lido Advisors 34k $615k 0% Jun 2026
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PFG Investments 34k $610k -18% Jun 2026
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SeaCrest Wealth Management 33k $599k 30% Jun 2026
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Fifth Third Bancorp 31k $564k -2% Jun 2026
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Kestra Advisory Services 30k $550k 12% Jun 2026
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CWM 29k $514k 26% Mar 2026
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International Assets Investment Management 28k $502k 10% Jun 2026
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RDA Financial Network 28k $504k -2% Jun 2026
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Saxony Capital Management 28k $503k 0% Jun 2026
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Rockefeller Capital Management 27k $488k -11% Jun 2026
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Guggenheim Capital, LLC Managers 27k $484k -46% Jun 2026
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Gridiron Partners 27k $479k 37% Jun 2026
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Shaker Financial Services 26k $476k -61% Jun 2026
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Intellectus Partners 26k $474k 0% Jun 2026
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Delta Capital Management 25k $457k 5% Jun 2026
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Steward Partners Investment Advisory 24k $444k 1% Jun 2026
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Integrated Wealth Concepts 21k $380k 2% Jun 2026
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EJMK Ventures 20k $368k 0% Jun 2026
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Wealth Enhancement Advisory Services 19k $345k 100% Jun 2026
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Mathes Company 18k $332k 0% Jun 2026
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RVW Wealth 18k $324k 0% Jun 2026
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Global Retirement Partners 17k $315k 23% Jun 2026
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Kovack Advisors 17k $298k -9% Jun 2026
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California Capital Advisors 17k $300k 21% Jun 2026
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Integrity Alliance 15k $270k 3% Jun 2026
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Susquehanna International 14k $258k -38% Jun 2026
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Silver Oak Securities 14k $257k -7% Jun 2026
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Morey & Quinn Wealth Partners 13k $240k -11% Jun 2026
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Cambridge Investment Research Advisors 13k $238k -7% Jun 2026
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Wiley Bros.-aintree Capital 13k $232k -9% Jun 2026
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Rsm Us Wealth Management 12k $225k -4% Jun 2026
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Uhlmann Price Securities 12k $213k 2% Jun 2026
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Maridea Wealth Management 11k $206k 100% Jun 2026
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Sterneck Capital Management 11k $198k 0% Jun 2026
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Icon Wealth Advisors 11k $192k 0% Jun 2026
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Clear Street Group 8.0k $146k 100% Jun 2026
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Hollencrest Securities 7.9k $144k 0% Jun 2026
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Spire Wealth Management 7.5k $136k -12% Jun 2026
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Mercer Global Advisors 5.9k $108k 100% Jun 2026
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Gill Capital Partners 5.9k $108k 0% Jun 2026
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Dan Callahan 5.8k $106k -2% Jun 2026
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Geneos Wealth Management 3.8k $69k 0% Jun 2026
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Pinnacle Wealth Planning Services 3.6k $66k 4% Jun 2026
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First Bancorp 3.5k $63k 100% Jun 2026
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Rothschild Investment 3.4k $62k 42% Jun 2026
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Allied Private Wealth 3.3k $60k 100% Jun 2026
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Colonial Trust Co / SC 3.2k $57k 0% Jun 2026
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Northwestern Mutual Wealth Management Company 2.6k $48k 765% Jun 2026
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Hanson McClain Advisors 2.6k $47k 0% Jun 2026
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Ameriflex Group 2.4k $44k -8% Jun 2026
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Caldwell Sutter Capital 2.1k $37k 0% Jun 2026
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Thomas J. Herzfeld Advisors 2.0k $36k 13% Jun 2026
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Farther Finance Advisors 1.7k $31k 31% Jun 2026
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WPG Advisers 1.6k $29k 4% Jun 2026
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Main Street Group 1.5k $26k 0% Jun 2026
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Huntington National Bank 1.4k $26k 208% Jun 2026
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Anchor Investment Management 1.4k $24k 0% Mar 2026
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Bryn Mawr Trust 1.2k $21k 0% Jun 2026
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North Star Investment Management 1.1k $19k 0% Jun 2026
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Aspect Partners 1.0k $18k 33% Jun 2026
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SRS Capital Advisors 1.0k $18k 100% Jun 2026
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Mosley Wealth Management 784.00 $14k 5% Jun 2026
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SOA Wealth Advisors 770.00 $14k 2% Jun 2026
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Jones Financial Companies, L.L 667.00 $12k 390% Jun 2026
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Nbc Securities 625.00 $11k 0% Jun 2026
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LifeSteps Financial 600.00 $11k 100% Jun 2026
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Brown Brothers Harriman & Co. 558.00 $10k 100% Jun 2026
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Ronald Blue Trust 547.00 $9.9k 0% Jun 2026
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Armstrong Advisory Group 461.00 $8.4k 0% Jun 2026
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Salomon & Ludwin 450.00 $8.1k 0% Jun 2026
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Luminist Capital 386.00 $7.0k 100% Jun 2026
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Citizens National Bank Trust Department 365.00 $6.6k 0% Jun 2026
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IFP Advisors 207.00 $3.8k -96% Jun 2026
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Highline Wealth Partners 150.00 $2.7k 0% Jun 2026
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Whittier Trust Co. of Nevada 141.00 $2.5k 0% Jun 2026
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Jpmorgan Chase & Co 88.00 $1.6k 100% Jun 2026
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Tower Research Capital 84.00 $1.5k 100% Jun 2026
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Signature 76.00 $1.4k 0% Jun 2026
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Plante Moran Financial Advisors 67.00 $1.2k 0% Jun 2026
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Comprehensive Financial Planning 46.00 $835.999400 0% Jun 2026
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Birchbrook 40.00 $727.000000 0% Jun 2026
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Trust 11.00 $199.999800 100% Jun 2026
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Assetmark 9.00 $163.999800 0% Jun 2026
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Who sold out of First Tr Inter Duration Pfd & Income?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Mar 2026 17k $297k
Gateway Wealth Partners Mar 2026 14k $250k
Independent Advisor Alliance Mar 2026 11k $197k
Wolverine Asset Management Mar 2026 3.0k $52k
Advisory Services Network Mar 2026 2.8k $49k
Golden State Equity Partners Mar 2026 1.9k $34k
Golden State Wealth Management Mar 2026 1.5k $26k
Larson Financial Group Mar 2026 1.5k $26k
BlackRock Mar 2026 561.00 $9.9k
SageView Advisory Group Dec 2025 285.00 $5.3k
Ubs Global Asset Management Americas Mar 2026 99.00 $1.7k