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 | 9.7M | $172M | 6% | Mar 2026 |
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| Wells Fargo & Company | 1.2M | $22M | 6% | Mar 2026 |
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| Sit Investment Associates | 1.2M | $21M | 0% | Mar 2026 |
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| LPL Financial | 949k | $17M | 0% | Mar 2026 |
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| Royal Bank of Canada | 739k | $13M | -1% | Mar 2026 |
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| Invesco | 635k | $11M | -15% | Mar 2026 |
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| Peak Planning Group | 398k | $7.0M | 100% | Mar 2026 |
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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 | $4.2M | 0% | Mar 2026 |
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| Stifel Financial | 180k | $3.2M | 7% | Mar 2026 |
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| UBS Group | 159k | $2.8M | 4% | Mar 2026 |
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| Advisor Group Holdings | 143k | $2.7M | -4% | Dec 2025 |
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| Baird Financial | 100k | $1.9M | -3% | Dec 2025 |
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| Bank of America Corporation | 96k | $1.7M | 100% | Mar 2026 |
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| Rareview Capital | 92k | $1.7M | 21% | Mar 2026 |
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| Raymond James Financial | 88k | $1.6M | -9% | Dec 2025 |
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| Noble Wealth Management PBC | 75k | $1.3M | 6% | Mar 2026 |
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| Goss Wealth Management | 74k | $228k | -10% | Mar 2026 |
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| IHT Wealth Management | 74k | $1.4M | -11% | Dec 2025 |
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| Cetera Investment Advisers | 72k | $1.3M | 7% | Mar 2026 |
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| Principal Securities | 70k | $1.2M | 0% | Mar 2026 |
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| Shaker Financial Services | 68k | $1.2M | -35% | Mar 2026 |
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| Onyx Bridge Wealth Group | 68k | $1.2M | 7% | Mar 2026 |
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| Oppenheimer & Co | 67k | $1.2M | -1% | Mar 2026 |
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| Hennion & Walsh Asset Management | 65k | $1.1M | -3% | Mar 2026 |
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| Envestnet Asset Management | 57k | $1.0M | 11% | Mar 2026 |
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| Centaurus Financial | 56k | $995k | -1% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 49k | $871k | -40% | Mar 2026 |
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| Prospera Financial Services | 47k | $819k | 3% | Mar 2026 |
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| Janney Montgomery Scott | 45k | $788k | -10% | Mar 2026 |
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| Magnus Financial Group | 43k | $757k | -19% | Mar 2026 |
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| Wedbush Morgan Securities | 43k | $750k | 100% | Mar 2026 |
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| Alessandra Capital Management | 42k | $732k | 19% | Mar 2026 |
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| PFG Investments | 41k | $725k | 3% | Mar 2026 |
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| Capital Investment Advisors | 40k | $699k | -1% | Mar 2026 |
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| Pine Valley Investments Ltd Liability | 39k | $734k | -4% | Dec 2025 |
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| Commonwealth Equity Services | 37k | $653k | -5% | Mar 2026 |
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| Sowell Financial Services | 36k | $642k | 0% | Mar 2026 |
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| Ethos Financial Group | 36k | $661k | 0% | Mar 2026 |
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| Lido Advisors | 34k | $597k | 0% | Mar 2026 |
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| Brian McDonald | 33k | $615k | 1% | Dec 2025 |
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| Fifth Third Bancorp | 32k | $558k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 30k | $534k | 49% | Mar 2026 |
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| RDA Financial Network | 28k | $498k | 2% | Mar 2026 |
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| Saxony Capital Management | 28k | $488k | 0% | Mar 2026 |
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| Kestra Advisory Services | 27k | $474k | -18% | Mar 2026 |
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| Intellectus Partners | 26k | $462k | 1% | Mar 2026 |
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| SeaCrest Wealth Management | 25k | $447k | 31% | Mar 2026 |
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| International Assets Investment Management | 25k | $445k | 7% | Mar 2026 |
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| Steward Partners Investment Advisory | 24k | $425k | 10% | Mar 2026 |
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| Delta Capital Management | 24k | $424k | -5% | Mar 2026 |
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| CWM | 23k | $432k | -18% | Dec 2025 |
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| Integrated Wealth Concepts | 21k | $363k | 16% | Mar 2026 |
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| EJMK Ventures | 20k | $355k | 0% | Mar 2026 |
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| Gridiron Partners | 19k | $338k | -27% | Mar 2026 |
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| Mathes Company | 18k | $322k | 0% | Mar 2026 |
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| Kovack Advisors | 18k | $319k | -5% | Mar 2026 |
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| RVW Wealth | 18k | $315k | 0% | Mar 2026 |
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| Jane Street | 17k | $297k | -64% | Mar 2026 |
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| Susquehanna International | 16k | $292k | -14% | Dec 2025 |
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| Silver Oak Securities | 15k | $267k | 12% | Mar 2026 |
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| Morey & Quinn Wealth Partners | 15k | $261k | 0% | Mar 2026 |
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| Integrity Alliance | 14k | $254k | 0% | Mar 2026 |
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| Gateway Wealth Partners | 14k | $250k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 14k | $248k | -6% | Mar 2026 |
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| Global Retirement Partners | 14k | $262k | 101% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 14k | $257k | -30% | Dec 2025 |
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| California Capital Advisors | 14k | $241k | 9% | Mar 2026 |
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| Rsm Us Wealth Management | 13k | $228k | 26% | Mar 2026 |
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| Branch Banking & Trust Company | 12k | $208k | 17% | Mar 2026 |
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| XTX Topco | 12k | $218k | 100% | Dec 2025 |
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| Uhlmann Price Securities | 12k | $203k | 2% | Mar 2026 |
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| Independent Advisor Alliance | 11k | $197k | 100% | Mar 2026 |
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| Sterneck Capital Management | 11k | $192k | 0% | Mar 2026 |
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| Icon Wealth Advisors | 11k | $194k | 0% | Mar 2026 |
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| Spire Wealth Management | 8.5k | $149k | 13% | Mar 2026 |
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| Hollencrest Securities | 7.9k | $139k | 0% | Mar 2026 |
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| Dan Callahan | 5.9k | $105k | -24% | Mar 2026 |
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| Gill Capital Partners | 5.9k | $104k | 100% | Mar 2026 |
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| IFP Advisors | 5.2k | $91k | 0% | Mar 2026 |
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| Western Wealth Management | 5.0k | $89k | 100% | Mar 2026 |
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| Geneos Wealth Management | 3.8k | $67k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 3.5k | $61k | 21% | Mar 2026 |
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| Colonial Trust Co / SC | 3.2k | $55k | 0% | Mar 2026 |
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| Wolverine Asset Management | 3.0k | $52k | 100% | Mar 2026 |
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| Atlantic Trust | 2.6k | $49k | 100% | Dec 2025 |
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| Ameriflex Group | 2.6k | $49k | -50% | Dec 2025 |
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| Hanson McClain Advisors | 2.6k | $48k | 0% | Dec 2025 |
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| Rothschild Investment | 2.4k | $42k | 500% | Mar 2026 |
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| Caldwell Sutter Capital | 2.1k | $36k | 0% | Mar 2026 |
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| Golden State Equity Partners | 1.9k | $34k | 100% | Mar 2026 |
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| Huntington National Bank | 1.8k | $34k | 266% | Dec 2025 |
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| Thomas J. Herzfeld Advisors | 1.8k | $31k | -2% | Mar 2026 |
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| WPG Advisers | 1.5k | $27k | 33% | Mar 2026 |
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| Golden State Wealth Management | 1.5k | $26k | 0% | Mar 2026 |
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| Larson Financial Group | 1.5k | $28k | 0% | Dec 2025 |
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| Main Street Group | 1.5k | $26k | 100% | Mar 2026 |
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| Anchor Investment Management | 1.4k | $24k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.3k | $23k | 0% | Mar 2026 |
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| Bryn Mawr Trust | 1.2k | $21k | 0% | Mar 2026 |
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| North Star Investment Management | 1.1k | $19k | 0% | Mar 2026 |
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| SOA Wealth Advisors | 753.00 | $13k | 2% | Mar 2026 |
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| Aspect Partners | 750.00 | $13k | 0% | Mar 2026 |
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| Mosley Wealth Management | 750.00 | $14k | 100% | Mar 2026 |
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| Nbc Securities | 625.00 | $11k | 0% | Mar 2026 |
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| BlackRock | 561.00 | $9.9k | 100% | Mar 2026 |
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| Ronald Blue Trust | 547.00 | $9.6k | 0% | Mar 2026 |
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| SRS Capital Advisors | 500.00 | $8.8k | 0% | Mar 2026 |
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| Armstrong Advisory Group | 461.00 | $8.1k | 0% | Mar 2026 |
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| Salomon & Ludwin | 450.00 | $8.0k | 0% | Mar 2026 |
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| Citizens National Bank Trust Department | 365.00 | $6.4k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 303.00 | $5.3k | 0% | Mar 2026 |
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| SageView Advisory Group | 285.00 | $5.3k | 100% | Dec 2025 |
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| Highline Wealth Partners | 150.00 | $2.6k | 0% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 141.00 | $2.5k | 100% | Mar 2026 |
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| Ubs Global Asset Management Americas | 99.00 | $1.7k | 100% | Mar 2026 |
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| Signature | 76.00 | $1.3k | 0% | Mar 2026 |
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| Plante Moran Financial Advisors | 67.00 | $1.2k | 100% | Mar 2026 |
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| Comprehensive Financial Planning | 46.00 | $810.000200 | 0% | Mar 2026 |
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| Birchbrook | 40.00 | $706.000000 | 0% | Mar 2026 |
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| Tower Research Capital | 15.00 | $280.000500 | 200% | Dec 2025 |
|
| Assetmark | 9.00 | $159.000300 | 0% | Mar 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 |
|---|---|---|---|
| Ameriprise Financial | Dec 2025 | 40k | $764k |
| Landscape Capital Management | Dec 2025 | 27k | $509k |
| Wealth Enhancement Advisory Services | Dec 2025 | 19k | $354k |
| Northern Trust | Sep 2025 | 13k | $256k |
| Cooper Financial Group | Dec 2025 | 12k | $224k |
| Advisory Services Network | Sep 2025 | 2.8k | $53k |
| Central Trust & Investment | Dec 2025 | 1.1k | $21k |
| Strategic Advocates | Dec 2025 | 959.00 | $18k |
| Luminist Capital | Dec 2025 | 386.00 | $7.2k |
| Inlight Wealth Management | Dec 2025 | 253.00 | $4.7k |
| Jones Financial Companies, L.L | Sep 2025 | 88.00 | $1.7k |