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
Download as csv
Download as Excel
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 |
|
| Wells Fargo & Company | 1.2M | $22M | 6% | Mar 2026 |
|
| Sit Investment Associates | 1.2M | $21M | 0% | Mar 2026 |
|
| LPL Financial | 949k | $17M | 0% | Mar 2026 |
|
| Royal Bank of Canada | 739k | $13M | 100% | Mar 2026 |
|
| Invesco | 635k | $11M | -15% | Mar 2026 |
|
| Peak Planning Group | 398k | $7.0M | 100% | Mar 2026 |
|
| We Are One Seven | 391k | $6.9M | 0% | Mar 2026 |
|
| Cohen & Steers Capital Management | 361k | $6.4M | 0% | Mar 2026 |
|
| D.A. Davidson & Co. | 258k | $4.7M | 9% | Jun 2026 |
|
| Stifel Financial | 180k | $3.2M | 7% | Mar 2026 |
|
| UBS Group | 159k | $2.8M | 4% | Mar 2026 |
|
| Rareview Capital | 133k | $2.5M | 45% | Jun 2026 |
|
| Advisor Group Holdings | 112k | $2.0M | -22% | Mar 2026 |
|
| Hennion & Walsh Asset Management | 107k | $1.9M | 65% | Jun 2026 |
|
| Baird Financial | 100k | $1.8M | -1% | Mar 2026 |
|
| Bank of America Corporation | 96k | $1.7M | 100% | Mar 2026 |
|
| Raymond James Financial | 95k | $1.7M | 8% | Mar 2026 |
|
| Goss Wealth Management | 83k | $1.5M | 1% | Mar 2026 |
|
| Noble Wealth Management PBC | 82k | $1.5M | 10% | Jun 2026 |
|
| IHT Wealth Management | 74k | $1.3M | 0% | Mar 2026 |
|
| Cetera Investment Advisers | 72k | $1.3M | 7% | Mar 2026 |
|
| Principal Securities | 70k | $1.2M | 0% | Mar 2026 |
|
| Onyx Bridge Wealth Group | 69k | $1.3M | 1% | Jun 2026 |
|
| Oppenheimer & Co | 67k | $1.2M | -1% | Mar 2026 |
|
| Envestnet Asset Management | 57k | $1.0M | 11% | Mar 2026 |
|
| Centaurus Financial | 56k | $995k | -1% | Mar 2026 |
|
| Branch Banking & Trust Company | 50k | $902k | 321% | Jun 2026 |
|
| Guggenheim Capital, LLC Managers | 49k | $871k | -40% | Mar 2026 |
|
| Wedbush Morgan Securities | 48k | $873k | 13% | Jun 2026 |
|
| Prospera Financial Services | 47k | $819k | 3% | Mar 2026 |
|
| Janney Montgomery Scott | 45k | $788k | -10% | Mar 2026 |
|
| Magnus Financial Group | 44k | $796k | 2% | Jun 2026 |
|
| Alessandra Capital Management | 41k | $744k | -1% | Jun 2026 |
|
| Capital Investment Advisors | 40k | $699k | -1% | Mar 2026 |
|
| Pine Valley Investments Ltd Liability | 38k | $698k | -2% | Jun 2026 |
|
| Sowell Financial Services | 36k | $642k | 0% | Mar 2026 |
|
| Commonwealth Equity Services | 36k | $650k | -3% | Jun 2026 |
|
| Ethos Financial Group | 36k | $661k | 0% | Mar 2026 |
|
| Lido Advisors | 34k | $597k | 0% | Mar 2026 |
|
| PFG Investments | 34k | $610k | -18% | Jun 2026 |
|
| SeaCrest Wealth Management | 33k | $599k | 30% | Jun 2026 |
|
| Fifth Third Bancorp | 32k | $558k | 100% | Mar 2026 |
|
| Rockefeller Capital Management | 30k | $534k | 49% | Mar 2026 |
|
| Kestra Advisory Services | 30k | $550k | 12% | Jun 2026 |
|
| CWM | 29k | $514k | 26% | Mar 2026 |
|
| RDA Financial Network | 28k | $504k | -2% | Jun 2026 |
|
| Saxony Capital Management | 28k | $488k | 0% | Mar 2026 |
|
| Intellectus Partners | 26k | $462k | 1% | Mar 2026 |
|
| Shaker Financial Services | 26k | $476k | -61% | Jun 2026 |
|
| International Assets Investment Management | 25k | $445k | 7% | Mar 2026 |
|
| Delta Capital Management | 25k | $457k | 5% | Jun 2026 |
|
| Steward Partners Investment Advisory | 24k | $425k | 10% | Mar 2026 |
|
| Susquehanna International | 23k | $401k | 45% | Mar 2026 |
|
| Integrated Wealth Concepts | 21k | $363k | 16% | Mar 2026 |
|
| EJMK Ventures | 20k | $355k | 0% | Mar 2026 |
|
| Gridiron Partners | 19k | $338k | -27% | Mar 2026 |
|
| Mathes Company | 18k | $322k | 0% | Mar 2026 |
|
| RVW Wealth | 18k | $324k | 0% | Jun 2026 |
|
| Jane Street | 17k | $297k | -64% | Mar 2026 |
|
| Kovack Advisors | 17k | $298k | -9% | Jun 2026 |
|
| Silver Oak Securities | 15k | $267k | 12% | Mar 2026 |
|
| Morey & Quinn Wealth Partners | 15k | $261k | 0% | Mar 2026 |
|
| Integrity Alliance | 14k | $254k | 0% | Mar 2026 |
|
| Gateway Wealth Partners | 14k | $250k | 100% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 14k | $248k | 2% | Mar 2026 |
|
| California Capital Advisors | 14k | $241k | 9% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 13k | $238k | -7% | Jun 2026 |
|
| Rsm Us Wealth Management | 13k | $228k | 26% | Mar 2026 |
|
| Uhlmann Price Securities | 12k | $213k | 2% | Jun 2026 |
|
| Independent Advisor Alliance | 11k | $197k | 100% | Mar 2026 |
|
| Sterneck Capital Management | 11k | $198k | 0% | Jun 2026 |
|
| Icon Wealth Advisors | 11k | $194k | 0% | Mar 2026 |
|
| Spire Wealth Management | 8.5k | $149k | 13% | Mar 2026 |
|
| Hollencrest Securities | 7.9k | $139k | 0% | Mar 2026 |
|
| Gill Capital Partners | 5.9k | $104k | 100% | Mar 2026 |
|
| Dan Callahan | 5.8k | $106k | -2% | Jun 2026 |
|
| IFP Advisors | 5.2k | $91k | 0% | Mar 2026 |
|
| Geneos Wealth Management | 3.8k | $67k | 0% | Mar 2026 |
|
| Pinnacle Wealth Planning Services | 3.5k | $61k | 21% | Mar 2026 |
|
| Allied Private Wealth | 3.3k | $60k | 100% | Jun 2026 |
|
| Colonial Trust Co / SC | 3.2k | $55k | 0% | Mar 2026 |
|
| Wolverine Asset Management | 3.0k | $52k | 100% | Mar 2026 |
|
| Advisory Services Network | 2.8k | $49k | 100% | Mar 2026 |
|
| Ameriflex Group | 2.6k | $46k | 0% | Mar 2026 |
|
| Hanson McClain Advisors | 2.6k | $45k | 0% | Mar 2026 |
|
| Rothschild Investment | 2.4k | $42k | 500% | Mar 2026 |
|
| Caldwell Sutter Capital | 2.1k | $36k | 0% | Mar 2026 |
|
| Thomas J. Herzfeld Advisors | 1.8k | $31k | -2% | Mar 2026 |
|
| Farther Finance Advisors | 1.7k | $31k | 31% | Jun 2026 |
|
| WPG Advisers | 1.5k | $27k | 33% | Mar 2026 |
|
| Golden State Wealth Management | 1.5k | $26k | 0% | Mar 2026 |
|
| Larson Financial Group | 1.5k | $26k | 0% | Mar 2026 |
|
| Main Street Group | 1.5k | $26k | 0% | Jun 2026 |
|
| Anchor Investment Management | 1.4k | $24k | 0% | Mar 2026 |
|
| Bryn Mawr Trust | 1.2k | $21k | 0% | Jun 2026 |
|
| North Star Investment Management | 1.1k | $19k | 0% | Jun 2026 |
|
| Aspect Partners | 1.0k | $18k | 33% | Jun 2026 |
|
| Mosley Wealth Management | 784.00 | $14k | 5% | Jun 2026 |
|
| SOA Wealth Advisors | 753.00 | $13k | 2% | Mar 2026 |
|
| Nbc Securities | 625.00 | $11k | 0% | Mar 2026 |
|
| LifeSteps Financial | 600.00 | $11k | 100% | Jun 2026 |
|
| BlackRock | 561.00 | $9.9k | 100% | Mar 2026 |
|
| Ronald Blue Trust | 547.00 | $9.6k | 0% | Mar 2026 |
|
| SRS Capital Advisors | 500.00 | $8.8k | 0% | Mar 2026 |
|
| Huntington National Bank | 466.00 | $8.2k | -74% | Mar 2026 |
|
| Armstrong Advisory Group | 461.00 | $8.4k | 0% | Jun 2026 |
|
| Salomon & Ludwin | 450.00 | $8.0k | 0% | Mar 2026 |
|
| Citizens National Bank Trust Department | 365.00 | $6.4k | 0% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 303.00 | $5.3k | 0% | Mar 2026 |
|
| Highline Wealth Partners | 150.00 | $2.6k | 0% | Mar 2026 |
|
| Whittier Trust Co. of Nevada | 141.00 | $2.5k | 0% | Jun 2026 |
|
| Jones Financial Companies, L.L | 136.00 | $2.4k | 100% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 99.00 | $1.7k | 100% | Mar 2026 |
|
| Signature | 76.00 | $1.4k | 0% | Jun 2026 |
|
| Plante Moran Financial Advisors | 67.00 | $1.2k | 100% | Mar 2026 |
|
| Comprehensive Financial Planning | 46.00 | $810.000200 | 0% | Mar 2026 |
|
| Birchbrook | 40.00 | $727.000000 | 0% | Jun 2026 |
|
| Trust | 11.00 | $199.999800 | 100% | Jun 2026 |
|
| Assetmark | 9.00 | $163.999800 | 0% | Jun 2026 |
|
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 |
| XTX Topco | Dec 2025 | 12k | $218k |
| Golden State Equity Partners | Mar 2026 | 1.9k | $34k |
| Central Trust & Investment | Dec 2025 | 1.1k | $21k |
| Strategic Advocates | Dec 2025 | 959.00 | $18k |
| Luminist Capital | Dec 2025 | 386.00 | $7.2k |
| Tower Research Capital | Dec 2025 | 15.00 | $280.000500 |