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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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 |
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Morgan Stanley | 7.0M | $105M | 2% | Sep 2023 |
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Wells Fargo & Company | 746k | $12M | -5% | Dec 2023 |
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Invesco | 727k | $11M | -5% | Sep 2023 |
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Karpus Investment Management | 678k | $10M | 0% | Sep 2023 |
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Penserra Capital Management | 662k | $11M | 7% | Dec 2023 |
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LPL Financial | 624k | $9.3M | -6% | Sep 2023 |
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Bank of America Corporation | 510k | $8.3M | -1% | Dec 2023 |
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Royal Bank of Canada | 493k | $8.0M | 26% | Dec 2023 |
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Cohen & Steers Capital Management | 417k | $6.2M | -2% | Sep 2023 |
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We Are One Seven | 380k | $6.2M | 2012% | Dec 2023 |
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Ameriprise Financial | 352k | $5.3M | 20% | Sep 2023 |
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Sterneck Capital Management | 208k | $3.4M | 5% | Dec 2023 |
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Allspring Global Investments Holdings | 196k | $3.2M | 0% | Dec 2023 |
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Hennion & Walsh Asset Management | 178k | $2.9M | 28% | Dec 2023 |
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Consolidated Portfolio Review Corp | 169k | $2.8M | 10% | Dec 2023 |
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Landscape Capital Management | 153k | $2.5M | 426% | Dec 2023 |
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Shaker Financial Services | 142k | $2.3M | 14% | Dec 2023 |
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Rockefeller Capital Management | 133k | $2.2M | 4% | Dec 2023 |
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UBS Group | 131k | $2.1M | 2% | Dec 2023 |
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D.A. Davidson & Co. | 128k | $2.1M | 19% | Dec 2023 |
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Advisor Group Holdings | 115k | $1.9M | -47% | Dec 2023 |
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Envestnet Asset Management | 107k | $1.6M | -1% | Sep 2023 |
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Citadel Advisors | 104k | $1.7M | 100% | Dec 2023 |
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Petra Financial Advisors | 102k | $1.7M | -2% | Dec 2023 |
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Centaurus Financial | 102k | $1.7M | -1% | Dec 2023 |
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Park Avenue Securities | 98k | $1.6M | 6% | Dec 2023 |
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Baird Financial | 85k | $1.4M | -19% | Dec 2023 |
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Raymond James & Associates | 84k | $1.4M | 15% | Dec 2023 |
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Fiera Capital Corporation | 84k | $1.4M | 0% | Dec 2023 |
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IHT Wealth Management | 82k | $1.2M | 92% | Sep 2023 |
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Stifel Financial | 68k | $1.1M | 30% | Dec 2023 |
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Rivernorth Capital Management | 62k | $1.0M | 100% | Dec 2023 |
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Branch Banking & Trust Company | 62k | $1.0M | -17% | Dec 2023 |
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Onyx Bridge Wealth Group | 58k | $942k | -6% | Dec 2023 |
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Clough Capital Partners | 57k | $928k | 100% | Dec 2023 |
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Principal Securities | 46k | $757k | 100% | Dec 2023 |
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Gridiron Partners | 46k | $748k | 100% | Dec 2023 |
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Icon Wealth Partners | 42k | $629k | 0% | Sep 2023 |
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Commonwealth Equity Services | 41k | $673k | 17% | Dec 2023 |
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Prospera Financial Services | 40k | $648k | 16% | Dec 2023 |
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Capital Investment Advisors | 39k | $630k | 2% | Dec 2023 |
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Sowell Financial Services | 37k | $608k | -19% | Dec 2023 |
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Guggenheim Capital, LLC Managers | 36k | $595k | 20% | Dec 2023 |
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Atria Wealth Solutions | 36k | $595k | 3% | Dec 2023 |
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Brian McDonald | 36k | $531k | 100% | Sep 2023 |
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Eschler Asset Management | 35k | $522k | 100% | Sep 2023 |
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Lakeview Capital Partners | 34k | $556k | -1% | Dec 2023 |
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Raymond James Financial Services Advisors | 33k | $545k | -11% | Dec 2023 |
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Logan Stone Capital | 33k | $533k | -12% | Dec 2023 |
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RDA Financial Network | 32k | $521k | 1% | Dec 2023 |
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CWM | 32k | $514k | 294% | Dec 2023 |
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Delta Capital Management | 31k | $499k | -2% | Dec 2023 |
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Mathes Company | 29k | $473k | 8% | Dec 2023 |
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Oppenheimer & Co | 28k | $418k | 100% | Sep 2023 |
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Cooper Financial Group | 27k | $435k | -4% | Dec 2023 |
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Quarry | 26k | $426k | 100% | Dec 2023 |
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Boothbay Fund Management | 25k | $373k | 100% | Sep 2023 |
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Janney Montgomery Scott | 24k | $398k | 17% | Dec 2023 |
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Susquehanna International | 24k | $359k | -5% | Sep 2023 |
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Steward Partners Investment Advisory | 24k | $388k | 159% | Dec 2023 |
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LexAurum Advisors | 23k | $367k | -13% | Dec 2023 |
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Prevail Innovative Wealth Advisors | 22k | $326k | 100% | Sep 2023 |
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Financial Network Investment Corporation | 19k | $288k | -4% | Sep 2023 |
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National Asset Management | 18k | $292k | -12% | Dec 2023 |
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Jpmorgan Chase & Co | 17k | $270k | 8528% | Dec 2023 |
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Kestra Advisory Services | 16k | $256k | -30% | Dec 2023 |
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Lido Advisors | 15k | $242k | 100% | Dec 2023 |
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Claybrook Capital | 15k | $219k | 0% | Sep 2023 |
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Intellectus Partners | 15k | $242k | 1% | Dec 2023 |
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International Assets Investment Management | 14k | $222k | 0% | Dec 2023 |
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Cambridge Investment Research Advisors | 13k | $213k | -10% | Dec 2023 |
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Mariner Wealth Advisors | 13k | $208k | -1% | Dec 2023 |
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Integrated Capital Management | 13k | $208k | -1% | Dec 2023 |
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RVW Wealth | 13k | $207k | 0% | Dec 2023 |
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Dan Callahan | 13k | $205k | 0% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 12k | $177k | 49% | Sep 2023 |
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Kingsview Wealth Management | 12k | $192k | -10% | Dec 2023 |
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Icon Wealth Advisors | 12k | $191k | 100% | Dec 2023 |
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Envestnet Portfolio Solutions | 11k | $180k | 100% | Dec 2023 |
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Nomura Holdings | 11k | $172k | 100% | Dec 2023 |
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Goss Wealth Management | 9.5k | $142k | -63% | Sep 2023 |
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Spire Wealth Management | 8.7k | $147k | -18% | Dec 2023 |
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Citigroup | 6.3k | $103k | -10% | Dec 2023 |
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IFP Advisors | 5.2k | $85k | -26% | Dec 2023 |
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Global Retirement Partners | 5.0k | $85k | 3% | Dec 2023 |
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Advisory Services Network | 3.6k | $59k | 100% | Dec 2023 |
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AllSquare Wealth Management | 3.5k | $57k | 0% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 3.0k | $49k | -25% | Dec 2023 |
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Harbor Investment Advisory | 2.8k | $45k | 0% | Dec 2023 |
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Caldwell Sutter Capital | 2.1k | $34k | 0% | Dec 2023 |
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Bramshill Investments | 2.1k | $31k | -17% | Sep 2023 |
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Glass Jacobson Investment Advisors | 1.6k | $26k | -41% | Dec 2023 |
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Hobbs Group Advisors | 1.5k | $25k | 100% | Dec 2023 |
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Us Bancorp | 1.4k | $23k | 0% | Dec 2023 |
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Anchor Investment Management | 1.4k | $22k | 0% | Dec 2023 |
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Pnc Financial Services | 1.0k | $16k | -86% | Dec 2023 |
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North Star Investment Management | 950.00 | $16k | 27% | Dec 2023 |
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Larson Financial Group | 675.00 | $11k | 0% | Dec 2023 |
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SOA Wealth Advisors | 616.00 | $10k | 2% | Dec 2023 |
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City Holding | 595.00 | $9.7k | 0% | Dec 2023 |
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Baystate Wealth Management | 507.00 | $8.3k | 100% | Dec 2023 |
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Lindbrook Capital | 500.00 | $8.2k | 0% | Dec 2023 |
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Armstrong Advisory Group | 461.00 | $7.5k | 0% | Dec 2023 |
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Salomon & Ludwin | 450.00 | $6.7k | 0% | Dec 2023 |
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Huntington National Bank | 400.00 | $6.5k | 0% | Dec 2023 |
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Citizens National Bank Trust Department | 365.00 | $6.0k | 0% | Dec 2023 |
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Tower Research Capital | 348.00 | $5.2k | 100% | Sep 2023 |
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Creative Financial Designs | 250.00 | $4.1k | 100% | Dec 2023 |
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Ronald Blue Trust | 125.00 | $2.0k | 100% | Dec 2023 |
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Aspect Partners | 125.00 | $2.0k | 100% | Dec 2023 |
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Absolute Investment Management | 50.00 | $816.000000 | 100% | Dec 2023 |
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Who sold out of First Tr Inter Duration Pfd & Income?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Saba Capital Management | Sep 2023 | 242k | $3.6M |
HighTower Advisors | Sep 2023 | 64k | $948k |
Wolverine Asset Management | Sep 2023 | 33k | $496k |
Ameritas Advisory Services | Sep 2023 | 20k | $284k |
Kestra Private Wealth Services | Sep 2023 | 11k | $168k |
Cary Street Partner Investment Advisory | Sep 2023 | 1.7k | $25k |
Bessemer | Sep 2023 | 1.3k | $20k |
First Command Advisory Services | Sep 2023 | 720.00 | $11k |
Benjamin F. Edwards & Company | Sep 2023 | 700.00 | $10k |
Global Trust Asset Management | Sep 2023 | 226.00 | $3.4k |