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 |
|---|---|---|---|---|---|
| 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 | 364k | $5.8M | -4% | Sep 2026 |
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| Cohen & Steers Capital Management | 361k | $6.6M | 0% | Jun 2026 |
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| D.A. Davidson & Co. | 280k | $4.5M | 9% | Sep 2026 |
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| Stifel Financial | 189k | $3.4M | 5% | Jun 2026 |
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| Hennion & Walsh Asset Management | 178k | $2.9M | 67% | Sep 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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| 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 | 86k | $1.4M | 4% | Sep 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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| Principal Securities | 68k | $1.2M | -3% | Jun 2026 |
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| Onyx Bridge Wealth Group | 65k | $1.0M | -6% | Sep 2026 |
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| Oppenheimer & Co | 61k | $979k | 1% | Sep 2026 |
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| Centaurus Financial | 57k | $1.0M | 0% | Jun 2026 |
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| Wedbush Morgan Securities | 56k | $892k | 16% | Sep 2026 |
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| Prospera Financial Services | 52k | $935k | 11% | Jun 2026 |
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| Janney Montgomery Scott | 45k | $821k | 1% | Jun 2026 |
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| Shaker Financial Services | 45k | $713k | 70% | Sep 2026 |
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| Magnus Financial Group | 43k | $693k | -1% | Sep 2026 |
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| Bramshill Investments | 40k | $727k | 100% | Jun 2026 |
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| Capital Investment Advisors | 40k | $635k | 0% | Sep 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 | $558k | 0% | Sep 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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| Fifth Third Bancorp | 31k | $564k | -2% | Jun 2026 |
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| Kestra Advisory Services | 30k | $550k | 12% | Jun 2026 |
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| Saxony Capital Management | 30k | $477k | 8% | Sep 2026 |
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| RDA Financial Network | 28k | $446k | 1% | Sep 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 | $425k | 0% | Sep 2026 |
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| SeaCrest Wealth Management | 27k | $424k | -20% | Sep 2026 |
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| Intellectus Partners | 26k | $474k | 0% | Jun 2026 |
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| Delta Capital Management | 25k | $402k | 0% | Sep 2026 |
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| Steward Partners Investment Advisory | 24k | $444k | 1% | Jun 2026 |
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| EJMK Ventures | 22k | $359k | 11% | Sep 2026 |
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| Integrated Wealth Concepts | 21k | $380k | 2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 19k | $306k | 2% | Sep 2026 |
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| Alessandra Capital Management | 19k | $302k | -54% | Sep 2026 |
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| Mathes Company | 18k | $332k | 0% | Jun 2026 |
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| RVW Wealth | 18k | $286k | 0% | Sep 2026 |
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| Global Retirement Partners | 17k | $315k | 100% | Jun 2026 |
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| California Capital Advisors | 17k | $270k | 2% | Sep 2026 |
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| Kovack Advisors | 17k | $298k | -9% | Jun 2026 |
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| International Assets Investment Management | 15k | $507k | -46% | Sep 2026 |
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| Branch Banking & Trust Company | 14k | $231k | -71% | Sep 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 | $211k | 0% | Sep 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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| Uhlmann Price Securities | 12k | $213k | 2% | Jun 2026 |
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| Maridea Wealth Management | 11k | $206k | 100% | Jun 2026 |
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| Rsm Us Wealth Management | 11k | $179k | -10% | Sep 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 | $119k | 0% | Sep 2026 |
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| Dan Callahan | 3.8k | $61k | -34% | Sep 2026 |
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| Geneos Wealth Management | 3.8k | $69k | 0% | Jun 2026 |
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| First Bancorp | 3.4k | $55k | -2% | Sep 2026 |
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| Rothschild Investment | 3.4k | $62k | 42% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 3.4k | $54k | -7% | Sep 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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| WPG Advisers | 1.7k | $27k | 6% | Sep 2026 |
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| Farther Finance Advisors | 1.6k | $26k | -4% | Sep 2026 |
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| Main Street Group | 1.5k | $23k | 0% | Sep 2026 |
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| Huntington National Bank | 1.4k | $26k | 208% | Jun 2026 |
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| Anchor Investment Management | 1.4k | $25k | 0% | Jun 2026 |
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| Bryn Mawr Trust | 1.2k | $19k | 0% | Sep 2026 |
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| North Star Investment Management | 1.1k | $17k | 0% | Sep 2026 |
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| Aspect Partners | 1.0k | $16k | 0% | Sep 2026 |
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| SRS Capital Advisors | 1.0k | $18k | 100% | Jun 2026 |
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| Mosley Wealth Management | 810.00 | $13k | 3% | Sep 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 | $10k | 0% | Sep 2026 |
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| Brown Brothers Harriman & Co. | 558.00 | $10k | 100% | Jun 2026 |
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| Private Trust Co Na | 550.00 | $8.8k | 100% | Sep 2026 |
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| Ronald Blue Trust | 547.00 | $8.8k | 0% | Sep 2026 |
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| Armstrong Advisory Group | 461.00 | $7.4k | 0% | Sep 2026 |
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| Salomon & Ludwin | 450.00 | $7.2k | 0% | Sep 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 | $3.3k | 0% | Sep 2026 |
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| Security National Bank Of Sioux City Iowa | 201.00 | $3.7k | 100% | Jun 2026 |
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| Highline Wealth Partners | 150.00 | $2.4k | 0% | Sep 2026 |
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| Whittier Trust Co. of Nevada | 141.00 | $2.5k | 0% | Jun 2026 |
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| BFC Planning | 121.00 | $2.2k | 0% | Jun 2026 |
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| Berthel, Fisher & Company Financial Services | 121.00 | $2.2k | 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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| Plante Moran Financial Advisors | 67.00 | $1.2k | 0% | Jun 2026 |
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| Comprehensive Financial Planning | 46.00 | $736.000000 | 0% | Sep 2026 |
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| Birchbrook | 40.00 | $641.000000 | 0% | Sep 2026 |
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| Trust | 11.00 | $176.000000 | 0% | Sep 2026 |
|
| Assetmark | 9.00 | $144.000000 | 0% | Sep 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 |
| Integrity Alliance | Jun 2026 | 15k | $270k |
| Gateway Wealth Partners | Mar 2026 | 14k | $250k |
| Independent Advisor Alliance | Mar 2026 | 11k | $197k |
| Gill Capital Partners | Jun 2026 | 5.9k | $108k |
| 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 |
| LifeSteps Financial | Jun 2026 | 600.00 | $11k |
| BlackRock | Mar 2026 | 561.00 | $9.9k |
| Ubs Global Asset Management Americas | Mar 2026 | 99.00 | $1.7k |
| Signature | Jun 2026 | 76.00 | $1.4k |