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 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