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First Trust Intermediate Duration Preferred & Income Fund
FPF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 86 M -USD 6.23 M -280,914 -7%
HCR Wealth Advisors
2
HCR Wealth Advisors
California
USD 25.9 M +USD 26.5 M +1,194,472 +7,006%
Invesco
3
Invesco
Georgia
USD 17.8 M +USD 3.16 M +142,416 +21%
Wells Fargo
4
Wells Fargo
California
USD 17.7 M +USD 53.1 k +2,392 +0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 8.52 M +USD 507 k +22,868 +6%
Bessemer Group
6
Bessemer Group
New Jersey
USD 7.98 M – – –
Comerica Securities
7
Comerica Securities
Michigan
USD 7.65 M +USD 242 k +10,917 +3%
Bank of America
8
Bank of America
North Carolina
USD 6.88 M -USD 2.14 M -96,699 -23%
Bramshill Investments
9
Bramshill Investments
Florida
USD 6.03 M +USD 6.19 M +279,135 Nuevas
Sterneck Capital Management
10
Sterneck Capital Management
Missouri
USD 5.19 M +USD 2.55 M +114,963 +92%
LPL Financial
11
LPL Financial
California
USD 4.7 M -USD 748 k -33,734 -13%
Capital Investment Advisors
12
Capital Investment Advisors
Georgia
USD 3.8 M +USD 679 k +30,630 +21%
Parametric Portfolio Associates
13
Parametric Portfolio Associates
Washington
USD 3.18 M +USD 3.26 M +147,081 Nuevas
Curi RMB Capital
14
Curi RMB Capital
Illinois
USD 2.84 M +USD 1.36 M +61,113 +87%
Doliver Advisors
15
Doliver Advisors
Texas
USD 2.8 M +USD 1.44 M +65,023 +100%
UBS Group
16
UBS Group
Switzerland
USD 2.63 M +USD 47.8 k +2,155 +2%
Ameriprise
17
Ameriprise
Minnesota
USD 2.43 M -USD 124 k -5,585 -5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
USD 2.4 M +USD 274 k +12,334 +12%
IFP Advisors
19
IFP Advisors
Florida
USD 2.17 M +USD 118 k +5,302 +6%
Vista Investment Management
20
Vista Investment Management
Pennsylvania
USD 1.88 M +USD 424 k +19,118 +28%
Rivernorth Capital Management
21
Rivernorth Capital Management
Florida
USD 1.7 M +USD 1.75 M +78,750 Nuevas
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
USD 1.64 M – – –
Icon Wealth Partners
23
Icon Wealth Partners
Texas
USD 1.42 M – – –
BB&T Securities
24
BB&T Securities
Virginia
USD 1.32 M +USD 588 k +26,510 +76%
Cetera Advisors
25
Cetera Advisors
Colorado
USD 1.22 M +USD 1.26 M +56,584 Nuevas
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