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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 124 M +USD 30.1 M +1,536,252 +30%
Wells Fargo
2
Wells Fargo
California
USD 18.8 M +USD 1.54 M +78,772 +9%
Invesco
3
Invesco
Georgia
USD 14.3 M -USD 26 k -1,328 -0.2%
LPL Financial
4
LPL Financial
California
USD 10.3 M -USD 20.8 k -1,065 -0.2%
Ameriprise
5
Ameriprise
Minnesota
USD 8.28 M -USD 60.5 k -3,090 -0.7%
Bramshill Investments
6
Bramshill Investments
Florida
USD 8.15 M -USD 352 k -17,986 -4%
UBS Group
7
UBS Group
Switzerland
USD 7.13 M +USD 1.98 M +101,196 +36%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 6.93 M +USD 54.3 k +2,773 +0.8%
Cohen & Steers
9
Cohen & Steers
New York
USD 6.65 M – – –
Bank of America
10
Bank of America
North Carolina
USD 6.22 M -USD 76.3 k -3,900 -1%
Penserra Capital Management
11
Penserra Capital Management
California
USD 4.18 M -USD 73.1 k -3,735 -2%
Hennion & Walsh Asset Management
12
Hennion & Walsh Asset Management
New Jersey
USD 3.91 M -USD 907 k -46,337 -18%
Sterneck Capital Management
13
Sterneck Capital Management
Missouri
USD 3.04 M +USD 85.9 k +4,388 +3%
Peak Planning Group
14
Peak Planning Group
Colorado
USD 2.92 M +USD 3.06 M +156,223 Nuevas
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
USD 2.56 M -USD 64.2 k -3,281 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 2.52 M -USD 132 k -6,769 -5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
USD 1.74 M -USD 44.9 k -2,293 -2%
Truist Financial
18
Truist Financial
North Carolina
USD 1.63 M +USD 9.1 k +465 +0.5%
Magnus Financial Group
19
Magnus Financial Group
New York
USD 1.59 M -USD 53.2 k -2,717 -3%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
USD 1.51 M +USD 286 k +14,593 +22%
IHT Wealth Management
21
IHT Wealth Management
Illinois
USD 1.47 M -USD 41 k -2,093 -3%
Stifel Financial
22
Stifel Financial
Missouri
USD 1.47 M -USD 10.2 k -519 -0.7%
Raymond James & Associates
23
Raymond James & Associates
Florida
USD 1.16 M +USD 21.4 k +1,093 +2%
FourThought Financial
24
FourThought Financial
Florida
USD 1.1 M +USD 128 k +6,543 +12%
Mathes Company
25
Mathes Company
New York
USD 1.08 M – – –
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