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icono de FPF

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 107 M +USD 5.1 M +333,261 +5%
Wells Fargo
2
Wells Fargo
California
USD 12.6 M -USD 402 k -26,262 -3%
Invesco
3
Invesco
Georgia
USD 11.8 M -USD 210 k -13,707 -2%
Karpus Investment Management
4
Karpus Investment Management
New York
USD 10.6 M -USD 77 k -5,025 -0.7%
LPL Financial
5
LPL Financial
California
USD 10.3 M +USD 514 k +33,525 +5%
Bank of America
6
Bank of America
North Carolina
USD 7.81 M -USD 11 k -715 -0.1%
Penserra Capital Management
7
Penserra Capital Management
California
USD 7.69 M +USD 477 k +31,121 +7%
Cohen & Steers
8
Cohen & Steers
New York
USD 6.62 M – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 6.03 M +USD 377 k +24,609 +7%
Ameriprise
10
Ameriprise
Minnesota
USD 4.54 M -USD 3.63 M -236,990 -45%
Sterneck Capital Management
11
Sterneck Capital Management
Missouri
USD 3.25 M +USD 72.1 k +4,710 +2%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
USD 3.12 M – – –
Peak Planning Group
13
Peak Planning Group
Colorado
USD 2.84 M +USD 141 k +9,226 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 2.76 M +USD 522 k +34,107 +24%
UBS Group
15
UBS Group
Switzerland
USD 2.05 M +USD 202 k +13,218 +11%
Hennion & Walsh Asset Management
16
Hennion & Walsh Asset Management
New Jersey
USD 2.03 M -USD 188 k -12,258 -9%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
USD 1.98 M +USD 1.25 M +81,923 +179%
CPRC
18
Consolidated Portfolio Review Corp
New York
USD 1.76 M +USD 392 k +25,582 +29%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 1.68 M +USD 70.3 k +4,587 +4%
Petra Financial Advisors
20
Petra Financial Advisors
Colorado
USD 1.61 M +USD 1.79 k +117 +0.1%
D.A. Davidson & Co
21
D.A. Davidson & Co
Montana
USD 1.59 M +USD 225 k +14,686 +17%
Baird Financial Group
22
Baird Financial Group
Wisconsin
USD 1.58 M +USD 36 k +2,352 +2%
Shaker Financial Services
23
Shaker Financial Services
Virginia
USD 1.54 M +USD 90.5 k +5,909 +6%
Centaurus Financial
24
Centaurus Financial
California
USD 1.43 M -USD 35.3 k -2,302 -2%
Park Avenue Securities
25
Park Avenue Securities
New York
USD 1.41 M +USD 56.7 k +3,700 +4%
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