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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 133 M +USD 4.88 M +278,291 +4%
Wells Fargo
2
Wells Fargo
California
USD 16.4 M -USD 310 k -17,647 -2%
Penserra Capital Management
3
Penserra Capital Management
California
USD 14.5 M +USD 308 k +17,569 +2%
Invesco
4
Invesco
Georgia
USD 13.4 M +USD 492 k +28,034 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 12.5 M +USD 2.53 M +144,345 +27%
LPL Financial
6
LPL Financial
California
USD 11.7 M +USD 1.18 M +67,237 +12%
Karpus Investment Management
7
Karpus Investment Management
New York
USD 9.8 M -USD 1.92 M -109,514 -17%
Cohen & Steers
8
Cohen & Steers
New York
USD 7.66 M – – –
MGO One Seven
9
MGO One Seven
Ohio
USD 5.34 M -USD 776 k -44,232 -13%
Peak Planning Group
10
Peak Planning Group
Colorado
USD 4.44 M +USD 429 k +24,430 +11%
Sterneck Capital Management
11
Sterneck Capital Management
Missouri
USD 3.86 M -USD 22.2 k -1,266 -0.6%
Hennion & Walsh Asset Management
12
Hennion & Walsh Asset Management
New Jersey
USD 3.84 M +USD 297 k +16,954 +9%
Rothschild Investment LLC
13
Rothschild Investment LLC
Illinois
USD 3.77 M -USD 43.9 k -2,500 -1%
Ameriprise
14
Ameriprise
Minnesota
USD 3.75 M -USD 4.81 M -274,085 -57%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
USD 3.6 M – – –
Bank of America
16
Bank of America
North Carolina
USD 3.14 M -USD 1.39 M -79,360 -32%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 2.87 M +USD 190 k +10,805 +7%
Rareview Capital
18
Rareview Capital
Nevada
USD 2.84 M -USD 8.05 k -459 -0.3%
Magnus Financial Group
19
Magnus Financial Group
New York
USD 2.78 M +USD 31.7 k +1,805 +1%
D.A. Davidson & Co
20
D.A. Davidson & Co
Montana
USD 2.72 M +USD 162 k +9,256 +7%
UBS Group
21
UBS Group
Switzerland
USD 2.56 M -USD 36.7 k -2,090 -1%
CPRC
22
Consolidated Portfolio Review Corp
New York
USD 2.38 M -USD 747 k -42,596 -25%
Osaic Holdings
23
Osaic Holdings
Arizona
USD 1.84 M -USD 367 k -20,907 -17%
Petra Financial Advisors
24
Petra Financial Advisors
Colorado
USD 1.81 M -USD 45.2 k -2,575 -3%
Park Avenue Securities
25
Park Avenue Securities
New York
USD 1.79 M +USD 58 k +3,306 +4%
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