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FPF

First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$178M +$1.35M +74,695 +0.8%
SIA
2
Sit Investment Associates
Minnesota
$22.1M +$67.1K +3,700 +0.3%
Wells Fargo
3
Wells Fargo
California
$22M -$142K -7,849 -0.6%
LPL Financial
4
LPL Financial
California
$17.8M +$549K +30,291 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.7M +$261K +14,415 +2%
Invesco
6
Invesco
Georgia
$12M +$453K +25,006 +4%
PPG
7
Peak Planning Group
Colorado
$7.28M +$50.7K +2,796 +0.7%
MOS
8
MGO One Seven
Ohio
$6.86M -$249K -13,763 -4%
Cohen & Steers
9
Cohen & Steers
New York
$6.56M
DADC
10
D.A. Davidson & Co
Montana
$4.68M +$385K +21,233 +9%
Stifel Financial
11
Stifel Financial
Missouri
$3.43M +$165K +9,120 +5%
UBS Group
12
UBS Group
Switzerland
$2.71M -$167K -9,237 -6%
RC
13
Rareview Capital
Nevada
$2.51M +$751K +41,450 +45%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$1.95M +$765K +42,225 +65%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.91M -$120K -6,596 -6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.86M +$50.3K +2,774 +3%
Bank of America
17
Bank of America
North Carolina
$1.72M -$25K -1,378 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$1.7M -$19.4K -1,069 -1%
NA
19
NewEdge Advisors
Louisiana
$1.58M +$72.3K +3,986 +5%
NWMP
20
Noble Wealth Management PBC
Colorado
$1.5M +$131K +7,246 +10%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.42M +$105K +5,805 +8%
IWM
22
IHT Wealth Management
Illinois
$1.4M +$57.6K +3,176 +4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.34M +$302K +16,660 +29%
OBWG
24
Onyx Bridge Wealth Group
New York
$1.25M +$16.9K +930 +1%
PS
25
Principal Securities
Iowa
$1.24M -$40.8K -2,253 -3%