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FPF

First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hollencrest Capital Management
California
$299K
WCM
52
Whitener Capital Management
North Carolina
$295K +$11.5K +517 +4%
William Blair & Company
53
William Blair & Company
Illinois
$293K +$301K +13,560 New
WS
54
Wedbush Securities
California
$263K +$1.93K +87 +0.7%
IWM
55
IHT Wealth Management
Illinois
$261K -$42.7K -1,925 -14%
SPC
56
Sigma Planning Corp
Michigan
$258K -$5.68K -256 -2%
RCM
57
Robinson Capital Management
Michigan
$248K +$255K +11,500 New
TW
58
Transform Wealth
Colorado
$239K -$86.5K -3,900 -26%
Creative Planning
59
Creative Planning
Kansas
$231K +$43.2K +1,947 +22%
SMC
60
Smith, Moore & Co
Missouri
$228K +$234K +10,563 New
AWM
61
AllSquare Wealth Management
New York
$212K
NFG
62
Next Financial Group
Texas
$209K -$57.3K -2,584 -21%
IP
63
Intellectus Partners
California
$168K +$3.35K +151 +2%
WWMSC
64
Wagner Wealth Management (South Carolina)
South Carolina
$155K
GRP
65
Global Retirement Partners
California
$154K +$1.35K +61 +0.9%
APA
66
American Portfolios Advisors
New York
$151K -$100K -4,527 -39%
SPIA
67
Steward Partners Investment Advisory
New York
$131K
SWM
68
SeaCrest Wealth Management
New York
$130K -$6.68K -301 -5%
Citigroup
69
Citigroup
New York
$127K -$20.2K -910 -13%
CCM
70
Cribstone Capital Management
Maine
$86K +$88.7K +4,000 New
FNB
71
Farmers National Bank
Kentucky
$71K
CHC
72
City Holding Co
West Virginia
$43K
CFN
73
Cordasco Financial Network
Florida
$40K
GBBWRPM
74
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K
FFC
75
First Financial Corp
Indiana
$29K