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FPF

First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$271K
FIA
52
FNY Investment Advisers
New York
$250K +$231K +9,731 +1,081%
RCA
53
Rowland Carmichael Advisors
Arizona
$239K
SPC
54
Sigma Planning Corp
Michigan
$235K +$856 +36 +0.4%
SPIA
55
Steward Partners Investment Advisory
New York
$231K +$24.7K +1,040 +12%
CAN
56
Cetera Advisor Networks
California
$229K -$11.9K -502 -5%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$221K +$223K +9,359 New
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$219K +$221K +9,300 New
NFG
59
Next Financial Group
Texas
$218K +$45.3K +1,906 +26%
APA
60
American Portfolios Advisors
New York
$217K +$80.2K +3,371 +58%
TJHA
61
Thomas J. Herzfeld Advisors
Florida
$114K +$115K +4,835 New
AWM
62
AllSquare Wealth Management
New York
$106K
GRP
63
Global Retirement Partners
California
$89K +$1.38K +58 +2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$76K
FANJ
65
Financial Architects (New Jersey)
New Jersey
$55K
CHC
66
City Holding Co
West Virginia
$47K
GWM
67
Geneos Wealth Management
Colorado
$47K
GI
68
Gradient Investments
Minnesota
$47K +$40.5K +1,702 +587%
CFN
69
Cordasco Financial Network
Florida
$43K
PA
70
Procyon Advisors
Connecticut
$29K +$28.9K +1,217 New
WCG
71
Weaver Consulting Group
California
$28K +$28.1K +1,181 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$24K -$119K -5,000 -83%
MMG
73
Monetary Management Group
Missouri
$24K +$23.8K +1,000 New
SWM
74
Sugarloaf Wealth Management
Georgia
$24K +$23.8K +1,000 New
EWM
75
EPG Wealth Management
Georgia
$24K +$23.9K +1,003 New