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FPF

First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$479K -$59.4K -3,200 -12%
SPIA
52
Steward Partners Investment Advisory
New York
$471K +$39.9K +2,149 +10%
Lido Advisors
53
Lido Advisors
California
$466K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$428K -$9.59K -517 -2%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$426K +$3.34K +180 +0.8%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$407K +$7.42K +400 +2%
CIA
57
Concurrent Investment Advisors
Florida
$404K -$72.3K -3,900 -16%
KAS
58
Kestra Advisory Services
Texas
$385K -$64.1K -3,456 -15%
BW
59
Bison Wealth
Georgia
$383K -$251K -13,508 -41%
SA
60
Sanctuary Advisors
Indiana
$382K +$131K +7,077 +53%
MC
61
Mathes Company
New York
$361K -$18.6K -1,000 -5%
AAS
62
Avantax Advisory Services
Texas
$340K -$2.89K -156 -0.9%
SCM
63
Sterneck Capital Management
Missouri
$337K -$3.58M -192,871 -92%
IP
64
Intellectus Partners
California
$335K +$39.8K +2,146 +14%
SCM
65
Sage Capital Management
New Jersey
$303K
P
66
&Partners
Tennessee
$277K +$263K +14,170 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$256K -$10.3K -554 -4%
RW
68
RVW Wealth
California
$248K
KWM
69
Kingsview Wealth Management
Oregon
$230K
IWA
70
Icon Wealth Advisors
Texas
$228K
HAM
71
Harmony Asset Management
Arizona
$221K +$209K +11,291 New
CFG
72
Cooper Financial Group
California
$212K -$67.2K -3,621 -25%
AAS
73
Ameritas Advisory Services
Nebraska
$199K
UPS
74
UHLMANN PRICE SECURITIES
Illinois
$197K +$187K +10,075 New
IAIM
75
International Assets Investment Management
Florida
$188K -$74.1K -3,993 -29%