We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GP
51
Gridiron Partners
Pennsylvania
$478K
RAM
52
Readystate Asset Management
Illinois
$475K +$495K +26,365 New
Lido Advisors
53
Lido Advisors
California
$445K +$13.1K +700 +3%
SPIA
54
Steward Partners Investment Advisory
New York
$421K -$13.2K -703 -3%
Millennium Management
55
Millennium Management
New York
$419K -$835K -44,449 -66%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$387K -$56.6K -3,016 -12%
MC
57
Mathes Company
New York
$333K
AAS
58
Avantax Advisory Services
Texas
$330K +$17.3K +920 +5%
RW
59
RVW Wealth
California
$321K +$96.7K +5,149 +41%
IP
60
Intellectus Partners
California
$313K +$2.74K +146 +0.9%
LCM
61
Landscape Capital Management
New Jersey
$294K +$307K +16,334 New
SCM
62
Sterneck Capital Management
Missouri
$293K -$18.5K -985 -6%
MQWP
63
Morey & Quinn Wealth Partners
Nebraska
$280K +$292K +15,542 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$267K +$32.4K +1,723 +13%
IAA
65
Independent Advisor Alliance
North Carolina
$266K +$278K +14,781 New
P
66
&Partners
Tennessee
$265K +$8.06K +429 +3%
SA
67
Sanctuary Advisors
Indiana
$257K -$124K -6,597 -32%
IWA
68
Icon Wealth Advisors
Texas
$210K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$207K +$216K +11,481 New
BP
70
Ballentine Partners
Massachusetts
$199K +$207K +11,041 New
HAM
71
Harmony Asset Management
Arizona
$197K -$7.02K -374 -3%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$196K -$187K -9,970 -48%
CFG
73
Cooper Financial Group
California
$189K -$6.25K -333 -3%
SCM
74
Sage Capital Management
New Jersey
$189K -$93.9K -5,000 -32%
AWS
75
Atria Wealth Solutions
New York
$189K -$337K -17,935 -63%