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First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
76
Liberty Capital Management
Michigan
$37K – – –
GBBWRPM
77
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$36K – – –
CFA
78
Carroll Financial Associates
North Carolina
$26K – – –
GWM
79
Geneos Wealth Management
Colorado
$25K – – –
PAI
80
Pittenger & Anderson Inc
Nebraska
$22K – – –
CA
81
Calton & Associates
Florida
$21K +$22.4K +907 New
CT
82
CPF Texas
Texas
$12K +$12.3K +500 New
SIS
83
Sound Income Strategies
Florida
$12K +$12.3K +500 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$10K +$10.2K +415 New
AIM
85
Anchor Investment Management
South Carolina
$9.14K – – –
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$123 +5 +2%
GI
87
Gradient Investments
Minnesota
$7K +$7.16K +290 New
1IA
88
1834 Investment Advisors
Wisconsin
$2K – – –
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
– -$1.27M -51,732 Closed
NPC
90
National Planning Corporation
California
– -$672K -27,201 Closed
DA
91
Doliver Advisors
Texas
– -$337K -13,620 Closed
William Blair & Company
92
William Blair & Company
Illinois
– -$335K -13,560 Closed
SIA
93
Sit Investment Associates
Minnesota
– -$91K -3,690 Closed
FHA
94
First Horizon Advisors
Tennessee
– -$24K -1,000 Closed