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First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$155K -$14.7K -836 -9%
RFA
77
Register Financial Advisors
Georgia
$123K +$1.86K +106 +2%
GRP
78
Global Retirement Partners
California
$95.6K +$2K +114 +2%
IA
79
IFP Advisors
Florida
$95.1K – – –
AWM
80
AllSquare Wealth Management
New York
$64.3K – – –
MSG
81
Main Street Group
Virginia
$52.8K – – –
HIA
82
Harbor Investment Advisory
Maryland
$50.5K – – –
WIA
83
Wetzel Investment Advisors
Indiana
$46.1K +$45.1K +2,570 New
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$43K +$35 +2 +0.1%
LFG
85
Larson Financial Group
Missouri
$40.1K – – –
CSC
86
Caldwell Sutter Capital
California
$38.6K – – –
AIM
87
Anchor Investment Management
South Carolina
$25.3K – – –
GWM
88
Geneos Wealth Management
Colorado
$21.1K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$20.2K +$19.3K +1,098 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$18.4K – – –
US Bancorp
91
US Bancorp
Minnesota
$18.4K – – –
MCA
92
Maryland Capital Advisors
Maryland
$18.4K +$17.5K +1,000 New
NSIM
93
North Star Investment Management
Illinois
$17.5K – – –
HGA
94
Hobbs Group Advisors
South Carolina
$16.5K +$15.8K +900 New
SWA
95
SOA Wealth Advisors
New York
$11.9K +$263 +15 +2%
LC
96
Lindbrook Capital
California
$9.19K – – –
AAG
97
Armstrong Advisory Group
Massachusetts
$8.47K – – –
SL
98
Salomon & Ludwin
Virginia
$8.27K – – –
CAM
99
Chesapeake Asset Management
New York
$7.35K – – –
HNB
100
Huntington National Bank
Ohio
$7.35K – – –