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FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$134K +$2.74K +144 +2%
AG
77
AmeriFlex Group
Nevada
$99.6K +$99.1K +5,200 New
IA
78
IFP Advisors
Florida
$99.2K – – –
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$72.9K – – –
GWM
80
Geneos Wealth Management
Colorado
$72.7K -$59.7K -3,134 -45%
AWM
81
AllSquare Wealth Management
New York
$67K – – –
CT
82
Colonial Trust
South Carolina
$61.8K – – –
ASN
83
Advisory Services Network
Georgia
$53K +$52.7K +2,765 New
AF
84
Allworth Financial
California
$49K – – –
CSC
85
Caldwell Sutter Capital
California
$39.3K +$8.57K +450 +28%
NWMP
86
Noble Wealth Management PBC
Colorado
$38.3K +$38.1K +2,000 New
TJHA
87
Thomas J. Herzfeld Advisors
Florida
$35.6K +$18.1K +951 +105%
GSWM
88
Golden State Wealth Management
California
$28.7K – – –
LFG
89
Larson Financial Group
Missouri
$28.7K – – –
MSG
90
Main Street Group
Virginia
$27.8K -$27.2K -1,425 -50%
AIM
91
Anchor Investment Management
South Carolina
$26.3K – – –
WSFS
92
Wilmington Savings Fund Society
Delaware
$22.5K – – –
NSIM
93
North Star Investment Management
Illinois
$18.2K – – –
SA
94
Strategic Advocates
Utah
$18.1K +$18K +943 New
WA
95
WPG Advisers
Maryland
$17.4K +$1.72K +90 +11%
SWA
96
SOA Wealth Advisors
New York
$13.8K +$286 +15 +2%
MG
97
Mather Group
Illinois
$12.8K +$12.8K +670 New
NS
98
NBC Securities
Alabama
$12K +$11.9K +625 New
BTI
99
Blue Trust Inc
Georgia
$10.5K – – –
AP
100
Aspect Partners
Virginia
$9.57K – – –
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4
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