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First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
101
Jones Financial Companies
Missouri
$12K +$9.63K +531 +390%
NS
102
NBC Securities
Alabama
$11.4K – – –
LF
103
LifeSteps Financial
California
$10.9K +$10.9K +600 New
BBHC
104
Brown Brothers Harriman & Co
New York
$10.1K +$10.1K +558 New
BTI
105
Blue Trust Inc
Georgia
$9.94K – – –
AAG
106
Armstrong Advisory Group
Massachusetts
$8.38K – – –
SL
107
Salomon & Ludwin
Virginia
$8.12K – – –
LC
108
Luminist Capital
Michigan
$7.01K +$7K +386 New
CNBTD
109
Citizens National Bank Trust Department
Mississippi
$6.63K – – –
IA
110
IFP Advisors
Florida
$3.76K -$90.1K -4,972 -96%
SNBOSCI
111
Security National Bank of Sioux City Iowa
Iowa
$3.65K +$3.64K +201 New
HWP
112
Highline Wealth Partners
California
$2.73K – – –
WTC
113
WhitTier Trust Company
Nevada
$2.55K – – –
JP Morgan Chase
114
JP Morgan Chase
New York
$1.59K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$1.53K +$1.52K +84 New
S
116
SignatureFD
Georgia
$1.38K – – –
PMFA
117
Plante Moran Financial Advisors
Michigan
$1.22K – – –
CFP
118
Comprehensive Financial Planning
Pennsylvania
$836 – – –
B
119
Birchbrook
Maine
$727 – – –
TC
120
Trust Company
Kansas
$200 +$199 +11 New
AssetMark Inc
121
AssetMark Inc
California
$164 – – –
Jane Street
122
Jane Street
New York
– -$297K -16,871 Closed
GWP
123
Gateway Wealth Partners
Wisconsin
– -$250K -14,176 Closed
IAA
124
Independent Advisor Alliance
North Carolina
– -$197K -11,177 Closed
WAM
125
Wolverine Asset Management
Illinois
– -$52.1K -2,955 Closed