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First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$13K – – –
SWA
102
SOA Wealth Advisors
New York
$12K +$197 +8 +2%
PWA
103
Phoenix Wealth Advisors
North Carolina
$10K – – –
GWSG
104
GPS Wealth Strategies Group
Colorado
$10K +$148 +6 +2%
AIM
105
Anchor Investment Management
South Carolina
$9.42K – – –
APWA
106
Atlas Private Wealth Advisors
New Jersey
$8K – – –
GI
107
Gradient Investments
Minnesota
$7K – – –
JPLA
108
Joseph P. Lucia & Associates
New York
$3K – – –
EVM
109
Eaton Vance Management
Massachusetts
$2K -$8.46K -343 -83%
LCM
110
Landscape Capital Management
New Jersey
– -$1.98M -82,498 Closed
TC
111
Telemus Capital
Michigan
– -$958K -40,000 Closed
SFS
112
Shaker Financial Services
Virginia
– -$722K -30,164 Closed
TJHA
113
Thomas J. Herzfeld Advisors
Florida
– -$604K -25,235 Closed
CW
114
CreativeOne Wealth
Kansas
– -$380K -15,866 Closed
WAM
115
Wolverine Asset Management
Illinois
– -$301K -12,588 Closed
VBCG
116
Valley Brook Capital Group
Pennsylvania
– -$17K -715 Closed
WAP
117
Wealthcare Advisory Partners
Pennsylvania
– -$16K -675 Closed
MF
118
Manchester Financial
California
– -$7K -300 Closed
Fidelity Investments
119
Fidelity Investments
Massachusetts
– +$25 +1 New