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FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$73.4M +$12.7M +568,224 +20%
UBS Group
2
UBS Group
Switzerland
$21M +$754K +33,705 +4%
MGAM
3
McGowan Group Asset Management
Texas
$16.1M +$16.8K +752 +0.1%
Bessemer Group
4
Bessemer Group
New Jersey
$13.4M – – –
Bank of America
5
Bank of America
North Carolina
$11.5M +$1.71M +76,347 +17%
Invesco
6
Invesco
Georgia
$10.9M +$190K +8,483 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.87M -$29.7K -1,327 -0.3%
GC
8
Guggenheim Capital
Illinois
$8.55M -$116K -5,204 -1%
EVM
9
Eaton Vance Management
Massachusetts
$7.82M – – –
Wells Fargo
10
Wells Fargo
California
$5.73M +$521K +23,312 +10%
SCM
11
Sterneck Capital Management
Missouri
$5.03M +$699K +31,250 +15%
VIA
12
Vident Investment Advisory
Georgia
$4.08M +$4.24M +189,540 New
LPL Financial
13
LPL Financial
California
$2.84M +$193K +8,635 +7%
PPA
14
Parametric Portfolio Associates
Washington
$2.4M +$74.5K +3,330 +3%
BTS
15
BB&T Securities
Virginia
$2.31M -$660K -29,510 -22%
CS
16
Comerica Securities
Michigan
$2.3M +$509K +22,773 +27%
RVPG
17
Relative Value Partners Group
$2.25M +$2.34M +104,409 New
TFMS
18
Trust & Fiduciary Management Services
Massachusetts
$2.23M +$132K +5,884 +6%
UCFA
19
United Capital Financial Advisors
Texas
$2.03M -$1.03M -45,900 -33%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.96M -$932K -41,683 -31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.27M -$44.5K -1,991 -3%
SI
22
SII Investments
Wisconsin
$1.09M +$25.8K +1,154 +2%
CS
23
Credit Suisse
Switzerland
$1.08M +$29.6K +1,325 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$785K +$815K +36,429 New
NPC
25
National Planning Corporation
California
$630K +$92.9K +4,152 +16%
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