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FPF

First Trust Intermediate Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$86M -$6.23M -280,914 -7%
HWA
2
HCR Wealth Advisors
California
$25.9M +$26.5M +1,194,472 +7,006%
Invesco
3
Invesco
Georgia
$17.8M +$3.16M +142,416 +21%
Wells Fargo
4
Wells Fargo
California
$17.7M +$53.1K +2,392 +0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.53M +$507K +22,868 +6%
Bessemer Group
6
Bessemer Group
New Jersey
$7.97M
CS
7
Comerica Securities
Michigan
$7.65M +$242K +10,917 +3%
Bank of America
8
Bank of America
North Carolina
$6.88M -$2.14M -96,699 -23%
BI
9
Bramshill Investments
Florida
$6.03M +$6.19M +279,135 New
SCM
10
Sterneck Capital Management
Missouri
$5.19M +$2.55M +114,963 +92%
LPL Financial
11
LPL Financial
California
$4.7M -$748K -33,734 -13%
CIA
12
Capital Investment Advisors
Georgia
$3.8M +$679K +30,630 +21%
PPA
13
Parametric Portfolio Associates
Washington
$3.17M +$3.26M +147,081 New
CRC
14
Curi RMB Capital
Illinois
$2.84M +$1.36M +61,113 +87%
DA
15
Doliver Advisors
Texas
$2.8M +$1.44M +65,023 +100%
UBS Group
16
UBS Group
Switzerland
$2.63M +$47.8K +2,155 +2%
Ameriprise
17
Ameriprise
Minnesota
$2.43M -$124K -5,585 -5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$2.4M +$274K +12,334 +12%
IA
19
IFP Advisors
Florida
$2.17M +$118K +5,302 +6%
VIM
20
Vista Investment Management
Pennsylvania
$1.89M +$424K +19,118 +28%
RCM
21
Rivernorth Capital Management
Florida
$1.7M +$1.75M +78,750 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.64M
IWP
23
Icon Wealth Partners
Texas
$1.42M
BTS
24
BB&T Securities
Virginia
$1.32M +$588K +26,510 +76%
CA
25
Cetera Advisors
Colorado
$1.23M +$1.26M +56,584 New