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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
$91.1M +$4.04M +174,198 +5%
UBS Group
2
UBS Group
Switzerland
$24.6M -$672K -28,964 -3%
Wells Fargo
3
Wells Fargo
California
$22.3M +$3.32M +143,007 +18%
Invesco
4
Invesco
Georgia
$18.2M -$609K -26,238 -3%
PPA
5
Parametric Portfolio Associates
Washington
$12.6M +$1.16M +49,894 +10%
VIA
6
Vident Investment Advisory
Georgia
$11.1M +$615K +26,475 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.74M +$409K +17,634 +5%
Bank of America
8
Bank of America
North Carolina
$8.24M +$2.24M +96,369 +38%
LPL Financial
9
LPL Financial
California
$4.57M -$946K -40,751 -17%
SCM
10
Sterneck Capital Management
Missouri
$3.93M -$397K -17,120 -9%
Ameriprise
11
Ameriprise
Minnesota
$3.63M +$112K +4,811 +3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.44M +$152K +6,554 +5%
Stifel Financial
13
Stifel Financial
Missouri
$3.25M -$3.56M -153,451 -53%
IWM
14
IHT Wealth Management
Illinois
$2.81M +$425K +18,301 +18%
BTS
15
BB&T Securities
Virginia
$2.41M +$1.81K +78 +0.1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$2.13M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.86M -$196K -8,447 -10%
RJA
18
Raymond James & Associates
Florida
$1.77M +$96.5K +4,157 +6%
AG
19
Advisor Group
Arizona
$1.76M +$23.1K +993 +1%
Cohen & Steers
20
Cohen & Steers
New York
$1.62M -$1.71M -73,536 -52%
IWP
21
Icon Wealth Partners
Texas
$1.37M
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.31M +$109K +4,678 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.29M +$86.6K +3,729 +7%
MC
24
Mathes Company
New York
$1.09M +$23.2K +1,000 +2%
OC
25
Oppenheimer & Co
New York
$967K -$96.2K -4,145 -9%