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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
$112M +$9.28M +416,786 +9%
PPA
2
Parametric Portfolio Associates
Washington
$37.9M +$1.22M +54,597 +3%
Wells Fargo
3
Wells Fargo
California
$20.3M -$3.63M -162,853 -15%
Invesco
4
Invesco
Georgia
$16.8M +$1.88M +84,569 +12%
LPL Financial
5
LPL Financial
California
$12.1M -$1.8M -81,062 -13%
BI
6
Bramshill Investments
Florida
$9.99M +$23.9K +1,075 +0.2%
Ameriprise
7
Ameriprise
Minnesota
$9.84M +$1.14M +51,168 +13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.09M +$160K +7,178 +2%
Cohen & Steers
9
Cohen & Steers
New York
$7.83M +$111K +5,000 +1%
Bank of America
10
Bank of America
North Carolina
$7.41M +$312K +14,025 +4%
UBS Group
11
UBS Group
Switzerland
$6.17M +$140K +6,304 +2%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$5.62M -$414K -18,618 -7%
PCM
13
Penserra Capital Management
California
$5.01M +$2.14M +96,306 +73%
SCM
14
Sterneck Capital Management
Missouri
$3.49M +$1.02M +45,939 +41%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.12M -$124K -5,586 -4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.08M +$1,000K +44,915 +47%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.1M -$110K -4,922 -5%
MFG
18
Magnus Financial Group
New York
$1.93M +$1.02M +45,729 +109%
Truist Financial
19
Truist Financial
North Carolina
$1.91M -$54.8K -2,461 -3%
IWM
20
IHT Wealth Management
Illinois
$1.77M +$445K +19,993 +33%
Stifel Financial
21
Stifel Financial
Missouri
$1.74M +$103K +4,616 +6%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.46M +$232K +10,421 +19%
RJA
23
Raymond James & Associates
Florida
$1.34M +$62.5K +2,810 +5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.32M -$278K -12,504 -17%
IWP
25
Icon Wealth Partners
Texas
$1.31M -$55.2K -2,482 -4%
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