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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
$104M +$12.1M +688,192 +12%
Wells Fargo
2
Wells Fargo
California
$13.2M -$185K -10,558 -1%
Invesco
3
Invesco
Georgia
$12.2M -$1.01M -57,705 -7%
KIM
4
Karpus Investment Management
New York
$10.8M +$7.38M +421,392 +159%
LPL Financial
5
LPL Financial
California
$9.91M -$18.4K -1,051 -0.2%
Ameriprise
6
Ameriprise
Minnesota
$8.28M +$649K +37,076 +8%
Bank of America
7
Bank of America
North Carolina
$7.96M -$80.1K -4,576 -0.9%
PCM
8
Penserra Capital Management
California
$7.34M -$1.08M -61,587 -12%
Cohen & Steers
9
Cohen & Steers
New York
$6.74M -$107K -6,100 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.75M -$889K -50,775 -12%
SCM
11
Sterneck Capital Management
Missouri
$3.24M – – –
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$3.17M +$567K +32,400 +19%
PPG
13
Peak Planning Group
Colorado
$2.75M +$130K +7,405 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.27M +$943K +53,832 +60%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.26M -$281K -16,059 -10%
UBS Group
16
UBS Group
Switzerland
$1.87M -$2.93M -167,544 -59%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.64M -$112K -6,378 -6%
PFA
18
Petra Financial Advisors
Colorado
$1.63M -$7.88K -450 -0.4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.57M +$38.9K +2,219 +2%
CF
20
Centaurus Financial
California
$1.49M -$65K -3,710 -4%
SFS
21
Shaker Financial Services
Virginia
$1.48M +$1.64M +93,683 New
CPRC
22
Consolidated Portfolio Review Corp
New York
$1.39M +$1.54M +88,147 New
DADC
23
D.A. Davidson & Co
Montana
$1.39M +$466K +26,601 +43%
PAS
24
Park Avenue Securities
New York
$1.38M -$59.7K -3,409 -4%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.32M -$29.3K -1,673 -2%
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