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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
$105M +$2.04M +133,543 +2%
Wells Fargo
2
Wells Fargo
California
$11.7M -$351K -23,011 -3%
Invesco
3
Invesco
Georgia
$10.8M -$538K -35,247 -5%
KIM
4
Karpus Investment Management
New York
$10.1M -$40.8K -2,672 -0.4%
LPL Financial
5
LPL Financial
California
$9.29M -$584K -38,248 -6%
PCM
6
Penserra Capital Management
California
$9.11M +$1.78M +116,376 +23%
Bank of America
7
Bank of America
North Carolina
$7.67M +$166K +10,901 +2%
Cohen & Steers
8
Cohen & Steers
New York
$6.21M -$153K -10,000 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.84M +$49.2K +3,225 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$5.27M +$905K +59,267 +20%
SCM
11
Saba Capital Management
New York
$3.6M +$3.69M +241,846 New
Osaic Holdings
12
Osaic Holdings
Arizona
$3.24M +$604K +39,564 +22%
SCM
13
Sterneck Capital Management
Missouri
$2.95M -$186K -12,189 -6%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$2.92M -$75.4K -4,941 -2%
PPG
15
Peak Planning Group
Colorado
$2.91M +$180K +11,763 +6%
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.3M +$616K +40,335 +35%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$2.07M +$122K +7,991 +6%
UBS Group
18
UBS Group
Switzerland
$1.91M -$55.3K -3,626 -3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.91M +$7.88K +516 +0.4%
SFS
20
Shaker Financial Services
Virginia
$1.86M +$381K +24,948 +25%
DADC
21
D.A. Davidson & Co
Montana
$1.6M +$74K +4,851 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.59M -$23.1K -1,511 -1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.55M +$37.9K +2,486 +2%
PFA
24
Petra Financial Advisors
Colorado
$1.54M
CF
25
Centaurus Financial
California
$1.53M +$163K +10,707 +12%