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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
$171M +$9.78M +522,557 +6%
SIA
2
Sit Investment Associates
Minnesota
$22.7M +$12M +641,124 +112%
Wells Fargo
3
Wells Fargo
California
$21.5M +$2.64M +141,156 +14%
LPL Financial
4
LPL Financial
California
$17.7M +$2.17M +115,746 +14%
Invesco
5
Invesco
Georgia
$13.9M +$2.21M +118,352 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13M -$956K -51,089 -7%
MOS
7
MGO One Seven
Ohio
$7.28M -$401K -21,445 -5%
PPG
8
Peak Planning Group
Colorado
$7.26M +$7.29M +389,443 New
Cohen & Steers
9
Cohen & Steers
New York
$6.73M
DADC
10
D.A. Davidson & Co
Montana
$4.39M +$208K +11,097 +5%
Stifel Financial
11
Stifel Financial
Missouri
$3.13M +$118K +6,315 +4%
UBS Group
12
UBS Group
Switzerland
$2.85M +$207K +11,077 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.67M -$111K -5,936 -4%
SFS
14
Shaker Financial Services
Virginia
$1.96M +$580K +31,014 +42%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.87M -$51.9K -2,774 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$1.63M -$164K -8,766 -9%
Bank of America
17
Bank of America
North Carolina
$1.61M -$81.8K -4,372 -5%
GC
18
Guggenheim Capital
Illinois
$1.53M -$672K -35,907 -30%
NA
19
NewEdge Advisors
Louisiana
$1.53M -$403K -21,513 -21%
RC
20
Rareview Capital
Nevada
$1.43M +$392K +20,966 +38%
IWM
21
IHT Wealth Management
Illinois
$1.37M -$172K -9,200 -11%
NWMP
22
Noble Wealth Management PBC
Colorado
$1.32M +$1.28M +68,607 +3,430%
PS
23
Principal Securities
Iowa
$1.31M +$6.49K +347 +0.5%
OC
24
Oppenheimer & Co
New York
$1.26M -$328K -17,526 -21%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.26M +$108K +5,790 +9%