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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
$172M +$10.2M +549,667 +6%
Wells Fargo
2
Wells Fargo
California
$21.5M +$1.19M +64,117 +6%
SIA
3
Sit Investment Associates
Minnesota
$21.4M -$36.1K -1,937 -0.2%
LPL Financial
4
LPL Financial
California
$16.7M -$10.7K -575 -0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13M +$824K +44,205 +6%
Invesco
6
Invesco
Georgia
$11.2M -$2.09M -112,065 -15%
PPG
7
Peak Planning Group
Colorado
$7.01M +$156K +8,350 +2%
MOS
8
MGO One Seven
Ohio
$6.9M +$14.9K +799 +0.2%
Cohen & Steers
9
Cohen & Steers
New York
$6.37M
DADC
10
D.A. Davidson & Co
Montana
$4.17M +$11.4K +612 +0.3%
Stifel Financial
11
Stifel Financial
Missouri
$3.17M +$217K +11,666 +7%
UBS Group
12
UBS Group
Switzerland
$2.8M +$111K +5,977 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.97M -$583K -31,259 -22%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.76M -$10.4K -559 -0.6%
RC
15
Rareview Capital
Nevada
$1.73M +$295K +15,823 +21%
Bank of America
16
Bank of America
North Carolina
$1.7M +$180K +9,639 +11%
Raymond James Financial
17
Raymond James Financial
Florida
$1.67M +$132K +7,107 +8%
NA
18
NewEdge Advisors
Louisiana
$1.46M +$9.86K +529 +0.6%
NWMP
19
Noble Wealth Management PBC
Colorado
$1.32M +$84K +4,510 +6%
IWM
20
IHT Wealth Management
Illinois
$1.3M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.27M +$87K +4,668 +7%
PS
22
Principal Securities
Iowa
$1.24M +$4.84K +260 +0.4%
SFS
23
Shaker Financial Services
Virginia
$1.2M -$676K -36,264 -35%
OBWG
24
Onyx Bridge Wealth Group
New York
$1.2M +$77.4K +4,152 +7%
OC
25
Oppenheimer & Co
New York
$1.19M -$9.58K -514 -0.8%