Who Owns First Tr Inter Dur Pfd & In (FPF)? -- Institutional Holders (2026-06-30)
130 institutions reported holding $345.0M of First Tr Inter Dur Pfd & In (FPF) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($178.4M), SIT INVESTMENT ASSOCIATES INC ($22.1M), WELLS FARGO & COMPANY/MN ($22.0M), LPL Financial LLC ($17.8M), Royal Bank of Canada ($13.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $178.4M | 9.8M | Added |
| 2 | SIT INVESTMENT ASSOCIATES INC | $22.1M | 1.2M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $22.0M | 1.2M | Trimmed |
| 4 | LPL Financial LLC | $17.8M | 979,058 | Added |
| 5 | Royal Bank of Canada | $13.7M | 753,673 | Added |
| 6 | Invesco Ltd. | $12.0M | 659,562 | Added |
| 7 | Peak Planning Group, LLC | $7.3M | 400,589 | Added |
| 8 | MGO ONE SEVEN LLC | $6.9M | 377,412 | Trimmed |
| 9 | COHEN & STEERS, INC. | $6.6M | 361,198 | Hold |
| 10 | D.A. DAVIDSON & CO. | $4.7M | 257,487 | Added |
| 11 | STIFEL FINANCIAL CORP | $3.4M | 188,729 | Added |
| 12 | UBS Group AG | $2.7M | 149,378 | Trimmed |
| 13 | Rareview Capital LLC | $2.5M | 133,367 | Added |
| 14 | Hennion & Walsh Asset Management, Inc. | $1.9M | 107,058 | Added |
| 15 | OSAIC HOLDINGS, INC. | $1.9M | 105,254 | Trimmed |
| 16 | Baird Financial Group, Inc. | $1.9M | 102,354 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $1.7M | 94,861 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.7M | 93,669 | Trimmed |
| 19 | NewEdge Advisors, LLC | $1.6M | 86,756 | Added |
| 20 | Noble Wealth Management PBC | $1.5M | 82,363 | Added |
| 21 | Cetera Investment Advisers | $1.4M | 77,966 | Added |
| 22 | IHT Wealth Management, LLC | $1.4M | 76,819 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 73,686 | Added |
| 24 | Onyx Bridge Wealth Group LLC | $1.3M | 68,870 | Added |
| 25 | PRINCIPAL SECURITIES, INC. | $1.2M | 68,080 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30