Who Owns FIRST TR INTER DUR PFD & FPF (FPF)? -- Institutional Holders (2026-06-30)

132 institutions reported holding $344.7M of FIRST TR INTER DUR PFD & FPF (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

来源：SEC 13F 申报文件 · 截至 2026-06-30