Skip to content
Disclosery

FPF FIRST TR INTER DURATN PFD &

Follow

CEF (common), issuer CIK 1567569

120 managers (120 13F filers) reported a position in FPF shares at 2026-06-30, 18,967,531 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
120
13F filers
120
New
10
Added
47
Reduced
30
Sold out
10
Shares held by filers
18,967,531

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY9,820,464$178M0.01%+74,69513F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,217,427$22.1M0.42%+3,70013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,210,802$22M<0.01%-7,84913F-HRTimelineGroup
LPL Financial LLC979,058$17.8M<0.01%+30,29113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA753,673$13.7M<0.01%+14,41513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.659,562$12M<0.01%+25,00613F-HRTimelineGroup
Peak Planning Group, LLC400,589$7.28M1.64%+2,79613F-HRTimeline
MGO ONE SEVEN LLC377,412$6.86M0.11%-13,76313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.361,198$6.56M0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.257,487$4.68M0.03%+21,23313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP188,729$3.43M<0.01%+9,12013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding149,378$2.71M-9,336Timeline
Rareview Capital LLC133,367$2.51M1.4%+41,45013F-HRTimeline
Hennion & Walsh Asset Management, Inc.107,058$1.95M0.06%+42,22513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,254$1.91M<0.01%-6,59613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.102,354$1.86M<0.01%+2,77413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,861$1.72M<0.01%-1,37813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,669$1.7M<0.01%-1,06913F-HRTimelineGroup
NewEdge Advisors, LLC86,756$1.58M<0.01%+3,98613F-HRTimeline
Noble Wealth Management PBC82,363$1.5M0.68%+7,24613F-HRTimeline
Cetera Investment Advisers77,966$1.42M<0.01%+5,80513F-HRTimeline
IHT Wealth Management, LLC76,819$1.4M0.03%+3,17613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,686$1.34M<0.01%+16,66013F-HR/ATimelineGroup
Onyx Bridge Wealth Group LLC68,870$1.25M0.11%+93013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC68,080$1.24M0.01%-2,25313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,744$1.1M0.01%-6,51813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.56,563$1.03M0.04%+13513F-HRTimeline
Prospera Financial Services Inc51,465$935K0.01%+5,00113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,662$902K<0.01%+37,86013F-HRTimelineGroup
WEDBUSH SECURITIES INC48,069$873K0.02%+5,51413F-HRTimeline
Janney Montgomery Scott LLC45,196$821K<0.01%+49513F-HRTimeline
Magnus Financial Group LLC43,831$796K0.06%+89413F-HRTimeline
Alessandra Capital Management, LLC40,948$744K0.53%-57013F-HRTimeline
Bramshill Investments, LLC40,000$727K0.06%new13F-HRTimeline
Capital Investment Advisors, LLC39,666$721K0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co38,399$698K0.03%-70013F-HRTimeline
Ethos Financial Group, LLC37,438$680K0.05%+1,97413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,760$650K<0.01%-1,27413F-HRTimeline
Sowell Financial Services LLC34,880$634K0.02%-1,50813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,855$615K<0.01%013F-HRTimelineGroup
PFG Investments, LLC33,552$610K0.02%-7,56013F-HRTimeline
SeaCrest Wealth Management, LLC32,979$599K0.07%+7,60013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…31,051$564K<0.01%-57113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,259$550K<0.01%+3,36213F-HRTimelineGroup
RDA Financial Network27,739$504K0.11%-53013F-HRTimeline
Saxony Capital Management, LLC27,700$503K0.23%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27,832$502K0.03%+2,60913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,875$488K<0.01%-3,39113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC26,625$484K<0.01%-22,79413F-HRTimelineGroup
Gridiron Partners, LLC26,558$479K0.25%+7,21313F-HRTimeline
Shaker Financial Services, LLC26,210$476K0.15%-41,80013F-HRTimeline
Intellectus Partners, LLC26,091$474K0.08%-13013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC25,140$457K0.21%+1,10013F-HRTimeline
Steward Partners Investment Advisory, L…24,440$444K<0.01%+35413F-HRTimeline
Integrated Wealth Concepts LLC20,914$380K<0.01%+34413F-HR/ATimeline
EJMK Ventures LLC20,245$368K0.17%+8413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,131$345K<0.01%+1,93613F-HRTimeline
Mathes Company, Inc.18,250$332K0.1%013F-HRTimeline
RVW Wealth, LLC17,849$324K0.02%013F-HRTimeline
Global Retirement Partners, LLC17,335$315K<0.01%13F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC16,491$300K0.08%+2,83013F-HRTimeline
Kovack Advisors, Inc.16,511$298K0.01%-1,57013F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,847$270K0.01%+46113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,181$258K<0.01%-8,56813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,152$257K0.02%-1,00013F-HRTimeline
Morey & Quinn Wealth Partners, LLC13,192$240K0.15%-1,60013F-HRTimeline
Cambridge Investment Research Advisors,…13,100$238K<0.01%-99513F-HR/ATimeline
&PARTNERS12,785$232K<0.01%-1,25113F-HRTimeline
CHOREO, LLC12,407$225K<0.01%-51513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC11,745$213K0.01%+25713F-HRTimeline
Maridea Wealth Management LLC11,313$206K0.02%new13F-HRTimeline
Sterneck Capital Management, LLC10,878$198K0.08%013F-HRTimeline
Icon Wealth Advisors, LLC10,588$192K0.01%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.8,046$146K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT7,900$144K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,458$136K<0.01%-1,00013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC5,923$108K0.03%013F-HRTimeline
FIRST FINANCIAL CORP /IN/5,806$105K0.04%-12713F-HRTimeline
Geneos Wealth Management Inc.3,794$68.9K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,618$65.7K0.01%+14513F-HRTimeline
First Bancorp, Inc /ME/3,459$62.9K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,400$61.8K<0.01%+1,00013F-HRTimeline
Allied Private Wealth LLC3,327$59.8K0.04%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,175$57.3K0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,622$47.6K<0.01%+2,31913F-HRTimelineGroup
Allworth Financial LP2,560$46.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,400$43.6K0.02%-20013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,050$37.2K0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.1,985$36.1K0.01%+22313F-HRTimeline
Farther Finance Advisors, LLC1,708$31K<0.01%+40013F-HRTimeline
WPG Advisers, LLC1,594$29K0.02%+6113F-HRTimeline
Main Street Group, LTD1,450$26.3K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,375$25K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,175$21.4K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,050$19.1K<0.01%013F-HRTimeline
Arax Advisory Partners1,000$18.2K<0.01%+50013F-HRTimeline
Aspect Partners, LLC1,000$18.2K0.01%+25013F-HRTimeline
Mosley Wealth Management784$14.2K<0.01%+3413F-HRTimeline
SOA Wealth Advisors, LLC.770$14K<0.01%+1713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP667$12K<0.01%+53113F-HRTimelineGroup
LANARK FINANCIAL, INC.625$11.4K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.600$10.9K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO558$10.1K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.547$9.94K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC461$8.38K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC450$8.12K<0.01%013F-HRTimeline
Luminist Capital LLC386$7.01K0.01%new13F-HRTimeline
Citizens National Bank Trust Department365$6.63K<0.01%013F-HRTimeline
IFP Advisors, Inc207$3.76K<0.01%-4,97213F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…201$3.65K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC150$2.73K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC141$2.55K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88$1.59K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…84$1.53K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC76$1.38K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC67$1.22K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…46$836<0.01%013F-HRTimeline
BIRCHBROOK, INC.40$727<0.01%013F-HRTimeline
Trust Co11$200<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$164<0.01%013F-HRTimelineGroup