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Disclosery

FPF FIRST TR INTER DURATN PFD &

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CEF (fund), issuer CIK 1567569

120 managers (120 13F filers) reported a position in FPF shares at 2024-12-31, 16,163,166 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
120
13F filers
120
New
13
Added
34
Reduced
39
Sold out
10
Shares held by filers
16,163,166

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY7,985,936$144M0.01%+356,80713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,008,899$18.2M<0.01%+55,50913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.830,895$15M<0.01%+171,08513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA754,823$13.6M<0.01%+50,93513F-HRTimelineGroup
LPL Financial LLC693,772$12.5M0.01%+33,93013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.417,019$7.51M0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC314,519$5.66M0.22%-2,56713F-HRTimeline
Peak Planning Group, LLC300,978$5.42M2.26%+9,29913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC234,243$4.24M<0.01%+9,64813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC193,198$3.48M0.23%-6,00013F-HRTimeline
Hennion & Walsh Asset Management, Inc.173,609$3.12M0.14%-23,59313F-HRTimeline
UBS Group AGin group UBS Group AG138,326$2.49M<0.01%-9,13113F-HRTimelineGroup
D.A. DAVIDSON & CO.136,563$2.46M0.02%-94413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/136,310$2.45M<0.01%-2,23913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC133,727$2.41M0.02%+21,43313F-HRTimelineGroup
Magnus Financial Group LLC131,773$2.37M0.23%+3,12713F-HRTimeline
Rareview Capital LLC110,576$2.16M1.56%-29,50413F-HRTimeline
Consolidated Portfolio Review Corp115,172$2.07M0.33%+3,18113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,213$2.04M<0.01%+18,08713F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …109,241$1.97M<0.01%-20,07513F-HRTimelineGroup
Polar Asset Management Partners Inc.108,593$1.95M0.03%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,211$1.75M<0.01%13F-HR/ATimelineGroup
Shaker Financial Services, LLC93,141$1.69M0.65%-23,50113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp90,402$1.63M0.01%-43513F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC89,058$1.6M0.04%013F-HRTimelineGroup
IHT Wealth Management, LLC81,916$1.47M0.05%-50,20013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC74,741$1.35M<0.01%-3,28813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,203$1.25M0.03%+5,11813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.63,722$1.15M<0.01%-44613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …62,619$1.13M0.02%-11,13413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,811$1.11M<0.01%+4,01313F-HRTimelineGroup
Onyx Bridge Wealth Group LLC61,393$1.11M0.16%-3,99813F-HRTimeline
CENTAURUS FINANCIAL, INC.60,944$1.1M0.07%-13,50713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,855$825K<0.01%+3,78913F-HRTimeline
Capital Investment Advisors, LLC44,142$795K0.02%-3,48913F-HRTimeline
Pine Valley Investments Ltd Liability Co42,700$774K0.05%+7,10013F-HRTimeline
Prospera Financial Services Inc40,292$725K0.02%-2,53113F-HRTimeline
PFG Investments, LLC37,861$682K0.04%+3,45213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd37,855$681K0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC36,388$655K0.03%013F-HRTimeline
COMERICA BANK36,006$648K<0.01%+3,57313F-HR/ATimeline
Cetera Investment Advisers35,304$635K<0.01%+13,41013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC35,242$634K0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,695$589K<0.01%+12,99013F-HRTimelineGroup
NewEdge Advisors, LLC32,509$585K<0.01%+3,67913F-HRTimeline
RDA Financial Network30,253$545K0.16%-1,30913F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC29,840$537K0.31%-70013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,388$529K<0.01%-16,86113F-HRTimelineGroup
Saxony Capital Management, LLC28,600$515K0.45%-3,50113F-HRTimeline
CWM, LLCin group CWM, LLC28,182$507K<0.01%+6,35113F-HRTimelineGroup
Gridiron Partners, LLC26,558$478K0.3%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP26,365$475K0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC24,555$445K<0.01%+70013F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,416$421K<0.01%-70313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,282$419K<0.01%-44,44913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,525$387K<0.01%-3,01613F-HRTimelineGroup
Mathes Company, Inc.18,500$333K0.12%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,334$330K<0.01%+92013F-HRTimeline
RVW Wealth, LLC17,849$321K0.03%+5,14913F-HRTimeline
Intellectus Partners, LLC17,276$313K0.07%+14613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…16,334$294K0.03%new13F-HRTimelineGroup
Sterneck Capital Management, LLC16,289$293K0.16%-98513F-HRTimeline
Morey & Quinn Wealth Partners, LLC15,542$280K0.24%13F-HRTimeline
Cambridge Investment Research Advisors,…14,818$267K<0.01%+1,72313F-HRTimeline
Independent Advisor Alliance14,781$266K<0.01%new13F-HRTimeline
&PARTNERS14,599$265K<0.01%+42913F-HRTimeline
Sanctuary Advisors, LLC13,746$257K<0.01%-6,59713F-HRTimeline
Icon Wealth Advisors, LLC11,688$210K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,481$207K<0.01%new13F-HRTimelineGroup
Ballentine Partners, LLC11,041$199K<0.01%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,917$197K0.08%-37413F-HRTimeline
Janney Montgomery Scott LLC10,866$196K<0.01%-9,97013F-HRTimeline
Cooper Financial Group10,508$189K0.02%-33313F-HRTimeline
Sage Capital Management, LLC10,500$189K0.1%-5,00013F-HRTimeline
Atria Wealth Solutions, Inc.10,476$189K<0.01%-17,93513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,298$185K0.14%+22313F-HRTimeline
Bison Wealth, LLC10,053$181K0.04%-9,54413F-HRTimeline
WEDBUSH SECURITIES INC10,013$180K0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/9,488$171K0.08%+5613F-HRTimeline
AMERIFLEX GROUP, INC.8,350$157K0.07%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,400$151K<0.01%-1,02513F-HRTimelineGroup
Global Retirement Partners, LLC6,569$118K<0.01%+13613F-HRTimeline
IFP Advisors, Inc5,179$93.2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC3,500$63K0.04%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,175$56.7K0.01%013F-HRTimelineGroup
Elequin Capital, LP2,692$48.5K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,100$37.8K0.02%013F-HRTimeline
Larson Financial Group LLC1,800$32.4K<0.01%-38013F-HRTimeline
Geneos Wealth Management Inc.1,738$31.3K<0.01%+10813F-HRTimeline
Householder Group Estate & Retirement S…1,647$29K0.02%-64713F-HRTimeline
Golden State Wealth Management, LLC1,500$27K<0.01%13F-HRTimeline
Main Street Group, LTD1,450$26.1K0.01%-1,42513F-HRTimeline
Anchor Investment Management, LLC1,375$24.8K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,175$21.1K<0.01%-60013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.1,055$19K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$18K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$18K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.950$17.1K<0.01%013F-HRTimeline
Noble Wealth Management PBC950$17.1K0.01%13F-HRTimeline
WPG Advisers, LLC831$15K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.674$12.1K<0.01%+1413F-HR/ATimeline
Blue Trust, Inc.531$9.55K<0.01%+2313F-HR/ATimeline
Aspect Partners, LLC500$9K0.01%+10013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC461$8.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC450$8.1K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK400$7.2K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC400$7.2K0.01%013F-HRTimeline
Luminist Capital LLC397$7.15K0.01%13F-HRTimeline
Citizens National Bank Trust Department365$6.57K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…220$3.96K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC215$3.87K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC185$3.33K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC73$1.31K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…46$828<0.01%13F-HRTimeline
BIRCHBROOK, INC.40$720<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$162<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$90<0.01%-1,04813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2$40<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$14<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.