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Disclosery

FPF FIRST TR INTER DURATN PFD &

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CEF (fund), issuer CIK 1567569

110 managers (110 13F filers) reported a position in FPF shares at 2025-03-31, 16,200,276 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
110
13F filers
110
New
8
Added
35
Reduced
33
Sold out
15
Shares held by filers
16,200,276

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY8,059,563$148M0.01%+73,62713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,003,474$18.5M<0.01%-5,42513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA781,045$14.4M<0.01%+26,22213F-HR/ATimelineGroup
LPL Financial LLC746,943$13.7M0.01%+53,17113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.659,511$12.1M<0.01%-171,38413F-HRTimelineGroup
MGO ONE SEVEN LLC388,512$7.14M0.28%+73,99313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.361,198$6.64M0.01%-55,82113F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC335,240$6.17M0.14%+246,18213F-HRTimelineGroup
Peak Planning Group, LLC317,026$5.83M2.45%+16,04813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC233,941$4.31M<0.01%-30213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.170,741$3.14M0.14%-2,86813F-HRTimeline
ROTHSCHILD INVESTMENT LLC166,498$3.06M0.2%-26,70013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC158,368$2.91M0.03%+24,64113F-HRTimelineGroup
UBS Group AGin group UBS Group AG143,859$2.65M<0.01%+5,53313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.143,482$2.64M0.01%+79,76013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.139,585$2.57M0.01%+26,37213F-HRTimelineGroup
Magnus Financial Group LLC138,551$2.55M0.25%+6,77813F-HRTimeline
D.A. DAVIDSON & CO.134,751$2.48M0.02%-1,81213F-HRTimeline
Consolidated Portfolio Review Corp115,658$2.13M0.34%+48613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/114,642$2.11M<0.01%-21,66813F-HRTimelineGroup
Rareview Capital LLC108,776$2M1.27%-1,80013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,935$1.89M<0.01%+5,72413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp90,402$1.66M0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC81,916$1.51M0.05%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,369$1.46M<0.01%+17,55813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,982$1.32M<0.01%-2,75913F-HRTimelineGroup
Shaker Financial Services, LLC69,925$1.29M0.5%-23,21613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,203$1.25M0.03%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …67,504$1.24M0.02%+4,88513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC64,269$1.18M0.17%+2,87613F-HRTimeline
CENTAURUS FINANCIAL, INC.60,174$1.11M0.07%-77013F-HRTimeline
NewEdge Advisors, LLC59,036$1.09M0.01%+26,52713F-HRTimeline
Polar Asset Management Partners Inc.47,115$866K0.03%-61,47813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,898$844K<0.01%+4313F-HRTimeline
Capital Investment Advisors, LLC42,653$784K0.02%-1,48913F-HRTimeline
Pine Valley Investments Ltd Liability Co41,300$760K0.05%-1,40013F-HRTimeline
Prospera Financial Services Inc40,253$740K0.02%-3913F-HRTimeline
Sowell Financial Services LLC36,388$669K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,344$650K<0.01%+2,64913F-HRTimelineGroup
PFG Investments, LLC34,906$642K0.04%-2,95513F-HRTimeline
Cetera Investment Advisers33,100$609K<0.01%-2,20413F-HRTimeline
Ethos Financial Group, LLC32,828$604K0.06%new13F-HRTimeline
COMERICA BANK32,372$595K<0.01%-3,63413F-HRTimeline
RDA Financial Network30,168$555K0.17%-8513F-HRTimeline
CWM, LLCin group CWM, LLC28,182$518K<0.01%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC27,340$503K0.29%-2,50013F-HRTimeline
Saxony Capital Management, LLC26,850$494K0.43%-1,75013F-HRTimeline
Gridiron Partners, LLC26,558$488K0.31%013F-HRTimeline
Intellectus Partners, LLC25,342$466K0.12%+8,06613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC24,583$452K<0.01%+2813F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,541$433K<0.01%+12513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,530$378K<0.01%-99513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.18,623$342K<0.01%+28913F-HRTimeline
Mathes Company, Inc.18,500$340K0.14%013F-HRTimeline
RVW Wealth, LLC17,849$328K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,579$323K<0.01%-11,80913F-HRTimelineGroup
Sterneck Capital Management, LLC16,289$300K0.16%013F-HRTimeline
Janney Montgomery Scott LLC15,944$293K<0.01%+5,07813F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,596$287K0.01%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC15,542$286K0.24%013F-HRTimeline
&PARTNERS14,734$272K<0.01%+13513F-HRTimeline
Geneos Wealth Management Inc.8,163$249K<0.01%+6,42513F-HRTimeline
Cambridge Investment Research Advisors,…13,331$245K<0.01%-1,48713F-HRTimeline
HRT FINANCIAL LP11,792$216K<0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC11,688$215K0.02%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,527$194K0.14%+22913F-HRTimeline
Sage Capital Management, LLC10,500$193K0.1%013F-HRTimeline
Cooper Financial Group10,347$190K0.03%-16113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,317$190K0.08%-60013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,011$184K<0.01%-13,27113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management9,370$172K0.01%+97013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/8,652$159K0.08%-83613F-HRTimeline
AMERIFLEX GROUP, INC.7,050$130K0.05%-1,30013F-HRTimeline
IFP Advisors, Inc5,179$95.2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC3,500$64.4K0.04%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,175$58.5K0.01%013F-HRTimelineGroup
Main Street Group, LTD2,875$52.9K0.02%+1,42513F-HRTimeline
Noble Wealth Management PBC1,750$32.2K0.02%+80013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,600$29.4K0.01%-50013F-HRTimeline
Larson Financial Group LLC1,500$27.6K<0.01%-30013F-HRTimeline
Golden State Wealth Management, LLC1,500$27.6K<0.01%013F-HR/ATimeline
Anchor Investment Management, LLC1,375$25.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,275$23.4K<0.01%+27513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,175$21.6K<0.01%013F-HRTimeline
WPG Advisers, LLC1,061$19.5K0.02%+23013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.1,013$18.6K0.01%-4213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$18.4K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.950$17.5K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.690$12.7K<0.01%+1613F-HRTimeline
Blue Trust, Inc.543$9.98K<0.01%+1213F-HRTimeline
Aspect Partners, LLC500$9.2K0.01%013F-HRTimeline
CX Institutional500$9K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC461$8.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC450$8.28K<0.01%013F-HRTimeline
Luminist Capital LLC397$7.26K0.01%013F-HRTimeline
Citizens National Bank Trust Department365$6.71K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC350$6.44K<0.01%13F-HRTimeline
Inlight Wealth Management, LLC253$4.65K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC233$4.29K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…220$4.04K<0.01%013F-HRTimeline
CoreCap Advisors, LLC185$3.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC185$3.38K<0.01%+11213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100$1.84K<0.01%new13F-HR/ATimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners80$1.47K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…46$845<0.01%013F-HRTimeline
BIRCHBROOK, INC.40$736<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$166<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$92<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2$42<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.