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Disclosery

FPF FIRST TR INTER DURATN PFD &

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CEF (fund), issuer CIK 1567569

112 managers (113 13F filers) reported a position in FPF shares at 2025-06-30, 16,341,103 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
112
13F filers
113
New
13
Added
28
Reduced
34
Sold out
12
Shares held by filers
16,341,103

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY8,346,319$157M0.01%+286,75613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,003,074$18.9M<0.01%-40013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.773,685$14.6M<0.01%+114,17413F-HRTimelineGroup
LPL Financial LLC769,888$14.5M<0.01%+22,94513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA749,787$14.1M<0.01%-31,25813F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC590,629$11.1M0.24%+255,38913F-HRTimelineGroup
MGO ONE SEVEN LLC406,961$7.66M0.25%+18,44913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.361,198$6.8M0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC175,923$3.33M<0.01%-58,01813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC158,380$2.98M0.02%+1213F-HRTimelineGroup
D.A. DAVIDSON & CO.144,811$2.73M0.02%+10,06013F-HRTimeline
UBS Group AGgroup of 2 filers holding144,563$2.72M+704Timeline
Hennion & Walsh Asset Management, Inc.143,664$2.7M0.11%-27,07713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP143,216$2.7M<0.01%+63,84713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.141,668$2.67M<0.01%+2,08313F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.132,054$2.49M<0.01%-11,42813F-HRTimelineGroup
Consolidated Portfolio Review Corp111,540$2.1M0.29%-4,11813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/108,475$2.04M<0.01%-6,16713F-HRTimelineGroup
Rareview Capital LLC98,637$1.86M1.17%-10,13913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,618$1.84M<0.01%-5,31713F-HRTimelineGroup
NewEdge Advisors, LLC94,040$1.77M0.01%+35,00413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp88,796$1.67M0.01%-1,60613F-HRTimelineGroup
IHT Wealth Management, LLC82,256$1.55M0.04%+34013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …79,965$1.5M0.02%+12,46113F-HRTimelineGroup
Shaker Financial Services, LLC77,756$1.46M0.53%+7,83113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,718$1.31M0.02%+51513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC66,077$1.24M0.16%+1,80813F-HRTimeline
CENTAURUS FINANCIAL, INC.58,864$1.11M0.06%-1,31013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,786$1.09M<0.01%-14,19613F-HRTimelineGroup
Gateway Wealth Partners, LLC47,256$889K0.17%new13F-HRTimeline
Cooper Financial Group48,252$872K0.1%+37,90513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,523$838K<0.01%-1,37513F-HRTimeline
Capital Investment Advisors, LLC42,653$803K0.01%013F-HR/ATimeline
Prospera Financial Services Inc41,580$783K0.01%+1,32713F-HRTimeline
Pine Valley Investments Ltd Liability Co41,122$774K0.05%-17813F-HRTimeline
Sowell Financial Services LLC36,388$685K0.03%013F-HRTimeline
PFG Investments, LLC34,381$647K0.04%-52513F-HRTimeline
COMERICA BANK33,014$621K<0.01%+64213F-HRTimeline
Cetera Investment Advisers32,899$619K<0.01%-20113F-HRTimeline
Ethos Financial Group, LLC32,828$618K0.05%013F-HRTimeline
Magnus Financial Group LLC32,248$607K0.05%-106,30313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,526$574K<0.01%-4,81813F-HRTimelineGroup
RDA Financial Network29,168$549K0.15%-1,00013F-HRTimeline
CWM, LLCin group CWM, LLC28,182$530K<0.01%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC27,340$515K0.29%013F-HRTimeline
Saxony Capital Management, LLC26,850$505K0.39%013F-HRTimeline
Gridiron Partners, LLC26,558$500K0.31%013F-HRTimeline
Intellectus Partners, LLC25,690$483K0.1%+34813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,883$449K<0.01%-70013F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,650$445K<0.01%+10913F-HRTimeline
Integrated Wealth Concepts LLC22,637$426K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,532$386K<0.01%+213F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.19,482$367K<0.01%+85913F-HRTimeline
Mathes Company, Inc.18,500$348K0.13%013F-HRTimeline
Kovack Advisors, Inc.18,356$345K0.03%new13F-HRTimeline
RVW Wealth, LLC17,849$336K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,231$324K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,729$315K<0.01%-85013F-HRTimelineGroup
&PARTNERS16,627$313K<0.01%+1,89313F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,586$293K0.02%-1013F-HRTimeline
Sterneck Capital Management, LLC15,155$285K0.14%-1,13413F-HRTimeline
Morey & Quinn Wealth Partners, LLC14,792$278K0.22%-75013F-HRTimeline
SeaCrest Wealth Management, LLC13,684$258K0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…13,425$253K<0.01%+9413F-HRTimeline
Janney Montgomery Scott LLC12,701$239K<0.01%-3,24313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,461$235K0.02%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC10,769$203K0.14%+24213F-HRTimeline
Icon Wealth Advisors, LLC10,588$199K0.01%-1,10013F-HRTimeline
FIRST FINANCIAL CORP /IN/8,581$161K0.07%-7113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,606$143K0.01%-1,76413F-HRTimelineGroup
Geneos Wealth Management Inc.6,928$130K<0.01%-1,23513F-HRTimeline
Global Retirement Partners, LLC6,861$129K<0.01%13F-HRTimeline
IFP Advisors, Inc5,179$97.5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,809$71.7K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC3,500$65.9K0.04%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,175$59.4K0.01%013F-HRTimelineGroup
Main Street Group, LTD2,875$54.1K0.02%013F-HRTimeline
Allworth Financial LP2,560$48.2K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,600$30.1K0.01%013F-HRTimeline
Larson Financial Group LLC1,500$28.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,500$28.2K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,375$25.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,175$22.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$18.8K<0.01%-27513F-HRTimelineGroup
North Star Investment Management Corp.950$17.9K<0.01%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.906$17.1K0.01%-10713F-HRTimeline
WPG Advisers, LLC821$15.5K0.01%-24013F-HRTimeline
SOA Wealth Advisors, LLC.706$13.3K<0.01%+1613F-HRTimeline
Blue Trust, Inc.547$10.3K<0.01%+413F-HRTimeline
Aspect Partners, LLC500$9.41K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC461$8.68K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC450$8.47K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC400$7.53K<0.01%-166,09813F-HRTimeline
Luminist Capital LLC386$7.22K0.01%-1113F-HRTimeline
Citizens National Bank Trust Department365$6.87K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…276$5.19K<0.01%new13F-HRTimelineGroup
Inlight Wealth Management, LLC253$4.76K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.236$4.44K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…220$4.14K<0.01%013F-HRTimeline
CoreCap Advisors, LLC185$3.48K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC185$3.48K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …164$3.09K<0.01%13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…142$2.67K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100$1.88K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners80$1.51K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…46$866<0.01%013F-HRTimeline
BIRCHBROOK, INC.40$753<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$169<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$94<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2$44<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$15<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.