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Disclosery

FPF FIRST TR INTER DURATN PFD &

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CEF (fund), issuer CIK 1567569

118 managers (119 13F filers) reported a position in FPF shares at 2026-03-31, 18,725,178 shares in all. 16 filers opened a position and 11 filers sold out during the quarter.

Managers
118
13F filers
119
New
16
Added
41
Reduced
23
Sold out
11
Shares held by filers
18,725,178

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY9,745,769$172M0.01%+549,66713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,218,651$21.5M<0.01%+64,11713F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,213,727$21.4M0.43%-1,93713F-HRTimelineGroup
LPL Financial LLC948,767$16.7M<0.01%-57513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA739,258$13M<0.01%+44,20513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.634,556$11.2M<0.01%-112,06513F-HRTimelineGroup
Peak Planning Group, LLC397,793$7.01M1.94%+8,35013F-HRTimeline
MGO ONE SEVEN LLC391,175$6.9M0.14%+79913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.361,198$6.37M0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.236,254$4.17M0.03%+61213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP179,609$3.17M<0.01%+11,66613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding158,714$2.8M+6,076Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,850$1.97M<0.01%-31,25913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.99,580$1.76M<0.01%-55913F-HRTimelineGroup
Rareview Capital LLC91,917$1.73M1.01%+15,82313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,239$1.7M<0.01%+9,63913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,738$1.67M<0.01%+7,10713F-HRTimelineGroup
NewEdge Advisors, LLC82,770$1.46M0.01%+52913F-HR/ATimeline
Noble Wealth Management PBC75,117$1.32M0.68%+4,51013F-HRTimeline
IHT Wealth Management, LLC73,643$1.3M0.03%013F-HRTimeline
Cetera Investment Advisers72,161$1.27M<0.01%+4,66813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC70,333$1.24M0.02%+26013F-HRTimelineGroup
Shaker Financial Services, LLC68,010$1.2M0.42%-36,26413F-HRTimeline
Onyx Bridge Wealth Group LLC67,940$1.2M0.13%+4,15213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …67,262$1.19M0.01%-51413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.64,833$1.14M0.04%-2,23713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,026$1.01M<0.01%+5,80013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.56,428$995K0.05%-44913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC49,419$871K0.01%-32,90713F-HRTimelineGroup
Prospera Financial Services Inc46,464$819K0.01%+1,33113F-HRTimeline
Janney Montgomery Scott LLC44,701$788K<0.01%-4,95013F-HRTimeline
Magnus Financial Group LLC42,937$757K0.06%-9,93613F-HRTimeline
WEDBUSH SECURITIES INC42,555$750K0.02%new13F-HRTimeline
Alessandra Capital Management, LLC41,518$732K0.62%+6,51813F-HRTimeline
PFG Investments, LLC41,112$725K0.03%+1,09413F-HRTimeline
Capital Investment Advisors, LLC39,666$699K0.01%-47813F-HR/ATimeline
Pine Valley Investments Ltd Liability Co39,099$689K0.03%013F-HRTimeline
Ethos Financial Group, LLC35,464$661K0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,034$653K<0.01%-1,74613F-HRTimeline
Sowell Financial Services LLC36,388$642K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,855$597K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…31,622$557K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,266$534K<0.01%+9,95013F-HRTimelineGroup
CWM, LLCin group CWM, LLC29,160$514K<0.01%+5,97113F-HRTimelineGroup
RDA Financial Network28,269$498K0.12%+42013F-HRTimeline
Saxony Capital Management, LLC27,700$488K0.28%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,897$474K<0.01%-5,89313F-HRTimelineGroup
Intellectus Partners, LLC26,221$462K0.09%+35313F-HRTimeline
SeaCrest Wealth Management, LLC25,379$447K0.05%+6,00313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,223$445K0.03%+1,70813F-HRTimeline
Steward Partners Investment Advisory, L…24,086$425K<0.01%+2,17213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC24,040$424K0.23%-1,30013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,749$401K<0.01%+7,09013F-HRTimelineGroup
Integrated Wealth Concepts LLC20,570$363K<0.01%+2,78613F-HRTimeline
EJMK Ventures LLC20,161$355K0.2%+7913F-HRTimeline
Gridiron Partners, LLC19,345$338K0.21%-7,21313F-HRTimeline
Mathes Company, Inc.18,250$322K0.12%013F-HRTimeline
Kovack Advisors, Inc.18,081$319K0.02%-1,00013F-HRTimeline
RVW Wealth, LLC17,849$315K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,195$305K<0.01%-1,72713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,871$297K<0.01%-30,09413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED15,152$267K0.02%+1,67713F-HRTimeline
Morey & Quinn Wealth Partners, LLC14,792$261K0.19%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,386$254K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC14,176$250K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…14,095$248K<0.01%-84013F-HRTimeline
&PARTNERS14,036$247K<0.01%+27713F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC13,661$241K0.08%+1,09013F-HRTimeline
CHOREO, LLC12,922$228K<0.01%+2,68413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,802$208K<0.01%+1,68713F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC11,488$203K0.01%+24513F-HRTimeline
Independent Advisor Alliance11,177$197K<0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC10,588$194K0.01%013F-HRTimeline
Sterneck Capital Management, LLC10,878$192K0.09%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,458$149K0.01%+1,00013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT7,900$139K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/5,933$105K0.04%-1,91113F-HRTimeline
GILL CAPITAL PARTNERS, LLC5,923$104K0.03%new13F-HRTimeline
IFP Advisors, Inc5,179$91.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,794$66.9K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,473$61.2K0.01%+59613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,175$54.7K0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,955$52.1K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC2,765$48.7K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.2,600$45.8K0.02%013F-HRTimeline
Allworth Financial LP2,560$45.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,400$42.3K<0.01%+2,00013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,050$36.1K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,925$34K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.1,762$31.1K0.01%-3013F-HRTimeline
WPG Advisers, LLC1,533$27K0.02%+38013F-HRTimeline
Larson Financial Group LLC1,500$26.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,500$26.4K<0.01%013F-HRTimeline
Main Street Group, LTD1,450$25.6K0.01%new13F-HRTimeline
Anchor Investment Management, LLC1,375$24.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,308$23.1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,175$20.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,050$18.5K<0.01%013F-HRTimeline
Mosley Wealth Management750$14.4K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.753$13.3K<0.01%+1613F-HRTimeline
Aspect Partners, LLC750$13.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.625$11K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.561$9.89K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.547$9.64K<0.01%013F-HRTimeline
Arax Advisory Partners500$8.81K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC461$8.13K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC450$7.98K<0.01%013F-HRTimeline
Citizens National Bank Trust Department365$6.43K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…303$5.34K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC150$2.65K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC141$2.51K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP136$2.36K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88$1.51K<0.01%new13F-HR/ATimelineGroup
SIGNATUREFD, LLC76$1.34K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC67$1.18K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…46$810<0.01%013F-HRTimeline
BIRCHBROOK, INC.40$706<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$159<0.01%013F-HRTimelineGroup