News + Filings Key Docs Ownership
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FIRST TR INTER DUR PFD & IN (FPF)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 6,894,839 | 1,021,453 | 106,938,974,000 | 0.01 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 810,936 | -26,262 | 12,577,612,000 | 0.00 | |
Hist
| 06/30/2023 |
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Invesco Ltd.
| 762,013 | -13,707 | 11,818,822,000 | 0.00 | |
Hist
| 06/30/2023 |
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Karpus Management, Inc.
| 680,619 | -5,025 | 10,556,401,000 | 0.33 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 628,258 | -1,051 | 9,913,918,000 | 0.01 | |
Hist
| 03/31/2023 |
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BANK OF AMERICA CORP /DE/
| 503,847 | -715 | 7,814,671,000 | 0.00 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 388,974 | -26,166 | 6,033,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 292,725 | -236,990 | 4,536,661,000 | 0.00 | |
Hist
| 06/30/2023 |
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Sterneck Capital Management, LLC
| 205,135 | 40,228 | 3,460,627,000 | 2.30 | |
Hist
| 12/31/2022 |
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Allspring Global Investments Holdings, LLC
| 200,934 | 32,400 | 3,116,486,000 | 0.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 177,673 | 87,939 | 2,755,711,000 | | |
Hist
| 06/30/2023 |
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UBS Group AG
| 131,917 | 13,218 | 2,046,032,000 | 0.00 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 127,754 | 81,923 | 1,981,476,000 | 0.01 | |
Hist
| 06/30/2023 |
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Consolidated Portfolio Review Corp
| 113,729 | 25,582 | 1,763,944,000 | 0.42 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 108,280 | 4,587 | 1,679,423,000 | 0.00 | |
Hist
| 06/30/2023 |
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Baird Financial Group, Inc.
| 101,640 | 2,352 | 1,576,437,000 | 0.00 | |
Hist
| 06/30/2023 |
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Shaker Financial Services, LLC
| 93,683 | 93,683 | 1,478,318,000 | 0.65 | |
Hist
| 03/31/2023 |
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TRUIST FINANCIAL CORP
| 83,766 | -3,562 | 1,413,140,000 | 0.00 | |
Hist
| 12/31/2022 |
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Fiera Capital Corp
| 83,633 | 2,747 | 1,297,148,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 64,187 | 2,044 | 1,082,825,000 | 0.00 | |
Hist
| 12/31/2022 |
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Relative Value Partners Group, LLC
| 65,576 | -3,929 | 1,017,084,000 | 0.07 | |
Hist
| 06/30/2023 |
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Sowell Financial Services LLC
| 52,558 | 122 | 815,000,000 | 0.05 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 50,538 | -4,538 | 783,840,000 | 0.00 | |
Hist
| 06/30/2023 |
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Onyx Bridge Wealth Group LLC
| 44,593 | 2,978 | 776,367,000 | 0.32 | |
Hist
| 12/31/2022 |
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Raymond James Financial Services Advisors, Inc.
| 43,661 | -9,022 | 736,564,000 | 0.00 | |
Hist
| 12/31/2022 |
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IHT Wealth Management, LLC
| 43,727 | -9,038 | 690,012,000 | 0.04 | |
Hist
| 03/31/2023 |
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Icon Wealth Advisors, LLC
| 38,938 | 0 | 656,884,000 | 0.08 | |
Hist
| 12/31/2022 |
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GUGGENHEIM CAPITAL LLC
| 39,560 | -441 | 613,576,000 | 0.00 | |
Hist
| 06/30/2023 |
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LexAurum Advisors, LLC
| 36,268 | -10 | 611,841,000 | 0.22 | |
Hist
| 12/31/2022 |
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Atria Wealth Solutions, Inc.
| 35,509 | -482 | 550,755,000 | 0.01 | |
Hist
| 06/30/2023 |
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Bison Wealth, LLC
| 34,807 | 34,807 | 539,851,000 | 0.10 | |
Hist
| 06/30/2023 |
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Prospera Financial Services Inc
| 32,774 | 0 | 508,303,000 | 0.02 | |
Hist
| 06/30/2023 |
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RDA Financial Network
| 32,439 | 1,600 | 503,129,000 | 0.21 | |
Hist
| 06/30/2023 |
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Cooper Financial Group
| 29,656 | 5,074 | 459,972,000 | 0.11 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 25,909 | -200 | 401,849,000 | 0.00 | |
Hist
| 06/30/2023 |
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