13F Insight
DOSSIER · 13F Holders · Q2 2026
FPF

FIRST TR INTER DURATN PFD &

130 institutions still hold FIRST TR INTER DURATN PFD & as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33718W103·130 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$311M
visible holders
Holders
130
filers reporting
Concentration
57.31%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

130 institutions reported FPF in Q2 2026. MORGAN STANLEY leads at 57.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$178M9.8M0.01%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M1.2M0.00%Q2 202603
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$21M1.2M0.43%Q1 202604
LPL Financial LLC
CIK 0001403438
$18M979K0.00%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$14M754K0.00%Q2 202606
Invesco Ltd.
CIK 0000914208
$12M660K0.00%Q2 202607
Peak Planning Group, LLC
CIK 0002097384
$7M401K1.64%Q2 202608
MGO ONE SEVEN LLC
CIK 0001731444
$7M377K0.11%Q2 202609
COHEN & STEERS, INC.
CIK 0001284812
$6M361K0.01%Q1 202610
D.A. DAVIDSON & CO.
CIK 0001080107
$5M257K0.03%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$3M189K0.00%Q2 202612
UBS Group AG
CIK 0001610520
$3M149K0.00%Q2 202613
Rareview Capital LLC
CIK 0002044533
$3M133K1.40%Q2 202614
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$2M107K0.06%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M105K0.00%Q2 202616
Baird Financial Group, Inc.
CIK 0001648711
$2M102K0.00%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M95K0.00%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M94K0.00%Q2 202619
NewEdge Advisors, LLC
CIK 0001633516
$2M87K0.00%Q2 202620
Noble Wealth Management PBC
CIK 0002055065
$1M82K0.67%Q2 2026
Page 1 of 7
110 more holders available. Log in →
Insiders at FIRST TR INTER DURATN PFD &
Graci Angelo D →Fleming Scott T →Weaver Eric David →Wolf Robert A →Kadlec Thomas R →Keith Robert F →Serger Carl Andrew →Hull Brian F →