FIRST TR INTER DURATN PFD &
CUSIP 33718W103
First Tr Inter Duratn Pfd & has 120 institutional holders in Filings Flow’s 13F database, together reporting 17.82M shares worth $292M as of Q1 2026. The largest reported holders are Morgan Stanley, Wells Fargo & Company/Mn, and Lpl Financial LLC.
Institutional Holders
120
Q1 2026
Reported Value
$292M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Peak Planning Group, LLC$228M AUM | 2.50% | $6M | 291.7K | Q2 2026 |
| Rareview Capital LLC$171M AUM | 1.01% | $2M | 91.9K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.67% | $1M | 82.4K | Q2 2026 |
| Alessandra Capital Management, LLC$113M AUM | 0.58% | $652,400 | 35.0K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.42% | $1M | 68.0K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.28% | $488,351 | 27.7K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.26% | $2M | 106.3K | Q3 2025OLDER |
| Gridiron Partners, LLC$164M AUM | 0.21% | $338,421 | 19.3K | Q1 2026OLDER |
| EJMK Ventures LLC$179M AUM | 0.20% | $355,443 | 20.2K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.19% | $260,790 | 14.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.14% | $7M | 391.2K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.13% | $1M | 67.9K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.11% | $504,018 | 27.7K | Q2 2026 |
| Intellectus Partners, LLC$490M AUM | 0.09% | $462,270 | 26.2K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 0.09% | $191,779 | 10.9K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.08% | $240,845 | 13.7K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.07% | $599,228 | 33.0K | Q2 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.06% | $796,406 | 43.8K | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.06% | $2M | 107.1K | Q2 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.05% | $661,049 | 35.5K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.04% | $105,495 | 5.8K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.04% | $67,025 | 3.5K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $509,170 | 27.3K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $724,800 | 41.1K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.03% | $689,316 | 39.1K | Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $444,679 | 25.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 73.6K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $104,422 | 5.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $4M | 236.3K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $224,062 | 12.0K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $641,520 | 36.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $45,838 | 2.6K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $324,316 | 17.8K | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.02% | $27,027 | 1.5K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $267,124 | 15.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 70.3K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $318,768 | 18.1K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $36,142 | 2.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 67.3K | Q1 2026OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.01% | $202,537 | 11.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $819,142 | 46.5K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $193,549 | 10.6K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.01% | $31,064 | 1.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $171M | 9.20M | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $699,319 | 39.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $249,922 | 14.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $253,625 | 14.4K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $25,564 | 1.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $54,674 | 3.2K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $871,257 | 49.4K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.01% | $14,363 | 750 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $61,229 | 3.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $217,939 | 11.7K | Q4 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $2M | 91.3K | Q3 2025OLDER |
| Aspect Partners, LLC$245M AUM | 0.01% | $13,222 | 750 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 82.8K | Q2 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $139,277 | 7.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $262,224 | 14.1K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $17M | 948.8K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $135,512 | 7.5K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $21M | 1.22M | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $88,769 | 5.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 179.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $362,651 | 20.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $26,445 | 1.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 111.8K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $227,815 | 12.9K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 99.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $33,954 | 1.9K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $13,281 | 753 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $614,573 | 33.0K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $13M | 739.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $42,312 | 2.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $424,640 | 24.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $197,043 | 11.2K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $24,241 | 1.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $91,306 | 5.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $72,942 | 3.8K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $596,864 | 33.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $474,199 | 26.9K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.00% | $4,716 | 253 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $11M | 634.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $66,888 | 3.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 72.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $514,082 | 29.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $247,463 | 14.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $18,512 | 1.1K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.00% | $6,435 | 365 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $557,499 | 31.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $533,600 | 30.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $652,910 | 37.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $26,445 | 1.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $11,018 | 625 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $7,983 | 450 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $48,747 | 2.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $305,045 | 17.2K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $810 | 46 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $4,041 | 211 | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,726 | 150 | Q2 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $8,128 | 461 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 94.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $401,997 | 21.0K | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $52,097 | 3.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $20,715 | 1.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 158.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $21,101 | 1.1K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,285 | 276 | Q3 2025OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $727 | 40 | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $208,061 | 11.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 57.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,815 | 500 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $297,744 | 15.5K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $23,060 | 1.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $45,133 | 2.6K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $5,313 | 285 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $763,769 | 39.7K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $12,831 | 670 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,543 | 185 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 96.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $265,534 | 13.9K | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $9,644 | 547 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $49,116 | 2.6K | Q4 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $1,181 | 67 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $2,513 | 141 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $8,216 | 466 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $401,065 | 22.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $297,436 | 16.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $255,748 | 13.4K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,340 | 76 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $280 | 15 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,342 | 303 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $45 | 2 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,357 | 136 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1,745 | 99 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $159 | 9 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $9,890 | 561 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,515 | 88 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.