Latest imported 13F data
FPF

FIRST TR INTER DURATN PFD &

Institutional Ownership · Q4 2025

Filing: Q4 2025

FIRST TR INTER DURATN PFD & (FPF) is held by 109 institutional investors with combined holdings of $335M. Major holders include MORGAN STANLEY, SIT INVESTMENT ASSOCIATES, WELLS FARGO & COMPANY/MN.

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Institutional Holders
109
Total Value
$335.1M
Ownership %
29.5%

🏦 Top Institutional Holders

MORGAN STANLEY
9.2M shares
$171.4M
15.11% ownership
SIT INVESTMENT ASSOCIATES INC
1.2M shares
$22.7M
2.00% ownership
WELLS FARGO & COMPANY/MN
1.2M shares
$21.5M
1.90% ownership
LPL Financial LLC
949.3K shares
$17.7M
1.56% ownership
Invesco Ltd.
746.6K shares
$13.9M
1.23% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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