FIRST TR INTERM DUR & INC (FPF) Institutional Ownership Changes & 13F Activity

FIRST TR INTERM DUR & INC (FPF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Morgan Stanley, Bramshill Investments, Llc, Guggenheim Capital Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+201201$3.65KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+344+1.7%20,914$380.01KQ2 2026Sep 09, 2026
Centaurus Financial, Inc.Buy+135+0.2%56,563$1.03MQ2 2026Aug 17, 2026
Invesco Ltd.Buy+659,562659,562$11.98MQ2 2026Aug 14, 2026
Bramshill Investments, LlcBuy+40,00040,000$726.80KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+14,415+1.9%753,673$13.69MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-8,568-37.7%14,181$257.67KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-7,849-0.6%1,210,802$22.00MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-6,596-5.9%105,254$1.91MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+3,176+4.3%76,819$1.40MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,378-1.4%94,861$1.72MQ2 2026Aug 14, 2026
&PartnersSell-1,251-8.9%12,785$232.30KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,069-1.1%93,669$1.70MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+531+390.4%667$12.04KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Sell-200-7.7%2,400$43.61KQ2 2026Aug 14, 2026
Morgan StanleyBuy+74,695+0.8%9,820,464$178.44MQ2 2026Aug 13, 2026
Ubs Group AgSell-9,237-5.8%149,378$2.71MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-3,391-11.2%26,875$488.33KQ2 2026Aug 13, 2026
Huntington National BankBuy+967+207.5%1,433$26.04KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+354+1.5%24,440$444.07KQ2 2026Aug 13, 2026
Guggenheim Capital LlcSell-22,794-46.1%26,625$483.78KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+12,723+17.2%86,756$1.58MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+9,120+5.1%188,729$3.43MQ2 2026Aug 12, 2026
Clear Street Group Inc.Buy+8,0468,046$146.20KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+5,805+8.0%77,966$1.42MQ2 2026Aug 12, 2026
Sit Investment Associates IncBuy+3,700+0.3%1,217,427$22.12MQ2 2026Aug 12, 2026
Peak Planning Group, LlcBuy+2,796+0.7%400,589$7.28MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+2,774+2.8%102,354$1.86MQ2 2026Aug 12, 2026
Brown Brothers Harriman & CoBuy+558558$10.14KQ2 2026Aug 12, 2026
Intellectus Partners, LlcSell-130-0.5%26,091$474.07KQ2 2026Aug 12, 2026
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Frequently asked questions about FPF activity

  • Which institutional owners are buying FPF?

    Institutional owners buying FPF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FPF activity?

    "Buy" means an investor increased their reported position in FPF compared to the prior reporting period. This reflects growing exposure to FIRST TR INTERM DUR & INC (FPF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FPF increasing?

    Institutional interest in FPF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.