FIRST TR INTERM DUR & INC (FPF) Institutional Ownership and Insiders Activity
FIRST TR INTERM DUR & INC (FPF) is widely held by institutional investors, with 119 firms reporting positions valued at approximately $344.59M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $178.44M in FPF holdings in its latest filing.
Institutional ownership remains highly concentrated, with Morgan Stanley representing the majority of disclosed value.
Institutional Holders
119
Total Reported Value
$344.59M
Largest Holder
Morgan Stanley
Largest Position
$178.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
13
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$178.44M
- Sit Investment Associates Inc$22.12M
- Wells Fargo & Company/Mn$22.00M
- Lpl Financial Llc$17.79M
- Royal Bank Of Canada$13.69M
FPF News
All news- First Pacific Financial Portfolio Changes in Q2 2026: Significant Buys and Sells Observed
Jul 21, 2026 · valut.ai
Related FPF Institutional Insights:
- FPF 13F Institutional Holders
- FPF Top Institutional Shareholders
- FPF Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- FPF Insider Trading & SEC Form 4 Activity
- FPF Articles
- Top Institutional Investor Stock Rankings