FIRST TR INTERM DUR & INC (FPF) Institutional Shareholders
FIRST TR INTERM DUR & INC (FPF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $344.59M in FPF holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FPF tracked by InsiderSet, reporting ownership valued at approximately $178.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $166.16M, representing an estimated loss of -6.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed FPF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Sit Investment Associates Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TR INTERM DUR & INC (FPF).
This page ranks the largest institutional FPF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
140
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 9,820,464 | $178,437,854 | $166,162,251 | -$12,275,603 | -6.88% | |
| Sit Investment Associates Inc | 0.42% | 1,217,427 | $22,121,000 | $20,598,865 | -$1,522,135 | -6.88% | |
| Wells Fargo & Company/Mn | 0.00% | 1,210,802 | $22,000,272 | $20,486,770 | -$1,513,502 | -6.88% | |
| Lpl Financial Llc | 0.00% | 979,058 | $17,789,491 | $16,565,661 | -$1,223,830 | -6.88% | |
| Royal Bank Of Canada | 0.00% | 753,673 | $13,694,000 | $12,752,147 | -$941,853 | -6.88% | |
| Invesco Ltd. | 0.00% | 659,562 | $11,984,242 | $11,159,789 | -$824,453 | -6.88% | |
| Peak Planning Group, Llc | 1.64% | 400,589 | $7,278,710 | $6,777,966 | -$500,744 | -6.88% | |
| Mgo One Seven Llc | 0.11% | 377,412 | $6,857,583 | $6,385,811 | -$471,772 | -6.88% | |
| Cohen & Steers, Inc. | 0.01% | 361,198 | $6,563,000 | $6,111,470 | -$451,530 | -6.88% | |
| D.A. Davidson & Co. | 0.03% | 257,487 | $4,678,546 | $4,356,680 | -$321,866 | -6.88% | |
| Stifel Financial Corp | 0.00% | 188,729 | $3,429,183 | $3,193,295 | -$235,888 | -6.88% | |
| Ubs Group Ag | 0.00% | 149,378 | $2,714,198 | $2,527,476 | -$186,722 | -6.88% | |
| Rareview Capital Llc | 1.40% | 133,367 | $2,509,967 | $2,256,570 | -$253,397 | -10.10% | |
| Hennion & Walsh Asset Management, Inc. | 0.06% | 107,058 | $1,945,244 | $1,811,421 | -$133,823 | -6.88% | |
| Osaic Holdings, Inc. | 0.00% | 105,254 | $1,912,662 | $1,780,898 | -$131,764 | -6.89% | |
| Baird Financial Group, Inc. | 0.00% | 102,354 | $1,859,772 | $1,731,830 | -$127,942 | -6.88% | |
| Bank Of America Corp | 0.00% | 94,861 | $1,723,632 | $1,605,048 | -$118,584 | -6.88% | |
| Raymond James Financial Inc | 0.00% | 93,669 | $1,701,975 | $1,584,879 | -$117,096 | -6.88% | |
| Newedge Advisors, Llc | 0.00% | 86,756 | $1,576,357 | $1,467,912 | -$108,445 | -6.88% | |
| Noble Wealth Management Pbc | 0.68% | 82,363 | $1,496,536 | $1,393,582 | -$102,954 | -6.88% | |
| Cetera Investment Advisers | 0.00% | 77,966 | $1,416,650 | $1,319,185 | -$97,465 | -6.88% | |
| Iht Wealth Management, Llc | 0.03% | 76,819 | $1,395,810 | $1,299,777 | -$96,033 | -6.88% | |
| Envestnet Asset Management Inc | 0.00% | 73,686 | $1,338,877 | $1,246,767 | -$92,110 | -6.88% | |
| Onyx Bridge Wealth Group Llc | 0.11% | 68,870 | $1,251,369 | $1,165,280 | -$86,089 | -6.88% | |
| Principal Securities, Inc. | 0.01% | 68,080 | $1,237,015 | $1,151,914 | -$85,101 | -6.88% | |
| Oppenheimer & Co Inc | 0.01% | 60,744 | $1,103,718 | $1,027,788 | -$75,930 | -6.88% | |
| Centaurus Financial, Inc. | 0.04% | 56,563 | $1,028,000 | $957,046 | -$70,954 | -6.90% | |
| Prospera Financial Services Inc | 0.01% | 51,465 | $935,098 | $870,788 | -$64,310 | -6.88% | |
| Truist Financial Corp | 0.00% | 49,662 | $902,363 | $840,281 | -$62,082 | -6.88% | |
| Wedbush Securities Inc | 0.02% | 48,069 | $873,000 | $813,327 | -$59,673 | -6.84% | |
| Janney Montgomery Scott Llc | 0.00% | 45,196 | $821,000 | $764,716 | -$56,284 | -6.86% | |
| Magnus Financial Group Llc | 0.06% | 43,831 | $796,406 | $741,621 | -$54,785 | -6.88% | |
| Alessandra Capital Management, Llc | 0.53% | 40,948 | $744,026 | $692,840 | -$51,186 | -6.88% | |
| Bramshill Investments, Llc | 0.06% | 40,000 | $726,800 | $676,800 | -$50,000 | -6.88% | |
| Capital Investment Advisors, Llc | 0.01% | 39,666 | $720,738 | $671,149 | -$49,589 | -6.88% | |
| Pine Valley Investments Ltd Liability Co | 0.03% | 38,399 | $697,710 | $649,711 | -$47,999 | -6.88% | |
| Ethos Financial Group, Llc | 0.05% | 37,438 | $680,248 | $633,451 | -$46,797 | -6.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,760 | $649,750 | $605,059 | -$44,691 | -6.88% | |
| Sowell Financial Services Llc | 0.02% | 34,880 | $633,770 | $590,170 | -$43,600 | -6.88% | |
| Lido Advisors, Llc | 0.00% | 33,855 | $615,145 | $572,827 | -$42,318 | -6.88% | |
| Pfg Investments, Llc | 0.02% | 33,552 | $609,633 | $567,700 | -$41,933 | -6.88% | |
| Seacrest Wealth Management, Llc | 0.07% | 32,979 | $599,228 | $558,005 | -$41,223 | -6.88% | |
| Fifth Third Bancorp | 0.00% | 31,051 | $564,199 | $525,383 | -$38,816 | -6.88% | |
| Kestra Advisory Services, Llc | 0.00% | 30,259 | $549,807 | $511,982 | -$37,825 | -6.88% | |
| Cwm, Llc | 0.00% | 29,160 | $514,082 | $493,387 | -$20,695 | -4.03% | |
| Rda Financial Network | 0.11% | 27,739 | $504,018 | $469,344 | -$34,674 | -6.88% | |
| Saxony Capital Management, Llc | 0.23% | 27,700 | $503,309 | $468,684 | -$34,625 | -6.88% | |
| International Assets Investment Management, Llc | 0.03% | 27,832 | $502,083 | $470,917 | -$31,166 | -6.21% | |
| Rockefeller Capital Management L.P. | 0.00% | 26,875 | $488,330 | $454,725 | -$33,605 | -6.88% | |
| Guggenheim Capital Llc | 0.00% | 26,625 | $483,776 | $450,495 | -$33,281 | -6.88% |
Frequently asked questions about FPF
Who owns the most FPF stock?
The largest holders of FPF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TR INTERM DUR & INC (FPF).
Is FPF widely held by superinvestors?
Many widely followed stocks like FPF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FPF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.