FPF Institutional Ownership & Shareholders
FIRST TR INTERM DUR & INC (FPF) is currently held by 119 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $340.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $153.69M, representing an estimated loss of -13.87% 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
$340.59M
Largest Holder
Morgan Stanley
Largest Position
$178.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
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 | $153,690,262 | -$24,747,592 | -13.87% | |
| Sit Investment Associates Inc | 0.42% | 1,217,427 | $22,121,000 | $19,052,733 | -$3,068,267 | -13.87% | |
| Wells Fargo & Company/Mn | 0.00% | 1,210,802 | $22,000,272 | $18,949,051 | -$3,051,221 | -13.87% | |
| Lpl Financial Llc | 0.00% | 979,058 | $17,789,491 | $15,322,258 | -$2,467,233 | -13.87% | |
| Royal Bank Of Canada | 0.00% | 753,673 | $13,694,000 | $11,794,982 | -$1,899,018 | -13.87% | |
| Invesco Ltd. | 0.00% | 659,562 | $11,984,242 | $10,322,145 | -$1,662,097 | -13.87% | |
| Peak Planning Group, Llc | 1.64% | 400,589 | $7,278,710 | $6,269,218 | -$1,009,492 | -13.87% | |
| Cohen & Steers, Inc. | 0.01% | 361,198 | $6,563,000 | $5,652,749 | -$910,251 | -13.87% | |
| Mgo One Seven Llc | 0.10% | 364,186 | $5,830,620 | $5,699,511 | -$131,109 | -2.25% | |
| D.A. Davidson & Co. | 0.02% | 279,776 | $4,479,224 | $4,378,494 | -$100,730 | -2.25% | |
| Stifel Financial Corp | 0.00% | 188,729 | $3,429,183 | $2,953,609 | -$475,574 | -13.87% | |
| Hennion & Walsh Asset Management, Inc. | 0.08% | 178,423 | $2,856,552 | $2,792,320 | -$64,232 | -2.25% | |
| Ubs Group Ag | 0.00% | 149,378 | $2,714,198 | $2,337,766 | -$376,432 | -13.87% | |
| Rareview Capital Llc | 1.40% | 133,367 | $2,509,967 | $2,087,194 | -$422,773 | -16.84% | |
| Osaic Holdings, Inc. | 0.00% | 105,254 | $1,912,662 | $1,647,225 | -$265,437 | -13.88% | |
| Baird Financial Group, Inc. | 0.00% | 102,354 | $1,859,772 | $1,601,840 | -$257,932 | -13.87% | |
| Bank Of America Corp | 0.00% | 94,861 | $1,723,632 | $1,484,575 | -$239,057 | -13.87% | |
| Raymond James Financial Inc | 0.00% | 93,669 | $1,701,975 | $1,465,920 | -$236,055 | -13.87% | |
| Newedge Advisors, Llc | 0.00% | 86,756 | $1,576,357 | $1,357,731 | -$218,626 | -13.87% | |
| Cetera Investment Advisers | 0.00% | 77,966 | $1,416,650 | $1,220,168 | -$196,482 | -13.87% | |
| Iht Wealth Management, Llc | 0.03% | 76,819 | $1,395,810 | $1,202,217 | -$193,593 | -13.87% | |
| Noble Wealth Management Pbc | 0.63% | 85,758 | $1,372,986 | $1,342,113 | -$30,873 | -2.25% | |
| Envestnet Asset Management Inc | 0.00% | 73,686 | $1,338,877 | $1,153,186 | -$185,691 | -13.87% | |
| Principal Securities, Inc. | 0.01% | 68,080 | $1,237,015 | $1,065,452 | -$171,563 | -13.87% | |
| Onyx Bridge Wealth Group Llc | 0.09% | 65,006 | $1,040,745 | $1,017,344 | -$23,401 | -2.25% | |
| Centaurus Financial, Inc. | 0.04% | 56,563 | $1,028,000 | $885,211 | -$142,789 | -13.89% | |
| Oppenheimer & Co Inc | 0.01% | 61,161 | $979,188 | $957,170 | -$22,018 | -2.25% | |
| Prospera Financial Services Inc | 0.01% | 51,465 | $935,098 | $805,427 | -$129,671 | -13.87% | |
| Janney Montgomery Scott Llc | 0.00% | 45,196 | $821,000 | $707,317 | -$113,683 | -13.85% | |
| Bramshill Investments, Llc | 0.06% | 40,000 | $726,800 | $626,000 | -$100,800 | -13.87% | |
| Shaker Financial Services, Llc | 0.24% | 44,551 | $713,262 | $697,223 | -$16,039 | -2.25% | |
| Pine Valley Investments Ltd Liability Co | 0.03% | 38,399 | $697,710 | $600,944 | -$96,766 | -13.87% | |
| Magnus Financial Group Llc | 0.05% | 43,288 | $693,044 | $677,457 | -$15,587 | -2.25% | |
| Ethos Financial Group, Llc | 0.05% | 37,438 | $680,248 | $585,905 | -$94,343 | -13.87% | |
| Capital Investment Advisors, Llc | 0.01% | 39,666 | $635,059 | $620,773 | -$14,286 | -2.25% | |
| Lido Advisors, Llc | 0.00% | 33,855 | $615,145 | $529,831 | -$85,314 | -13.87% | |
| Pfg Investments, Llc | 0.02% | 33,552 | $609,633 | $525,089 | -$84,544 | -13.87% | |
| Fifth Third Bancorp | 0.00% | 31,051 | $564,199 | $485,948 | -$78,251 | -13.87% | |
| Sowell Financial Services Llc | 0.02% | 34,880 | $558,429 | $545,872 | -$12,557 | -2.25% | |
| Cwm, Llc | 0.00% | 29,160 | $514,082 | $456,354 | -$57,728 | -11.23% | |
| International Assets Investment Management, Llc | 0.03% | 32,241 | $506,827 | $504,572 | -$2,255 | -0.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,542 | $504,986 | $493,632 | -$11,354 | -2.25% | |
| Rockefeller Capital Management L.P. | 0.00% | 26,875 | $488,330 | $420,594 | -$67,736 | -13.87% | |
| Kestra Advisory Services, Llc | 0.00% | 30,458 | $487,639 | $476,668 | -$10,971 | -2.25% | |
| Guggenheim Capital Llc | 0.00% | 26,625 | $483,776 | $416,681 | -$67,095 | -13.87% | |
| Saxony Capital Management, Llc | 0.20% | 29,800 | $477,098 | $466,370 | -$10,728 | -2.25% | |
| Intellectus Partners, Llc | 0.08% | 26,091 | $474,074 | $408,324 | -$65,750 | -13.87% | |
| Rda Financial Network | 0.10% | 27,884 | $446,423 | $436,385 | -$10,038 | -2.25% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 24,440 | $444,068 | $382,486 | -$61,582 | -13.87% | |
| Gridiron Partners, Llc | 0.21% | 26,558 | $425,194 | $415,633 | -$9,561 | -2.25% |
Frequently asked questions about FPF
Who are the largest institutional holders of FPF?
The largest institutional holders of FPF reported in the latest SEC Form 13F filings include Morgan Stanley, Sit Investment Associates Inc, Wells Fargo & Company/Mn, Lpl Financial Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported FPF position.
What is FPF institutional ownership?
This page tracks FPF positions reported by institutional investment managers through SEC Form 13F. FIRST TR INTERM DUR & INC (FPF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FPF?
InsiderSet currently tracks 119 institutional managers reporting FPF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FPF shareholders.
How much FPF stock do institutions own?
Institutional investment managers disclosed approximately $340.59M in FPF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FPF institutional ownership last updated?
The latest FPF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FPF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FPF position after the reporting date.
Are institutions buying or selling FPF?
Institutional buying and selling can be analyzed by comparing FPF positions across consecutive 13F reporting periods. InsiderSet's FPF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FPF ownership changes.
How has FPF institutional ownership changed over time?
InsiderSet tracks FPF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.