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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Wells Fargo & Company/Mn, Royal Bank Of Canada, Guggenheim Capital Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +64,117 | +5.6% | 1,218,651 | $21.48M | Q1 2026 | Jul 08, 2026 |
| Soa Wealth Advisors, Llc. | Buy | +16 | +2.2% | 753 | $13.28K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +5,035 | — | 5,035 | $88.77K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +9,639 | +11.1% | 96,239 | $1.70M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -8,208 | -10.0% | 74,033 | $228.07K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -449 | -0.8% | 56,428 | $995.00K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +549,667 | +6.0% | 9,745,769 | $171.82M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +44,205 | +6.4% | 739,258 | $13.03M | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Sell | -32,907 | -40.0% | 49,419 | $871.26K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -31,259 | -21.8% | 111,850 | $1.97M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +14,176 | — | 14,176 | $249.92K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +7,090 | +45.3% | 22,749 | $401.06K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,786 | +15.7% | 20,570 | $362.65K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +2,765 | — | 2,765 | $48.75K | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Sell | -1,358 | -74.5% | 466 | $8.22K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +277 | +2.0% | 14,036 | $247.46K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +136 | — | 136 | $2.36K | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | Buy | +9,950 | +49.0% | 30,266 | $533.60K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +7,107 | +8.1% | 94,738 | $1.67M | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +5,971 | +25.7% | 29,160 | $514.08K | Q1 2026 | May 14, 2026 |
| Mgo One Seven Llc | Buy | +799 | +0.2% | 391,175 | $6.90M | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | Sell | -559 | -0.6% | 99,580 | $1.76M | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +4,668 | +6.9% | 72,161 | $1.27M | Q1 2026 | May 13, 2026 |
| Choreo, Llc | Buy | +2,684 | +26.2% | 12,922 | $227.81K | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Sell | -2,237 | -3.3% | 64,833 | $1.14M | Q1 2026 | May 13, 2026 |
| Sit Investment Associates Inc | Sell | -1,937 | -0.2% | 1,213,727 | $21.40M | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | Sell | -1,000 | -5.2% | 18,081 | $318.77K | Q1 2026 | May 13, 2026 |
| Blackrock, Inc. | Buy | +561 | — | 561 | $9.89K | Q1 2026 | May 13, 2026 |
| Principal Securities, Inc. | Buy | +260 | +0.4% | 70,333 | $1.24M | Q1 2026 | May 13, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Buy | +99 | — | 99 | $1.75K | Q1 2026 | May 13, 2026 |
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.
Related FPF Institutional Insights
- FPF Overview
- FPF 13F Institutional Holders
- FPF Superinvestors
- 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