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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+64,117+5.6%1,218,651$21.48MQ1 2026Jul 08, 2026
Soa Wealth Advisors, Llc.Buy+16+2.2%753$13.28KQ1 2026May 20, 2026
Western Wealth Management, LlcBuy+5,035—5,035$88.77KQ1 2026May 19, 2026
Bank Of America CorpBuy+9,639+11.1%96,239$1.70MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-8,208-10.0%74,033$228.07KQ1 2026May 18, 2026
Centaurus Financial, Inc.Sell-449-0.8%56,428$995.00KQ1 2026May 18, 2026
Morgan StanleyBuy+549,667+6.0%9,745,769$171.82MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+44,205+6.4%739,258$13.03MQ1 2026May 15, 2026
Guggenheim Capital LlcSell-32,907-40.0%49,419$871.26KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-31,259-21.8%111,850$1.97MQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+14,176—14,176$249.92KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+7,090+45.3%22,749$401.06KQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+2,786+15.7%20,570$362.65KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+2,765—2,765$48.75KQ1 2026May 15, 2026
Huntington National BankSell-1,358-74.5%466$8.22KQ1 2026May 15, 2026
&PartnersBuy+277+2.0%14,036$247.46KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+136—136$2.36KQ1 2026May 15, 2026
Rockefeller Capital Management L.P.Buy+9,950+49.0%30,266$533.60KQ1 2026May 14, 2026
Raymond James Financial IncBuy+7,107+8.1%94,738$1.67MQ1 2026May 14, 2026
Cwm, LlcBuy+5,971+25.7%29,160$514.08KQ1 2026May 14, 2026
Mgo One Seven LlcBuy+799+0.2%391,175$6.90MQ1 2026May 14, 2026
Baird Financial Group, Inc.Sell-559-0.6%99,580$1.76MQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+4,668+6.9%72,161$1.27MQ1 2026May 13, 2026
Choreo, LlcBuy+2,684+26.2%12,922$227.81KQ1 2026May 13, 2026
Hennion & Walsh Asset Management, Inc.Sell-2,237-3.3%64,833$1.14MQ1 2026May 13, 2026
Sit Investment Associates IncSell-1,937-0.2%1,213,727$21.40MQ1 2026May 13, 2026
Kovack Advisors, Inc.Sell-1,000-5.2%18,081$318.77KQ1 2026May 13, 2026
Blackrock, Inc.Buy+561—561$9.89KQ1 2026May 13, 2026
Principal Securities, Inc.Buy+260+0.4%70,333$1.24MQ1 2026May 13, 2026
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LlcBuy+99—99$1.75KQ1 2026May 13, 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.