First Trust Intermediate Duration Preferred & Income Fund(FPF)

$17.73—

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First Trust Intermediate Duration Preferred & Income Fund(FPF)

NYSE

$17.73—

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FPF(FPF)

FPF

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 180 Institutional Holders

Holder	Shares	Date	Change	% Held
D.A. DAVIDSON & CO.	257.49K	Jun 30, 26	+21.23K	0.42%
Rareview Capital LLC	133.37K	Jun 30, 26	+41.45K	0.22%
Hennion & Walsh Asset Management, Inc.	107.06K	Jun 30, 26	+42.23K	0.18%
Noble Wealth Management PBC	82.36K	Jun 30, 26	+7.25K	0.14%
Onyx Bridge Wealth Group LLC	68.87K	Jun 30, 26	+930	0.11%
Prospera Financial Services Inc	51.47K	Jun 30, 26	+5.00K	0.08%
Magnus Financial Group LLC	43.83K	Jun 30, 26	+894	0.07%
Pine Valley Investments Ltd Liability Co	38.40K	Jun 30, 26	-700	0.06%
Sowell Financial Services LLC	34.88K	Jun 30, 26	-1.51K	0.06%
PFG Investments, LLC	33.55K	Jun 30, 26	-7.56K	0.06%
SeaCrest Wealth Management, LLC	32.98K	Jun 30, 26	+7.60K	0.05%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	27.83K	Jun 30, 26	+2.61K	0.05%
RDA Financial Network	27.74K	Jun 30, 26	-530	0.05%
Saxony Capital Management, LLC	27.70K	Jun 30, 26	--	0.05%
Shaker Financial Services, LLC	26.21K	Jun 30, 26	-41.80K	0.04%
DELTA CAPITAL MANAGEMENT LLC	25.14K	Jun 30, 26	+1.10K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.13K	Jun 30, 26	+1.94K	0.03%
RVW Wealth, LLC	17.85K	Jun 30, 26	--	0.03%
UHLMANN PRICE SECURITIES, LLC	11.74K	Jun 30, 26	+257	0.02%
Spire Wealth Management	7.46K	Jun 30, 26	-1.00K	0.01%
FIRST FINANCIAL CORP /IN/	5.81K	Jun 30, 26	-127	0.01%
Farther Finance Advisors, LLC	1.71K	Jun 30, 26	+400	0.00%
Main Street Group, LTD	1.45K	Jun 30, 26	--	0.00%
Aspect Partners, LLC	1.00K	Jun 30, 26	+250	0.00%
Mosley Wealth Management	784	Jun 30, 26	+34	0.00%
SOA Wealth Advisors, LLC.	770	Jun 30, 26	+17	0.00%
NBC SECURITIES, INC.	625	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	600	Jun 30, 26	+600	0.00%
Ronald Blue Trust, Inc.	547	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	461	Jun 30, 26	--	0.00%
Citizens National Bank Trust Department	365	Jun 30, 26	--	0.00%
IFP Advisors, Inc	207	Jun 30, 26	-4.97K	0.00%
HIGHLINE WEALTH PARTNERS LLC	150	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	76	Jun 30, 26	--	0.00%
BIRCHBROOK, INC.	40	Jun 30, 26	--	0.00%
Trust Co	11	Jun 30, 26	+11	0.00%
Golden State Wealth Management, LLC	--	Jun 30, 26	-1.50K	--
MORGAN STANLEY	9.75M	Mar 31, 26	+549.67K	16.02%
WELLS FARGO & COMPANY/MN	1.22M	Mar 31, 26	+64.12K	2.00%
SIT INVESTMENT ASSOCIATES INC	1.21M	Mar 31, 26	-1.94K	1.99%
LPL Financial LLC	948.77K	Mar 31, 26	-575	1.56%
ROYAL BANK OF CANADA	739.26K	Mar 31, 26	+44.20K	1.21%
Invesco Ltd.	634.56K	Mar 31, 26	-112.06K	1.04%
MGO ONE SEVEN LLC	391.18K	Mar 31, 26	+799	0.64%
COHEN & STEERS, INC.	361.20K	Mar 31, 26	--	0.59%
STIFEL FINANCIAL CORP	179.61K	Mar 31, 26	+11.67K	0.30%
UBS Group AG	158.62K	Mar 31, 26	+5.98K	0.26%
ADVISOR GROUP HOLDINGS, INC.	111.85K	Mar 31, 26	-31.26K	0.18%
Baird Financial Group, Inc.	99.58K	Mar 31, 26	-559	0.16%
BANK OF AMERICA CORP /DE/	96.24K	Mar 31, 26	+9.64K	0.16%
RAYMOND JAMES FINANCIAL INC	94.74K	Mar 31, 26	+7.11K	0.16%
NewEdge Advisors, LLC	82.77K	Mar 31, 26	+529	0.14%
IHT Wealth Management, LLC	73.64K	Mar 31, 26	--	0.12%
Cetera Investment Advisers	72.16K	Mar 31, 26	+4.67K	0.12%
PRINCIPAL SECURITIES, INC.	70.33K	Mar 31, 26	+260	0.12%
OPPENHEIMER & CO INC	67.26K	Mar 31, 26	-514	0.11%
ENVESTNET ASSET MANAGEMENT INC	57.03K	Mar 31, 26	+5.80K	0.09%
CENTAURUS FINANCIAL, INC.	56.43K	Mar 31, 26	-449	0.09%
GUGGENHEIM CAPITAL LLC	49.42K	Mar 31, 26	-32.91K	0.08%
Janney Montgomery Scott LLC	44.70K	Mar 31, 26	-4.95K	0.07%
WEDBUSH SECURITIES INC	42.55K	Mar 31, 26	+42.55K	0.07%
Capital Investment Advisors, LLC	39.67K	Mar 31, 26	-478	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	37.03K	Mar 31, 26	-1.75K	0.06%
Ethos Financial Group, LLC	35.46K	Mar 31, 26	--	0.06%
Lido Advisors, LLC	33.85K	Mar 31, 26	--	0.06%
FIFTH THIRD BANCORP	31.62K	Mar 31, 26	+31.62K	0.05%
Rockefeller Capital Management L.P.	30.27K	Mar 31, 26	+9.95K	0.05%
CWM, LLC	29.16K	Mar 31, 26	+5.97K	0.05%
Kestra Advisory Services, LLC	26.90K	Mar 31, 26	-5.89K	0.04%
Intellectus Partners, LLC	26.22K	Mar 31, 26	+353	0.04%
Steward Partners Investment Advisory, LLC	24.09K	Mar 31, 26	+2.17K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	22.75K	Mar 31, 26	+7.09K	0.04%
Integrated Wealth Concepts LLC	20.57K	Mar 31, 26	+2.79K	0.03%
Gridiron Partners, LLC	19.34K	Mar 31, 26	-7.21K	0.03%
Mathes Company, Inc.	18.25K	Mar 31, 26	--	0.03%
Kovack Advisors, Inc.	18.08K	Mar 31, 26	-1.00K	0.03%
JANE STREET GROUP, LLC	16.87K	Mar 31, 26	-30.09K	0.03%
SILVER OAK SECURITIES, INCORPORATED	15.15K	Mar 31, 26	+1.68K	0.02%
Morey & Quinn Wealth Partners, LLC	14.79K	Mar 31, 26	--	0.02%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	14.39K	Mar 31, 26	--	0.02%
Gateway Wealth Partners, LLC	14.18K	Mar 31, 26	+14.18K	0.02%
Cambridge Investment Research Advisors, Inc.	14.10K	Mar 31, 26	-840	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	14.04K	Mar 31, 26	+277	0.02%
CONSOLIDATED CAPITAL MANAGEMENT, LLC	13.66K	Mar 31, 26	+1.09K	0.02%
CHOREO, LLC	12.92K	Mar 31, 26	+2.68K	0.02%
TRUIST FINANCIAL CORP	11.80K	Mar 31, 26	+1.69K	0.02%
Independent Advisor Alliance	11.18K	Mar 31, 26	+11.18K	0.02%
Sterneck Capital Management, LLC	10.88K	Mar 31, 26	--	0.02%
Icon Wealth Advisors, LLC	10.59K	Mar 31, 26	--	0.02%
HOLLENCREST CAPITAL MANAGEMENT	7.90K	Mar 31, 26	--	0.01%
GILL CAPITAL PARTNERS, LLC	5.92K	Mar 31, 26	+5.92K	0.01%
Western Wealth Management, LLC	5.04K	Mar 31, 26	+5.04K	0.01%
Geneos Wealth Management Inc.	3.79K	Mar 31, 26	--	0.01%
Pinnacle Wealth Planning Services, Inc.	3.47K	Mar 31, 26	+596	0.01%
Colonial Trust Co / SC	3.17K	Mar 31, 26	--	0.01%
WOLVERINE ASSET MANAGEMENT LLC	2.96K	Mar 31, 26	+2.96K	0.00%
Advisory Services Network, LLC	2.77K	Mar 31, 26	+2.77K	0.00%
AMERIFLEX GROUP, INC.	2.60K	Mar 31, 26	--	0.00%
Allworth Financial LP	2.56K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	2.40K	Mar 31, 26	+2.00K	0.00%
CALDWELL SUTTER CAPITAL, INC.	2.05K	Mar 31, 26	--	0.00%
Golden State Equity Partners	1.93K	Mar 31, 26	+1.93K	0.00%
Thomas J. Herzfeld Advisors, Inc.	1.76K	Mar 31, 26	-30	0.00%
WPG Advisers, LLC	1.53K	Mar 31, 26	+380	0.00%
Larson Financial Group LLC	1.50K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	1.38K	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	1.18K	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	1.05K	Mar 31, 26	--	0.00%
BlackRock, Inc.	561	Mar 31, 26	+561	0.00%
SRS Capital Advisors, Inc.	500	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	466	Mar 31, 26	-1.36K	0.00%
Salomon & Ludwin, LLC	450	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	303	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	141	Mar 31, 26	+141	0.00%
JONES FINANCIAL COMPANIES LLLP	136	Mar 31, 26	+136	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	99	Mar 31, 26	+99	0.00%
JPMORGAN CHASE & CO	88	Mar 31, 26	+88	0.00%
SIGNATUREFD, LLC	76	Mar 31, 26	--	0.00%
Plante Moran Financial Advisors, LLC	67	Mar 31, 26	+67	0.00%
Comprehensive Financial Planning, Inc./PA	46	Mar 31, 26	--	0.00%
ASSETMARK, INC	9	Mar 31, 26	--	0.00%
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-39.66K	--
DV Trading LLC	--	Mar 31, 26	-800	--
Inlight Wealth Management, LLC	--	Mar 31, 26	-253	--
XTX Topco Ltd	--	Mar 31, 26	-11.69K	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-15	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-27.32K	--
CENTRAL TRUST Co	--	Mar 31, 26	-1.13K	--
Strategic Advocates LLC	--	Mar 31, 26	-959	--
Luminist Capital LLC	--	Mar 31, 26	-386	--
COMERICA BANK	32.97K	Dec 31, 25	+391	0.05%
Global Retirement Partners, LLC	14.07K	Dec 31, 25	+7.06K	0.02%
CIBC Private Wealth Group, LLC	2.63K	Dec 31, 25	+2.63K	0.00%
SageView Advisory Group, LLC	285	Dec 31, 25	+285	0.00%
AllSquare Wealth Management LLC	3.50K	Sep 30, 25	--	0.01%
AVANTAX ADVISORY SERVICES, INC.	19.48K	Jun 30, 25	+859	0.03%
Financial Gravity Companies, Inc.	164	Jun 30, 25	+164	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1	Jun 30, 25	+1	0.00%
Bison Wealth, LLC	10.05K	Dec 31, 24	-9.54K	0.02%
Householder Group Estate & Retirement Specialist, LLC	1.65K	Dec 31, 24	-647	0.00%
RAYMOND JAMES & ASSOCIATES	79.35K	Sep 30, 24	+752	0.13%
Raymond James Financial Services Advisors, Inc.	37.98K	Sep 30, 24	+4.79K	0.06%
Relative Value Partners Group, LLC	--	Jun 30, 24	-10.00K	--
Cetera Advisor Networks LLC	18.28K	Mar 31, 24	-1.64K	0.03%
Baystate Wealth Management LLC	507	Dec 31, 23	+507	0.00%
Icon Wealth Partners, LLC	42.19K	Sep 30, 23	--	0.07%
Claybrook Capital, LLC	14.71K	Sep 30, 23	--	0.02%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-727	--
FourThought Financial, LLC	62.36K	Sep 30, 22	+3.34K	0.10%
American Portfolios Advisors	11.52K	Sep 30, 22	-132	0.02%
Strategic Asset Management, LLC	1.00K	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	650	Sep 30, 22	+650	0.00%
Cordasco Financial Network	1.84K	Jun 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1.72M	Mar 31, 22	+54.60K	2.83%
NEXT Financial Group, Inc	18.02K	Dec 31, 21	+1.04K	0.03%
Ameritas Investment Company, LLC	30.07K	Sep 30, 21	+8.38K	0.05%
ROWLAND CARMICHAEL ADVISORS INC /ADV	8.56K	Dec 31, 20	-1.59K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	75.99K	Dec 31, 19	-69.44K	0.12%
Advisor Group, Inc.	73.90K	Dec 31, 19	-541	0.12%
BB&T SECURITIES, LLC	102.01K	Sep 30, 19	+78	0.17%
NEXT Financial Holdings	5.30K	Mar 31, 19	+5.30K	0.01%
COMERICA SECURITIES INC	--	Dec 31, 18	-334.49K	--
Vestpro Financial Partners, Inc. dba CPF Texas	500	Sep 30, 18	--	0.00%
SII INVESTMENTS INC/WI	121.55K	Dec 31, 17	+12.16K	0.20%
IFC Holdings Incorporated/FL	37.78K	Dec 31, 17	-80.49K	0.06%
BB&T INVESTMENT SERVICES, INC.	--	Dec 31, 17	-12	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-27.20K	--
Commonwealth Equity Services, Inc	58.84K	Jun 30, 17	-1.54K	0.10%
FIRST FINANCIAL EQUITY CORPORATION	15.10K	Mar 31, 17	+15.10K	0.02%
JANUS HENDERSON INVESTORS US LLC	--	Mar 31, 17	-113.60K	--
MSI Financial Services Inc	2.38K	Dec 31, 16	--	0.00%
Investors Capital Advisory Services	22.33K	Jun 30, 16	+1.27K	0.04%
Carnick & Kubik, LLC	7.49K	Mar 31, 16	+7.49K	0.01%
TRUST & FIDUCIARY MANAGEMENT SERVICES INC	250.30K	Dec 31, 15	+107.83K	0.41%
Relative Value Partners, LLC	284.37K	Mar 31, 15	+3.89K	0.47%
BAIRD ROBERT W & CO INC /WI/	67.18K	Mar 31, 15	+15.20K	0.11%
UBS AG	142.39K	Sep 30, 14	+16.51K	0.23%
Jane Street Holding, LLC	14.72K	Dec 31, 13	+14.72K	0.02%
STIFEL NICOLAUS & CO INC \MO\	37.30K	Sep 30, 13	+37.30K	0.06%
KNIGHT CAPITAL GROUP LLC	19.49K	Jun 30, 13	+19.49K	0.03%

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Holder

Date

Change

% Held

D.A. DAVIDSON & CO.

257.49K

Jun 30, 26

+21.23K

0.42%

Rareview Capital LLC

133.37K

Jun 30, 26

+41.45K

0.22%

Hennion & Walsh Asset Management, Inc.

107.06K

Jun 30, 26

+42.23K

0.18%

Noble Wealth Management PBC

82.36K

Jun 30, 26

+7.25K

0.14%

Onyx Bridge Wealth Group LLC

68.87K

Jun 30, 26

+930

0.11%

Prospera Financial Services Inc

51.47K

Jun 30, 26

+5.00K

0.08%

Magnus Financial Group LLC

43.83K

Jun 30, 26

+894

0.07%

Pine Valley Investments Ltd Liability Co

38.40K

Jun 30, 26

-700

0.06%

Sowell Financial Services LLC

34.88K

Jun 30, 26

-1.51K

0.06%

PFG Investments, LLC

33.55K

Jun 30, 26

-7.56K

0.06%

SeaCrest Wealth Management, LLC

32.98K

Jun 30, 26

+7.60K

0.05%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

27.83K

Jun 30, 26

+2.61K

0.05%

RDA Financial Network

27.74K

Jun 30, 26

-530

0.05%

Saxony Capital Management, LLC

27.70K

Jun 30, 26

0.05%

Shaker Financial Services, LLC

26.21K

Jun 30, 26

-41.80K

0.04%

DELTA CAPITAL MANAGEMENT LLC

25.14K

Jun 30, 26

+1.10K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.13K

Jun 30, 26

+1.94K

0.03%

RVW Wealth, LLC

17.85K

Jun 30, 26

0.03%

UHLMANN PRICE SECURITIES, LLC

11.74K

Jun 30, 26

+257

0.02%

Spire Wealth Management

7.46K

Jun 30, 26

-1.00K

0.01%

FIRST FINANCIAL CORP /IN/

5.81K

Jun 30, 26

-127

0.01%

Farther Finance Advisors, LLC

1.71K

Jun 30, 26

+400

0.00%

Main Street Group, LTD

1.45K

Jun 30, 26

0.00%

Aspect Partners, LLC

1.00K

Jun 30, 26

+250

0.00%

Mosley Wealth Management

784

Jun 30, 26

+34

0.00%

SOA Wealth Advisors, LLC.

770

Jun 30, 26

+17

0.00%

NBC SECURITIES, INC.

625

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

600

Jun 30, 26

+600

0.00%

Ronald Blue Trust, Inc.

547

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

461

Jun 30, 26

0.00%

Citizens National Bank Trust Department

365

Jun 30, 26

0.00%

IFP Advisors, Inc

207

Jun 30, 26

-4.97K

0.00%

HIGHLINE WEALTH PARTNERS LLC

150

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

BIRCHBROOK, INC.

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

+11

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

-1.50K

MORGAN STANLEY

9.75M

Mar 31, 26

+549.67K

16.02%

WELLS FARGO & COMPANY/MN

1.22M

Mar 31, 26

+64.12K

2.00%

SIT INVESTMENT ASSOCIATES INC

1.21M

Mar 31, 26

-1.94K

1.99%

LPL Financial LLC

948.77K

Mar 31, 26

-575

1.56%

ROYAL BANK OF CANADA

739.26K

Mar 31, 26

+44.20K

1.21%

Invesco Ltd.

634.56K

Mar 31, 26

-112.06K

1.04%

MGO ONE SEVEN LLC

391.18K

Mar 31, 26

+799

0.64%

COHEN & STEERS, INC.

361.20K

Mar 31, 26

0.59%

STIFEL FINANCIAL CORP

179.61K

Mar 31, 26

+11.67K

0.30%

UBS Group AG

158.62K

Mar 31, 26

+5.98K

0.26%

ADVISOR GROUP HOLDINGS, INC.

111.85K

Mar 31, 26

-31.26K

0.18%

Baird Financial Group, Inc.

99.58K

Mar 31, 26

-559

0.16%

BANK OF AMERICA CORP /DE/

96.24K

Mar 31, 26

+9.64K

0.16%

RAYMOND JAMES FINANCIAL INC

94.74K

Mar 31, 26

+7.11K

0.16%

NewEdge Advisors, LLC

82.77K

Mar 31, 26

+529

0.14%

IHT Wealth Management, LLC

73.64K

Mar 31, 26

0.12%

Cetera Investment Advisers

72.16K

Mar 31, 26

+4.67K

0.12%

PRINCIPAL SECURITIES, INC.

70.33K

Mar 31, 26

+260

0.12%

OPPENHEIMER & CO INC

67.26K

Mar 31, 26

-514

0.11%

ENVESTNET ASSET MANAGEMENT INC

57.03K

Mar 31, 26

+5.80K

0.09%

CENTAURUS FINANCIAL, INC.

56.43K

Mar 31, 26

-449

0.09%

GUGGENHEIM CAPITAL LLC

49.42K

Mar 31, 26

-32.91K

0.08%

Janney Montgomery Scott LLC

44.70K

Mar 31, 26

-4.95K

0.07%

WEDBUSH SECURITIES INC

42.55K

Mar 31, 26

+42.55K

0.07%

Capital Investment Advisors, LLC

39.67K

Mar 31, 26

-478

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

37.03K

Mar 31, 26

-1.75K

0.06%

Ethos Financial Group, LLC

35.46K

Mar 31, 26

0.06%

Lido Advisors, LLC

33.85K

Mar 31, 26

0.06%

FIFTH THIRD BANCORP

31.62K

Mar 31, 26

+31.62K

0.05%

Rockefeller Capital Management L.P.

30.27K

Mar 31, 26

+9.95K

0.05%

CWM, LLC

29.16K

Mar 31, 26

+5.97K

0.05%

Kestra Advisory Services, LLC

26.90K

Mar 31, 26

-5.89K

0.04%

Intellectus Partners, LLC

26.22K

Mar 31, 26

+353

0.04%

Steward Partners Investment Advisory, LLC

24.09K

Mar 31, 26

+2.17K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

22.75K

Mar 31, 26

+7.09K

0.04%

Integrated Wealth Concepts LLC

20.57K

Mar 31, 26

+2.79K

0.03%

Gridiron Partners, LLC

19.34K

Mar 31, 26

-7.21K

0.03%

Mathes Company, Inc.

18.25K

Mar 31, 26

0.03%

Kovack Advisors, Inc.

18.08K

Mar 31, 26

-1.00K

0.03%

JANE STREET GROUP, LLC

16.87K

Mar 31, 26

-30.09K

0.03%

SILVER OAK SECURITIES, INCORPORATED

15.15K

Mar 31, 26

+1.68K

0.02%

Morey & Quinn Wealth Partners, LLC

14.79K

Mar 31, 26

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

14.39K

Mar 31, 26

0.02%

Gateway Wealth Partners, LLC

14.18K

Mar 31, 26

+14.18K

0.02%

Cambridge Investment Research Advisors, Inc.

14.10K

Mar 31, 26

-840

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

14.04K

Mar 31, 26

+277

0.02%

CONSOLIDATED CAPITAL MANAGEMENT, LLC

13.66K

Mar 31, 26

+1.09K

0.02%

CHOREO, LLC

12.92K

Mar 31, 26

+2.68K

0.02%

TRUIST FINANCIAL CORP

11.80K

Mar 31, 26

+1.69K

0.02%

Independent Advisor Alliance

11.18K

Mar 31, 26

+11.18K

0.02%

Sterneck Capital Management, LLC

10.88K

Mar 31, 26

0.02%

Icon Wealth Advisors, LLC

10.59K

Mar 31, 26

0.02%

HOLLENCREST CAPITAL MANAGEMENT

7.90K

Mar 31, 26

0.01%

GILL CAPITAL PARTNERS, LLC

5.92K

Mar 31, 26

+5.92K

0.01%

Western Wealth Management, LLC

5.04K

Mar 31, 26

+5.04K

0.01%

Geneos Wealth Management Inc.

3.79K

Mar 31, 26

0.01%

Pinnacle Wealth Planning Services, Inc.

3.47K

Mar 31, 26

+596

0.01%

Colonial Trust Co / SC

3.17K

Mar 31, 26

0.01%

WOLVERINE ASSET MANAGEMENT LLC

2.96K

Mar 31, 26

+2.96K

0.00%

Advisory Services Network, LLC

2.77K

Mar 31, 26

+2.77K

0.00%

AMERIFLEX GROUP, INC.

2.60K

Mar 31, 26

0.00%

Allworth Financial LP

2.56K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

2.40K

Mar 31, 26

+2.00K

0.00%

CALDWELL SUTTER CAPITAL, INC.

2.05K

Mar 31, 26

0.00%

Golden State Equity Partners

1.93K

Mar 31, 26

+1.93K

0.00%

Thomas J. Herzfeld Advisors, Inc.

1.76K

Mar 31, 26

-30

0.00%

WPG Advisers, LLC

1.53K

Mar 31, 26

+380

0.00%

Larson Financial Group LLC

1.50K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

1.38K

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

1.18K

Mar 31, 26

0.00%

North Star Investment Management Corp.

1.05K

Mar 31, 26

0.00%

BlackRock, Inc.

561

Mar 31, 26

+561

0.00%

SRS Capital Advisors, Inc.

500

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

466

Mar 31, 26

-1.36K

0.00%

Salomon & Ludwin, LLC

450

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

303

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

141

Mar 31, 26

+141

0.00%

JONES FINANCIAL COMPANIES LLLP

136

Mar 31, 26

+136

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Mar 31, 26

+99

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

+88

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

Mar 31, 26

+67

0.00%

Comprehensive Financial Planning, Inc./PA

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

AMERIPRISE FINANCIAL INC

Mar 31, 26

-39.66K

DV Trading LLC

Mar 31, 26

-800

Inlight Wealth Management, LLC

Mar 31, 26

-253

XTX Topco Ltd

Mar 31, 26

-11.69K

Tower Research Capital LLC (TRC)

Mar 31, 26

-15

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-27.32K

CENTRAL TRUST Co

Mar 31, 26

-1.13K

Strategic Advocates LLC

Mar 31, 26

-959

Luminist Capital LLC

Mar 31, 26

-386

COMERICA BANK

32.97K

Dec 31, 25

+391

0.05%

Global Retirement Partners, LLC

14.07K

Dec 31, 25

+7.06K

0.02%

CIBC Private Wealth Group, LLC

2.63K

Dec 31, 25

+2.63K

0.00%

SageView Advisory Group, LLC

285

Dec 31, 25

+285

0.00%

AllSquare Wealth Management LLC

3.50K

Sep 30, 25

0.01%

AVANTAX ADVISORY SERVICES, INC.

19.48K

Jun 30, 25

+859

0.03%

Financial Gravity Companies, Inc.

164

Jun 30, 25

+164

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Jun 30, 25

0.00%

Bison Wealth, LLC

10.05K

Dec 31, 24

-9.54K

0.02%

Householder Group Estate & Retirement Specialist, LLC

1.65K

Dec 31, 24

-647

0.00%

RAYMOND JAMES & ASSOCIATES

79.35K

Sep 30, 24

+752

0.13%

Raymond James Financial Services Advisors, Inc.

37.98K

Sep 30, 24

+4.79K

0.06%

Relative Value Partners Group, LLC

Jun 30, 24

-10.00K

Cetera Advisor Networks LLC

18.28K

Mar 31, 24

-1.64K

0.03%

Baystate Wealth Management LLC

507

Dec 31, 23

+507

0.00%

Icon Wealth Partners, LLC

42.19K

Sep 30, 23

0.07%

Claybrook Capital, LLC

14.71K

Sep 30, 23

0.02%

BDO Wealth Advisors, LLC

Jun 30, 23

-727

FourThought Financial, LLC

62.36K

Sep 30, 22

+3.34K

0.10%

American Portfolios Advisors

11.52K

Sep 30, 22

-132

0.02%

Strategic Asset Management, LLC

1.00K

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

650

Sep 30, 22

+650

0.00%

Cordasco Financial Network

1.84K

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

1.72M

Mar 31, 22

+54.60K

2.83%

NEXT Financial Group, Inc

18.02K

Dec 31, 21

+1.04K

0.03%

Ameritas Investment Company, LLC

30.07K

Sep 30, 21

+8.38K

0.05%

ROWLAND CARMICHAEL ADVISORS INC /ADV

8.56K

Dec 31, 20

-1.59K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

75.99K

Dec 31, 19

-69.44K

0.12%

Advisor Group, Inc.

73.90K

Dec 31, 19

-541

0.12%

BB&T SECURITIES, LLC

102.01K

Sep 30, 19

+78

0.17%

NEXT Financial Holdings

5.30K

Mar 31, 19

+5.30K

0.01%

COMERICA SECURITIES INC

Dec 31, 18

-334.49K

Vestpro Financial Partners, Inc. dba CPF Texas

500

Sep 30, 18

0.00%

SII INVESTMENTS INC/WI

121.55K

Dec 31, 17

+12.16K

0.20%

IFC Holdings Incorporated/FL

37.78K

Dec 31, 17

-80.49K

0.06%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

-12

NATIONAL PLANNING CORP

Dec 31, 17

-27.20K

Commonwealth Equity Services, Inc

58.84K

Jun 30, 17

-1.54K

0.10%

FIRST FINANCIAL EQUITY CORPORATION

15.10K

Mar 31, 17

+15.10K

0.02%

JANUS HENDERSON INVESTORS US LLC

Mar 31, 17

-113.60K

MSI Financial Services Inc

2.38K

Dec 31, 16

0.00%

Investors Capital Advisory Services

22.33K

Jun 30, 16

+1.27K

0.04%

Carnick & Kubik, LLC

7.49K

Mar 31, 16

+7.49K

0.01%

TRUST & FIDUCIARY MANAGEMENT SERVICES INC

250.30K

Dec 31, 15

+107.83K

0.41%

Relative Value Partners, LLC

284.37K

Mar 31, 15

+3.89K

0.47%

BAIRD ROBERT W & CO INC /WI/

67.18K

Mar 31, 15

+15.20K

0.11%

UBS AG

142.39K

Sep 30, 14

+16.51K

0.23%

Jane Street Holding, LLC

14.72K

Dec 31, 13

+14.72K

0.02%

STIFEL NICOLAUS & CO INC \MO\

37.30K

Sep 30, 13

+37.30K

0.06%

KNIGHT CAPITAL GROUP LLC

19.49K

Jun 30, 13

+19.49K

0.03%