First TR Interm Dur &FPF
13F holders, Q4 2024 (December 31)119holders +9
13new positions
10sold out
1famous investor
$18.01avg. 13F price*
At the end of Q4 2024, 119 institutions reported holding First TR Interm Dur & Inc. (FPF) in their 13F filings, up 9 from Q3 2024. 13 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($143.7M), Wells Fargo & Company ($18.2M) and Invesco Ltd. ($15.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First TR Interm Dur & Inc.
- CUSIP
- 33718W103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.0M |
| Exits | 10 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,081,950 shares bought and 453,696 shares sold, net +628,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Morgan Stanley | 0.01% | Add +4.7% | 7,985,936 | $143.7M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 1,008,899 | $18.2M |
| Invesco Ltd. | 0.00% | Add +25.9% | 830,895 | $15.0M |
| Royal Bank of Canada | 0.00% | Add +7.2% | 754,823 | $13.6M |
| LPL Financial LLC | 0.01% | Add +5.1% | 693,772 | $12.5M |
| Cohen & Steers, Inc. | 0.01% | No change | 417,019 | $7.5M |
| Mgo One Seven LLC | 0.22% | Reduce -0.8% | 314,519 | $5.7M |
| Peak Planning Group, LLC | 2.26% | Add +3.2% | 300,978 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 234,243 | $4.2M |
| Rothschild Investment LLC | 0.23% | Reduce -3.0% | 193,198 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -12.0% | 173,609 | $3.1M |
| UBS Group AG | 0.00% | Reduce -6.2% | 138,326 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.7% | 136,563 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 136,310 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +19.1% | 133,727 | $2.4M |
| Magnus Financial Group LLC | 0.23% | Add +2.4% | 131,773 | $2.4M |
| Rareview Capital LLC | 1.56% | Reduce -21.1% | 110,576 | $2.2M |
| Consolidated Portfolio Review Corp | 0.33% | Add +2.8% | 115,172 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +19.0% | 113,213 | $2.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -15.5% | 109,241 | $2.0M |
| Polar Asset Management Partners Inc. | 0.04% | New | 108,593 | $2.0M |
| Raymond James Financial Inc. | 0.00% | — | 97,211 | $1.7M |
| Shaker Financial Services, LLC | 0.65% | Reduce -20.1% | 93,141 | $1.7M |
| Fiera Capital Corp | 0.01% | Reduce -0.5% | 90,402 | $1.6M |
| Sit Investment Associates Inc. | 0.04% | No change | 89,058 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Reduce -38.0% | 81,916 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 74,741 | $1.3M |
| Principal Securities, Inc. | 0.03% | Add +8.0% | 69,203 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 63,722 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -15.1% | 62,619 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +6.9% | 61,811 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.16% | Reduce -6.1% | 61,393 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Reduce -18.1% | 60,944 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 45,855 | $825K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -7.3% | 44,142 | $795K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +19.9% | 42,700 | $774K |
| Prospera Financial Services Inc | 0.02% | Reduce -5.9% | 40,292 | $725K |
| PFG Investments, LLC | 0.04% | Add +10.0% | 37,861 | $682K |
| Marex Group Ltd | 0.01% | New | 37,855 | $681K |
| Sowell Financial Services LLC | 0.03% | No change | 36,388 | $655K |
| Comerica Bank | 0.00% | Add +11.0% | 36,006 | $648K |
| Cetera Investment Advisers | 0.00% | Add +61.3% | 35,304 | $635K |
| Walleye Capital LLC | 0.01% | New | 35,242 | $634K |
| Kestra Advisory Services, LLC | 0.00% | Add +65.9% | 32,695 | $589K |
| NewEdge Advisors, LLC | 0.00% | Add +12.8% | 32,509 | $585K |
| RDA Financial Network | 0.16% | Reduce -4.2% | 30,253 | $545K |
| Delta Capital Management LLC | 0.31% | Reduce -2.3% | 29,840 | $537K |
| Truist Financial Corp. | 0.00% | Reduce -36.5% | 29,388 | $529K |
| Saxony Capital Management, LLC | 0.45% | Reduce -10.9% | 28,600 | $515K |
| Cwm, LLC | 0.00% | Add +29.1% | 28,182 | $507K |
| Gridiron Partners, LLC | 0.30% | No change | 26,558 | $478K |
| Readystate Asset Management LP | 0.04% | New | 26,365 | $475K |
| Lido Advisors, LLC | 0.00% | Add +2.9% | 24,555 | $445K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.9% | 23,416 | $421K |
| Millennium Management | 0.00% | Reduce -65.6% | 23,282 | $419K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.3% | 21,525 | $387K |
| Mathes Company, Inc. | 0.12% | No change | 18,500 | $333K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.3% | 18,334 | $330K |
| RVW Wealth, LLC | 0.03% | Add +40.5% | 17,849 | $321K |
| Intellectus Partners, LLC | 0.07% | Add +0.8% | 17,276 | $313K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 16,334 | $294K |
| Sterneck Capital Management, LLC | 0.16% | Reduce -5.7% | 16,289 | $293K |
| Morey & Quinn Wealth Partners, LLC | 0.24% | — | 15,542 | $280K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.2% | 14,818 | $267K |
| Independent Advisor Alliance | 0.00% | New | 14,781 | $266K |
| &partners | 0.00% | Add +3.0% | 14,599 | $265K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -32.4% | 13,746 | $257K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 11,688 | $210K |
| Susquehanna International Group, LLP | 0.00% | New | 11,481 | $207K |
| Ballentine Partners, LLC | 0.00% | New | 11,041 | $199K |
| Harmony Asset Management LLC | 0.08% | Reduce -3.3% | 10,917 | $197K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -47.9% | 10,866 | $196K |
| Cooper Financial Group | 0.02% | Reduce -3.1% | 10,508 | $189K |
| Sage Capital Management, LLC | 0.10% | Reduce -32.3% | 10,500 | $189K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -63.1% | 10,476 | $189K |
| Uhlmann Price Securities, LLC | 0.14% | Add +2.2% | 10,298 | $185K |
| Bison Wealth, LLC | 0.04% | Reduce -48.7% | 10,053 | $181K |
| Wedbush Securities Inc. | 0.01% | New | 10,013 | $180K |
| First Financial Corp. | 0.08% | Add +0.6% | 9,488 | $171K |
| Ameriflex Group, Inc. | 0.07% | — | 8,350 | $157K |
| Spire Wealth Management | 0.00% | Reduce -10.9% | 8,400 | $151K |
| Global Retirement Partners, LLC | 0.00% | Add +2.1% | 6,569 | $118K |
| IFP Advisors, Inc | 0.00% | No change | 5,179 | $93K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,500 | $63K |
| Colonial Trust Co / SC | 0.01% | No change | 3,175 | $57K |
| Elequin Capital, LP | 0.01% | New | 2,692 | $48K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 2,100 | $38K |
| Larson Financial Group LLC | 0.00% | Reduce -17.4% | 1,800 | $32K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.6% | 1,738 | $31K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -28.2% | 1,647 | $29K |
| Golden State Wealth Management, LLC | 0.00% | — | 1,500 | $27K |
| Main Street Group, LTD | 0.01% | Reduce -49.6% | 1,450 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,375 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -33.8% | 1,175 | $21K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | New | 1,055 | $19K |
| US Bancorp \de | 0.00% | No change | 1,000 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,000 | $18K |
| Noble Wealth Management PBC | 0.01% | — | 950 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 950 | $17K |
| WPG Advisers, LLC | 0.01% | — | 831 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.1% | 674 | $12K |
| Blue Trust, Inc. | 0.00% | Add +4.5% | 531 | $10K |
| Aspect Partners, LLC | 0.01% | Add +25.0% | 500 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 461 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 450 | $8K |
| Chesapeake Asset Management LLC | 0.01% | No change | 400 | $7K |
| Huntington National Bank | 0.00% | No change | 400 | $7K |
| Luminist Capital LLC | 0.01% | — | 397 | $7K |
| Citizens National Bank Trust Department | 0.00% | No change | 365 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 220 | $4K |
| Wolverine Asset Management LLC | 0.00% | New | 215 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 185 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 73 | $1K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 46 | $828 |
| Birchbrook, Inc. | 0.00% | New | 40 | $720 |
| Assetmark, Inc. | 0.00% | No change | 9 | $162 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.5% | 5 | $90 |
| Creative Financial Designs Inc. | 0.00% | No change | 2 | $40 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is FPF's weight in each manager's 13F, not the share of First TR Interm Dur & Inc. the manager owns.