First TR Interm Dur &FPF
13F holders, Q1 2025 (March 31)109holders −10
8new positions
15sold out
1famous investor
$18.39avg. 13F price*
At the end of Q1 2025, 109 institutions reported holding First TR Interm Dur & Inc. (FPF) in their 13F filings, down 10 from Q4 2024. 8 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($148.2M), Wells Fargo & Company ($18.5M) and Royal Bank of Canada ($14.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 15 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 776,372 shares bought and 723,642 shares sold, net +52,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Morgan Stanley | 0.01% | Add +0.9% | 8,059,563 | $148.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 1,003,474 | $18.5M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 781,045 | $14.4M |
| LPL Financial LLC | 0.01% | Add +7.7% | 746,943 | $13.7M |
| Invesco Ltd. | 0.00% | Reduce -20.6% | 659,511 | $12.1M |
| Mgo One Seven LLC | 0.28% | Add +23.5% | 388,512 | $7.1M |
| Cohen & Steers, Inc. | 0.01% | Reduce -13.4% | 361,198 | $6.6M |
| Sit Investment Associates Inc. | 0.14% | Add +276.4% | 335,240 | $6.2M |
| Peak Planning Group, LLC | 2.45% | Add +5.3% | 317,026 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 233,941 | $4.3M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -1.6% | 170,741 | $3.1M |
| Rothschild Investment LLC | 0.20% | Reduce -13.8% | 166,498 | $3.1M |
| Guggenheim Capital LLC | 0.03% | Add +18.4% | 158,368 | $2.9M |
| UBS Group AG | 0.00% | Add +4.0% | 143,859 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | Add +125.2% | 143,482 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +23.3% | 139,585 | $2.6M |
| Magnus Financial Group LLC | 0.25% | Add +5.1% | 138,551 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.3% | 134,751 | $2.5M |
| Consolidated Portfolio Review Corp | 0.34% | Add +0.4% | 115,658 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -15.9% | 114,642 | $2.1M |
| Rareview Capital LLC | 1.27% | Reduce -1.6% | 108,776 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +5.9% | 102,935 | $1.9M |
| Fiera Capital Corp | 0.01% | No change | 90,402 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | No change | 81,916 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +28.4% | 79,369 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 71,982 | $1.3M |
| Shaker Financial Services, LLC | 0.50% | Reduce -24.9% | 69,925 | $1.3M |
| Principal Securities, Inc. | 0.03% | No change | 69,203 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.8% | 67,504 | $1.2M |
| Onyx Bridge Wealth Group LLC | 0.17% | Add +4.7% | 64,269 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Reduce -1.3% | 60,174 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +81.6% | 59,036 | $1.1M |
| Polar Asset Management Partners Inc. | 0.04% | Reduce -56.6% | 47,115 | $866K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 45,898 | $844K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.4% | 42,653 | $784K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -3.3% | 41,300 | $760K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.1% | 40,253 | $740K |
| Sowell Financial Services LLC | 0.03% | No change | 36,388 | $669K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.1% | 35,344 | $650K |
| PFG Investments, LLC | 0.04% | Reduce -7.8% | 34,906 | $642K |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 33,100 | $609K |
| Ethos Financial Group, LLC | 0.06% | New | 32,828 | $604K |
| Comerica Bank | 0.00% | Reduce -10.1% | 32,372 | $595K |
| RDA Financial Network | 0.17% | Reduce -0.3% | 30,168 | $555K |
| Cwm, LLC | 0.00% | No change | 28,182 | $518K |
| Delta Capital Management LLC | 0.30% | Reduce -8.4% | 27,340 | $503K |
| Saxony Capital Management, LLC | 0.43% | Reduce -6.1% | 26,850 | $494K |
| Gridiron Partners, LLC | 0.31% | No change | 26,558 | $488K |
| Intellectus Partners, LLC | 0.12% | Add +46.7% | 25,342 | $466K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 24,583 | $452K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 23,541 | $433K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.6% | 20,530 | $378K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.6% | 18,623 | $342K |
| Mathes Company, Inc. | 0.14% | No change | 18,500 | $340K |
| RVW Wealth, LLC | 0.03% | No change | 17,849 | $328K |
| Truist Financial Corp. | 0.00% | Reduce -40.2% | 17,579 | $323K |
| Sterneck Capital Management, LLC | 0.16% | No change | 16,289 | $300K |
| Janney Montgomery Scott LLC | 0.00% | Add +46.7% | 15,944 | $293K |
| Integrity Alliance, Llc. | 0.01% | New | 15,596 | $287K |
| Morey & Quinn Wealth Partners, LLC | 0.24% | No change | 15,542 | $286K |
| &partners | 0.00% | Add +0.9% | 14,734 | $272K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.0% | 13,331 | $245K |
| HRT Financial LP | 0.00% | New | 11,792 | $216K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 11,688 | $215K |
| Uhlmann Price Securities, LLC | 0.14% | Add +2.2% | 10,527 | $194K |
| Sage Capital Management, LLC | 0.10% | No change | 10,500 | $193K |
| Cooper Financial Group | 0.03% | Reduce -1.5% | 10,347 | $190K |
| Harmony Asset Management LLC | 0.08% | Reduce -5.5% | 10,317 | $190K |
| Millennium Management | 0.00% | Reduce -57.0% | 10,011 | $184K |
| Spire Wealth Management | 0.01% | Add +11.6% | 9,370 | $172K |
| First Financial Corp. | 0.08% | Reduce -8.8% | 8,652 | $159K |
| Ameriflex Group, Inc. | 0.05% | Reduce -15.6% | 7,050 | $130K |
| Geneos Wealth Management Inc. | 0.00% | Add +237.3% | 5,863 | $108K |
| IFP Advisors, Inc | 0.00% | No change | 5,179 | $95K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,500 | $64K |
| Colonial Trust Co / SC | 0.01% | No change | 3,175 | $59K |
| Main Street Group, LTD | 0.02% | Add +98.3% | 2,875 | $53K |
| Noble Wealth Management PBC | 0.02% | Add +84.2% | 1,750 | $32K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -23.8% | 1,600 | $29K |
| Golden State Wealth Management, LLC | 0.00% | No change | 1,500 | $28K |
| Larson Financial Group LLC | 0.00% | Reduce -16.7% | 1,500 | $28K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,375 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.5% | 1,275 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,175 | $22K |
| WPG Advisers, LLC | 0.02% | Add +27.7% | 1,061 | $20K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | Reduce -4.0% | 1,013 | $19K |
| US Bancorp \de | 0.00% | No change | 1,000 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 950 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.4% | 690 | $13K |
| Blue Trust, Inc. | 0.00% | Add +2.3% | 543 | $10K |
| Aspect Partners, LLC | 0.01% | No change | 500 | $9K |
| CX Institutional | 0.00% | New | 500 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 461 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 450 | $8K |
| Luminist Capital LLC | 0.01% | No change | 397 | $7K |
| Citizens National Bank Trust Department | 0.00% | No change | 365 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | — | 350 | $6K |
| Inlight Wealth Management, LLC | 0.00% | New | 253 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 233 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 220 | $4K |
"% 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.