First TR Interm Dur &FPF
13F holders, Q3 2025 (September 30)119holders +7
16new positions
7sold out
1famous investor
$16.67avg. 13F price*
At the end of Q3 2025, 119 institutions reported holding First TR Interm Dur & Inc. (FPF) in their 13F filings, up 7 from Q2 2025. 16 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($166.1M), Wells Fargo & Company ($19.4M) and LPL Financial LLC ($16.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.5M |
| Exits | 7 | $380K |
All 13F filers, Q2 2025 → Q3 2025: 3,282,424 shares bought and 449,666 shares sold, net +2,832,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Morgan Stanley | 0.01% | Add +3.9% | 8,673,545 | $166.1M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 1,013,378 | $19.4M |
| LPL Financial LLC | 0.00% | Add +8.3% | 833,596 | $16.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 746,142 | $14.3M |
| Invesco Ltd. | 0.00% | Reduce -18.8% | 628,269 | $12.0M |
| Sit Investment Associates Inc. | 0.22% | Reduce -2.7% | 574,540 | $11.0M |
| Mgo One Seven LLC | 0.18% | Add +1.2% | 411,821 | $7.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 361,198 | $6.9M |
| D.A. Davidson & Co. | 0.03% | Add +55.1% | 224,545 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.8% | 149,820 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +12.9% | 161,628 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 149,045 | $2.9M |
| UBS Group AG | 0.00% | Reduce -2.0% | 141,561 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -7.2% | 133,346 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -25.4% | 118,233 | $2.3M |
| Consolidated Portfolio Review Corp | 0.26% | Reduce -4.7% | 106,341 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +10.3% | 103,754 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -22.1% | 102,913 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.3% | 96,397 | $1.8M |
| Fiera Capital Corp | 0.01% | Add +2.9% | 91,345 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -16.1% | 90,972 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.7% | 85,302 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +0.7% | 82,843 | $1.6M |
| Shaker Financial Services, LLC | 0.48% | Reduce -5.8% | 73,260 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +0.0% | 69,726 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.13% | Reduce -4.3% | 63,207 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +87.5% | 61,703 | $1.2M |
| Centaurus Financial, Inc. | 0.05% | Reduce -1.8% | 57,802 | $1.1M |
| Rareview Capital LLC | 0.63% | Reduce -44.1% | 55,128 | $1.0M |
| Magnus Financial Group LLC | 0.07% | Add +52.4% | 49,160 | $941K |
| Prospera Financial Services Inc | 0.02% | Add +14.5% | 47,625 | $912K |
| Janney Montgomery Scott LLC | 0.00% | Add +274.4% | 47,556 | $911K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 46,029 | $881K |
| Capital Investment Advisors, LLC | 0.01% | No change | 42,653 | $817K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.5% | 40,717 | $780K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -1.3% | 40,600 | $777K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -16.4% | 39,513 | $757K |
| Ethos Financial Group, LLC | 0.06% | Add +15.7% | 37,971 | $727K |
| Sowell Financial Services LLC | 0.03% | No change | 36,388 | $697K |
| PFG Investments, LLC | 0.04% | Add +2.7% | 35,314 | $676K |
| Lido Advisors, LLC | 0.00% | Add +41.8% | 33,855 | $648K |
| Comerica Bank | 0.00% | Reduce -1.3% | 32,580 | $624K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.4% | 31,248 | $598K |
| Cwm, LLC | 0.00% | Add +0.8% | 28,398 | $544K |
| RDA Financial Network | 0.13% | Reduce -3.5% | 28,154 | $539K |
| Saxony Capital Management, LLC | 0.35% | Add +4.1% | 27,950 | $535K |
| Delta Capital Management LLC | 0.27% | No change | 27,340 | $524K |
| Gridiron Partners, LLC | 0.29% | Add +9427.9% | 2,530,426 | $509K |
| Intellectus Partners, LLC | 0.09% | Reduce -0.7% | 25,521 | $489K |
| HRT Financial LP | 0.00% | New | 23,652 | $452K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.8% | 21,798 | $417K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.0% | 21,273 | $407K |
| Balyasny Asset Management L.P. | 0.00% | New | 20,992 | $402K |
| &partners | 0.00% | Add +18.5% | 19,699 | $377K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.5% | 18,782 | $360K |
| Susquehanna International Group, LLP | 0.00% | New | 18,200 | $349K |
| RVW Wealth, LLC | 0.03% | No change | 17,849 | $342K |
| Mathes Company, Inc. | 0.12% | Reduce -5.4% | 17,500 | $335K |
| International Assets Investment Management, LLC | 0.03% | No change | 17,231 | $322K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +23.7% | 16,926 | $317K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 16,344 | $307K |
| Creative Planning | 0.00% | New | 15,548 | $298K |
| Truist Financial Corp. | 0.00% | Reduce -7.7% | 15,436 | $296K |
| Integrity Alliance, Llc. | 0.01% | Reduce -3.2% | 15,086 | $289K |
| Morey & Quinn Wealth Partners, LLC | 0.21% | No change | 14,792 | $283K |
| Millennium Management | 0.00% | New | 13,866 | $266K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 13,805 | $264K |
| Northern Trust Corp. | 0.00% | New | 13,355 | $256K |
| Silver Oak Securities, Incorporated | 0.02% | Add +6.8% | 13,312 | $255K |
| Cooper Financial Group | 0.03% | Reduce -75.3% | 11,909 | $228K |
| Uhlmann Price Securities, LLC | 0.13% | Add +2.1% | 11,001 | $211K |
| Sterneck Capital Management, LLC | 0.10% | Reduce -28.2% | 10,879 | $208K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 10,588 | $203K |
| First Financial Corp. | 0.06% | No change | 8,581 | $164K |
| Spire Wealth Management | 0.01% | Reduce -0.0% | 7,603 | $146K |
| Global Retirement Partners, LLC | 0.00% | Add +2.1% | 7,005 | $134K |
| Ameriflex Group, Inc. | 0.04% | New | 5,200 | $100K |
| IFP Advisors, Inc | 0.00% | No change | 5,179 | $99K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 3,809 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -45.2% | 3,794 | $73K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,500 | $67K |
| Colonial Trust Co / SC | 0.01% | No change | 3,175 | $62K |
| Advisory Services Network, LLC | 0.00% | New | 2,765 | $53K |
| Allworth Financial LP | 0.00% | No change | 2,560 | $49K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +28.1% | 2,050 | $39K |
| Noble Wealth Management PBC | 0.02% | — | 2,000 | $38K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | Add +105.0% | 1,857 | $36K |
| Golden State Wealth Management, LLC | 0.00% | No change | 1,500 | $29K |
| Larson Financial Group LLC | 0.00% | No change | 1,500 | $29K |
| Main Street Group, LTD | 0.01% | Reduce -49.6% | 1,450 | $28K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,375 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,175 | $23K |
| North Star Investment Management Corp. | 0.00% | No change | 950 | $18K |
| Strategic Advocates LLC | 0.00% | New | 943 | $18K |
| WPG Advisers, LLC | 0.01% | Add +11.0% | 911 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.1% | 721 | $14K |
| Mather Group, Llc. | 0.00% | New | 670 | $13K |
| Lanark Financial, Inc. | 0.00% | New | 625 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 547 | $10K |
| Aspect Partners, LLC | 0.00% | No change | 500 | $10K |
| Arax Advisory Partners | 0.00% | New | 500 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 461 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 450 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 400 | $8K |
| Luminist Capital LLC | 0.01% | No change | 386 | $7K |
| Citizens National Bank Trust Department | 0.00% | No change | 365 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 276 | $5K |
| Inlight Wealth Management, LLC | 0.00% | No change | 253 | $5K |
| Concord Wealth Partners | 0.00% | Add +163.8% | 211 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 185 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 185 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 150 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 88 | $2K |
| Signaturefd, LLC | 0.00% | New | 76 | $1K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 46 | $881 |
| Birchbrook, Inc. | 0.00% | No change | 40 | $766 |
| Assetmark, Inc. | 0.00% | No change | 9 | $172 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 5 | $96 |
| Creative Financial Designs Inc. | 0.00% | No change | 2 | $45 |
"% 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.