FIRST TR INTER DUR PFD & IN shareholder history

Current and past FIRST TR INTER DUR PFD & IN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.03%Q2 2013Q3 202342
Invesco Ltd. 41410.00%0.00%0.01%Q3 2013Q3 202341
Sterneck Capital Management, LLC 41410.26%2.38%4.05%Q3 2013Q3 202341
CITIGROUP INC 41410.00%0.00%0.00%Q3 2013Q3 202341
LPL Financial LLC 41410.00%0.01%0.04%Q3 2013Q3 202341
WELLS FARGO & COMPANY/MN 41410.00%0.00%0.01%Q3 2013Q3 202341
CITY HOLDING CO 40400.00%0.01%0.03%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 3510.00%0.00%0.00%Q4 2013Q3 202338
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Cordasco Financial Network 35350.02%0.28%1.98%Q4 2013Q2 202235
STIFEL FINANCIAL CORP 3110.00%0.01%0.02%Q1 2014Q3 202335
DELTA CAPITAL MANAGEMENT LLC 34340.19%0.30%0.46%Q2 2015Q3 202334
RAYMOND JAMES & ASSOCIATES 34340.00%0.00%0.00%Q2 2015Q3 202334
Janney Montgomery Scott LLC 2950.00%0.01%0.01%Q1 2015Q3 202334
Anchor Investment Management, LLC 32320.00%0.00%0.00%Q1 2016Q4 202332
GUGGENHEIM CAPITAL LLC 2480.00%0.01%0.03%Q4 2014Q3 202332
Capital Investment Advisors, LLC 1920.01%0.06%0.29%Q4 2014Q4 202331
PNC FINANCIAL SERVICES GROUP, INC. 2120.00%0.00%0.00%Q2 2014Q3 202331
D.A. DAVIDSON & CO. 18130.00%0.01%0.02%Q2 2014Q3 202331
FIRST FINANCIAL CORP /IN/ 30300.00%0.17%0.43%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 16140.00%0.00%0.02%Q1 2016Q3 202330
Mathes Company, Inc. 2820.18%0.47%0.64%Q1 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.01%0.01%Q4 2013Q3 202330
AllSquare Wealth Management LLC 2540.03%0.10%0.20%Q2 2016Q3 202329
Global Retirement Partners, LLC 28280.00%0.02%0.08%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.04%0.14%0.38%Q4 2016Q3 202328
NEXT Financial Group, Inc 2350.00%0.04%0.10%Q2 2014Q4 202128
Cambridge Investment Research Advisors, Inc. 28280.00%0.00%0.01%Q4 2016Q3 202328
Baird Financial Group, Inc. 2260.00%0.01%0.01%Q2 2015Q3 202328
ENVESTNET ASSET MANAGEMENT INC 1210.00%0.00%0.02%Q4 2013Q3 202328
OPPENHEIMER & CO INC 2110.01%0.02%0.03%Q2 2013Q3 202328
Sowell Financial Services LLC 17100.02%0.06%0.12%Q4 2016Q3 202327
US BANCORP \DE\ 1930.00%0.00%0.00%Q4 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.02%Q4 2016Q3 202326
BB&T SECURITIES, LLC 25250.01%0.03%0.07%Q3 2013Q3 201925
BENJAMIN F. EDWARDS & COMPANY, INC. 2140.00%0.01%0.05%Q4 2015Q3 202325
SIT INVESTMENT ASSOCIATES INC 930.00%0.03%0.20%Q3 2013Q2 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Armor Investment Advisors, LLC 23230.10%0.43%0.61%Q4 2017Q2 202323
B. Riley Wealth Advisors, Inc. 12110.01%0.02%0.05%Q4 2017Q3 202323
Stratos Wealth Partners, LTD. 1350.01%0.04%0.12%Q2 2014Q1 202223
CENTAURUS FINANCIAL, INC. 23230.03%0.14%0.59%Q1 2018Q3 202323
Geneos Wealth Management Inc. 22220.00%0.00%0.01%Q2 2017Q3 202222
Icon Wealth Partners, LLC 1930.07%0.34%0.82%Q4 2017Q3 202322
BESSEMER GROUP INC 1710.00%0.04%0.08%Q3 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
IFP Advisors, Inc 1470.01%0.06%0.12%Q4 2015Q3 202321
Cetera Advisors LLC 2010.01%0.03%0.10%Q4 2017Q1 202321
Cetera Advisor Networks LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1640.00%0.01%0.02%Q1 2015Q1 202220
Gradient Investments LLC 20200.00%0.00%0.00%Q4 2017Q3 202220
Arete Wealth Advisors, LLC 920.01%0.05%0.10%Q4 2017Q2 202320
American Portfolios Advisors 20200.01%0.01%0.04%Q4 2017Q3 202220
Creative Planning 1820.00%0.00%0.00%Q4 2014Q4 201920
PARK AVENUE SECURITIES LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
COHEN & STEERS, INC. 19190.00%0.01%0.02%Q1 2019Q3 202319
RDA Financial Network 19190.20%0.29%0.35%Q1 2019Q3 202319
BOKF, NA 1410.00%0.01%0.02%Q4 2017Q4 202219
Sigma Planning Corp 1540.01%0.01%0.02%Q1 2017Q1 202219
Private Advisor Group, LLC 1710.00%0.02%0.05%Q1 2014Q2 202018
Tower Research Capital LLC (TRC) 510.00%0.00%0.02%Q2 2013Q3 202318
Intellectus Partners, LLC 810.06%0.08%0.10%Q4 2016Q3 202317
Advisory Services Network, LLC 1520.00%0.01%0.02%Q1 2018Q1 202317
Bramshill Investments, LLC 1520.00%0.83%2.32%Q2 2018Q3 202317
CWM, LLC 1110.00%0.00%0.01%Q4 2018Q3 202317
First Horizon Advisors, Inc. 710.00%0.01%0.03%Q3 2013Q3 202217
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Commonwealth Equity Services, Inc 16160.01%0.01%0.01%Q4 2013Q3 201716
DAVENPORT & Co LLC 16160.00%0.00%0.01%Q4 2018Q3 202216
WEDBUSH SECURITIES INC 970.01%0.03%0.06%Q3 2016Q3 202216
Penserra Capital Management LLC 970.00%0.08%0.22%Q4 2015Q3 202316
Thomas J. Herzfeld Advisors, Inc. 630.01%0.40%1.14%Q4 2013Q1 202115
Rockefeller Capital Management L.P. 15150.00%0.01%0.02%Q1 2020Q3 202315
AdvisorNet Financial, Inc 1230.00%0.00%0.00%Q3 2019Q2 202315
SII INVESTMENTS INC/WI 15150.13%0.17%0.31%Q2 2014Q4 201715
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
Cooper Financial Group 15150.10%0.21%0.36%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Partnervest Advisory Services LLC 15150.05%0.35%0.83%Q2 2013Q4 201615
Prospera Financial Services Inc 1220.02%0.03%0.03%Q1 2020Q3 202314
Global Trust Asset Management, LLC 14140.00%0.06%0.39%Q2 2020Q3 202314
Vident Investment Advisory, LLC 1130.17%0.46%0.97%Q2 2015Q3 201914
Samalin Investment Counsel, LLC 14140.10%0.27%0.33%Q4 2019Q1 202314
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q1 202313
CX Institutional 1210.00%0.00%0.00%Q4 2018Q2 202213
Fiera Capital Corp 1120.00%0.00%0.01%Q2 2018Q3 202313
BANK OF MONTREAL /CAN/ 410.00%0.00%0.01%Q1 2014Q4 201913
Shaker Financial Services, LLC 310.10%0.51%1.34%Q4 2013Q3 202313
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.03%0.09%0.31%Q2 2015Q3 202312
Joseph P. Lucia & Associates, LLC 620.00%0.00%0.01%Q1 2019Q2 202212
Onyx Bridge Wealth Group LLC 12120.21%0.32%0.58%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q2 2014Q4 202212
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
NATIONAL PLANNING CORP 12120.00%0.05%0.06%Q4 2014Q3 201712
VISTA INVESTMENT MANAGEMENT 740.10%1.08%1.84%Q4 2017Q1 202311
Spire Wealth Management 11110.01%0.02%0.02%Q1 2021Q3 202311
HOLLENCREST CAPITAL MANAGEMENT 740.03%0.04%0.05%Q4 2014Q2 201811
Hennion & Walsh Asset Management, Inc. 11110.12%0.24%0.39%Q1 2021Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
COMERICA SECURITIES,INC. 510.00%0.02%0.05%Q2 2019Q4 202210
COMERICA SECURITIES INC 10100.85%1.07%1.47%Q2 2016Q3 201810
LexAurum Advisors, LLC 10100.11%0.23%0.30%Q2 2021Q3 202310
Kingsview Wealth Management, LLC 640.01%0.01%0.02%Q1 2021Q3 202310
HARBOR INVESTMENT ADVISORY, LLC 730.01%0.02%0.03%Q1 2021Q3 202310
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
Magnus Financial Group LLC 10100.09%0.19%0.32%Q1 2020Q2 202210
HCR Wealth Advisors 10100.85%1.74%8.48%Q4 2016Q1 201910
EATON VANCE MANAGEMENT 540.00%0.01%0.02%Q4 2014Q4 20219
Jefferies Group LLC 630.00%0.01%0.02%Q4 2013Q3 20219
SMITH, MOORE & CO. 410.03%0.05%0.06%Q3 2017Q1 20229
HighTower Advisors, LLC 410.00%0.00%0.00%Q1 2014Q3 20239
IFC Holdings Incorporated/FL 810.04%0.16%0.22%Q3 2015Q4 20179
ROWLAND CARMICHAEL ADVISORS INC /ADV 990.06%0.08%0.09%Q4 2018Q4 20209
Cetera Investment Advisers 330.03%0.10%0.28%Q1 2017Q4 20199
Karpus Management, Inc. 540.15%0.54%0.81%Q4 2013Q3 20239
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
Lido Advisors, LLC 990.00%0.00%0.01%Q1 2020Q1 20229
NewEdge Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
WHITENER CAPITAL MANAGEMENT, INC. 880.11%0.21%0.42%Q4 2017Q3 20198
CREDIT SUISSE AG/ 880.00%0.00%0.00%Q4 2013Q3 20158
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q3 2013Q3 20238
MONETARY MANAGEMENT GROUP INC 620.01%0.01%0.01%Q4 2019Q4 20218
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 610.03%0.04%0.06%Q4 2020Q3 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q4 2015Q3 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Investors Capital Advisory Services 620.04%0.08%0.16%Q2 2013Q2 20168
Aurora Private Wealth, Inc. 880.18%0.27%0.31%Q4 2019Q3 20218
Ameritas Investment Company, LLC 410.00%0.02%0.08%Q4 2018Q3 20218
MGO ONE SEVEN LLC 610.02%0.04%0.06%Q4 2018Q3 20238
INFRASTRUCTURE CAPITAL ADVISORS, LLC 880.04%0.10%0.32%Q4 2016Q3 20188
DOLIVER ADVISORS, LP 310.15%0.53%1.17%Q4 2015Q1 20228
FourThought Financial, LLC 880.15%0.18%0.22%Q4 2020Q3 20228
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
LBA Wealth Management, LLC 770.03%0.19%0.45%Q2 2014Q4 20157
McGowan Group Asset Management, Inc. 773.05%4.07%4.96%Q4 2014Q2 20167
RIVERNORTH CAPITAL MANAGEMENT, LLC 210.08%0.31%0.78%Q4 2013Q4 20227
GILL CAPITAL PARTNERS, LLC 610.09%0.12%0.16%Q4 2018Q4 20217
Winslow, Evans & Crocker, Inc. 770.00%0.06%0.12%Q1 2015Q3 20167
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.00%Q3 2021Q1 20237
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.01%0.03%Q4 2013Q3 20237
Pinnacle Wealth Planning Services, Inc. 610.05%0.06%0.10%Q4 2019Q3 20217
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q3 2016Q1 20187
LVW Advisors, LLC 770.07%0.08%0.10%Q3 2016Q1 20187
Transform Wealth, LLC 770.04%0.14%0.40%Q4 2016Q2 20187
SeaCrest Wealth Management, LLC 610.01%0.02%0.03%Q4 2017Q2 20227
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 770.01%0.02%0.09%Q4 2016Q2 20187
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
GPS Wealth Strategies Group, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
FMR LLC 310.00%0.00%0.00%Q3 2019Q2 20237
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Laidlaw Wealth Management LLC 660.05%0.08%0.11%Q2 2020Q3 20216
Householder Group Estate & Retirement Specialist, LLC 410.02%0.22%0.34%Q4 2021Q3 20236
MENLO ADVISORS LLC 660.55%0.62%0.72%Q4 2020Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Paragon Private Wealth Management, LLC 660.14%0.26%0.37%Q4 2021Q1 20236
Relative Value Partners, LLC 660.70%0.73%0.76%Q4 2013Q1 20156
Relative Value Partners Group, LLC 330.07%0.14%0.26%Q2 2015Q2 20236
Liberty Capital Management, Inc. 660.02%0.02%0.02%Q3 2016Q4 20176
SG Americas Securities, LLC 410.00%0.01%0.01%Q4 2015Q2 20186
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
JANUS HENDERSON INVESTORS US LLC 660.00%0.00%0.00%Q3 2015Q4 20166
Citizens National Bank Trust Department 660.00%0.00%0.00%Q2 2022Q3 20236
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 510.11%0.83%1.30%Q4 2013Q2 20156
Sound Income Strategies, LLC 550.01%0.01%0.01%Q4 2017Q4 20185
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cornerstone Wealth Management, LLC 550.03%0.06%0.12%Q3 2017Q3 20185
Farmers National Bank 320.04%0.04%0.05%Q4 2017Q2 20195
Golden State Wealth Management, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
JANE STREET GROUP, LLC 110.00%0.00%0.01%Q1 2014Q1 20235
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.01%0.02%0.04%Q2 2014Q2 20155
RMB Capital Management, LLC 410.01%0.05%0.09%Q3 2016Q4 20185
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
Greytown Advisors Inc. 410.11%0.16%0.18%Q4 2017Q2 20195
Financial Architects, Inc 550.01%0.02%0.03%Q1 2019Q1 20205
Capital Advisory Group Advisory Services, LLC 410.01%0.01%0.02%Q4 2018Q1 20205
CADENCE BANK NA 440.14%0.14%0.15%Q3 2015Q2 20164
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
COBIZ WEALTH, LLC 440.10%0.11%0.12%Q2 2015Q1 20164
TELEMUS CAPITAL, LLC 440.06%0.07%0.07%Q2 2020Q1 20214
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.04%0.07%0.08%Q4 2018Q3 20194
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 441.00%2.15%4.23%Q1 2015Q4 20154
Claybrook Capital, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
MARINER INVESTMENT GROUP LLC 440.38%1.06%1.84%Q4 2013Q3 20144
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2017Q3 20184
Allspring Global Investments Holdings, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q2 2022Q1 20234
Lindbrook Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MUFG Americas Holdings Corp 210.00%0.00%0.00%Q1 2015Q3 20224
Vestpro Financial Partners, Inc. dba CPF Texas 440.01%0.01%0.01%Q4 2017Q3 20184
FNY Investment Advisers, LLC 210.00%0.02%0.08%Q1 2019Q4 20204
1834 INVESTMENT ADVISORS CO 310.00%0.00%0.00%Q4 2017Q2 20194
Dynasty Wealth Management, LLC 440.19%0.52%0.74%Q4 2017Q3 20184
MYCIO WEALTH PARTNERS, LLC 440.03%0.03%0.04%Q3 2013Q2 20144
Saba Capital Management, L.P. 310.09%0.30%0.39%Q3 2013Q3 20234
RVW Wealth, LLC 440.02%0.02%0.02%Q1 2023Q4 20234
Sugarloaf Wealth Management, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
PETRA FINANCIAL ADVISORS INC 441.29%1.57%1.93%Q4 2022Q3 20234
Weaver Consulting Group 440.01%0.01%0.02%Q4 2019Q3 20204
Newbridge Financial Services Group, Inc. 440.02%0.03%0.03%Q3 2020Q2 20214
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
ROBINSON CAPITAL MANAGEMENT, LLC 310.07%2.09%3.69%Q1 2014Q2 20184
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Perennial Advisors, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Wela Strategies, Inc. 440.63%0.66%0.73%Q1 2018Q4 20184
Wagner Wealth Management, LLC 440.10%0.12%0.13%Q4 2017Q3 20184
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
AlphaMark Advisors, LLC 440.03%0.03%0.03%Q1 2017Q4 20174
Engrave Wealth Partners LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Glass Jacobson Investment Advisors llc 210.02%0.02%0.02%Q4 2022Q3 20233
INTEGRATED CAPITAL MANAGEMENT, INC. 210.17%0.17%0.18%Q4 2022Q3 20233
CTC Alternative Strategies, Ltd. 330.22%0.47%0.72%Q4 2013Q2 20143
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
Eos Management, L.P. 210.30%0.62%1.23%Q2 2014Q4 20153
Family Management Corp 330.09%0.10%0.10%Q4 2018Q2 20193
Logan Stone Capital, LLC 210.15%0.34%0.64%Q3 2022Q3 20233
North Star Investment Management Corp. 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
NINE MASTS CAPITAL Ltd 110.14%0.45%0.67%Q3 2016Q3 20183
Strategic Asset Management, LLC 330.03%0.03%0.03%Q1 2022Q3 20223
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q1 2017Q3 20173
Pekin Hardy Strauss, Inc. 330.04%0.05%0.06%Q4 2022Q2 20233
Consolidated Portfolio Review Corp 330.38%0.45%0.56%Q1 2023Q3 20233
Western Wealth Management, LLC 110.01%0.03%0.05%Q3 2019Q1 20223
Chicago Partners Investment Group LLC 330.01%0.01%0.01%Q4 2014Q2 20153
MOODY NATIONAL BANK TRUST DIVISION 330.00%0.00%0.00%Q3 2018Q1 20193
BAIRD ROBERT W & CO INC /WI/ 330.01%0.01%0.02%Q3 2014Q1 20153
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q2 2014Q4 20213
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.02%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
American Financial Network Advisory Services LLC 330.18%0.31%0.41%Q3 2017Q1 20183
Wealthcare Advisory Partners LLC 110.00%0.01%0.01%Q1 2020Q1 20212
Icon Wealth Advisors, LLC 220.08%0.08%0.08%Q3 2022Q4 20222
Glassman Wealth Services 220.01%0.01%0.01%Q3 2020Q4 20202
IBEX WEALTH ADVISORS 110.01%0.01%0.02%Q2 2019Q3 20212
Alpine Global Management, LLC 110.10%0.10%0.10%Q4 2016Q4 20182
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2020Q1 20232
Kavar Capital Partners, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
SYNOVUS FINANCIAL CORP 110.00%0.00%0.01%Q2 2017Q1 20202
OTA Financial Group L.P. 110.28%0.29%0.30%Q1 2018Q4 20212
ARROW FINANCIAL CORP 220.01%0.01%0.01%Q4 2014Q1 20152
Veritable, L.P. 220.01%0.01%0.01%Q2 2014Q3 20142
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
HL FINANCIAL SERVICES LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Sterling Financial Planning, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
M&T BANK CORP 110.00%0.00%0.00%Q2 2015Q3 20182
Virtu KCG Holdings LLC 110.01%0.01%0.02%Q3 2014Q2 20152
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q4 2014Q1 20152
Parkside Financial Bank & Trust 220.01%0.01%0.01%Q2 2021Q3 20212
Procyon Advisors, LLC 110.02%0.02%0.02%Q4 2019Q2 20202
Future Financial Wealth Managment LLC 220.08%0.10%0.11%Q4 2021Q1 20222
Bison Wealth, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Plante Moran Financial Advisors, LLC 110.00%0.01%0.01%Q3 2014Q2 20222
Heritage Trust Co 220.03%0.03%0.03%Q3 2018Q4 20182
FourThought Financial Partners, LLC 220.14%0.14%0.14%Q4 2022Q1 20232
Carnick & Kubik, LLC 110.04%0.05%0.05%Q3 2015Q1 20162
Valley Brook Capital Group, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Castleview Partners, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
NTV ASSET MANAGEMENT LLC 220.04%0.04%0.04%Q2 2021Q3 20212
EPG Wealth Management LLC 220.02%0.02%0.02%Q4 2019Q1 20202
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q3 20152
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q2 2017Q3 20172
CENTRAL BANK & TRUST CO 110.00%0.00%0.01%Q1 2015Q3 20202
Elequin Capital, LP 110.07%0.07%0.07%Q4 2022Q4 20221
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ACG Wealth 110.66%0.66%0.66%Q2 2013Q2 20131
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Allworth Financial LP 110.00%0.00%0.00%Q2 2023Q2 20231
HB Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
Allegis Investment Advisors, LLC 110.09%0.09%0.09%Q4 2015Q4 20151
Proficio Capital Partners LLC 110.17%0.17%0.17%Q3 2018Q3 20181
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.30%0.30%0.30%Q4 2018Q4 20181
Financial Avengers, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
CASTLE WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
LEVEL FOUR ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Krilogy Financial LLC 110.00%0.00%0.00%Q2 2016Q2 20161
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Squarepoint Ops LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BECK CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q2 2014Q2 20141
Eschler Asset Management LLP 110.61%0.61%0.61%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q2 2019Q2 20191
Insight Advisors, LLC/ PA 110.10%0.10%0.10%Q4 2020Q4 20201
Aptus Capital Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
TRUST CO OF VERMONT 110.01%0.01%0.01%Q4 2016Q4 20161
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q2 2023Q2 20231
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Weiss Asset Management LP 110.04%0.04%0.04%Q4 2018Q4 20181
MCIA Inc 110.03%0.03%0.03%Q2 2017Q2 20171
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2019Q2 20191
Cribstone Capital Management, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Virtu Financial LLC 110.01%0.01%0.01%Q4 2018Q4 20181
FSB PREMIER WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
COLONY GROUP LLC 110.00%0.00%0.00%Q1 2014Q1 20141
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Strategic Blueprint, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Realta Investment Advisors 110.01%0.01%0.01%Q3 2019Q3 20191
People's United Financial, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
WINTRUST INVESTMENTS LLC 110.09%0.09%0.09%Q2 2016Q2 20161
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MCF Advisors LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Tower View Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Laurion Capital Management LP 110.04%0.04%0.04%Q4 2015Q4 20151
CreativeOne Wealth, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
WEST PACES ADVISORS INC. 110.10%0.10%0.10%Q4 2016Q4 20161
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2018Q4 20181
Archer Investment Corp 110.01%0.01%0.01%Q2 2020Q2 20201
Pine River Capital Management L.P. 110.16%0.16%0.16%Q4 2013Q4 20131
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Syverson Strege & Co 110.02%0.02%0.02%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.32%0.32%0.32%Q1 2016Q1 20161
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2015Q4 20151
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q4 2017Q4 20171
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
CLEAR STREET MARKETS LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
StrategIQ Financial Group, LLC 110.09%0.09%0.09%Q2 2017Q2 20171
External links

This page lists all the filers that currently own FIRST TR INTER DUR PFD & IN or have owned FIRST TR INTER DUR PFD & IN in the past.