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FIRST TR INTER DUR PFD IN
FIRST TR INTER DUR PFD IN. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 71 Institutional holders with a total value of $260,243,304.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 LPL Financial LLC 48,110 1,194,000 0.46%
52 BB&T SECURITIES, LLC 55,592 1,379,000 0.53%
53 Raymond James Financial Services Advisors, Inc. 55,978 1,389,000 0.53%
54 Commonwealth Equity Services, Inc 58,845 1,460,000 0.56%
55 RAYMOND JAMES & ASSOCIATES 68,096 1,689,000 0.65%
56 AMERIPRISE FINANCIAL INC 76,003 1,889,000 0.73%
57 IFP ADVISORS, INC 90,812 2,253,000 0.87%
58 HCR WEALTH ADVISORS 17,639 2,352,000 0.90%
59 SII INVESTMENTS INC/WI 98,962 2,451,000 0.94%
60 IFC Holdings Incorporated/FL 108,651 2,701,000 1.04%
61 BANK OF MONTREAL /CAN/ 241,333 5,987,000 2.30%
62 GUGGENHEIM CAPITAL LLC 257,495 6,389,000 2.46%
63 Vident Investment Advisory, LLC 292,399 7,254,000 2.79%
64 COMERICA SECURITIES INC 325,495 8,076,000 3.10%
65 BANK OF AMERICA CORP /DE/ 482,536 11,972,000 4.60%
66 ROYAL BANK OF CANADA 488,392 12,118,000 4.66%
67 WELLS FARGO & COMPANY/MN 556,018 13,795,000 5.30%
68 BESSEMER GROUP INC 594,795 14,757,000 5.67%
69 Invesco Ltd. 615,883 15,280,000 5.87%
70 UBS Group AG 1,010,153 25,062,000 9.63%
71 MORGAN STANLEY 4,294,586 106,549,000 40.94%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.