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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 GLOBAL RETIREMENT PARTNERS, LLC 5,503 137,000 0.05%
52 IHT WEALTH MANAGEMENT, LLC 11,173 131,000 0.05%
53 SIT INVESTMENT ASSOCIATES INC 4,800 119,000 0.05%
54 FIRST FINANCIAL CORP /IN/ 4,325 107,000 0.04%
55 CITY HOLDING CO 2,980 74,000 0.03%
56 AlphaMark Advisors, LLC 2,850 71,000 0.03% SH
57 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 2,300 57,000 0.02%
58 CITIGROUP INC 2,300 57,000 0.02%
59 Cordasco Financial Network 1,836 46,000 0.02%
60 PENSERRA CAPITAL MANAGEMENT LLC 1,558 38,000 0.01%
61 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 1,500 37,000 0.01%
62 Liberty Capital Management, Inc. 1,530 37,000 0.01%
63 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 1,260 31,000 0.01%
64 Carroll Financial Associates, Inc. 1,100 27,000 0.01%
65 GENEOS WEALTH MANAGEMENT INC. 1,044 25,000 0.01%
66 First Horizon Advisors, Inc. 1,000 24,000 0.01%
67 BRONFMAN E.L. ROTHSCHILD, L.P. 500 12,000 0.00% PRN
68 ANCHOR INVESTMENT MANAGEMENT, LLC 375 9,304 0.00%
69 MANUFACTURERS LIFE INSURANCE COMPANY, THE 273 7,000 0.00%
70 MUFG Americas Holdings Corp 23 1,000 0.00%
71 BB&T INVESTMENT SERVICES, INC. 12 0 0.00%
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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.