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FIRST TRUST PREFERRED
FIRST TRUST PREFERRED. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 3 Institutional holders with a total value of $5,508,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Karp Capital Management Corp 266,424 5,201,000 94.43%
2 Mengis Capital Management, Inc. 11,335 221,000 4.01%
3 Plante Moran Financial Advisors, LLC 4,390 86,000 1.56%

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.