FPF

First TR Interm Dur & Inc$17.84 0.50%
UnclassifiedUSCUSIP 33718W103· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
31
+3 QoQ
13F Value (tracked)
$24.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
7
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)6 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$17.84 0.50%5Y -28.5%
$13.00$16.50$20.00$23.51$27.01202120222023202420252026846789978698167613411109413731312781471017716111114991797
Hover for who · click for detailEnd-of-day closing prices52w $17.22 – $19.75
Build

Use FPF data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns FPF

This stock page is the Follow view. The Build view lets your agent query FPF owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FPF"
Ask your agent
Use Arkolith to show who owns FPF,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

31 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MGO ONE SEVEN LLC
$6.9M
391K
+0.2%
Added · +799 sh
Q1 2026
2D.A. DAVIDSON & CO.
$4.2M
236K
+0.3%
Added · +612 sh
Q1 2026
3NewEdge Advisors, LLC
$1.5M
83K
+0.6%
Added · +529 sh
Q1 2026
4IHT Wealth Management, LLC
$1.3M
74K
Held
Q1 2026
5PRINCIPAL SECURITIES, INC.
$1.2M
70K
+0.4%
Added · +260 sh
Q1 2026
6OPPENHEIMER & CO INC
$1.2M
67K
−0.8%
Reduced · −514 sh
Q1 2026
7Hennion & Walsh Asset Management, Inc.
$1.1M
65K
−3.3%
Reduced · −2K sh
Q1 2026
8CENTAURUS FINANCIAL, INC.
$995K
56K
−0.8%
Reduced · −449 sh
Q1 2026
9Prospera Financial Services Inc
$819K
46K
+2.9%
Added · +1K sh
Q1 2026
10Sowell Financial Services LLC
$642K
36K
Held
Q1 2026
11Lido Advisors, LLC
$597K
34K
Held
Q1 2026
12CWM, LLC
$514K
29K
+26%
Added · +6K sh
Q1 2026
13Kestra Advisory Services, LLC
$474K
27K
−18%
Reduced · −6K sh
Q1 2026
14Steward Partners Investment Advisory, LLC
$425K
24K
+9.9%
Added · +2K sh
Q1 2026
15Integrated Wealth Concepts LLC
$363K
21K
+16%
Added · +3K sh
Q1 2026
16Kovack Advisors, Inc.
$319K
18K
−5.2%
Reduced · −1K sh
Q1 2026
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$305K
17K
−9.1%
Reduced · −2K sh
Q1 2026
18INTEGRITY ALLIANCE, LLC.
$254K
14K
Held
Q1 2026
19Gateway Wealth Partners, LLC
$250K
14K
New
+14K sh
Q1 2026
20&PARTNERS
$247K
14K
+2.0%
Added · +277 sh
Q1 2026
21CHOREO, LLC
$228K
13K
+26%
Added · +3K sh
Q1 2026
22IFP Advisors, Inc
$91K
5K
Held
Q1 2026
23Geneos Wealth Management Inc.
$67K
4K
Held
Q1 2026
24ROTHSCHILD INVESTMENT LLC
$42K
2K
+500%
Added · +2K sh
Q1 2026
25Larson Financial Group LLC
$26K
2K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
6
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Apr 5, 2024Graci Angelo DInsiderSell (S)2K$35K
Apr 5, 2024Graci Angelo DInsiderSell (S)2K$26K
Mar 4, 2024Graci Angelo DInsiderSell (P)6K$104K
Dec 14, 2023FLEMING SCOTT TInsiderBuy (P)15K$247K
Nov 22, 2023WEAVER ERIC DAVIDInsiderBuy (P)1K$23K
Nov 21, 2023FLEMING SCOTT TInsiderBuy (P)18K$307K
Nov 21, 2023Graci Angelo DInsiderBuy (P)2K$26K

Institutional ownership over time

65 funds+14 since Q2 2022
03467Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $267.9M

Funds that own FPF also own

CompanyCo-held byCombined value
APPLE INCAAPL33 funds$10.8B
NVIDIA CORPNVDA33 funds$9.6B
ISHARES CORE S&P 500 ETFIVV33 funds$9.6B
MICROSOFT CORPMSFT33 funds$9.0B
SS SPDR S&P 500 ETF TRUST-USSPY33 funds$7.8B
VANGUARD S&P 500 ETFVOO33 funds$6.3B
AMAZON.COM INCAMZN33 funds$6.2B
ALPHABET INC-CL AGOOGL33 funds$6.0B
JPMORGAN CHASE & COJPM33 funds$4.2B
BROADCOM INCAVGO33 funds$4.2B
ISHARES CORE U.S. AGGREGATEAGG33 funds$3.7B
VANGUARD VALUE ETFVTV33 funds$3.7B

Ranked by how many of FPF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

7 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FPF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.