Institutional Ownership First Trust Intermediate Duration Preferred & Income Fund (FPF)
This table provides information about the institutional ownership of First Trust Intermediate Duration Preferred & Income Fund (FPF). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6,937,904
shares
|
$123 Million
0.01% of portfolio
|
Q1 2024
Added 2.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
910,852
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2024
Added 22.04%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
772,857
shares
|
$13.7 Million
0.17% of portfolio
|
Q1 2024
Added 16.83%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
703,389
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 13, 2024 Q1 2024 |
641,153
shares
|
$11.4 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
570,314
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2024
Added 8.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
533,790
shares
|
$9.46 Million
0.0% of portfolio
|
Q1 2024
Added 8.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
478,875
shares
|
$8.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
417,019
shares
|
$7.39 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
335,029
shares
|
$5.94 Million
0.32% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
250,283
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 50.96%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 26, 2024 Q1 2024 |
211,411
shares
|
$3.75 Million
2.31% of portfolio
|
Q1 2024
Added 1.65%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
195,993
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
192,017
shares
|
$3.4 Million
0.19% of portfolio
|
Q1 2024
Added 7.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
189,196
shares
|
$3.35 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
172,380
shares
|
$3.05 Million
0.81% of portfolio
|
Q1 2024
Added 2.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
149,662
shares
|
$2.65 Million
0.32% of portfolio
|
Q1 2024
Added 29.47%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
145,346
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2024
Added 15.27%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
141,557
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2024
Added 8.34%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
138,764
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2024
Added 8.53%
|
|
|
Shaker Financial Services, LLC
|
May 13, 2024 Q1 2024 |
123,494
shares
|
$2.19 Million
0.86% of portfolio
|
Q1 2024
Reduced 13.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
121,010
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2024
Added 5.59%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
101,752
shares
|
$1.8 Million
0.13% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
100,982
shares
|
$1.79 Million
1.33% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
94,249
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.34%
|
|