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 124 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,059,563
shares
|
$152 Million
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,003,474
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
781,045
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
746,943
shares
|
$14.1 Million
0.01% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
659,511
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
388,512
shares
|
$7.34 Million
0.29% of portfolio
|
Q1 2025
Added 23.53%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
361,198
shares
|
$6.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
335,240
shares
|
$6.33 Million
0.14% of portfolio
|
Q1 2025
Added 276.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
233,941
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
170,741
shares
|
$3.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
166,498
shares
|
$3.15 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
158,368
shares
|
$2.99 Million
0.03% of portfolio
|
Q1 2025
Added 18.43%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
143,859
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
143,482
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Added 125.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
139,585
shares
|
$2.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
138,551
shares
|
$2.62 Million
0.26% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
134,751
shares
|
$2.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
115,658
shares
|
$2.18 Million
0.34% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
114,642
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
108,776
shares
|
$2.05 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
102,935
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
90,402
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
81,916
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
79,369
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,349
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|