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 116 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,629,129
shares
|
$144 Million
0.01% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
953,390
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
703,888
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
659,842
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
659,810
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
417,019
shares
|
$7.85 Million
0.01% of portfolio
|
Q3 2023
Reduced 2.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
317,086
shares
|
$5.97 Million
0.27% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
224,595
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
199,198
shares
|
$3.75 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
173,609
shares
|
$3.27 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
147,457
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
140,080
shares
|
$2.64 Million
2.04% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
138,549
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
136,563
shares
|
$2.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
132,116
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2024
Added 61.28%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
131,773
shares
|
$2.48 Million
0.24% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
116,642
shares
|
$2.2 Million
0.87% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
115,172
shares
|
$2.17 Million
0.33% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
112,294
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
109,241
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
95,126
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
90,402
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
89,058
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,349
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
78,029
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.03%
|