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 123 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 $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,985,936
shares
|
$150 Million
0.01% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,008,899
shares
|
$18.9 Million
0.0% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
830,895
shares
|
$15.6 Million
0.0% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
754,823
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
693,772
shares
|
$13 Million
0.01% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
417,019
shares
|
$7.82 Million
0.01% of portfolio
|
Q3 2023
Reduced 2.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
314,519
shares
|
$5.9 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
234,243
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
193,198
shares
|
$3.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
173,609
shares
|
$3.26 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
138,326
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
136,563
shares
|
$2.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
136,310
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
133,727
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
131,773
shares
|
$2.47 Million
0.24% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
115,172
shares
|
$2.16 Million
0.33% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
110,576
shares
|
$2.07 Million
1.56% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
109,241
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Feb 25, 2025 Q4 2024 |
108,593
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
97,211
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
93,141
shares
|
$1.75 Million
0.67% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
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 |
Feb 13, 2025 Q4 2024 |
89,058
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
86,804
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
81,916
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.0%
|