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 113 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $288 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
|
$142 Million
0.01% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
953,390
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
703,888
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
659,842
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
659,810
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
417,019
shares
|
$7.76 Million
0.01% of portfolio
|
Q3 2023
Reduced 2.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
317,086
shares
|
$5.9 Million
0.27% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
224,595
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
199,198
shares
|
$3.71 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
197,202
shares
|
$3.67 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
187,763
shares
|
$3.49 Million
0.03% of portfolio
|
Q3 2024
Added 1279.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
147,457
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
140,080
shares
|
$2.61 Million
2.04% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
138,549
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
137,507
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
132,116
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2024
Added 61.28%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
129,316
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
128,646
shares
|
$2.39 Million
0.26% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
116,642
shares
|
$2.17 Million
0.87% of portfolio
|
Q3 2024
Added 22.6%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
112,294
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
111,991
shares
|
$2.08 Million
0.49% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
95,126
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
90,837
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
89,058
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,349
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|