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 126 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
77,756
shares
|
$1.5 Million
0.55% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
69,718
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
66,077
shares
|
$1.28 Million
0.18% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
62,360
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2022
Added 5.66%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
58,864
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
57,786
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
48,252
shares
|
$931,263
0.11% of portfolio
|
Q2 2025
Added 366.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
47,256
shares
|
$912,040
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
44,523
shares
|
$859,293
0.0% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
42,700
shares
|
$824,110
0.05% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
42,653
shares
|
$823,202
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
42,188
shares
|
$814,228
0.07% of portfolio
|
Q2 2023
Added 8.35%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
41,580
shares
|
$802,494
0.02% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,975
shares
|
$732,917
0.0% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
36,388
shares
|
$702,288
0.03% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
34,381
shares
|
$663,553
0.04% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
33,014
shares
|
$637,170
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
32,899
shares
|
$634,950
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
32,828
shares
|
$633,580
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
32,248
shares
|
$622,386
0.06% of portfolio
|
Q2 2025
Reduced 76.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
30,526
shares
|
$589,151
0.0% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
29,168
shares
|
$562,942
0.15% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
28,182
shares
|
$543,912
0.0% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
27,340
shares
|
$527,662
0.19% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
26,850
shares
|
$518,205
0.41% of portfolio
|
Q1 2025
Reduced 6.12%
|