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 129 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,349
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
73,260
shares
|
$1.39 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
69,718
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
66,077
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
62,360
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2022
Added 5.66%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
58,864
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
57,786
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
49,160
shares
|
$933,056
0.08% of portfolio
|
Q3 2025
Added 52.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
47,556
shares
|
$902,612
0.0% of portfolio
|
Q3 2025
Added 274.43%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
47,256
shares
|
$896,918
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
46,029
shares
|
$873,630
0.0% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
42,700
shares
|
$810,446
0.05% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
42,653
shares
|
$809,553
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
42,188
shares
|
$800,728
0.07% of portfolio
|
Q2 2023
Added 8.35%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
41,580
shares
|
$789,188
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
|
$720,765
0.0% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
37,971
shares
|
$720,689
0.07% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
36,388
shares
|
$690,644
0.03% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
35,314
shares
|
$670,259
0.04% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
33,014
shares
|
$626,605
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
32,899
shares
|
$624,423
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
30,526
shares
|
$579,383
0.0% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
28,398
shares
|
$538,994
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
28,154
shares
|
$534,362
0.14% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
27,950
shares
|
$530,491
0.38% of portfolio
|
Q3 2025
Added 4.1%
|