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 136 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
73,260
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
70,607
shares
|
$1.33 Million
0.98% of portfolio
|
Q4 2025
Added 3430.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
69,726
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
63,207
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
61,703
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 87.55%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
57,802
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
55,128
shares
|
$1.04 Million
0.63% of portfolio
|
Q3 2025
Reduced 44.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
49,160
shares
|
$927,157
0.08% of portfolio
|
Q3 2025
Added 52.44%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
47,625
shares
|
$898,207
0.02% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
47,556
shares
|
$896,906
0.0% of portfolio
|
Q3 2025
Added 274.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
46,029
shares
|
$868,106
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
|
$805,322
0.05% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
42,653
shares
|
$804,435
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
42,188
shares
|
$795,665
0.07% of portfolio
|
Q2 2023
Added 8.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
40,717
shares
|
$767,922
0.0% of portfolio
|
Q3 2025
Reduced 29.54%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
39,513
shares
|
$745,215
0.1% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,975
shares
|
$716,208
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
|
$716,133
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
|
$686,277
0.03% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
35,314
shares
|
$666,022
0.04% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
33,855
shares
|
$638,505
0.0% of portfolio
|
Q3 2025
Added 41.75%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
32,580
shares
|
$614,458
0.0% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
31,248
shares
|
$589,337
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
28,398
shares
|
$535,586
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|