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 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
69,925
shares
|
$1.32 Million
0.52% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
69,203
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
67,504
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
64,269
shares
|
$1.21 Million
0.18% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
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.
|
May 14, 2025 Q1 2025 |
60,174
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
59,036
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 81.6%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
48,252
shares
|
$911,962
0.11% of portfolio
|
Q2 2025
Added 366.34%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,115
shares
|
$890,473
0.03% of portfolio
|
Q1 2025
Reduced 56.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
45,898
shares
|
$867,472
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
42,700
shares
|
$807,029
0.05% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
42,653
shares
|
$806,141
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
42,188
shares
|
$797,353
0.07% of portfolio
|
Q2 2023
Added 8.35%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
40,253
shares
|
$760,781
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,975
shares
|
$717,727
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
|
$687,733
0.03% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
35,344
shares
|
$668,001
0.0% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
34,381
shares
|
$649,800
0.04% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
33,100
shares
|
$625,590
0.0% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
32,828
shares
|
$620,449
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
32,372
shares
|
$611,830
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
32,248
shares
|
$609,487
0.06% of portfolio
|
Q2 2025
Reduced 76.72%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
29,168
shares
|
$551,275
0.15% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
28,182
shares
|
$532,639
0.0% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
27,340
shares
|
$516,725
0.19% of portfolio
|
Q1 2025
Reduced 8.38%
|