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 |
|---|---|---|---|---|---|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
26,558
shares
|
$493,978
0.31% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,541
shares
|
$456,462
0.0% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,119
shares
|
$448,613
0.0% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,855
shares
|
$443,703
0.0% of portfolio
|
Q1 2024
Added 62.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
21,894
shares
|
$407,228
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
21,831
shares
|
$406,056
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,836
shares
|
$387,549
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20,675
shares
|
$384,555
0.01% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
19,705
shares
|
$366,513
0.0% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
19,597
shares
|
$364,504
0.07% of portfolio
|
Q3 2024
Reduced 40.8%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
18,500
shares
|
$344,100
0.13% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,414
shares
|
$323,900
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
17,274
shares
|
$321,296
0.19% of portfolio
|
Q3 2024
Reduced 91.78%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
17,130
shares
|
$318,618
0.09% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
15,500
shares
|
$288,300
0.15% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
14,712
shares
|
$273,643
0.13% of portfolio
|
Q1 2023
Added 42.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,170
shares
|
$263,562
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,095
shares
|
$243,567
0.0% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
12,700
shares
|
$236,220
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,795
shares
|
$219,387
0.01% of portfolio
|
Q1 2022
Added 11.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,524
shares
|
$214,346
0.01% of portfolio
|
Q2 2020
Added 0.12%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
11,291
shares
|
$210,012
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
10,841
shares
|
$201,642
0.03% of portfolio
|
Q3 2024
Reduced 25.04%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
10,402
shares
|
$193,477
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,176
shares
|
$189,273
0.01% of portfolio
|
Q1 2024
New holding
|