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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
26,850
shares
|
$507,464
0.45% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
26,558
shares
|
$501,946
0.31% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
25,342
shares
|
$478,963
0.12% of portfolio
|
Q1 2025
Added 46.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
24,583
shares
|
$464,618
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
23,541
shares
|
$444,924
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
20,530
shares
|
$388,016
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
18,623
shares
|
$351,974
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
18,500
shares
|
$349,650
0.14% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
17,849
shares
|
$337,346
0.03% of portfolio
|
Q4 2024
Added 40.54%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,729
shares
|
$316,178
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
15,596
shares
|
$294,764
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
15,542
shares
|
$293,743
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
15,155
shares
|
$286,429
0.15% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
14,734
shares
|
$278,472
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
14,712
shares
|
$278,056
0.13% of portfolio
|
Q1 2023
Added 42.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,746
shares
|
$259,799
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
13,684
shares
|
$258,627
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,331
shares
|
$251,955
0.0% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,701
shares
|
$240,048
0.0% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,461
shares
|
$235,512
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
11,792
shares
|
$222,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
11,688
shares
|
$220,903
0.02% of portfolio
|
Q3 2024
Added 2182.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,524
shares
|
$217,803
0.01% of portfolio
|
Q2 2020
Added 0.12%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
10,527
shares
|
$198,960
0.14% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
10,500
shares
|
$198,449
0.1% of portfolio
|
Q4 2024
Reduced 32.26%
|