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 |
|---|---|---|---|---|---|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
27,340
shares
|
$518,913
0.18% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
25,690
shares
|
$487,596
0.11% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
23,883
shares
|
$453,299
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
23,650
shares
|
$448,877
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
22,637
shares
|
$429,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,532
shares
|
$389,697
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,482
shares
|
$369,768
0.0% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
18,500
shares
|
$351,130
0.13% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
18,356
shares
|
$348,396
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
17,849
shares
|
$338,774
0.03% of portfolio
|
Q4 2024
Added 40.54%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
17,231
shares
|
$327,044
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
16,729
shares
|
$317,516
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
16,627
shares
|
$315,580
0.0% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
16,344
shares
|
$310,209
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
15,586
shares
|
$295,822
0.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
14,792
shares
|
$280,752
0.21% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
14,712
shares
|
$279,233
0.13% of portfolio
|
Q1 2023
Added 42.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,746
shares
|
$260,899
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
13,684
shares
|
$259,722
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,425
shares
|
$254,806
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
13,312
shares
|
$252,661
0.02% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
11,909
shares
|
$226,032
0.03% of portfolio
|
Q3 2025
Reduced 75.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,524
shares
|
$218,725
0.01% of portfolio
|
Q2 2020
Added 0.12%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
10,879
shares
|
$206,483
0.1% of portfolio
|
Q3 2025
Reduced 28.22%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
10,769
shares
|
$204,395
0.14% of portfolio
|
Q3 2024
Reduced 6.44%
|