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 |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
10,317
shares
|
$194,991
0.08% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,053
shares
|
$190,001
0.05% of portfolio
|
Q4 2024
Reduced 48.7%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
10,011
shares
|
$189,207
0.0% of portfolio
|
Q1 2025
Reduced 57.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
9,370
shares
|
$177,093
0.01% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
8,581
shares
|
$162,180
0.07% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
7,050
shares
|
$133,245
0.05% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,569
shares
|
$124,154
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,863
shares
|
$110,810
0.0% of portfolio
|
Q1 2025
Added 154.91%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,179
shares
|
$97,883
0.0% of portfolio
|
Q4 2023
Reduced 26.07%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
3,809
shares
|
$71,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,500
shares
|
$66,150
0.04% of portfolio
|
Q2 2022
Reduced 22.22%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,175
shares
|
$60,007
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
2,875
shares
|
$54,337
0.02% of portfolio
|
Q1 2025
Added 98.28%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,836
shares
|
$34,700
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,750
shares
|
$33,075
0.03% of portfolio
|
Q1 2025
Added 84.21%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,647
shares
|
$31,128
0.02% of portfolio
|
Q4 2024
Reduced 28.2%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,600
shares
|
$30,239
0.01% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,500
shares
|
$28,349
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,500
shares
|
$28,349
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,375
shares
|
$25,987
0.0% of portfolio
|
Q1 2016
Reduced 72.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,275
shares
|
$24,097
0.0% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,175
shares
|
$22,207
0.0% of portfolio
|
Q4 2024
Reduced 33.8%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,061
shares
|
$20,052
0.02% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
1,013
shares
|
$19,145
0.01% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,000
shares
|
$18,900
0.03% of portfolio
|
Q1 2022
New holding
|