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 135 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
13,312
shares
|
$251,064
0.02% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
11,909
shares
|
$224,603
0.03% of portfolio
|
Q3 2025
Reduced 75.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,524
shares
|
$217,342
0.01% of portfolio
|
Q2 2020
Added 0.12%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
11,001
shares
|
$207,478
0.13% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
10,879
shares
|
$205,177
0.1% of portfolio
|
Q3 2025
Reduced 28.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
10,588
shares
|
$199,689
0.01% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,053
shares
|
$189,599
0.05% of portfolio
|
Q4 2024
Reduced 48.7%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
8,581
shares
|
$161,837
0.06% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,603
shares
|
$143,392
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,005
shares
|
$132,114
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
5,200
shares
|
$98,072
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,179
shares
|
$97,675
0.0% of portfolio
|
Q4 2023
Reduced 26.07%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
3,809
shares
|
$71,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,794
shares
|
$71,554
0.0% of portfolio
|
Q3 2025
Reduced 45.24%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$66,010
0.04% of portfolio
|
Q2 2022
Reduced 22.22%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,175
shares
|
$59,880
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,765
shares
|
$52,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,560
shares
|
$48,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
2,050
shares
|
$38,663
0.02% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
1,857
shares
|
$35,023
0.01% of portfolio
|
Q3 2025
Added 104.97%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,836
shares
|
$34,626
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,647
shares
|
$31,062
0.02% of portfolio
|
Q4 2024
Reduced 28.2%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$28,290
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$28,290
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,450
shares
|
$27,347
0.01% of portfolio
|
Q3 2025
Reduced 49.57%
|
|