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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$18,900
0.0% of portfolio
|
Q1 2024
Reduced 28.42%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
950
shares
|
$17,955
0.0% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
706
shares
|
$13,343
0.0% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
543
shares
|
$10,262
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$9,582
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
500
shares
|
$9,450
0.01% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
461
shares
|
$8,712
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
450
shares
|
$8,505
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
400
shares
|
$7,559
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
397
shares
|
$7,503
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
365
shares
|
$6,898
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
350
shares
|
$6,614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
253
shares
|
$4,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
233
shares
|
$4,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
220
shares
|
$4,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
185
shares
|
$3,496
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
185
shares
|
$3,496
0.0% of portfolio
|
Q1 2025
Added 153.42%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
100
shares
|
$1,889
0.0% of portfolio
|
Q1 2025
Reduced 96.93%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
80
shares
|
$1,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
46
shares
|
$869
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
40
shares
|
$756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
9
shares
|
$170
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5
shares
|
$94
0.0% of portfolio
|
Q4 2024
Reduced 99.53%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2
shares
|
$37
0.0% of portfolio
|
Q1 2024
Reduced 99.2%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q3 2024
Reduced 98.81%
|