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 123 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,349
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
74,741
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
69,203
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
63,722
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
62,619
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
62,360
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2022
Added 5.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
61,811
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
61,393
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
60,944
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
45,855
shares
|
$852,903
0.0% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
44,142
shares
|
$821,041
0.02% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
42,700
shares
|
$794,220
0.05% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
42,188
shares
|
$784,696
0.07% of portfolio
|
Q2 2023
Added 8.35%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
40,292
shares
|
$749,431
0.02% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,975
shares
|
$706,335
0.0% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
37,861
shares
|
$704,214
0.04% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
36,388
shares
|
$676,816
0.04% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
36,006
shares
|
$669,711
0.0% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
35,304
shares
|
$656,654
0.0% of portfolio
|
Q4 2024
Added 61.25%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
35,242
shares
|
$655,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,695
shares
|
$608,127
0.0% of portfolio
|
Q4 2024
Added 65.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
32,509
shares
|
$604,667
0.0% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
30,253
shares
|
$562,705
0.16% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
29,840
shares
|
$555,024
0.21% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,388
shares
|
$546,616
0.0% of portfolio
|
Q4 2024
Reduced 36.46%
|