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 115 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
10,402
shares
|
$192,957
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
9,488
shares
|
$176,002
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
8,400
shares
|
$155,820
0.0% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,433
shares
|
$119,332
0.0% of portfolio
|
Q3 2024
Added 23.57%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,179
shares
|
$96,070
0.0% of portfolio
|
Q4 2023
Reduced 26.07%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$64,925
0.04% of portfolio
|
Q2 2022
Reduced 22.22%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,175
shares
|
$58,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
2,875
shares
|
$53,331
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,180
shares
|
$40,439
0.0% of portfolio
|
Q1 2024
Added 222.96%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
2,100
shares
|
$38,955
0.02% of portfolio
|
Q2 2023
Added 250.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,836
shares
|
$34,057
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,775
shares
|
$32,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,738
shares
|
$32,239
0.0% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,647
shares
|
$30,551
0.02% of portfolio
|
Q4 2024
Reduced 28.2%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,375
shares
|
$25,506
0.0% of portfolio
|
Q1 2016
Reduced 72.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,053
shares
|
$19,533
0.0% of portfolio
|
Q3 2024
Added 20960.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,000
shares
|
$18,550
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$18,550
0.0% of portfolio
|
Q4 2023
Reduced 85.71%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$18,550
0.0% of portfolio
|
Q1 2024
Reduced 28.42%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
950
shares
|
$17,622
0.0% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
900
shares
|
$16,695
0.01% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
706
shares
|
$13,096
0.0% of portfolio
|
Q3 2024
Reduced 35.7%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
660
shares
|
$12,243
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
519
shares
|
$9,627
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
512
shares
|
$9,497
0.0% of portfolio
|
Q3 2024
Added 2182.81%
|