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 $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$9,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$8,975
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
461
shares
|
$8,274
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
450
shares
|
$8,077
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
400
shares
|
$7,180
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
400
shares
|
$7,180
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
365
shares
|
$6,551
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
220
shares
|
$3,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
200
shares
|
$3,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
185
shares
|
$3,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
73
shares
|
$1,310
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
9
shares
|
$161
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2
shares
|
$35
0.0% of portfolio
|
Q1 2024
Reduced 99.2%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q3 2024
Reduced 98.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|