Security Snapshot

First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) Institutional Ownership

CUSIP: 33718W103

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

76

Shares (Excl. Options)

14.63MFull value: 14,634,919 · shares · 30 Sep 2026

Price

$16.01

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Stock
Symbol
FPF on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
14,634,919
Latest holder snapshot 5 signals
Total 13F value
$234,255,695
Portfolio coverage rank
0%
Share change
+237,196
Value change
+$3,742,465
Number of holders
76
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
60,669,515
SEC-reported price per share
$15.77
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • FPF - First Trust Intermediate Duration Preferred & Income Fund - Common Stock is tracked under CUSIP 33718W103.
  • 76 institutions reported positions in Q3 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 121 to 76 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $344.74MFull value: $344,739,742 · USD · 30 Jun 2026
    to
    $234.26MFull value: $234,255,695 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 76 institutions filings for Q3 2026.

Open SEC evidence

Security key

33718W103

13F reference period

Q3 2026

13F holders

76

13D/G owners

1

CIK / CUSIP context first

Open Q3 2026 holders FPF full holder history First Trust Intermediate Duration Preferred & Income Fund SEC filings First Trust Intermediate Duration Preferred & Income Fund insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
FPF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 13% $151,036,759 7,887,037 Morgan Stanley 30 Sep 2025
As of 30 Sep 2026, 76 institutional investors reported holding
14.63MFull value: 14,634,919 · shares · 30 Sep 2026
shares of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF). This represents 24% of the company’s total
60.67MFull value: 60,669,515 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
23%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 16% 9,681,072 -1.4% 0.01% $154,993,977
LPL Financial LLC 2% 1,229,463 +26% 0% $19,683,707
Invesco Ltd. 1.1% 658,270 -0.2% 0% $10,538,903
Peak Planning Group, LLC 0.66% 397,715 -0.72% 1.4% $6,367,419
MGO ONE SEVEN LLC 0.6% 364,186 -3.5% 0.1% $5,830,620
D.A. DAVIDSON & CO. 0.46% 279,776 +8.7% 0.02% $4,479,224
STIFEL FINANCIAL CORP 0.38% 228,953 +21% 0% $3,665,544
Hennion & Walsh Asset Management, Inc. 0.29% 178,423 +67% 0.08% $2,856,552
Rareview Capital LLC 0.24% 144,990 +8.7% 1.1% $2,321,290
RAYMOND JAMES FINANCIAL INC 0.18% 109,859 +17% 0% $1,758,839
Noble Wealth Management PBC 0.14% 85,758 +4.1% 0.63% $1,372,986
NewEdge Advisors, LLC 0.14% 84,846 -2.2% 0% $1,358,385
Onyx Bridge Wealth Group LLC 0.11% 65,006 -5.6% 0.09% $1,040,745
OPPENHEIMER & CO INC 0.1% 61,161 0.01% $979,188
Prospera Financial Services Inc 0.1% 59,984 +17% 0.01% $938,724
PRINCIPAL SECURITIES, INC. 0.1% 59,198 -13% 0.01% $947,758
CENTAURUS FINANCIAL, INC. 0.09% 55,918 -1.1% 0.03% $895,000
WEDBUSH SECURITIES INC 0.09% 55,704 +16% 0.02% $892,000
Cetera Investment Advisers 0.08% 50,394 -35% 0% $806,810
Shaker Financial Services, LLC 0.07% 44,551 +70% 0.24% $713,262
Magnus Financial Group LLC 0.07% 43,288 -1.2% 0.05% $693,044
Capital Investment Advisors, LLC 0.07% 39,666 0% 0.01% $635,059
Pine Valley Investments Ltd Liability Co 0.06% 38,399 0% 0.03% $614,768
Sowell Financial Services LLC 0.06% 34,880 0% 0.02% $558,429
Kovack Advisors, Inc. 0.05% 33,081 +100% 0.02% $520,164

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 14,634,919 $234,255,695 +$3,742,465 $16.01 76
2026 Q2 18,968,964 $344,739,742 +$4,689,168 $18.17 121
2026 Q1 18,725,644 $330,284,277 +$9,237,855 $17.63 120
2025 Q4 18,245,678 $340,180,694 -$18,186,170 $18.64 118
2025 Q3 19,156,713 $319,304,550 +$6,244,179 $19.15 120
2025 Q2 16,300,480 $306,761,477 +$8,582,962 $18.82 112
2025 Q1 15,840,050 $291,273,663 +$1,759,952 $18.39 108
2024 Q4 15,823,932 $285,064,347 +$10,410,221 $18.00 116
2024 Q3 15,225,716 $297,338,949 -$22,314,816 $19.53 107
2024 Q2 16,464,223 $302,404,784 -$4,520,453 $18.37 108
2024 Q1 16,702,471 $299,108,013 +$314,286 $17.92 106
2023 Q4 16,735,766 $272,968,979 +$7,284,190 $16.31 116
2023 Q3 15,872,946 $236,451,535 +$11,945,128 $14.90 104
2023 Q2 15,037,580 $233,169,393 +$721,625 $15.51 96
2023 Q1 14,954,757 $235,841,799 +$3,214,461 $15.78 105
2022 Q4 14,685,926 $247,831,537 +$15,089,034 $16.87 108
2022 Q3 13,729,154 $227,543,650 -$4,637,900 $16.58 96
2022 Q2 14,011,314 $261,772,419 +$28,633,372 $18.68 98
2022 Q1 14,173,619 $311,480,014 +$13,859,385 $21.99 100
2021 Q4 13,507,114 $331,609,977 +$7,778,872 $24.54 102
2021 Q3 13,124,487 $328,345,613 +$13,579,605 $25.02 109
2021 Q2 12,549,544 $315,172,741 +$961,155 $25.11 108
2021 Q1 12,534,862 $300,226,215 +$31,344,394 $23.95 107
2020 Q4 10,990,422 $264,308,047 +$6,979,701 $24.05 97
2020 Q3 10,605,253 $227,924,142 -$593,780 $21.49 93
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