Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
119
Shares (Excl. Options)
18,985,642
Price
$18.17
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- Security type / class
- Equity / Common Stock
- Symbol
- FPF on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 18,985,642
- Total 13F value
- $345,042,780
- Portfolio coverage rank
- 0%
- Share change
- +273,138
- Value change
- +$5,017,192
- Number of holders
- 119
- Shares outstanding
- 60,669,515
- SEC-reported price per share
- $18.08
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FPF - First Trust Intermediate Duration Preferred & Income Fund - Common Stock is tracked under CUSIP 33718W103.
- 119 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 120 to 119 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $330,284,277 to $345,042,780.
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
Open SEC evidence
Latest holder context comes from 119 institutions filings for Q2 2026.
Security key
33718W103
Latest holder period
Q2 2026
13F holders
119
13D/G owners
1
CIK / CUSIP context first
Open Q2 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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33718W103:
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 Jun 2026, 119 institutional investors reported holding 18,985,642 shares of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF). This represents 31% of the company’s total 60,669,515 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
29%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 16% | 9,820,464 | +0.77% | 0.01% | $178,437,854 |
| SIT INVESTMENT ASSOCIATES INC | 2% | 1,217,427 | +0.3% | 0.42% | $22,121,000 |
| WELLS FARGO & COMPANY/MN | 2% | 1,210,802 | -0.64% | 0% | $22,000,272 |
| LPL Financial LLC | 1.6% | 979,058 | +3.2% | 0% | $17,789,491 |
| ROYAL BANK OF CANADA | 1.2% | 753,673 | +1.9% | 0% | $13,694,000 |
| Invesco Ltd. | 1.1% | 659,562 | +3.9% | 0% | $11,984,242 |
| Peak Planning Group, LLC | 0.66% | 400,589 | +0.7% | 1.6% | $7,278,710 |
| MGO ONE SEVEN LLC | 0.62% | 377,412 | -3.5% | 0.11% | $6,857,583 |
| COHEN & STEERS, INC. | 0.6% | 361,198 | 0% | 0.01% | $6,563,000 |
| D.A. DAVIDSON & CO. | 0.42% | 257,487 | +9% | 0.03% | $4,678,546 |
| STIFEL FINANCIAL CORP | 0.31% | 188,729 | +5.1% | 0% | $3,429,183 |
| UBS Group AG | 0.25% | 149,378 | -5.8% | 0% | $2,714,198 |
| Rareview Capital LLC | 0.22% | 133,367 | +45% | 1.4% | $2,509,967 |
| Hennion & Walsh Asset Management, Inc. | 0.18% | 107,058 | +65% | 0.06% | $1,945,244 |
| OSAIC HOLDINGS, INC. | 0.17% | 105,254 | -5.9% | 0% | $1,912,662 |
| Baird Financial Group, Inc. | 0.17% | 102,354 | +2.8% | 0% | $1,859,772 |
| BANK OF AMERICA CORP /DE/ | 0.16% | 94,861 | -1.4% | 0% | $1,723,632 |
| RAYMOND JAMES FINANCIAL INC | 0.15% | 93,669 | -1.1% | 0% | $1,701,975 |
| NewEdge Advisors, LLC | 0.14% | 86,756 | +4.8% | 0% | $1,576,357 |
| Noble Wealth Management PBC | 0.14% | 82,363 | +9.6% | 0.68% | $1,496,536 |
| Cetera Investment Advisers | 0.13% | 77,966 | +8% | 0% | $1,416,650 |
| IHT Wealth Management, LLC | 0.13% | 76,819 | +4.3% | 0.03% | $1,395,810 |
| ENVESTNET ASSET MANAGEMENT INC | 0.12% | 73,686 | +29% | 0% | $1,338,877 |
| Onyx Bridge Wealth Group LLC | 0.11% | 68,870 | +1.4% | 0.11% | $1,251,369 |
| PRINCIPAL SECURITIES, INC. | 0.11% | 68,080 | -3.2% | 0.01% | $1,237,015 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 18,985,642 | $345,042,780 | +$5,017,192 | $18.17 | 119 |
| 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 |
| 2020 Q2 | 10,617,171 | $226,292,507 | -$287,538 | $21.31 | 90 |