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 Q1 2026

Latest Period

Q1 2026

Institutions Reporting

121

Shares (Excl. Options)

18,730,679

Price

$17.63

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+534,960
Value change
+$9,331,937
Number of holders
121
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
60,669,515
SEC-reported price per share
$18.35
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.
  • 121 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 118 to 121 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $340,180,694 to $330,373,046.

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 121 institutions filings for Q1 2026.

Open SEC evidence

Security key

33718W103

Latest holder period

Q1 2026

13F holders

121

13D/G owners

1

CIK / CUSIP context first

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 31 Mar 2026, 121 institutional investors reported holding 18,730,679 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% 9,745,769 +6% 0.01% $171,817,946
WELLS FARGO & COMPANY/MN 2% 1,218,651 +5.6% 0% $21,484,817
SIT INVESTMENT ASSOCIATES INC 2% 1,213,727 -0.16% 0.43% $21,398,000
LPL Financial LLC 1.6% 948,767 -0.06% 0% $16,726,766
ROYAL BANK OF CANADA 1.2% 739,258 +6.4% 0% $13,033,000
Invesco Ltd. 1% 634,556 -15% 0% $11,187,222
Peak Planning Group, LLC 0.66% 397,793 +2.1% 1.9% $7,013,084
MGO ONE SEVEN LLC 0.64% 391,175 +0.2% 0.14% $6,896,431
COHEN & STEERS, INC. 0.6% 361,198 0% 0.01% $6,368,000
D.A. DAVIDSON & CO. 0.39% 236,254 +0.26% 0.03% $4,165,175
STIFEL FINANCIAL CORP 0.3% 179,609 +6.9% 0% $3,166,515
UBS Group AG 0.26% 158,615 +3.9% 0% $2,796,382
OSAIC HOLDINGS, INC. 0.18% 111,850 -22% 0% $1,972,075
Baird Financial Group, Inc. 0.16% 99,580 -0.56% 0% $1,755,595
BANK OF AMERICA CORP /DE/ 0.16% 96,239 +11% 0% $1,696,696
RAYMOND JAMES FINANCIAL INC 0.16% 94,738 +8.1% 0% $1,670,225
Rareview Capital LLC 0.15% 91,917 +21% 1% $1,729,878
NewEdge Advisors, LLC 0.14% 82,770 +0.64% 0.01% $1,459,235
Noble Wealth Management PBC 0.12% 75,117 +6.4% 0.68% $1,324,313
IHT Wealth Management, LLC 0.12% 73,643 0% 0.03% $1,298,327
Cetera Investment Advisers 0.12% 72,161 +6.9% 0% $1,272,200
PRINCIPAL SECURITIES, INC. 0.12% 70,333 +0.37% 0.02% $1,239,969
Shaker Financial Services, LLC 0.11% 68,010 -35% 0.42% $1,199,017
Onyx Bridge Wealth Group LLC 0.11% 67,940 +6.5% 0.13% $1,197,784
OPPENHEIMER & CO INC 0.11% 67,262 -0.76% 0.01% $1,185,829

Quarter history

Institutional holders across reporting periods

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

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 18,730,679 $330,373,046 +$9,331,937 $17.63 121
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
2020 Q1 10,638,170 $189,712,657 -$783,052 $17.84 85
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