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

119

Shares (Excl. Options)

18,608,810

Price

$17.63

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Type / Class
Equity / Common Stock
Symbol
FPF on NYSE
Shares outstanding
60,669,515
Price per share
$18.05
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
18,608,810
Total reported value
$328,224,495
% of total 13F portfolios
0%
Share change
+534,431
Value change
+$9,322,611
Number of holders
119
Reported Shares, Excluding Options vs Price
Reported 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 Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 118 to 119 between Q4 2025 and Q1 2026.
  • Reported value moved from $340,180,694 to $328,224,495.

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 119 institutions filings for Q1 2026.

Open SEC Evidence

Security key

33718W103

Latest holder period

Q1 2026

13F holders

119

13D/G owners

1

CIK / CUSIP context first

Open Q1 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

Significant Owners of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) based on Schedule 13D/G filings

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, 119 institutional investors reported holding 18,608,810 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.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

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
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
Hennion & Walsh Asset Management, Inc. 0.11% 64,833 -3.3% 0.04% $1,143,006

Institutional Holders of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 18,608,810 $328,224,495 +$9,322,611 $17.63 119
2025 Q4 18,245,678 $340,180,694 -$25,445,389 $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
2019 Q4 10,569,865 $249,333,662 +$1,550,388 $23.59 86
2019 Q3 10,564,857 $249,728,450 -$2,470,953 $23.64 82
2019 Q2 10,651,876 $242,348,283 -$7,069,889 $22.75 88
2019 Q1 10,954,676 $238,944,474 +$7,286,400 $21.81 84
2018 Q4 10,738,786 $212,692,981 +$14,544,866 $19.80 91
2018 Q3 9,989,530 $215,344,394 -$4,985,252 $21.56 87
2018 Q2 11,413,213 $243,520,096 +$11,444,377 $21.59 87
2018 Q1 9,696,560 $225,622,712 -$24,089,540 $23.26 82
2017 Q4 10,774,545 $262,579,801 +$5,340,559 $24.37 86
2017 Q3 10,351,137 $255,863,270 -$3,323,125 $24.72 71
2017 Q2 10,442,319 $259,061,304 +$14,001,763 $24.81 69
2017 Q1 9,908,294 $230,277,715 +$12,524,364 $23.24 71
2016 Q4 9,381,868 $212,653,927 +$12,255,972 $22.69 70
2016 Q3 8,749,072 $204,103,743 -$8,685,365 $23.34 59
2016 Q2 9,132,056 $215,400,944 -$9,907,701 $23.59 56
2016 Q1 9,552,237 $215,288,683 -$20,203,392 $22.55 53
2015 Q4 10,771,717 $229,163,698 +$20,901,320 $21.27 57
2015 Q3 9,756,027 $209,162,681 -$6,620,168 $21.44 52
2015 Q2 10,059,123 $216,746,523 +$18,479,069 $21.54 55
2015 Q1 9,410,949 $208,393,647 -$4,148,508 $22.46 53
2014 Q4 9,592,113 $214,547,709 +$16,445,270 $22.71 51
2014 Q3 7,538,860 $162,029,272 +$10,388,495 $21.72 51
2014 Q2 7,043,897 $159,314,805 +$17,146,570 $22.87 50
2014 Q1 6,351,127 $138,716,871 -$9,678,823 $22.14 44
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .