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

CUSIP: 33718W103

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / Common Stock
Shares outstanding
60,669,515
Total 13F shares
15,872,946
Share change
+807,175
Total reported value
$236,451,535
Price per share
$14.90
Number of holders
104
Value change
+$11,945,128
Number of buys
51
Number of sells
39

Security key

33718W103

Report period

Q3 2023

Institutions

104

Top holders

10

Ownership snapshot

Top shareholders of FPF - First Trust Intermediate Duration Preferred & Income Fund - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
MORGAN STANLEY
13D/G signal
Evidence rows
50
Latest as of
30 Jun 2023
13F Lead comparable stake: 11% Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
11%
$106,938,974
6,894,839 shares
30 Jun 2023
WELLS FARGO & COMPANY/MN
13F
Company
13F
1.3%
$12,577,612
810,936 shares
30 Jun 2023
Invesco Ltd.
13F
Company
13F
1.3%
$11,818,822
762,013 shares
30 Jun 2023
Karpus Management, Inc.
13F
Company
13F
1.1%
$10,556,401
680,619 shares
30 Jun 2023
LPL Financial LLC
13F
Company
13F
1.1%
$10,264,258
661,783 shares
30 Jun 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.83%
$7,814,671
503,847 shares
30 Jun 2023
Penserra Capital Management LLC
13F
Company
13F
0.82%
$7,691,000
499,350 shares
30 Jun 2023
COHEN & STEERS, INC.
13F
Company
13F
0.7%
$6,623,000
427,019 shares
30 Jun 2023
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
ROYAL BANK OF CANADA
13F
Company
13F
0.64%
$6,033,000
388,974 shares
30 Jun 2023
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.48%
$4,536,661
292,725 shares
30 Jun 2023
Sterneck Capital Management, LLC
13F
Company
13F
0.35%
$3,254,696
209,845 shares
30 Jun 2023
Allspring Global Investments Holdings, LLC
13F
Company
13F
0.33%
$3,116,486
200,934 shares
30 Jun 2023
Peak Planning Group, LLC
13F
Company
13F
0.3%
$2,844,020
183,367 shares
30 Jun 2023
OSAIC HOLDINGS, INC.
13F
Company
13F
0.29%
$2,755,711
177,673 shares
30 Jun 2023
UBS Group AG
13F
Company
13F
0.22%
$2,046,032
131,917 shares
30 Jun 2023
Hennion & Walsh Asset Management, Inc.
13F
Company
13F
0.22%
$2,032,000
131,013 shares
30 Jun 2023
Rockefeller Capital Management L.P.
13F
Company
13F
0.21%
$1,981,476
127,754 shares
30 Jun 2023
Consolidated Portfolio Review Corp
13F
Company
13F
0.19%
$1,763,944
113,729 shares
30 Jun 2023
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
0.18%
$1,679,423
108,280 shares
30 Jun 2023
PETRA FINANCIAL ADVISORS INC
13F
Company
13F
0.17%
$1,607,332
103,632 shares
30 Jun 2023
D.A. DAVIDSON & CO.
13F
Company
13F
0.17%
$1,590,045
102,517 shares
30 Jun 2023
Baird Financial Group, Inc.
13F
Company
13F
0.17%
$1,576,437
101,640 shares
30 Jun 2023
Shaker Financial Services, LLC
13F
Company
13F
0.16%
$1,544,672
99,592 shares
30 Jun 2023
CENTAURUS FINANCIAL, INC.
13F
Company
13F
0.15%
$1,431,000
92,295 shares
30 Jun 2023
PARK AVENUE SECURITIES LLC
13F
Company
13F
0.15%
$1,411,000
90,996 shares
30 Jun 2023
Fiera Capital Corp
13F
Company
13F
0.14%
$1,297,148
83,633 shares
30 Jun 2023
TRUIST FINANCIAL CORP
13F
Company
13F
0.13%
$1,253,373
80,811 shares
30 Jun 2023
Relative Value Partners Group, LLC
13F
Company
13F
0.11%
$1,017,084
65,576 shares
30 Jun 2023
Onyx Bridge Wealth Group LLC
13F
Company
13F
0.1%
$926,624
59,744 shares
30 Jun 2023
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
0.09%
$885,980
57,123 shares
30 Jun 2023
Sowell Financial Services LLC
13F
Company
13F
0.09%
$815,000
52,558 shares
30 Jun 2023
STIFEL FINANCIAL CORP
13F
Company
13F
0.08%
$783,840
50,538 shares
30 Jun 2023
IHT Wealth Management, LLC
13F
Company
13F
0.07%
$666,853
42,995 shares
30 Jun 2023
Raymond James Financial Services Advisors, Inc.
13F
Company
13F
0.07%
$664,550
42,847 shares
30 Jun 2023
Icon Wealth Partners, LLC
13F
Company
13F
0.07%
$654,336
42,188 shares
30 Jun 2023
GUGGENHEIM CAPITAL LLC
13F
Company
13F
0.07%
$613,576
39,560 shares
30 Jun 2023
Mathes Company, Inc.
13F
Company
13F
0.06%
$593,000
38,250 shares
30 Jun 2023
Atria Wealth Solutions, Inc.
13F
Company
13F
0.06%
$550,755
35,509 shares
30 Jun 2023
Bison Wealth, LLC
13F
Company
13F
0.06%
$539,851
34,807 shares
30 Jun 2023
LexAurum Advisors, LLC
13F
Company
13F
0.06%
$526,844
33,968 shares
30 Jun 2023
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
0.05%
$516,000
33,249 shares
30 Jun 2023
Prospera Financial Services Inc
13F
Company
13F
0.05%
$508,303
32,774 shares
30 Jun 2023
RDA Financial Network
13F
Company
13F
0.05%
$503,129
32,439 shares
30 Jun 2023
DELTA CAPITAL MANAGEMENT LLC
13F
Company
13F
0.05%
$485,000
31,260 shares
30 Jun 2023
Cooper Financial Group
13F
Company
13F
0.05%
$459,972
29,656 shares
30 Jun 2023
NewEdge Advisors, LLC
13F
Company
13F
0.04%
$401,849
25,909 shares
30 Jun 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
0.04%
$391,845
25,264 shares
30 Jun 2023
Pekin Hardy Strauss, Inc.
13F
Company
13F
0.04%
$367,587
23,700 shares
30 Jun 2023
Cetera Advisor Networks LLC
13F
Company
13F
0.03%
$310,308
20,007 shares
30 Jun 2023
Janney Montgomery Scott LLC
13F
Company
13F
0.03%
$291,000
18,786 shares
30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
104
Shares
15,872,946
Rows loaded
106
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
96
Q3 2023 holders
104
Holder diff
8
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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