Security key
33718W103
First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF)
CUSIP: 33718W103
Q2 2024 13F Holders as of 30 Jun 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 16,464,223
- Total 13F value
- $302,404,784
- Share change
- -253,015
- SEC-reported price per share
- $18.37
- Number of holders
- 108
- Value change
- -$4,520,453
- Number of buys
- 40
- Number of sells
- 46
- Shares outstanding
- 60,669,515
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2024
Institutions
108
Top holders
10
FPF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2024
Previous quarter: Q1 2024
First Trust Intermediate Duration Preferred & Income Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 33718W103
Recent filing periods:
Ownership snapshot
Top reported holders 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.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Mar 2024
13F
Lead comparable stake: 11%
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 11%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
11%
WELLS FARGO & COMPANY/MN
1.5%
Penserra Capital Management LLC
1.3%
Invesco Ltd.
1.2%
Karpus Management, Inc.
1.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
11%
|
$124,327,263
6,937,904 shares
|
— | 31 Mar 2024 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
1.5%
|
$16,322,473
910,852 shares
|
— | 31 Mar 2024 |
| Penserra Capital Management LLC |
13F
Company
|
1.3%
|
$13,849,000
772,857 shares
|
— | 31 Mar 2024 |
| Invesco Ltd. |
13F
Company
|
1.2%
|
$12,604,731
703,389 shares
|
— | 31 Mar 2024 |
| Karpus Management, Inc. |
13F
Company
|
1.1%
|
$11,489,462
641,153 shares
|
— | 31 Mar 2024 |
| LPL Financial LLC |
13F
Company
|
0.94%
|
$10,220,018
570,314 shares
|
— | 31 Mar 2024 |
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 Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
108
Shares
16,464,223
Rows available
108
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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. The marker flags a reported price that did not pass the local price check.
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
106
Q2 2024 holders
108
Holder diff
2
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend