First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF)
CUSIP: 33718W103
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 60,669,515
- Total 13F shares
- 15,823,932
- Share change
- +590,713
- Total reported value
- $285,064,347
- Price per share
- $18.00
- Number of holders
- 116
- Value change
- +$10,410,221
- Number of buys
- 45
- Number of sells
- 48
Quarterly Holders Quick Answers
What is CUSIP 33718W103?
CUSIP 33718W103 identifies FPF - First Trust Intermediate Duration Preferred & Income Fund - Common Stock in SEC institutional holdings data.
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- Latest 13F filings for newly reported positions across managers.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 33718W103:
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. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
13%
|
7,629,129
|
$148,996,926 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.6%
|
953,390
|
$18,619,705 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1.2%
|
703,888
|
$13,747,000 | — | 30 Sep 2024 | |
| LPL Financial LLC |
13F
|
Company |
1.1%
|
659,842
|
$12,886,723 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.1%
|
659,810
|
$12,886,089 | — | 30 Sep 2024 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.31%
|
187,763
|
$9,614,000 | — | 30 Sep 2024 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.69%
|
417,019
|
$8,144,000 | — | 30 Sep 2024 | |
| MGO ONE SEVEN LLC |
13F
|
Company |
0.52%
|
317,086
|
$6,192,698 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.37%
|
224,595
|
$4,386,332 | — | 30 Sep 2024 | |
| ROTHSCHILD INVESTMENT LLC |
13F
|
Company |
0.33%
|
199,198
|
$3,890,337 | — | 30 Sep 2024 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.33%
|
197,202
|
$3,851,355 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.24%
|
147,457
|
$2,879,835 | — | 30 Sep 2024 | |
| Rareview Capital LLC |
13F
|
Company |
0.23%
|
140,080
|
$2,735,766 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.23%
|
138,549
|
$2,705,853 | — | 30 Sep 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.23%
|
137,507
|
$2,685,529 | — | 30 Sep 2024 | |
| IHT Wealth Management, LLC |
13F
|
Company |
0.22%
|
132,116
|
$2,577,214 | — | 30 Sep 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.21%
|
129,316
|
$2,525,541 | — | 30 Sep 2024 | |
| Magnus Financial Group LLC |
13F
|
Company |
0.21%
|
128,646
|
$2,512,463 | — | 30 Sep 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.19%
|
116,642
|
$2,278,019 | — | 30 Sep 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.19%
|
112,294
|
$2,193,102 | — | 30 Sep 2024 | |
| Consolidated Portfolio Review Corp |
13F
|
Company |
0.18%
|
111,991
|
$2,187,193 | — | 30 Sep 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.16%
|
95,126
|
$1,857,844 | — | 30 Sep 2024 | |
| Fiera Capital Corp |
13F
|
Company |
0.15%
|
90,837
|
$1,774,047 | — | 30 Sep 2024 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
0.15%
|
89,058
|
$1,739,000 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.13%
|
79,349
|
$1,549,684 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.13%
|
78,029
|
$1,523,905 | — | 30 Sep 2024 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.12%
|
74,451
|
$1,454,000 | — | 30 Sep 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.12%
|
73,753
|
$1,440,396 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.11%
|
67,731
|
$1,322,786 | — | 30 Sep 2024 | |
| Onyx Bridge Wealth Group LLC |
13F
|
Company |
0.11%
|
65,391
|
$1,277,077 | — | 30 Sep 2024 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.11%
|
64,168
|
$1,253,201 | — | 30 Sep 2024 | |
| PRINCIPAL SECURITIES, INC. |
13F
|
Company |
0.11%
|
64,085
|
$1,251,574 | — | 30 Sep 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.1%
|
57,798
|
$1,128,819 | — | 30 Sep 2024 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.08%
|
47,631
|
$930,236 | — | 30 Sep 2024 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.08%
|
46,249
|
$903,241 | — | 30 Sep 2024 | |
| Prospera Financial Services Inc |
13F
|
Company |
0.07%
|
42,823
|
$836,329 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.07%
|
42,066
|
$822,000 | — | 30 Sep 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.06%
|
37,975
|
$741,652 | — | 30 Sep 2024 | |
| Sowell Financial Services LLC |
13F
|
Company |
0.06%
|
36,388
|
$711,000 | — | 30 Sep 2024 | |
| Pine Valley Investments Ltd Liability Co |
13F
|
Company |
0.06%
|
35,600
|
$695,268 | — | 30 Sep 2024 | |
| PFG Investments, LLC |
13F
|
Company |
0.06%
|
34,409
|
$672,014 | — | 30 Sep 2024 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
0.05%
|
33,165
|
$648,555 | — | 30 Sep 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.05%
|
32,981
|
$644,118 | — | 30 Sep 2024 | |
| COMERICA BANK |
13F
|
Company |
0.05%
|
32,433
|
$633,408 | — | 30 Sep 2024 | |
| Saxony Capital Management, LLC |
13F
|
Company |
0.05%
|
32,101
|
$626,935 | — | 30 Sep 2024 | |
| RDA Financial Network |
13F
|
Company |
0.05%
|
31,562
|
$616,407 | — | 30 Sep 2024 | |
| DELTA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.05%
|
30,540
|
$596,000 | — | 30 Sep 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.05%
|
28,830
|
$563,050 | — | 30 Sep 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.05%
|
28,411
|
$554,872 | — | 30 Sep 2024 | |
| Gridiron Partners, LLC |
13F
|
Company |
0.04%
|
26,558
|
$518,678 | — | 30 Sep 2024 |
Institutional Holders of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) as of Q4 2024
As of 31 Dec 2024,
First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) was held by
116 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,823,932 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Invesco Ltd., Royal Bank of Canada, LPL Financial LLC, COHEN & STEERS, INC., MGO ONE SEVEN LLC, AMERIPRISE FINANCIAL INC, ROTHSCHILD INVESTMENT LLC, and Hennion & Walsh Asset Management, Inc..
This page lists
118
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
107
Q4 2024 holders
116
Holder diff
9
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.