Security key
33718W103
First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF)
CUSIP: 33718W103
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 60,669,515
- Total 13F shares
- 15,840,050
- Share change
- +90,484
- Total reported value
- $291,273,663
- Price per share
- $18.39
- Number of holders
- 108
- Value change
- +$1,759,952
- Number of buys
- 43
- Number of sells
- 44
Report period
Q1 2025
Institutions
108
Top holders
10
FPF full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
First Trust Intermediate Duration Preferred & Income Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 33718W103
Recent filing periods:
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%
|
7,985,936
|
$143,746,895 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.7%
|
1,008,899
|
$18,160,185 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.4%
|
830,895
|
$14,956,110 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1.2%
|
754,823
|
$13,587,000 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
1.1%
|
693,772
|
$12,487,891 | — | 31 Dec 2024 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.69%
|
417,019
|
$7,506,000 | — | 31 Dec 2024 | |
| MGO ONE SEVEN LLC |
13F
|
Company |
0.52%
|
314,519
|
$5,661,360 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.39%
|
234,243
|
$4,238,850 | — | 31 Dec 2024 | |
| ROTHSCHILD INVESTMENT LLC |
13F
|
Company |
0.32%
|
193,198
|
$3,477,564 | — | 31 Dec 2024 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.29%
|
173,609
|
$3,124,962 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.23%
|
138,326
|
$2,489,868 | — | 31 Dec 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.23%
|
136,563
|
$2,458,149 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.22%
|
136,310
|
$2,453,583 | — | 31 Dec 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.22%
|
133,727
|
$2,407,086 | — | 31 Dec 2024 | |
| Magnus Financial Group LLC |
13F
|
Company |
0.22%
|
131,773
|
$2,371,909 | — | 31 Dec 2024 | |
| Consolidated Portfolio Review Corp |
13F
|
Company |
0.19%
|
115,172
|
$2,073,104 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.19%
|
113,213
|
$2,037,825 | — | 31 Dec 2024 | |
| Rareview Capital LLC |
13F
|
Company |
0.18%
|
110,576
|
$2,159,550 | — | 31 Dec 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.18%
|
109,241
|
$1,966,338 | — | 31 Dec 2024 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
0.18%
|
108,593
|
$1,954,674 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.16%
|
97,211
|
$1,749,792 | — | 31 Dec 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.15%
|
93,141
|
$1,689,954 | — | 31 Dec 2024 | |
| Fiera Capital Corp |
13F
|
Company |
0.15%
|
90,402
|
$1,627,236 | — | 31 Dec 2024 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
0.15%
|
89,058
|
$1,603,000 | — | 31 Dec 2024 | |
| IHT Wealth Management, LLC |
13F
|
Company |
0.14%
|
81,916
|
$1,474,488 | — | 31 Dec 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.12%
|
74,741
|
$1,345,335 | — | 31 Dec 2024 | |
| PRINCIPAL SECURITIES, INC. |
13F
|
Company |
0.11%
|
69,203
|
$1,245,663 | — | 31 Dec 2024 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.11%
|
63,722
|
$1,146,996 | — | 31 Dec 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.1%
|
62,619
|
$1,127,142 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.1%
|
61,811
|
$1,112,620 | — | 31 Dec 2024 | |
| Onyx Bridge Wealth Group LLC |
13F
|
Company |
0.1%
|
61,393
|
$1,105,077 | — | 31 Dec 2024 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.1%
|
60,944
|
$1,097,000 | — | 31 Dec 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.08%
|
45,855
|
$825,000 | — | 31 Dec 2024 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.07%
|
44,142
|
$794,556 | — | 31 Dec 2024 | |
| Pine Valley Investments Ltd Liability Co |
13F
|
Company |
0.07%
|
42,700
|
$773,564 | — | 31 Dec 2024 | |
| Prospera Financial Services Inc |
13F
|
Company |
0.07%
|
40,292
|
$725,268 | — | 31 Dec 2024 | |
| PFG Investments, LLC |
13F
|
Company |
0.06%
|
37,861
|
$681,502 | — | 31 Dec 2024 | |
| Marex Group plc |
13F
|
Company |
0.06%
|
37,855
|
$681,390 | — | 31 Dec 2024 | |
| Sowell Financial Services LLC |
13F
|
Company |
0.06%
|
36,388
|
$654,984 | — | 31 Dec 2024 | |
| COMERICA BANK |
13F
|
Company |
0.06%
|
36,006
|
$648,117 | — | 31 Dec 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.06%
|
35,304
|
$635,477 | — | 31 Dec 2024 | |
| Walleye Capital LLC |
13F
|
Company |
0.06%
|
35,242
|
$634,356 | — | 31 Dec 2024 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.05%
|
32,695
|
$588,510 | — | 31 Dec 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.05%
|
32,509
|
$585,162 | — | 31 Dec 2024 | |
| RDA Financial Network |
13F
|
Company |
0.05%
|
30,253
|
$544,551 | — | 31 Dec 2024 | |
| DELTA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.05%
|
29,840
|
$537,000 | — | 31 Dec 2024 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.05%
|
29,388
|
$528,983 | — | 31 Dec 2024 | |
| Saxony Capital Management, LLC |
13F
|
Company |
0.05%
|
28,600
|
$514,800 | — | 31 Dec 2024 | |
| CWM, LLC |
13F
|
Company |
0.05%
|
28,182
|
$507,000 | — | 31 Dec 2024 | |
| Gridiron Partners, LLC |
13F
|
Company |
0.04%
|
26,558
|
$478,044 | — | 31 Dec 2024 |
Institutional Holders of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) as of Q1 2025
As of 31 Mar 2025,
First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) was held by
108 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,840,050 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, LPL Financial LLC, Invesco Ltd., MGO ONE SEVEN LLC, COHEN & STEERS, INC., SIT INVESTMENT ASSOCIATES INC, AMERIPRISE FINANCIAL INC, and Hennion & Walsh Asset Management, Inc..
This page lists
109
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
116
Q1 2025 holders
108
Holder diff
-8
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.