LPL Financial LLC
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 1403438
FORT MILL, SC
Position in FPF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,789,483
+$1,062,721 QoQ
Shares Held
979,058
+3.2% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 119 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FPF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. FPF ranks #43 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in FPF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,789,483 | 979,058 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,726,762 | 948,767 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,695,734 | 949,342 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,963,363 | 833,596 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,489,292 | 769,888 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,736,281 | 746,943 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,487,896 | 693,772 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,886,714 | 659,842 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,711,811 | 637,551 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,220,026 | 570,314 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,603,003 | 527,468 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,290,671 | 623,535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,264,254 | 661,783 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,913,911 | 628,258 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,616,442 | 629,309 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,252,678 | 497,749 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,282,219 | 550,440 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,127,594 | 551,505 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,523,194 | 632,567 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,423,256 | 456,565 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,257,624 | 328,858 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,133,332 | 381,350 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,678,177 | 360,839 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,168,829 | 147,456 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,959,618 | 138,884 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,272,530 | 127,384 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||