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Equibles

NewEdge Advisors, LLC

Position in FPF — First Trust Intermediate Duration Preferred & Income Fund

CIK 1633516 NEW ORLEANS, LA
Back to FPF Full portfolio

Position in FPF

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,576,356
+$1,348,290 QoQ
Shares Held
86,756
+17.2% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 119 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 35% Shared 0% None 65%

Common Shares in FPF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. FPF ranks #52 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 73,695 $70,862,164
2 BX
Blackstone Inc.
 93,282 $10,976,492
3 PSUS
Pershing Square USA, Ltd.
 254,260 $9,504,238
4 PDI
PIMCO Dynamic Income Fund
 431,148 $7,200,171
5 UTG
Reaves Utility Income Fund
 172,636 $7,029,737
6 NAD
Nuveen Quality Municipal Income Fund
 486,357 $5,894,646
7 IVZ
Invesco Ltd.
 222,541 $5,872,856
8 KKR
KKR & Co. Inc.
 62,393 $5,726,429

All Filings in FPF

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,576,356 86,756
2026-03-31 $228,066 74,033
2025-12-31 $1,532,972 82,241
2025-09-30 $1,986,889 103,754
2025-06-30 $1,769,832 94,040
2025-03-31 $1,085,672 59,036
2024-12-31 $585,162 32,509
2024-09-30 $563,049 28,830
2024-06-30 $472,439 25,718
2024-03-31 $442,337 24,684
2023-12-31 $155,466 9,532
2023-09-30 $142,026 9,532
2023-06-30 $401,848 25,909
2023-03-31 $412,000 26,109
2022-12-31 $464,431 27,530
2022-09-30 $414,450 24,997
2022-06-30 $539,739 28,894
2022-03-31 $659,084 29,972
2021-12-31 $564,051 22,985
2021-09-30 $351,731 14,058