NewEdge Advisors, LLC
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in FPF
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,305,201
-$227,771 QoQ
Shares Held
74,033
-10.0% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in FPF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $298,869,768 across 304 Asset Management names. FPF ranks #53 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,807 | $69,057,509 | |
| 2 | BX |
Blackstone Inc.
|
90,619 | $10,420,278 | |
| 3 | AMP |
Ameriprise Financial Inc
|
15,896 | $7,064,182 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
385,169 | $6,590,241 | |
| 5 | KKR |
KKR & Co. Inc.
|
64,649 | $5,980,032 | |
| 6 | RJF |
Raymond James Financial Inc
|
31,020 | $4,491,385 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
387,632 | $4,457,768 | |
| 8 | IQI |
Invesco Quality Municipal Income Trust
|
455,485 | $4,381,765 |
All Filings in FPF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,305,201 | 74,033 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,532,972 | 82,241 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,986,889 | 103,754 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,769,832 | 94,040 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,085,672 | 59,036 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $585,162 | 32,509 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $563,049 | 28,830 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $472,439 | 25,718 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $442,337 | 24,684 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $155,466 | 9,532 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $142,026 | 9,532 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $401,848 | 25,909 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $412,000 | 26,109 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $464,431 | 27,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $414,450 | 24,997 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $539,739 | 28,894 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $659,084 | 29,972 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $564,051 | 22,985 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $351,731 | 14,058 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||