Steward Partners Investment Advisory, LLC
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 1723397
STAMFORD, CT
Position in FPF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$424,636
+$16,160 QoQ
Shares Held
24,086
+9.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. FPF ranks #113 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in FPF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $424,636 | 24,086 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $408,476 | 21,914 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $417,431 | 21,798 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $445,093 | 23,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $432,918 | 23,541 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $421,488 | 23,416 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $471,044 | 24,119 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $403,588 | 21,970 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $427,732 | 23,869 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $387,672 | 23,769 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $136,945 | 9,191 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $141,885 | 9,148 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $209,384 | 13,269 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $177,489 | 10,521 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $166,148 | 10,021 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $172,248 | 9,221 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $181,967 | 8,275 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $203,068 | 8,275 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $227,056 | 9,075 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $265,538 | 10,575 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $330,294 | 13,791 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $254,328 | 10,575 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $257,686 | 11,991 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $225,353 | 10,575 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $174,386 | 9,775 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||