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FPF · First Trust Intermediate Duration Preferred & Income Fund

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$17.53 -0.15 (-0.85%) At close · Jul 29
Market Cap
$1.08B
Shares
60.85M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 122
Total Value: $332,696,664
Total Shares: 18,829,822
Showing 1–100 of 122 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 121 13F filers
Top Holder
52.1%
Jun 2023 → Mar 2026 · range 39.8% – 52.1%
of institutional value
Top 5
74.1%
Jun 2023 → Mar 2026 · range 56.3% – 74.1%
of institutional value
Top 10
84.9%
Jun 2023 → Mar 2026 · range 70.7% – 84.9%
of institutional value
HHI
2,867
Jun 2023 → Mar 2026 · range 1,715 – 2,867
Highly concentrated
Showing 100 of 122
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $171,817,905 51.64% 9,745,769
Mega WELLS FARGO & COMPANY/MN $21,484,816 6.46% 1,218,651
Mid SIT INVESTMENT ASSOCIATES INC $21,398,007 6.43% 1,213,727
Mega LPL Financial LLC $16,726,762 5.03% 948,767
Mega ROYAL BANK OF CANADA Bank $13,033,118 3.92% 739,258
Mega Invesco Ltd. $11,187,221 3.36% 634,556
Small Peak Planning Group, LLC $7,013,090 2.11% 397,793
Mid MGO ONE SEVEN LLC $6,896,415 2.07% 391,175
Large COHEN & STEERS, INC. $6,367,920 1.91% 361,198
Mid D.A. DAVIDSON & CO. $4,678,538 1.41% 257,487
Large STIFEL FINANCIAL CORP $3,166,506 0.95% 179,609
Mega UBS Group AG $2,796,382 0.84% 158,615
Small Rareview Capital LLC $2,423,278 0.73% 133,367
Large OSAIC HOLDINGS, INC. $1,971,915 0.59% 111,850
Mid Hennion & Walsh Asset Management, Inc. $1,945,243 0.58% 107,058
Large Baird Financial Group, Inc. $1,755,595 0.53% 99,580
Mega BANK OF AMERICA CORP /DE/ Bank $1,696,693 0.51% 96,239
Mega RAYMOND JAMES FINANCIAL INC $1,670,230 0.50% 94,738
Small Noble Wealth Management PBC $1,496,535 0.45% 82,363
Large NewEdge Advisors, LLC $1,305,201 0.39% 74,033
Mid IHT Wealth Management, LLC $1,298,326 0.39% 73,643
Large Cetera Investment Advisers $1,272,198 0.38% 72,161
Small Onyx Bridge Wealth Group LLC $1,251,367 0.38% 68,870
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $1,239,970 0.37% 70,333
Mid OPPENHEIMER & CO INC $1,185,829 0.36% 67,262
Mega ENVESTNET ASSET MANAGEMENT INC $1,005,368 0.30% 57,026
Small CENTAURUS FINANCIAL, INC. $994,825 0.30% 56,428
Mid Prospera Financial Services Inc $935,119 0.28% 51,465
Large TRUIST FINANCIAL CORP $902,357 0.27% 49,662
Mid WEDBUSH SECURITIES INC Broker-Dealer $873,413 0.26% 48,069
Large GUGGENHEIM CAPITAL LLC $871,256 0.26% 49,419
Small Magnus Financial Group LLC $796,409 0.24% 43,831
Large Janney Montgomery Scott LLC $788,078 0.24% 44,701
Small Alessandra Capital Management, LLC $744,025 0.22% 40,948
Mid Capital Investment Advisors, LLC $699,311 0.21% 39,666
Mid Pine Valley Investments Ltd Liability Co $697,709 0.21% 38,399
Large COMMONWEALTH EQUITY SERVICES, LLC $649,759 0.20% 35,760
Mid Sowell Financial Services LLC $633,769 0.19% 34,880
Small Ethos Financial Group, LLC $625,230 0.19% 35,464
Mid PFG Investments, LLC $609,639 0.18% 33,552
Small SeaCrest Wealth Management, LLC $599,228 0.18% 32,979
Large Lido Advisors, LLC $596,863 0.18% 33,855
Large FIFTH THIRD BANCORP Bank $557,495 0.17% 31,622
Large Kestra Advisory Services, LLC $549,806 0.17% 30,259
Large Rockefeller Capital Management L.P. $533,588 0.16% 30,266
Large CWM, LLC $514,090 0.15% 29,160
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $505,707 0.15% 27,832
Small RDA Financial Network $504,017 0.15% 27,739
Micro Saxony Capital Management, LLC $503,309 0.15% 27,700
Small Shaker Financial Services, LLC $476,235 0.14% 26,210
Small Intellectus Partners, LLC $462,276 0.14% 26,221
Small DELTA CAPITAL MANAGEMENT LLC $456,793 0.14% 25,140
Large Steward Partners Investment Advisory, LLC $424,636 0.13% 24,086
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $401,064 0.12% 22,749
Mid Integrated Wealth Concepts LLC $362,649 0.11% 20,570
Micro EJMK Ventures LLC $355,438 0.11% 20,161
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $347,610 0.10% 19,131
Micro Gridiron Partners, LLC $341,052 0.10% 19,345
Small RVW Wealth, LLC $324,316 0.10% 17,849
Small Mathes Company, Inc. $321,747 0.10% 18,250
Mid Kovack Advisors, Inc. $300,004 0.09% 16,511
Small CONSOLIDATED CAPITAL MANAGEMENT, LLC $299,641 0.09% 16,491
Mega JANE STREET GROUP, LLC $297,435 0.09% 16,871
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $267,129 0.08% 15,152
Small INTEGRITY ALLIANCE, LLC. $253,625 0.08% 14,386
Small Gateway Wealth Partners, LLC $249,922 0.08% 14,176
Large &PARTNERS $247,454 0.07% 14,036
Micro Morey & Quinn Wealth Partners, LLC $239,698 0.07% 13,192
Mid CHOREO, LLC $227,814 0.07% 12,922
Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer $213,406 0.06% 11,745
Mid Independent Advisor Alliance $197,050 0.06% 11,177
Micro Sterneck Capital Management, LLC $191,779 0.06% 10,878
Small Icon Wealth Advisors, LLC $186,666 0.06% 10,588
Mid HOLLENCREST CAPITAL MANAGEMENT $139,277 0.04% 7,900
Mid Spire Wealth Management $135,511 0.04% 7,458
Small FIRST FINANCIAL CORP /IN/ $105,494 0.03% 5,806
Micro GILL CAPITAL PARTNERS, LLC $104,422 0.03% 5,923
Mid Western Wealth Management, LLC $88,767 0.03% 5,035
Mid Geneos Wealth Management Inc. $66,888 0.02% 3,794
Small Pinnacle Wealth Planning Services, Inc. $61,228 0.02% 3,473
Micro Allied Private Wealth LLC $60,451 0.02% 3,327
Small Colonial Trust Co / SC Bank $55,975 0.02% 3,175
Mid WOLVERINE ASSET MANAGEMENT LLC $52,096 0.02% 2,955
Mid Advisory Services Network, LLC $48,746 0.01% 2,765
Small AMERIFLEX GROUP, INC. $45,838 0.01% 2,600
Mid Allworth Financial LP $45,132 0.01% 2,560
Mid ROTHSCHILD INVESTMENT LLC $42,312 0.01% 2,400
Small CALDWELL SUTTER CAPITAL, INC. $36,141 0.01% 2,050
Small Ascentis Independent Advisors $33,937 0.01% 1,925
Small Thomas J. Herzfeld Advisors, Inc. $31,064 0.01% 1,762
Mid Farther Finance Advisors, LLC $31,034 0.01% 1,708
Micro WPG Advisers, LLC $27,026 0.01% 1,533
Mid Larson Financial Group LLC $26,445 0.01% 1,500
Micro Main Street Group, LTD $26,346 0.01% 1,450
Small Anchor Investment Management, LLC $24,241 0.01% 1,375
Mid Wilmington Savings Fund Society, FSB $21,349 0.01% 1,175
Mid North Star Investment Management Corp. $19,078 0.01% 1,050
Micro Aspect Partners, LLC $18,170 0.01% 1,000
Micro Mosley Wealth Management $14,245 0.00% 784
Small SOA Wealth Advisors, LLC. $13,990 0.00% 770
Key facts CIK 1567569 CUSIP 33718W103 13F (30d) 48 filings 48 filers Visit website

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