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Equibles

FPF · First Trust Intermediate Duration Preferred & Income Fund · Holdings

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$17.03 -0.09 (-0.53%) At close · Sep 11
Rebalance outlook locked
Market Cap
$1.04B
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.

Use institutional holdings through the 13F API or MCP →
Holders: 119
Total Value: $344,637,374
Total Shares: 18,967,388
Showing 1–100 of 119 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 119 13F filers · Δ vs Mar 31, 2026
Top Holder
51.8%
Sep 2023 → Jun 2026 · range 39.8% – 52.2%
−0.5 pts
Top 5
73.7%
Sep 2023 → Jun 2026 · range 56.3% – 74.3%
−0.6 pts
Top 10
84.6%
Sep 2023 → Jun 2026 · range 70.7% – 85.1%
−0.6 pts
HHI
2,837
Sep 2023 → Jun 2026 · range 1,715 – 2,885
Highly concentrated−48

Quarterly Activity

vs Mar 31, 2026
New
11
Increased
48
Decreased
30
Sold Out
13
Unchanged
30
Holder count: -2
Institutional value: +4.8%
Shares held: +1.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +74,695 9,820,464
Hennion & Walsh Asset Management, Inc. +42,225 107,058
Rareview Capital LLC +41,450 133,367
TRUIST FINANCIAL CORP +37,860 49,662
LPL Financial LLC +30,291 979,058

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Shaker Financial Services, LLC −41,800 26,210
GUGGENHEIM CAPITAL LLC −22,794 26,625
MGO ONE SEVEN LLC −13,763 377,412
UBS Group AG −9,237 149,378
SUSQUEHANNA INTERNATIONAL GROUP, LLP −8,568 14,181

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Bramshill Investments, LLC 40,000 $726,800
Global Retirement Partners, LLC 17,335 $314,976
Maridea Wealth Management LLC 11,313 $205,557
Clear Street Group Inc. 8,046 $146,195
First Bancorp, Inc /ME/ 3,459 $62,850

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
CWM, LLC 29,160 $514,090
JANE STREET GROUP, LLC 16,871 $297,435
Gateway Wealth Partners, LLC 14,176 $249,922
Independent Advisor Alliance 11,177 $197,050
Western Wealth Management, LLC 5,035 $88,767
Filter: New 11 Increased 48 Reduced 30 Sold out 13 Unchanged 30
Showing 100 of 119
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $178,437,829 51.78% 9,820,464
SIT INVESTMENT ASSOCIATES INC $22,120,648 6.42% 1,217,427
WELLS FARGO & COMPANY/MN $22,000,271 6.38% 1,210,802
LPL Financial LLC $17,789,483 5.16% 979,058
ROYAL BANK OF CANADA $13,694,237 3.97% 753,673
Invesco Ltd. $11,984,240 3.48% 659,562
Peak Planning Group, LLC $7,278,702 2.11% 400,589
MGO ONE SEVEN LLC $6,857,576 1.99% 377,412
COHEN & STEERS, INC. $6,562,967 1.90% 361,198
D.A. DAVIDSON & CO. $4,678,538 1.36% 257,487
STIFEL FINANCIAL CORP $3,429,205 1.00% 188,729
UBS Group AG $2,714,197 0.79% 149,378
Rareview Capital LLC $2,423,278 0.70% 133,367
Hennion & Walsh Asset Management, Inc. $1,945,243 0.56% 107,058
OSAIC HOLDINGS, INC. $1,912,465 0.55% 105,254
Baird Financial Group, Inc. $1,859,772 0.54% 102,354
BANK OF AMERICA CORP /DE/ $1,723,624 0.50% 94,861
RAYMOND JAMES FINANCIAL INC $1,701,965 0.49% 93,669
NewEdge Advisors, LLC $1,576,356 0.46% 86,756
Noble Wealth Management PBC $1,496,535 0.43% 82,363
Cetera Investment Advisers $1,416,642 0.41% 77,966
IHT Wealth Management, LLC $1,395,801 0.41% 76,819
ENVESTNET ASSET MANAGEMENT INC $1,338,874 0.39% 73,686
Onyx Bridge Wealth Group LLC $1,251,367 0.36% 68,870
PRINCIPAL SECURITIES, INC. $1,237,013 0.36% 68,080
OPPENHEIMER & CO INC $1,103,718 0.32% 60,744
CENTAURUS FINANCIAL, INC. $1,027,749 0.30% 56,563
Prospera Financial Services Inc $935,119 0.27% 51,465
TRUIST FINANCIAL CORP $902,357 0.26% 49,662
WEDBUSH SECURITIES INC $873,413 0.25% 48,069
Janney Montgomery Scott LLC $821,211 0.24% 45,196
Magnus Financial Group LLC $796,409 0.23% 43,831
Alessandra Capital Management, LLC $744,025 0.22% 40,948
Bramshill Investments, LLC $726,800 0.21% 40,000
Capital Investment Advisors, LLC $720,731 0.21% 39,666
Pine Valley Investments Ltd Liability Co $697,709 0.20% 38,399
Ethos Financial Group, LLC $680,248 0.20% 37,438
COMMONWEALTH EQUITY SERVICES, LLC $649,759 0.19% 35,760
Sowell Financial Services LLC $633,769 0.18% 34,880
Lido Advisors, LLC $615,145 0.18% 33,855
PFG Investments, LLC $609,639 0.18% 33,552
SeaCrest Wealth Management, LLC $599,228 0.17% 32,979
FIFTH THIRD BANCORP $564,196 0.16% 31,051
Kestra Advisory Services, LLC $549,806 0.16% 30,259
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $505,707 0.15% 27,832
RDA Financial Network $504,017 0.15% 27,739
Saxony Capital Management, LLC $503,309 0.15% 27,700
Rockefeller Capital Management L.P. $488,318 0.14% 26,875
GUGGENHEIM CAPITAL LLC $483,776 0.14% 26,625
Gridiron Partners, LLC $482,558 0.14% 26,558
Shaker Financial Services, LLC $476,235 0.14% 26,210
Intellectus Partners, LLC $474,073 0.14% 26,091
DELTA CAPITAL MANAGEMENT LLC $456,793 0.13% 25,140
Steward Partners Investment Advisory, LLC $444,074 0.13% 24,440
Integrated Wealth Concepts LLC $380,007 0.11% 20,914
EJMK Ventures LLC $367,851 0.11% 20,245
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $347,610 0.10% 19,131
Mathes Company, Inc. $331,602 0.10% 18,250
RVW Wealth, LLC $324,316 0.09% 17,849
Global Retirement Partners, LLC $314,976 0.09% 17,335
Kovack Advisors, Inc. $300,004 0.09% 16,511
CONSOLIDATED CAPITAL MANAGEMENT, LLC $299,641 0.09% 16,491
INTEGRITY ALLIANCE, LLC. $269,769 0.08% 14,847
SUSQUEHANNA INTERNATIONAL GROUP, LLP $257,668 0.07% 14,181
SILVER OAK SECURITIES, INCORPORATED $257,141 0.07% 14,152
Morey & Quinn Wealth Partners, LLC $239,698 0.07% 13,192
Cambridge Investment Research Advisors, Inc. $238,027 0.07% 13,100
&PARTNERS $232,303 0.07% 12,785
CHOREO, LLC $225,435 0.07% 12,407
UHLMANN PRICE SECURITIES, LLC $213,406 0.06% 11,745
Maridea Wealth Management LLC $205,557 0.06% 11,313
Sterneck Capital Management, LLC $197,653 0.06% 10,878
Icon Wealth Advisors, LLC $192,383 0.06% 10,588
Clear Street Group Inc. $146,195 0.04% 8,046
HOLLENCREST CAPITAL MANAGEMENT $143,543 0.04% 7,900
Spire Wealth Management $135,511 0.04% 7,458
GILL CAPITAL PARTNERS, LLC $107,620 0.03% 5,923
FIRST FINANCIAL CORP /IN/ $105,494 0.03% 5,806
Geneos Wealth Management Inc. $68,936 0.02% 3,794
Pinnacle Wealth Planning Services, Inc. $65,739 0.02% 3,618
First Bancorp, Inc /ME/ $62,850 0.02% 3,459
ROTHSCHILD INVESTMENT LLC $61,778 0.02% 3,400
Allied Private Wealth LLC $60,451 0.02% 3,327
Colonial Trust Co / SC $57,689 0.02% 3,175
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $47,641 0.01% 2,622
Allworth Financial LP $46,515 0.01% 2,560
AMERIFLEX GROUP, INC. $43,608 0.01% 2,400
CALDWELL SUTTER CAPITAL, INC. $37,248 0.01% 2,050
Thomas J. Herzfeld Advisors, Inc. $36,067 0.01% 1,985
Farther Finance Advisors, LLC $31,034 0.01% 1,708
WPG Advisers, LLC $28,962 0.01% 1,594
Main Street Group, LTD $26,346 0.01% 1,450
HUNTINGTON NATIONAL BANK $26,038 0.01% 1,433
Wilmington Savings Fund Society, FSB $21,349 0.01% 1,175
North Star Investment Management Corp. $19,078 0.01% 1,050
Aspect Partners, LLC $18,170 0.01% 1,000
Arax Advisory Partners $18,170 0.01% 1,000
Mosley Wealth Management $14,245 0.00% 784
SOA Wealth Advisors, LLC. $13,990 0.00% 770
JONES FINANCIAL COMPANIES LLLP $12,119 0.00% 667
Key facts CIK 1567569 CUSIP 33718W103 13F (30d) 16 filings 16 filers Visit website