FPF · First Trust Intermediate Duration Preferred & Income Fund · Shareholders & Ownership
Market Cap
$955.92M
Shares
60.85M
Volume · Oct 28
280.87K
Avg daily vol (3M)
202.06K
Every disclosed holder of FPF in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns FPF
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 19,054,631 | — |
| Insiders (Forms 3, 4, 5) | 82,712 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 759,933 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of FPF
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,820,464 | ||
| 2 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,217,427 | ||
| 3 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,210,802 | ||
| 4 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
979,058 | ||
| 5 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
753,673 | ||
| 6 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
659,562 | ||
| 6.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
586,407 | ||
| 7 |
Peak Planning Group, LLC
13F
CIK 2097384 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
400,589 | ||
| 8 |
MGO ONE SEVEN LLC
13F
CIK 1731444 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
377,412 | ||
| 9 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
361,198 | ||
| 10 |
D.A. DAVIDSON & CO.
13F
CIK 1080107 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
257,487 | ||
| 11 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
188,729 | ||
| 12 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Investment adviser · Sep 30, 2026
|
178,423 | ||
| 13 |
|
149,378 | ||
| 14 |
Rareview Capital LLC
13F
CIK 2044533 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
133,367 | ||
| 15 |
Rareview Dynamic Fixed Income ETF
Fund
S000069798 · Registered fund · Jun 30, 2026
Collaborative Investment Series Trust, not summed
|
133,367 | ||
| 16 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
105,254 | ||
| 17 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
102,354 | ||
| 18 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
94,861 | ||
| 19 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
93,669 | ||
| 20 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
86,756 | ||
| 21 |
Noble Wealth Management PBC
13F
CIK 2055065 · Unknown · Sep 30, 2026
|
85,758 | ||
| 22 |
|
82,712 | ||
| 23 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,966 | ||
| 24 |
IHT Wealth Management, LLC
13F
CIK 1697490 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
76,819 | ||
| 25 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
73,686 | ||
| 26 |
PRINCIPAL SECURITIES, INC.
13F
CIK 12600 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
68,080 | ||
| 27 |
Onyx Bridge Wealth Group LLC
13F
CIK 1819476 · Registered investment adviser · Sep 30, 2026
|
65,006 | ||
| 28 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Sep 30, 2026
|
61,161 | ||
| 29 |
CENTAURUS FINANCIAL, INC.
13F
CIK 891943 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,563 | ||
| 30 |
WEDBUSH SECURITIES INC
13F
CIK 1142495 · Registered investment adviser · Sep 30, 2026
|
55,704 | ||
| 31 |
Prospera Financial Services Inc
13F
CIK 1541625 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,465 | ||
| 32 |
TRUIST FINANCIAL CORP
13F
CIK 92230 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,662 | ||
| 33 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,196 | ||
| 34 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
44,551 | ||
| 35 |
Magnus Financial Group LLC
13F
CIK 1765216 · Unknown · Sep 30, 2026
|
43,288 | ||
| 36 |
Alessandra Capital Management, LLC
13F
CIK 2132506 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
40,948 | ||
| 37 |
Bramshill Investments, LLC
13F
CIK 1619899 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
40,000 | ||
| 37.1 |
Bramshill Income Performance Fund
Fund
S000082975 · Registered fund · Jun 30, 2026
Advisor Managed Portfolios, not summed
|
22,282 | ||
| 38 |
Capital Investment Advisors, LLC
13F
CIK 1582732 · Registered investment adviser · Sep 30, 2026
|
39,666 | ||
| 39 |
Pine Valley Investments Ltd Liability Co
13F
CIK 1975417 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,399 | ||
| 40 |
Ethos Financial Group, LLC
13F
CIK 1954242 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
37,438 | ||
| 41 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,760 | ||
| 42 |
Sowell Financial Services LLC
13F
CIK 1633697 · Registered investment adviser · Sep 30, 2026
|
34,880 | ||
| 43 |
Lido Advisors, LLC
13F
CIK 1650150 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,855 | ||
| 44 |
PFG Investments, LLC
13F
CIK 1973224 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,552 | ||
| 45 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,051 | ||
| 46 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
30,259 | ||
| 47 |
Saxony Capital Management, LLC
13F
CIK 1561330 · Registered investment adviser · Sep 30, 2026
|
29,800 | ||
| 48 |
RDA Financial Network
13F
CIK 1774086 · Unknown · Sep 30, 2026
|
27,884 | ||
| 49 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
13F
CIK 1818604 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,832 | ||
| 50 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,875 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 121 holders
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