First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
FPF on NYSE
Shares outstanding
60,669,515
Price per share
$18.64
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
19,116,113
Total reported value
$318,527,060
% of total 13F portfolios
0%
Share change
+329,662
Value change
+$6,254,177
Number of holders
119
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 13% $151,036,759 7,887,037 Morgan Stanley 30 Sep 2025

As of 30 Sep 2025, 119 institutional investors reported holding 19,116,113 shares of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF). This represents 32% of the company’s total 60,669,515 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 14% 8,673,545 +3.9% 0.01% $166,098,413
Gridiron Partners, LLC 4.2% 2,530,426 0% 0.69% $508,586
WELLS FARGO & COMPANY/MN 1.7% 1,013,378 +1% 0% $19,406,185
LPL Financial LLC 1.4% 833,596 +8.3% 0% $15,963,357
ROYAL BANK OF CANADA 1.2% 746,142 -0.49% 0% $14,289,000
Invesco Ltd. 1% 628,269 -19% 0% $12,031,352
SIT INVESTMENT ASSOCIATES INC 0.95% 574,540 -2.7% 0.22% $11,002,000
MGO ONE SEVEN LLC 0.68% 411,821 +1.2% 0.18% $7,886,378
COHEN & STEERS, INC. 0.6% 361,198 0% 0.01% $6,917,000
D.A. DAVIDSON & CO. 0.37% 224,545 +55% 0.03% $4,300,054
STIFEL FINANCIAL CORP 0.27% 161,628 +13% 0% $3,095,158
AMERIPRISE FINANCIAL INC 0.25% 149,820 -15% 0% $3,287,599
OSAIC HOLDINGS, INC. 0.25% 149,045 +5.2% 0% $2,877,505
UBS Group AG 0.23% 141,561 -2% 0% $2,710,894
Hennion & Walsh Asset Management, Inc. 0.22% 133,346 -7.2% 0.09% $2,553,576
GUGGENHEIM CAPITAL LLC 0.19% 118,233 -25% 0.02% $2,264,162
Consolidated Portfolio Review Corp 0.18% 106,341 -4.7% 0.26% $2,036,433
NewEdge Advisors, LLC 0.17% 103,754 +10% 0.01% $1,986,890
Baird Financial Group, Inc. 0.17% 102,913 -22% 0% $1,970,784
RAYMOND JAMES FINANCIAL INC 0.16% 96,397 -1.3% 0% $1,846,004
Fiera Capital Corp 0.15% 91,345 +2.9% 0.01% $1,749,257
BANK OF AMERICA CORP /DE/ 0.15% 90,972 -16% 0% $1,742,112
OPPENHEIMER & CO INC 0.14% 85,302 +6.7% 0.02% $1,633,533
IHT Wealth Management, LLC 0.14% 82,843 +0.71% 0.04% $1,586,445
Shaker Financial Services, LLC 0.12% 73,260 -5.8% 0.48% $1,402,929

Institutional Holders of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 257,758 $4,806,131 -$45,302,177 $18.64 10
2025 Q3 19,116,113 $318,527,060 +$6,254,177 $19.15 119
2025 Q2 16,300,480 $306,761,477 +$8,582,965 $18.82 112
2025 Q1 15,840,050 $291,273,663 +$1,759,953 $18.39 108
2024 Q4 15,787,185 $284,534,575 +$9,917,500 $18.00 114
2024 Q3 15,215,640 $297,142,163 -$22,314,806 $19.53 106
2024 Q2 16,464,223 $302,404,784 -$4,521,961 $18.37 108
2024 Q1 16,702,471 $299,108,013 -$3,710,923 $17.92 106
2023 Q4 164,150 $2,677,284 $16.31 1
2023 Q3 8,844,565 $131,728,635 +$9,424,698 $14.90 103
2023 Q2 15,037,580 $233,169,393 +$521,055 $15.51 96
2023 Q1 14,954,757 $235,841,799 +$3,214,481 $15.78 105
2022 Q4 14,685,926 $247,831,537 +$15,089,037 $16.87 108
2022 Q3 13,729,154 $227,543,650 -$4,637,913 $16.58 96
2022 Q2 14,011,314 $261,772,419 +$28,895,750 $18.68 98
2022 Q1 14,173,619 $311,480,014 +$13,982,272 $21.99 100
2021 Q4 13,507,114 $331,609,977 +$7,778,879 $24.54 102
2021 Q3 13,124,487 $328,345,613 +$14,013,433 $25.02 109
2021 Q2 12,549,607 $315,174,741 +$988,770 $25.11 108
2021 Q1 12,534,931 $300,228,215 +$32,981,081 $23.95 107
2020 Q4 10,898,531 $262,098,047 +$5,211,238 $24.05 96
2020 Q3 10,567,600 $227,115,142 -$410,401 $21.49 91
2020 Q2 10,600,280 $225,932,507 -$951,856 $21.31 89
2020 Q1 10,485,981 $186,997,657 -$1,086,311 $17.84 83
2019 Q4 10,569,865 $249,333,662 +$1,848,614 $23.59 86
2019 Q3 6,699,962 $158,362,450 -$6,823,435 $23.64 79
2019 Q2 10,651,077 $242,330,283 -$7,069,184 $22.75 87
2019 Q1 10,953,846 $238,925,474 +$7,271,205 $21.81 83
2018 Q4 10,738,068 $212,677,981 +$14,468,444 $19.80 90
2018 Q3 9,988,815 $215,328,394 -$7,821,758 $21.56 86
2018 Q2 10,215,535 $220,675,096 +$11,447,963 $21.59 84
2018 Q1 5,431,347 $126,413,712 -$18,136,157 $23.26 81
2017 Q4 10,774,545 $262,579,801 +$5,340,569 $24.37 86
2017 Q3 10,351,137 $255,863,270 -$3,323,132 $24.72 71
2017 Q2 10,442,319 $259,061,304 +$14,001,769 $24.81 69
2017 Q1 9,908,294 $230,277,715 +$11,647,880 $23.24 71
2016 Q4 9,379,508 $212,599,927 +$11,771,428 $22.69 69
2016 Q3 8,749,072 $204,103,743 -$8,685,369 $23.34 59
2016 Q2 9,132,056 $215,400,944 -$11,026,697 $23.59 56
2016 Q1 9,552,237 $215,288,683 -$20,204,065 $22.55 53
2015 Q4 10,173,833 $216,446,698 +$18,911,668 $21.27 56
2015 Q3 6,335,159 $135,819,681 -$6,906,084 $21.44 51
2015 Q2 10,031,849 $216,159,523 +$19,178,763 $21.54 53
2015 Q1 9,247,247 $207,761,888 -$4,148,511 $22.46 51
2014 Q4 9,452,131 $214,515,920 +$16,444,621 $22.71 50
2014 Q3 7,116,130 $154,558,991 +$11,890,971 $21.72 49
2014 Q2 6,969,212 $159,297,725 +$17,146,552 $22.87 49
2014 Q1 6,264,715 $138,697,740 -$10,331,644 $22.14 43