FPF Institutional Ownership
First Trust Intermediate Duration Preferred & Income Fund
1W: -1.9%
1M: -9.7%
3M: -12.5%
YTD: -13.7%
1Y: -15.2%
3Y: +32.4%
5Y: -10.4%
$15.86
+0.14 (+0.89%)
Weekly Expected Move ±1.5%
$15
$16
$16
$16
$16
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Institutional Ownership — FPF
133
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$337M
Total Invested
13
New Positions
48
Increased
41
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (142 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,820,464 | $$156M | +74,695 | +0.8% | 53Q | SEC ↗ |
| 2 | SIT INVESTMENT ASSOCIATES INC | 1,217,427 | $$19M | +3,700 | +0.3% | 10Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 1,210,802 | $$19M | -7,849 | -0.6% | 52Q | SEC ↗ |
| 4 | LPL Financial LLC | 979,058 | $$16M | +30,291 | +3.2% | 52Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 753,673 | $$12M | +14,415 | +1.9% | 53Q | SEC ↗ |
| 6 | Invesco Ltd. | 659,562 | $$10M | +25,006 | +3.9% | 52Q | SEC ↗ |
| 7 | Peak Planning Group, LLC | 400,589 | $$6M | +2,796 | +0.7% | 3Q | SEC ↗ |
| 8 | MGO ONE SEVEN LLC | 377,412 | $$6M | -13,763 | -3.5% | 12Q | SEC ↗ |
| 9 | COHEN & STEERS, INC. | 361,198 | $$6M | — | +0.0% | 30Q | SEC ↗ |
| 10 | D.A. DAVIDSON & CO. | 257,487 | $$4M | +21,233 | +9.0% | 29Q | SEC ↗ |
| 11 | STIFEL FINANCIAL CORP | 188,729 | $$3M | +9,120 | +5.1% | 42Q | SEC ↗ |
| 12 | UBS Group AG | 149,378 | $$2M | -9,237 | -5.8% | 47Q | SEC ↗ |
| 13 | Rareview Capital LLC | 133,367 | $$2M | +41,450 | +45.1% | 11Q | SEC ↗ |
| 14 | Hennion & Walsh Asset Management, Inc. | 107,058 | $$2M | +42,225 | +65.1% | 22Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 105,254 | $$2M | -6,596 | -5.9% | 26Q | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 102,354 | $$2M | +2,774 | +2.8% | 33Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 94,861 | $$2M | -1,378 | -1.4% | 15Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 93,669 | $$1M | -1,069 | -1.1% | 7Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 86,756 | $$1M | +3,986 | +4.8% | 20Q | SEC ↗ |
| 20 | Noble Wealth Management PBC | 82,363 | $$1M | +7,246 | +9.6% | 4Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 77,966 | $$1M | +5,805 | +8.0% | 10Q | SEC ↗ |
| 22 | IHT Wealth Management, LLC | 76,819 | $$1M | +3,176 | +4.3% | 39Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 73,686 | $$1M | +16,660 | +29.2% | 22Q | SEC ↗ |
| 24 | Onyx Bridge Wealth Group LLC | 68,870 | $$1M | +930 | +1.4% | 23Q | SEC ↗ |
| 25 | PRINCIPAL SECURITIES, INC. | 68,080 | $$1M | -2,253 | -3.2% | 11Q | SEC ↗ |
| 26 | OPPENHEIMER & CO INC | 60,744 | $$963K | -6,518 | -9.7% | 12Q | SEC ↗ |
| 27 | CENTAURUS FINANCIAL, INC. | 56,563 | $$897K | +135 | +0.2% | 34Q | SEC ↗ |
| 28 | Prospera Financial Services Inc | 51,465 | $$816K | +5,001 | +10.8% | 23Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 49,662 | $$788K | +37,860 | +320.8% | 27Q | SEC ↗ |
| 30 | WEDBUSH SECURITIES INC | 48,069 | $$762K | +5,514 | +13.0% | 2Q | SEC ↗ |
| 31 | Janney Montgomery Scott LLC | 45,196 | $$717K | +495 | +1.1% | 46Q | SEC ↗ |
| 32 | Magnus Financial Group LLC | 43,831 | $$695K | +894 | +2.1% | 11Q | SEC ↗ |
| 33 | Alessandra Capital Management, LLC | 40,948 | $$649K | -570 | -1.4% | 3Q | SEC ↗ |
| 34 | Bramshill Investments, LLC NEW | 40,000 | $$634K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Capital Investment Advisors, LLC | 39,666 | $$629K | — | +0.0% | 12Q | SEC ↗ |
| 36 | Pine Valley Investments Ltd Liability | 38,399 | $$609K | -700 | -1.8% | 8Q | SEC ↗ |
| 37 | Ethos Financial Group, LLC | 37,438 | $$594K | +1,974 | +5.6% | 6Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 35,760 | $$567K | -1,274 | -3.4% | 35Q | SEC ↗ |
| 39 | Sowell Financial Services LLC | 34,880 | $$553K | -1,508 | -4.1% | 28Q | SEC ↗ |
| 40 | Lido Advisors, LLC | 33,855 | $$537K | — | +0.0% | 11Q | SEC ↗ |
| 41 | PFG Investments, LLC | 33,552 | $$532K | -7,560 | -18.4% | 10Q | SEC ↗ |
| 42 | SeaCrest Wealth Management, LLC | 32,979 | $$523K | +7,600 | +29.9% | 5Q | SEC ↗ |
| 43 | FIFTH THIRD BANCORP | 31,051 | $$492K | -571 | -1.8% | 2Q | SEC ↗ |
| 44 | Kestra Advisory Services, LLC | 30,259 | $$480K | +3,362 | +12.5% | 24Q | SEC ↗ |
| 45 | CWM, LLC | 29,160 | $$462K | +5,971 | +25.7% | 12Q | SEC ↗ |
| 46 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 27,832 | $$441K | +2,609 | +10.3% | 5Q | SEC ↗ |
| 47 | RDA Financial Network | 27,739 | $$440K | -530 | -1.9% | 30Q | SEC ↗ |
| 48 | Saxony Capital Management, LLC | 27,700 | $$439K | — | +0.0% | 8Q | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 26,875 | $$426K | -3,391 | -11.2% | 26Q | SEC ↗ |
| 50 | GUGGENHEIM CAPITAL LLC | 26,625 | $$422K | -22,794 | -46.1% | 19Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Bramshill Investments, LLC | 40,000 | $$634K |
| Global Retirement Partners, LLC | 17,335 | $$275K |
| Maridea Wealth Management LLC | 11,313 | $$179K |
| Clear Street Group Inc. | 8,046 | $$128K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,946 | $$94K |
| First Bancorp, Inc /ME | 3,459 | $$55K |
| Allied Private Wealth LLC | 3,327 | $$53K |
| LifeSteps Financial, Inc. | 600 | $$10K |
| BROWN BROTHERS HARRIMAN & CO | 558 | $$9K |
| Luminist Capital LLC | 386 | $$6K |
| SECURITY NATIONAL BANK OF SIOUX CIT | 201 | $$3K |
| Tower Research Capital LLC (TRC) | 84 | $$1K |
| Trust Co | 11 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 39,658 | $$629K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 27,316 | $$433K |
| JANE STREET GROUP, LLC | 16,871 | $$268K |
| Gateway Wealth Partners, LLC | 14,176 | $$225K |
| Cooper Financial Group | 12,020 | $$191K |
| XTX Topco Ltd | 11,692 | $$185K |
| Independent Advisor Alliance | 11,177 | $$177K |
| Western Wealth Management, LLC | 5,035 | $$80K |
| WOLVERINE ASSET MANAGEMENT LLC | 2,955 | $$47K |
| Advisory Services Network, LLC | 2,765 | $$44K |
| Ascentis Independent Advisors | 1,925 | $$31K |
| Larson Financial Group LLC | 1,500 | $$24K |
| Golden State Wealth Management, LLC | 1,500 | $$24K |
| CENTRAL TRUST Co | 1,132 | $$18K |
| Strategic Advocates LLC | 959 | $$15K |
| DV Trading LLC | 800 | $$13K |
| BlackRock, Inc. | 561 | $$9K |
| SageView Advisory Group, LLC | 285 | $$5K |
| Inlight Wealth Management, LLC | 253 | $$4K |
| UBS AM, a distinct business unit of | 99 | $$2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +74,695 | +0.8% | 9,820,464 |
| Hennion & Walsh Asset Management, I | +42,225 | +65.1% | 107,058 |
| Rareview Capital LLC | +41,450 | +45.1% | 133,367 |
| TRUIST FINANCIAL CORP | +37,860 | +320.8% | 49,662 |
| LPL Financial LLC | +30,291 | +3.2% | 979,058 |
| Invesco Ltd. | +25,006 | +3.9% | 659,562 |
| D.A. DAVIDSON & CO. | +21,233 | +9.0% | 257,487 |
| ENVESTNET ASSET MANAGEMENT INC | +16,660 | +29.2% | 73,686 |
| ROYAL BANK OF CANADA | +14,415 | +1.9% | 753,673 |
| STIFEL FINANCIAL CORP | +9,120 | +5.1% | 188,729 |
| SeaCrest Wealth Management, LLC | +7,600 | +29.9% | 32,979 |
| Noble Wealth Management PBC | +7,246 | +9.6% | 82,363 |
| Gridiron Partners, LLC | +7,213 | +37.3% | 26,558 |
| CWM, LLC | +5,971 | +25.7% | 29,160 |
| Cetera Investment Advisers | +5,805 | +8.0% | 77,966 |
| WEDBUSH SECURITIES INC | +5,514 | +13.0% | 48,069 |
| Prospera Financial Services Inc | +5,001 | +10.8% | 51,465 |
| NewEdge Advisors, LLC | +3,986 | +4.8% | 86,756 |
| SIT INVESTMENT ASSOCIATES INC | +3,700 | +0.3% | 1,217,427 |
| Kestra Advisory Services, LLC | +3,362 | +12.5% | 30,259 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Shaker Financial Services, LLC | -41,800 | -61.5% | 26,210 |
| GUGGENHEIM CAPITAL LLC | -22,794 | -46.1% | 26,625 |
| MGO ONE SEVEN LLC | -13,763 | -3.5% | 377,412 |
| UBS Group AG | -9,237 | -5.8% | 149,378 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,568 | -37.7% | 14,181 |
| WELLS FARGO & COMPANY/MN | -7,849 | -0.6% | 1,210,802 |
| PFG Investments, LLC | -7,560 | -18.4% | 33,552 |
| OSAIC HOLDINGS, INC. | -6,596 | -5.9% | 105,254 |
| OPPENHEIMER & CO INC | -6,518 | -9.7% | 60,744 |
| IFP Advisors, Inc | -4,972 | -96.0% | 207 |
| Rockefeller Capital Management L.P. | -3,391 | -11.2% | 26,875 |
| PRINCIPAL SECURITIES, INC. | -2,253 | -3.2% | 68,080 |
| Morey & Quinn Wealth Partners, LLC | -1,600 | -10.8% | 13,192 |
| Kovack Advisors, Inc. | -1,570 | -8.7% | 16,511 |
| Sowell Financial Services LLC | -1,508 | -4.1% | 34,880 |
| BANK OF AMERICA CORP /DE | -1,378 | -1.4% | 94,861 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,274 | -3.4% | 35,760 |
| &PARTNERS | -1,251 | -8.9% | 12,785 |
| RAYMOND JAMES FINANCIAL INC | -1,069 | -1.1% | 93,669 |
| SILVER OAK SECURITIES, INCORPORATED | -1,000 | -6.6% | 14,152 |