FPF institutional holders
FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND · 13F, 2026Q2
| Managers holding | 118 |
|---|
| Shares held | 18,984,209 |
|---|
| Reported value | $345.0m |
|---|
| Quarter flows | 11 new, 47 added, 30 trimmed, 12 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| MORGAN STANLEY | 9,820,464 | $178.4m | 0.0% |
| SIT INVESTMENT ASSOCIATES INC | 1,217,427 | $22.1m | 0.4% |
| WELLS FARGO & COMPANY/MN | 1,210,802 | $22.0m | 0.0% |
| LPL Financial LLC | 979,058 | $17.8m | 0.0% |
| ROYAL BANK OF CANADA | 753,673 | $13.7m | 0.0% |
| Invesco Ltd. | 659,562 | $12.0m | 0.0% |
| Peak Planning Group, LLC | 400,589 | $7.3m | 1.6% |
| MGO ONE SEVEN LLC | 377,412 | $6.9m | 0.1% |
| COHEN & STEERS, INC. | 361,198 | $6.6m | 0.0% |
| D.A. DAVIDSON & CO. | 257,487 | $4.7m | 0.0% |
| STIFEL FINANCIAL CORP | 188,729 | $3.4m | 0.0% |
| UBS Group AG | 149,378 | $2.7m | 0.0% |
| Rareview Capital LLC | 133,367 | $2.5m | 1.4% |
| Hennion & Walsh Asset Management, Inc. | 107,058 | $1.9m | 0.1% |
| OSAIC HOLDINGS, INC. | 105,254 | $1.9m | 0.0% |
| Baird Financial Group, Inc. | 102,354 | $1.9m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 94,861 | $1.7m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 93,669 | $1.7m | 0.0% |
| NewEdge Advisors, LLC | 86,756 | $1.6m | 0.0% |
| Noble Wealth Management PBC | 82,363 | $1.5m | 0.7% |
| Cetera Investment Advisers | 77,966 | $1.4m | 0.0% |
| IHT Wealth Management, LLC | 76,819 | $1.4m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 73,686 | $1.3m | 0.0% |
| Onyx Bridge Wealth Group LLC | 68,870 | $1.3m | 0.1% |
| PRINCIPAL SECURITIES, INC. | 68,080 | $1.2m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FPF"). FPF price history · All 13F data
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