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
$18.89
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
18,190,596
Total reported value
$339,153,971
% of total 13F portfolios
0%
Share change
-1,352,860
Value change
-$25,445,389
Number of holders
116
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 31 Dec 2025, 116 institutional investors reported holding 18,190,596 shares of First Trust Intermediate Duration Preferred & Income Fund - Common Stock (FPF). This represents 30% 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 28% 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 15% 9,196,102 +6% 0.01% $171,415,374
SIT INVESTMENT ASSOCIATES INC 2% 1,215,664 +112% 0.45% $22,660,000
WELLS FARGO & COMPANY/MN 1.9% 1,154,534 +14% 0% $21,520,512
LPL Financial LLC 1.6% 949,342 +14% 0% $17,695,733
Invesco Ltd. 1.2% 746,621 +19% 0% $13,917,015
ROYAL BANK OF CANADA 1.1% 695,053 -6.8% 0% $12,955,000
MGO ONE SEVEN LLC 0.64% 390,376 -5.2% 0.15% $7,276,606
Peak Planning Group, LLC 0.64% 389,443 0% 2% $7,259,219
COHEN & STEERS, INC. 0.6% 361,198 0% 0.01% $6,733,000
D.A. DAVIDSON & CO. 0.39% 235,642 +4.9% 0.03% $4,392,381
STIFEL FINANCIAL CORP 0.28% 167,943 +3.9% 0% $3,130,453
UBS Group AG 0.25% 152,638 +7.8% 0% $2,845,172
OSAIC HOLDINGS, INC. 0.24% 143,109 -4% 0% $2,667,835
Shaker Financial Services, LLC 0.17% 104,274 +42% 0.62% $1,958,006
Baird Financial Group, Inc. 0.17% 100,139 -2.7% 0% $1,866,591
RAYMOND JAMES FINANCIAL INC 0.14% 87,631 -9.1% 0% $1,633,439
BANK OF AMERICA CORP /DE/ 0.14% 86,600 -4.8% 0% $1,614,229
GUGGENHEIM CAPITAL LLC 0.14% 82,326 -30% 0.01% $1,534,557
NewEdge Advisors, LLC 0.14% 82,241 -21% 0.01% $1,532,973
Rareview Capital LLC 0.13% 76,094 +38% 0.93% $1,432,089
IHT Wealth Management, LLC 0.12% 73,643 -11% 0.03% $1,372,705
Noble Wealth Management PBC 0.12% 70,607 +3430% 0.66% $1,316,114
PRINCIPAL SECURITIES, INC. 0.12% 70,073 +0.5% 0.02% $1,306,169
OPPENHEIMER & CO INC 0.11% 67,776 -21% 0.02% $1,263,345
Cetera Investment Advisers 0.11% 67,493 +9.4% 0% $1,258,072

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 18,190,596 $339,153,971 -$25,445,389 $18.64 116
2025 Q3 19,156,713 $319,304,550 +$6,244,179 $19.15 120
2025 Q2 16,300,480 $306,761,477 +$8,582,962 $18.82 112
2025 Q1 15,840,050 $291,273,663 +$1,759,952 $18.39 108
2024 Q4 15,823,932 $285,064,347 +$10,410,221 $18.00 116
2024 Q3 15,225,716 $297,338,949 -$22,314,816 $19.53 107
2024 Q2 16,464,223 $302,404,784 -$4,520,453 $18.37 108
2024 Q1 16,702,471 $299,108,013 +$314,286 $17.92 106
2023 Q4 16,735,766 $272,968,979 +$7,284,190 $16.31 116
2023 Q3 15,872,946 $236,451,535 +$11,945,128 $14.90 104
2023 Q2 15,037,580 $233,169,393 +$721,625 $15.51 96
2023 Q1 14,954,757 $235,841,799 +$3,214,461 $15.78 105
2022 Q4 14,685,926 $247,831,537 +$15,089,034 $16.87 108
2022 Q3 13,729,154 $227,543,650 -$4,637,900 $16.58 96
2022 Q2 14,011,314 $261,772,419 +$28,633,372 $18.68 98
2022 Q1 14,173,619 $311,480,014 +$13,859,385 $21.99 100
2021 Q4 13,507,114 $331,609,977 +$7,778,872 $24.54 102
2021 Q3 13,124,487 $328,345,613 +$13,579,605 $25.02 109
2021 Q2 12,549,544 $315,172,741 +$961,155 $25.11 108
2021 Q1 12,534,862 $300,226,215 +$31,344,394 $23.95 107
2020 Q4 10,990,422 $264,308,047 +$6,979,701 $24.05 97
2020 Q3 10,605,253 $227,924,142 -$593,780 $21.49 93
2020 Q2 10,617,171 $226,292,507 -$287,538 $21.31 90
2020 Q1 10,638,170 $189,712,657 -$783,052 $17.84 85
2019 Q4 10,569,865 $249,333,662 +$1,550,388 $23.59 86
2019 Q3 10,564,857 $249,728,450 -$2,470,953 $23.64 82
2019 Q2 10,651,876 $242,348,283 -$7,069,889 $22.75 88
2019 Q1 10,954,676 $238,944,474 +$7,286,400 $21.81 84
2018 Q4 10,738,786 $212,692,981 +$14,544,866 $19.80 91
2018 Q3 9,989,530 $215,344,394 -$4,985,252 $21.56 87
2018 Q2 11,413,213 $243,520,096 +$11,444,377 $21.59 87
2018 Q1 9,696,560 $225,622,712 -$24,089,540 $23.26 82
2017 Q4 10,774,545 $262,579,801 +$5,340,559 $24.37 86
2017 Q3 10,351,137 $255,863,270 -$3,323,125 $24.72 71
2017 Q2 10,442,319 $259,061,304 +$14,001,763 $24.81 69
2017 Q1 9,908,294 $230,277,715 +$12,524,364 $23.24 71
2016 Q4 9,381,868 $212,653,927 +$12,255,972 $22.69 70
2016 Q3 8,749,072 $204,103,743 -$8,685,365 $23.34 59
2016 Q2 9,132,056 $215,400,944 -$9,907,701 $23.59 56
2016 Q1 9,552,237 $215,288,683 -$20,203,392 $22.55 53
2015 Q4 10,771,717 $229,163,698 +$20,901,320 $21.27 57
2015 Q3 9,756,027 $209,162,681 -$6,620,168 $21.44 52
2015 Q2 10,059,123 $216,746,523 +$18,479,069 $21.54 55
2015 Q1 9,410,949 $208,393,647 -$4,148,508 $22.46 53
2014 Q4 9,592,113 $214,547,709 +$16,445,270 $22.71 51
2014 Q3 7,538,860 $162,029,272 +$10,388,495 $21.72 51
2014 Q2 7,043,897 $159,314,805 +$17,146,570 $22.87 50
2014 Q1 6,351,127 $138,716,871 -$9,678,823 $22.14 44