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Get Institutions for : 
First Trust Intermediate Duration Preferred & Income Fund (FPF)  
$17.53 0.15 (0.86%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 110    2
Total shares held : 
 16,218,284  
% of shares held : 
 26.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 385,598  
% of shares held change : 
   0.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.72  
Last Quarter's Ending Price : 
 $16.31  
Last Quarter's Average Price : 
 $15.15  
Change from last quarter's     
avg. price to the last closing  : 
2.38 (15.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 439,177
 2.71%
 
Increased Positions :
39
 1,057,346
 6.52%
 
Unchanged Positions :
25
 848,879
 5.23%
 
Decreased Positions :
31
-677,580
-4.18%
 
Closed Positions :
13
-433,345
-2.67%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1047 - 2024-03-31 6,937,904 $124,327,000 201,702
   WELLS FARGO & CO/MN 1230 - 2024-03-31 910,852 $16,322,000 164,493
   Penserra Capital Management LLC 99 - 2024-03-31 772,857 $13,849,000 111,344
   LPL FINANCIAL CORP 1307 - 2024-03-31 570,314 $10,220,000 42,846
   ROYAL BANK OF CANADA 1510 - 2024-03-31 533,790 $9,566,000 40,424
   STERNECK CAPITAL MANAGEMENT, LLC 10 - 2024-03-31 211,411 $3,788,000 3,428
   Hennion & Walsh Asset Management Inc. 143 - 2024-03-31 192,017 $3,441,000 13,757
   Consolidated Portfolio Review Corp 31 - 2024-03-31 172,380 $3,089,000 3,469
   Magnus Financial Group LLC 62 - 2024-03-31 149,662 $2,682,000 34,066
   ENVESTNET ASSET MANAGEMENT INC 2403 - 2024-03-31 145,346 $2,605,000 19,257
   UBS Group AG 2766 - 2024-03-31 141,557 $2,537,000 10,892
   DAVIDSON D A & CO 467 - 2024-03-31 138,764 $2,487,000 10,905
   Advisor Group Holdings Inc. 1631 - 2024-03-31 121,010 $2,169,000 6,405
   CENTAURUS FINANCIAL INC. 159 - 2024-03-31 101,752 $1,823,000 3
   RAYMOND JAMES & ASSOCIATES 2299 - 2024-03-31 87,268 $1,564,000 2,925
   FIERA SCEPTRE INC. 305 - 2024-03-31 84,245 $1,510,000 769
   IHT Wealth Management LLC 325 - 2024-03-31 83,371 $1,494,000 4,466
   STIFEL FINANCIAL CORP 2045 - 2024-03-31 68,998 $1,236,000 1,316
   GUGGENHEIM CAPITAL LLC 1144 - 2024-03-31 61,336 $1,099,000 24,887
   PRINCIPAL SECURITIES INC. 434 - 2024-03-31 59,862 $1,073,000 13,430
   Onyx Bridge Wealth Group LLC 90 - 2024-03-31 61,143 $1,045,000 3,394
   Capital Investment Advisors LLC 309 - 2024-03-31 46,384 $831,000 7,743
   COMMONWEALTH EQUITY SERVICES LLC. 2413 - 2024-03-31 42,917 $769,000 1,656
   PROSPERA FINANCIAL SERVICES 576 - 2023-12-31 39,746 $648,000 5,485
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2350 - 2024-03-31 34,073 $611,000 666
   Cooper Financial Group 223 - 2024-03-31 26,704 $479,000 65
   Goss Wealth Management LLC 1406 - 2024-03-31 24,684 $442,000 15,152
   Steward Partners Investment Advisory LLC 1112 - 2024-03-31 23,869 $428,000 100
   Lido Advisors LLC 841 - 2024-03-31 23,855 $427,000 9,143
   NATIONAL ASSET MANAGEMENT, INC. 1035 - 2024-03-31 20,235 $302,000 2,502
   Kestra Advisory Services LLC 2006 - 2024-03-31 15,886 $285,000 172
   Concurrent Investment Advisors LLC 703 - 2024-03-31 14,833 $266,000 2,114
   Intellectus Partners LLC 216 - 2024-03-31 14,834 $266,000 149
   Integrated Capital Management Inc. 30 - 2024-03-31 13,946 $250,000 1,190
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 615 - 2024-03-31 13,599 $240,000 8
   Ameritas Advisory Services LLC 832 - 2024-03-31 10,176 $181,000 10,176
   Spire Wealth Management 828 - 2024-03-31 9,261 $166,000 583
   Global Retirement Partners LLC 1114 - 2024-03-31 5,092 $91,000 76
   Larson Financial Group LLC 747 - 2024-03-31 2,180 $39,000 1,505
   TOWER RESEARCH CAPITAL LLC 2951 - 2024-03-31 1,170 $21,000 462
   SOA Wealth Advisors LLC. 524 - 2024-03-31 630 $11,000 14
   Aspect Partners LLC 378 - 2024-03-31 200 $4,000 75
  42 Records found
  1    
  Page 1 of 1
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