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Get Institutions for : 
First Trust Intermediate Duration Preferred & Income Fund (FPF)  
$17.72 0.19 (1.08%) as of 4:30 Fri 5/31


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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  : 
2.57 (16.96%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   INVESCO LTD 1673 - 2024-03-31 703,389 $12,605,000 -30,574
   KARPUS MANAGEMENT INC 59 - 2024-03-31 641,153 $11,489,000 -12,299
   AMERIPRISE FINANCIAL INC 1867 - 2024-03-31 478,875 $8,576,000 -12,711
   We Are One Seven LLC 78 - 2024-03-31 335,029 $6,004,000 -44,659
   BANK OF AMERICA CORP /DE/ 3043 - 2024-03-31 250,283 $4,485,000 -260,097
   SHAKER FINANCIAL SERVICES, LLC 42 - 2024-03-31 123,494 $2,213,000 -18,684
   PETRA FINANCIAL ADVISORS INC 16 - 2024-03-31 100,982 $1,810,000 -850
   PARK AVENUE SECURITIES LLC 462 - 2024-03-31 94,249 $1,689,000 -3,255
   Baird Financial Group Inc. 1118 - 2024-03-31 64,257 $1,151,000 -20,300
   BB&T CORP 1534 - 2024-03-31 61,884 $1,109,000 -6
   OPPENHEIMER & CO INC 824 - 2024-03-31 44,406 $796,000 -819
   Sowell Financial Services LLC 413 - 2024-03-31 36,388 $652,000 -572
   COMERICA BANK 1789 - 2024-03-31 33,965 $609,000 -3,900
   Lakeview Capital Partners LLC 214 - 2024-03-31 33,105 $593,000 -985
   RDA Financial Network 123 - 2024-03-31 31,716 $568,000 -255
   Atria Wealth Solutions Inc. 1199 - 2024-03-31 31,590 $566,000 -4,614
   Rockefeller Capital Management L.P. 1428 - 2024-03-31 31,114 $558,000 -101,802
   CWM LLC 1092 - 2024-03-31 30,118 $540,000 -1,413
   Marathon Trading Investment Management LLC 52 - 2024-03-31 29,250 $524,000 -750
   Gridiron Partners LLC 38 - 2024-03-31 27,526 $493,000 -18,355
   MATHES COMPANY INC 89 - 2024-03-31 26,500 $475,000 -2,500
   JANNEY MONTGOMERY SCOTT LLC 2086 - 2024-03-31 24,136 $433,000 -250
   FINANCIAL NETWORK 2212 - 2024-03-31 18,284 $328,000 -1,642
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2911 - 2024-03-31 12,595 $226,000 -436
   FIRST FINANCIAL CORP /IN/ 123 - 2024-03-31 11,287 $202,000 -1,273
   LexAurum Advisors LLC 282 - 2024-03-31 11,068 $198,000 -11,400
   IFP Advisors Inc 1296 - 2023-12-31 5,179 $84,000 -1,826
   Householder Group Estate & Retirement Specialist L 501 - 2024-03-31 2,383 $43,000 -637
   US BANCORP 3088 - 2024-03-31 1,000 $18,000 -397
   CREATIVE FINANCIAL DESIGNS INC /ADV 1711 - 2024-03-31 2 $0 -248

  30 Records found
  1    
  Page 1 of 1
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