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Get Institutions for : 
First Trust Intermediate Duration Preferred & Income Fund (FPF)  
$17.47 0.07 (0.4%) as of 4:30 Mon 5/13


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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  : 
2.32 (15.31%)  




 
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 1098 - 2023-12-31 6,736,202 $109,867,000 -292,180
   WELLS FARGO & CO/MN 1230 - 2024-03-31 910,852 $16,322,000 164,493
   INVESCO LTD 1675 - 2023-12-31 733,963 $11,971,000 7,197
   Penserra Capital Management LLC 80 - 2023-12-31 661,513 $10,789,000 45,787
   KARPUS MANAGEMENT INC 60 - 2023-12-31 653,452 $10,658,000 -24,495
   LPL FINANCIAL CORP 1307 - 2024-03-31 570,314 $10,220,000 42,846
   BANK OF AMERICA CORP /DE/ 2526 - 2023-12-31 510,380 $8,324,000 -4,368
   ROYAL BANK OF CANADA 1575 - 2023-12-31 493,366 $8,046,000 101,167
   AMERIPRISE FINANCIAL INC 1921 - 2023-12-31 491,586 $7,987,000 139,594
   COHEN & STEERS INC 115 - 2023-12-31 417,019 $6,802,000 0
   We Are One Seven LLC 71 - 2023-12-31 379,688 $6,193,000 361,707
   STERNECK CAPITAL MANAGEMENT, LLC 10 - 2024-03-31 211,411 $3,788,000 3,428
   Allspring Global Investments Holdings LLC 1044 - 2024-03-31 195,993 $3,512,000 0
   Hennion & Walsh Asset Management Inc. 143 - 2024-03-31 192,017 $3,441,000 13,757
   PFG Investments LLC 99 *New 2024-03-31 189,196 $3,390,000 189,196
   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
   SHAKER FINANCIAL SERVICES, LLC 42 - 2023-12-31 142,178 $2,338,000 17,638
   Advisor Group Holdings Inc. 1631 - 2024-03-31 121,010 $2,169,000 6,405
   Rockefeller Capital Management L.P. 879 - 2023-12-31 132,916 $2,168,000 4,646
   UBS Group AG 2772 - 2023-12-31 130,665 $2,131,000 2,374
   DAVIDSON D A & CO 495 - 2023-12-31 127,859 $2,085,000 20,491
   ENVESTNET ASSET MANAGEMENT INC 2446 - 2023-12-31 126,089 $2,057,000 19,320
   PETRA FINANCIAL ADVISORS INC 16 - 2024-03-31 100,982 $1,810,000 -850
   CITADEL ADVISORS LLC 2453 *New 2023-12-31 103,832 $1,694,000 103,832
   PARK AVENUE SECURITIES LLC 462 - 2024-03-31 94,249 $1,689,000 -3,255
   CENTAURUS FINANCIAL INC. 159 - 2023-12-31 101,749 $1,660,000 -1,253
   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
   Baird Financial Group Inc. 1040 - 2023-12-31 84,557 $1,379,000 -19,569
   IHT Wealth Management LLC 323 - 2023-12-31 78,905 $1,287,000 -3,500
   STIFEL FINANCIAL CORP 2075 - 2023-12-31 67,682 $1,104,000 15,749
   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
   RIVERNORTH CAPITAL MANAGEMENT, INC. 198 *New 2023-12-31 62,437 $1,018,000 62,437
   BB&T CORP 1557 - 2023-12-31 61,890 $1,009,000 -12,883
   CLOUGH CAPITAL PARTNERS L P 115 *New 2023-12-31 56,900 $928,000 56,900
   Capital Investment Advisors LLC 309 - 2024-03-31 46,384 $831,000 7,743
   OPPENHEIMER & CO INC 824 - 2024-03-31 44,406 $796,000 -819
   COMMONWEALTH EQUITY SERVICES LLC. 2413 - 2024-03-31 42,917 $769,000 1,656
   Gridiron Partners LLC 39 - 2023-12-31 45,881 $748,000 0
   Sowell Financial Services LLC 413 - 2024-03-31 36,388 $652,000 -572
   PROSPERA FINANCIAL SERVICES 576 - 2023-12-31 39,746 $648,000 5,485
   Icon Wealth Partners LLC 150 - 2023-09-30 42,188 $629,000 0
   COMERICA BANK 1771 - 2023-12-31 37,865 $618,000 2,251
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2350 - 2024-03-31 34,073 $611,000 666
   GUGGENHEIM CAPITAL LLC 1379 - 2023-12-31 36,449 $594,000 6,105
   Lakeview Capital Partners LLC 214 - 2024-03-31 33,105 $593,000 -985
   Atria Wealth Solutions Inc. 1110 - 2023-12-31 36,204 $593,000 1,181
   RDA Financial Network 123 - 2024-03-31 31,716 $568,000 -255
   DELTA CAPITAL MANAGEMENT LLC 56 - 2024-03-31 30,610 $549,000 0
   CWM LLC 1092 - 2024-03-31 30,118 $540,000 -1,413
   Logan Stone Capital LLC 112 - 2023-12-31 32,685 $533,000 -4,266
   Marathon Trading Investment Management LLC 52 - 2024-03-31 29,250 $524,000 -750
   Cooper Financial Group 223 - 2024-03-31 26,704 $479,000 65
   MATHES COMPANY INC 89 - 2024-03-31 26,500 $475,000 -2,500
   BOOTHBAY FUND MANAGEMENT LLC 775 - 2023-12-31 29,000 $473,000 4,000
   JANNEY MONTGOMERY SCOTT LLC 2086 - 2024-03-31 24,136 $433,000 -250
   Quarry LP 89 *New 2023-12-31 26,100 $426,000 26,100
   Legacy Capital Wealth Partners LLC 79 *New 2024-03-31 26,984 $411,000 26,984
   Steward Partners Investment Advisory LLC 1108 - 2023-12-31 23,769 $388,000 14,578
   FINANCIAL NETWORK 2182 - 2023-12-31 19,926 $325,000 627
   NATIONAL ASSET MANAGEMENT, INC. 1063 - 2023-12-31 17,733 $292,000 -2,502
   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
   Kestra Advisory Services LLC 1933 - 2023-12-31 15,714 $256,000 -6,761
   Integrated Capital Management Inc. 30 - 2024-03-31 13,946 $250,000 1,190
   Lido Advisors LLC 999 *New 2023-12-31 14,712 $242,000 14,712
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 615 - 2024-03-31 13,599 $240,000 8
   RVW Wealth LLC 133 - 2024-03-31 12,700 $228,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2911 - 2024-03-31 12,595 $226,000 -436
   Claybrook Capital LLC 125 - 2023-09-30 14,712 $219,000 0
   Kingsview Wealth Management LLC 945 - 2024-03-31 11,795 $211,000 0
   MARINER WEALTH ADVISORS, LLC 2658 - 2023-12-31 12,761 $208,000 -91
   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
   Icon Wealth Advisors LLC 328 - 2023-12-31 11,688 $191,000 -27,250
   NOMURA HOLDINGS INC 897 *New 2023-12-31 10,533 $172,000 10,533
   Spire Wealth Management 828 - 2024-03-31 9,261 $166,000 583
   Goss Wealth Management LLC 1777 - 2023-12-31 9,532 $155,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1620 - 2023-12-31 8,889 $145,000 -2,988
   Register Financial Advisors LLC 235 *New 2024-03-31 6,597 $118,000 6,597
   Global Retirement Partners LLC 1114 - 2024-03-31 5,092 $91,000 76
   IFP Advisors Inc 1296 - 2023-12-31 5,179 $84,000 -1,826
   AllSquare Wealth Management LLC 189 - 2024-03-31 3,500 $63,000 0
   Truvestments Capital LLC 307 *New 2023-12-31 3,500 $57,000 3,500
   HARBOR INVESTMENT ADVISORY LLC 587 - 2024-03-31 2,750 $49,000 0
   Householder Group Estate & Retirement Specialist L 501 - 2024-03-31 2,383 $43,000 -637
   Larson Financial Group LLC 747 - 2024-03-31 2,180 $39,000 1,505
   CALDWELL SUTTER CAPITAL INC. 388 - 2024-03-31 2,100 $38,000 0
   Bramshill Investments LLC 172 - 2023-12-31 2,093 $34,000 0
   Glass Jacobson Investment Advisors llc 438 - 2024-03-31 1,575 $28,000 0
   Hobbs Group Advisors LLC 268 - 2023-12-31 1,500 $24,000 0
   Anchor Investment Management LLC 646 - 2023-12-31 1,375 $22,000 0
   Geneos Wealth Management Inc. 1344 *New 2024-03-31 1,150 $21,000 1,150
   US BANCORP 3088 - 2024-03-31 1,000 $18,000 -397
   SANDY SPRING BANK 754 *New 2024-03-31 1,000 $18,000 1,000
   PNC FINANCIAL SERVICES GROUP INC 3473 - 2024-03-31 1,000 $18,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 768 - 2024-03-31 950 $17,000 0
   TOWER RESEARCH CAPITAL LLC 4067 - 2023-12-31 708 $12,000 360
  100 Records found
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