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Get Institutions for : 
First Trust Intermediate Duration Preferred & Income Fund (FPF)  
$17.51 0.04 (0.23%) as of 4:30 Tue 5/14


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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  : 
2.36 (15.58%)  




 
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
   COHEN & STEERS INC 115 - 2023-12-31 417,019 $6,802,000 0
   Allspring Global Investments Holdings LLC 1044 - 2024-03-31 195,993 $3,512,000 0
   Icon Wealth Partners LLC 150 - 2023-09-30 42,188 $629,000 0
   DELTA CAPITAL MANAGEMENT LLC 56 - 2024-03-31 30,610 $549,000 0
   RVW Wealth LLC 133 - 2024-03-31 12,700 $228,000 0
   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
   Goss Wealth Management LLC 1777 - 2023-12-31 9,532 $155,000 0
   AllSquare Wealth Management LLC 189 - 2024-03-31 3,500 $63,000 0
   HARBOR INVESTMENT ADVISORY LLC 587 - 2024-03-31 2,750 $49,000 0
   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
   Anchor Investment Management LLC 646 - 2023-12-31 1,375 $22,000 0
   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
   CITY HOLDING CO 404 - 2024-03-31 595 $11,000 0
   Lindbrook Capital LLC 1646 - 2024-03-31 500 $9,000 0
   Salomon & Ludwin LLC 575 - 2024-03-31 450 $8,000 0
   ARMSTRONG ADVISORY GROUP INC 598 - 2024-03-31 461 $8,000 0
   HUNTINGTON NATIONAL BANK 1395 - 2024-03-31 400 $7,000 0
   Citizens National Bank Trust Department 308 - 2024-03-31 365 $7,000 0
   PROEQUITIES INC. 2262 - 2024-03-31 0 $0 0
  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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