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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  
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
   KARPUS MANAGEMENT INC 60 - 2023-12-31 653,452 $10,658,000 -24,495
   BANK OF AMERICA CORP /DE/ 2526 - 2023-12-31 510,380 $8,324,000 -4,368
   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
   CENTAURUS FINANCIAL INC. 159 - 2023-12-31 101,749 $1,660,000 -1,253
   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
   BB&T CORP 1557 - 2023-12-31 61,890 $1,009,000 -12,883
   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
   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
   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
   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
   NATIONAL ASSET MANAGEMENT, INC. 1063 - 2023-12-31 17,733 $292,000 -2,502
   Kestra Advisory Services LLC 1933 - 2023-12-31 15,714 $256,000 -6,761
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2911 - 2024-03-31 12,595 $226,000 -436
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1620 - 2023-12-31 8,889 $145,000 -2,988
   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    
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