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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Richardson Capital Management LLC 148 *Closed 2024-03-31 0 $0 -7,000
   J P MORGAN CHASE & CO 5612 *Closed 2024-03-31 0 $0 -16,566
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 160 *Closed 2024-03-31 0 $0 -33,365
   Ronald Blue Trust Inc. 2090 *Closed 2024-03-31 0 $0 -125
   SABA CAPITAL MANAGEMENT, L.P. 448 *Closed 2023-12-31 0 $0 -241,846
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 828 *Closed 2024-03-31 0 $0 -152,607
   ADVISORY SERVICES NETWORK, LLC 2819 *Closed 2024-03-31 0 $0 -3,588
   BDO Wealth Advisors LLC 1048 *Closed 2023-06-30 0 $0 -727
   WOLVERINE ASSET MANAGEMENT LLC 1136 *Closed 2023-12-31 0 $0 -33,294
   ABSOLUTE INVESTMENT MANAGEMENT LLC 650 *Closed 2024-03-31 0 $0 -50
   Eschler Asset Management LLP 94 *Closed 2023-12-31 0 $0 -35,000
   WealthCollab LLC 937 *Closed 2024-03-31 0 $0 -33
   CITIGROUP INC 4746 *Closed 2024-03-31 0 $0 -6,300
   Envestnet Portfolio Solutions Inc. 1648 *Closed 2024-03-31 0 $0 -11,047
   BESSEMER GROUP INC 2280 *Closed 2023-12-31 0 $0 -1,330
   Ameritas Advisory Services LLC 833 *Closed 2023-12-31 0 $0 -19,609

  16 Records found
  1    
  Page 1 of 1
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