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Who owns FPFWhat FPF owns — n/a

Who owns First Trust Intermediate Duration Preferred & Income Fund?

Institutional ownership of FPF from SEC Form 13F filings across 90 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

90

13F holders

$299.9M

value, 2026 filers

27.9%

of shares outstanding (17.0M sh)

12

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FPF's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY9.8M$178.4M0.0%16.1%+0.8%
2WELLS FARGO & COMPANY/MN1.2M$22.0M0.0%2%-0.6%
3LPL Financial LLC979,058$17.8M0.0%1.6%+3.2%
4ROYAL BANK OF CANADA753,673$13.7M0.0%1.2%+1.9%
5Invesco Ltd.659,562$12.0M0.0%1.1%+3.9%
6Peak Planning Group, LLC400,589$7.3M1.6%0.7%+0.7%
7MGO ONE SEVEN LLC377,412$6.9M0.1%0.6%-3.5%
8COHEN & STEERS, INC.361,198$6,5630.0%0.6%0.0%
9D.A. DAVIDSON & CO.257,487$4.7M0.0%0.4%+9.0%
10STIFEL FINANCIAL CORP188,729$3.4M0.0%0.3%+5.1%
11UBS Group AG149,378$2.7M0.0%0.2%-5.8%
12OSAIC HOLDINGS, INC.105,254$1.9M0.0%0.2%-5.9%
13Baird Financial Group, Inc.102,354$1.9M0.0%0.2%+2.8%
14BANK OF AMERICA CORP /DE/94,861$1.7M0.0%0.2%-1.4%
15RAYMOND JAMES FINANCIAL INC93,669$1.7M0.0%0.2%-1.1%
16NewEdge Advisors, LLC86,756$1.6M0.0%0.1%+17.2%
17Cetera Investment Advisers77,966$1.4M0.0%0.1%+8.0%
18IHT Wealth Management, LLC76,819$1.4M0.0%0.1%+4.3%
19ENVESTNET ASSET MANAGEMENT INC73,686$1.3M0.0%0.1%+29.2%
20Onyx Bridge Wealth Group LLC68,870$1.3M0.1%0.1%+1.4%
21PRINCIPAL SECURITIES, INC.68,080$1.2M0.0%0.1%-3.2%
22OPPENHEIMER & CO INC60,744$1.1M0.0%0.1%-9.7%
23Prospera Financial Services Inc51,465$935,0980.0%0.1%+10.8%
24TRUIST FINANCIAL CORP49,662$902,3630.0%0.1%+320.8%
25WEDBUSH SECURITIES INC48,069$8730.0%0.1%+13.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.