Who owns First Trust Intermediate Duration Preferred & Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FPF from SEC Form 13F filings across 120 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.
As of the 2026-06-30 reporting period, 120 institutions disclosed 19.0M shares of First Trust Intermediate Duration Preferred & Income Fund worth $344.5M — about 31.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
120
13F holders
$344.5M
value, 2026 filers
31.2%
of shares outstanding (19.0M sh)
13
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9.8M | $178.4M | 0.0% | 16.1% | +0.8% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 1.2M | $22.1M | 0.4% | 2% | +0.3% |
| 3 | WELLS FARGO & COMPANY/MN | 1.2M | $22.0M | 0.0% | 2% | -0.6% |
| 4 | LPL Financial LLC | 979,058 | $17.8M | 0.0% | 1.6% | +3.2% |
| 5 | ROYAL BANK OF CANADA | 753,673 | $13.7M | 0.0% | 1.2% | +1.9% |
| 6 | Invesco Ltd. | 659,562 | $12.0M | 0.0% | 1.1% | +3.9% |
| 7 | Peak Planning Group, LLC | 400,589 | $7.3M | 1.6% | 0.7% | +0.7% |
| 8 | MGO ONE SEVEN LLC | 377,412 | $6.9M | 0.1% | 0.6% | -3.5% |
| 9 | COHEN & STEERS, INC. | 361,198 | $6.6M | 0.0% | 0.6% | 0.0% |
| 10 | D.A. DAVIDSON & CO. | 257,487 | $4.7M | 0.0% | 0.4% | +9.0% |
| 11 | STIFEL FINANCIAL CORP | 188,729 | $3.4M | 0.0% | 0.3% | +5.1% |
| 12 | UBS Group AG | 149,378 | $2.7M | 0.0% | 0.2% | -5.8% |
| 13 | Rareview Capital LLC | 133,367 | $2.5M | 1.4% | 0.2% | +45.1% |
| 14 | Hennion & Walsh Asset Management, Inc. | 107,058 | $1.9M | 0.1% | 0.2% | +65.1% |
| 15 | OSAIC HOLDINGS, INC. | 105,254 | $1.9M | 0.0% | 0.2% | -5.9% |
| 16 | Baird Financial Group, Inc. | 102,354 | $1.9M | 0.0% | 0.2% | +2.8% |
| 17 | BANK OF AMERICA CORP /DE/ | 94,861 | $1.7M | 0.0% | 0.2% | -1.4% |
| 18 | RAYMOND JAMES FINANCIAL INC | 93,669 | $1.7M | 0.0% | 0.2% | -1.1% |
| 19 | NewEdge Advisors, LLC | 86,756 | $1.6M | 0.0% | 0.1% | +17.2% |
| 20 | Noble Wealth Management PBC | 82,363 | $1.5M | 0.7% | 0.1% | +9.6% |
| 21 | Cetera Investment Advisers | 77,966 | $1.4M | 0.0% | 0.1% | +8.0% |
| 22 | IHT Wealth Management, LLC | 76,819 | $1.4M | 0.0% | 0.1% | +4.3% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 73,686 | $1.3M | 0.0% | 0.1% | +29.2% |
| 24 | Onyx Bridge Wealth Group LLC | 68,870 | $1.3M | 0.1% | 0.1% | +1.4% |
| 25 | PRINCIPAL SECURITIES, INC. | 68,080 | $1.2M | 0.0% | 0.1% | -3.2% |
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.