First Trust Intermediate Duration Preferred & Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 9.82 M | $178.44 M | 0.77% | 16.14% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.22 M | $22.12 M | 0.30% | 2.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.21 M | $22.00 M | -0.64% | 1.99% |
| LPL FINANCIAL LLC | 08/07/2026 | 979.06 K | $17.79 M | 3.19% | 1.61% |
| ROYAL BANK OF CANADA | 08/14/2026 | 753.67 K | $13.69 M | 1.95% | 1.24% |
| INVESCO LTD. | 08/14/2026 | 659.56 K | $11.98 M | 3.94% | 1.08% |
| PEAK PLANNING GROUP, LLC | 08/12/2026 | 400.59 K | $7.28 M | 0.70% | 0.66% |
| MGO ONE SEVEN LLC | 07/31/2026 | 377.41 K | $6.86 M | -3.52% | 0.62% |
| COHEN & STEERS, INC. | 08/14/2026 | 361.20 K | $6.56 M | 0.00% | 0.59% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 257.49 K | $4.68 M | 8.99% | 0.42% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 188.73 K | $3.43 M | 5.08% | 0.31% |
| UBS GROUP AG | 08/13/2026 | 149.38 K | $2.71 M | -5.82% | 0.25% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 133.37 K | $2.51 M | 45.10% | 0.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 107.06 K | $1.95 M | 65.13% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 105.25 K | $1.91 M | -5.90% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 102.35 K | $1.86 M | 2.79% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 94.86 K | $1.72 M | -1.43% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 93.67 K | $1.70 M | -1.13% | 0.15% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 86.76 K | $1.58 M | 4.82% | 0.14% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 82.36 K | $1.50 M | 9.65% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 77.97 K | $1.42 M | 8.04% | 0.13% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 76.82 K | $1.40 M | 4.31% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 73.69 K | $1.34 M | 29.21% | 0.12% |
| ONYX BRIDGE WEALTH GROUP LLC | 07/23/2026 | 68.87 K | $1.25 M | 1.37% | 0.11% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 68.08 K | $1.24 M | -3.20% | 0.11% |
| OPPENHEIMER & CO INC | 08/03/2026 | 60.74 K | $1.10 M | -9.69% | 0.10% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 56.56 K | $1.03 M | 0.24% | 0.09% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 51.47 K | $935.10 K | 10.76% | 0.08% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 49.66 K | $902.36 K | 320.79% | 0.08% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 48.07 K | $873.00 K | 12.96% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 45.20 K | $821.00 K | 1.11% | 0.07% |
| MAGNUS FINANCIAL GROUP LLC | 07/09/2026 | 43.83 K | $796.41 K | 2.08% | 0.07% |
| ALESSANDRA CAPITAL MANAGEMENT, LLC | 07/28/2026 | 40.95 K | $744.03 K | -1.37% | 0.07% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 40.00 K | $726.80 K | 100.00% | 0.07% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 39.67 K | $720.74 K | 0.00% | 0.07% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 07/24/2026 | 38.40 K | $697.71 K | -1.79% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 37.44 K | $680.25 K | 5.57% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 35.76 K | $649.75 K | -3.44% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 34.88 K | $633.77 K | -4.14% | 0.06% |
| LIDO ADVISORS, LLC | 08/07/2026 | 33.86 K | $615.15 K | 0.00% | 0.06% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 33.55 K | $609.63 K | -18.39% | 0.06% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 32.98 K | $599.23 K | 29.95% | 0.05% |
| FIFTH THIRD BANCORP | 08/05/2026 | 31.05 K | $564.20 K | -1.81% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 30.26 K | $549.81 K | 12.50% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 27.83 K | $502.08 K | 10.34% | 0.05% |
| RDA FINANCIAL NETWORK | 07/06/2026 | 27.74 K | $504.02 K | -1.87% | 0.05% |
| SAXONY CAPITAL MANAGEMENT, LLC | 07/15/2026 | 27.70 K | $503.31 K | 0.00% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 26.88 K | $488.33 K | -11.20% | 0.04% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 26.63 K | $483.78 K | -46.12% | 0.04% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 26.56 K | $478.84 K | 37.29% | 0.04% |
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First Trust Intermediate Duration Preferred & Income Fund institutional Ownership - FAQ's
During the previous two years, 181 institutional investors and hedge funds held shares of First Trust Intermediate Duration Preferred & Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 9.82 M
SIT INVESTMENT ASSOCIATES INC: 1.22 M
WELLS FARGO & COMPANY/MN: 1.21 M
LPL Financial LLC: 979,058
ROYAL BANK OF CANADA: 753,673
Invesco Ltd.: 659,562
31.18% of First Trust Intermediate Duration Preferred & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.46 M shares in the last 24 months. This purchase volume represents approximately $409.50 M in transactions.