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 | 02/13/2026 | 9.20 M | $171.42 M | 6.02% | 15.11% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 1.22 M | $22.66 M | 111.59% | 2.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.15 M | $21.52 M | 13.93% | 1.90% |
| LPL FINANCIAL LLC | 02/11/2026 | 949.34 K | $17.70 M | 13.89% | 1.56% |
| INVESCO LTD. | 02/19/2026 | 746.62 K | $13.92 M | 18.84% | 1.23% |
| ROYAL BANK OF CANADA | 02/17/2026 | 695.05 K | $12.96 M | -6.85% | 1.14% |
| MGO ONE SEVEN LLC | 02/03/2026 | 390.38 K | $7.28 M | -5.21% | 0.64% |
| 02/13/2026 | 389.44 K | $7.26 M | 100.00% | 0.64% | |
| COHEN & STEERS, INC. | 02/13/2026 | 361.20 K | $6.73 M | 0.00% | 0.59% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 235.64 K | $4.39 M | 4.94% | 0.39% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 167.94 K | $3.13 M | 3.91% | 0.28% |
| UBS GROUP AG | 01/29/2026 | 152.64 K | $2.85 M | 7.82% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 143.11 K | $2.67 M | -3.98% | 0.24% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 104.27 K | $1.96 M | 42.33% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 100.14 K | $1.87 M | -2.70% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 87.63 K | $1.63 M | -9.09% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 86.60 K | $1.61 M | -4.81% | 0.14% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 82.33 K | $1.53 M | -30.37% | 0.14% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 82.24 K | $1.53 M | -20.73% | 0.14% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 76.09 K | $1.43 M | 38.03% | 0.13% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 73.64 K | $1.37 M | -11.11% | 0.12% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 70.61 K | $1.32 M | 3,430.35% | 0.12% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 70.07 K | $1.31 M | 0.50% | 0.12% |
| OPPENHEIMER & CO INC | 02/02/2026 | 67.78 K | $1.26 M | -20.55% | 0.11% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 67.49 K | $1.26 M | 9.38% | 0.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 67.07 K | $1.25 M | -49.70% | 0.11% |
| ONYX BRIDGE WEALTH GROUP LLC | 02/18/2026 | 63.79 K | $1.19 M | 0.92% | 0.10% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 56.88 K | $1.06 M | -1.60% | 0.09% |
| MAGNUS FINANCIAL GROUP LLC | 01/07/2026 | 52.87 K | $985.54 K | 7.55% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 51.23 K | $954.85 K | 25.81% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 49.65 K | $925.00 K | 4.41% | 0.08% |
| JANE STREET GROUP, LLC | 02/12/2026 | 46.97 K | $875.43 K | 100.00% | 0.08% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 45.13 K | $841.26 K | -5.23% | 0.07% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 40.14 K | $748.29 K | -5.88% | 0.07% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 40.02 K | $745.93 K | 13.32% | 0.07% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 39.66 K | $763.77 K | -73.53% | 0.07% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 02/13/2026 | 39.10 K | $733.49 K | -3.70% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 38.78 K | $722.87 K | -15.75% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 36.39 K | $678.27 K | 0.00% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 35.46 K | $661.05 K | -6.60% | 0.06% |
| 04/30/2026 | 35.00 K | $652.40 K | 100.00% | 0.06% | |
| LIDO ADVISORS, LLC | 02/10/2026 | 33.86 K | $648.32 K | 0.00% | 0.06% |
| COMERICA BANK | 01/29/2026 | 32.97 K | $614.57 K | 1.20% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 32.79 K | $611.20 K | 4.93% | 0.05% |
| RDA FINANCIAL NETWORK | 01/06/2026 | 27.85 K | $519.11 K | -1.08% | 0.05% |
| SAXONY CAPITAL MANAGEMENT, LLC | 01/15/2026 | 27.70 K | $516.33 K | -0.89% | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 27.32 K | $509.17 K | 100.00% | 0.04% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 26.56 K | $495.04 K | -98.95% | 0.04% |
| INTELLECTUS PARTNERS, LLC | 02/10/2026 | 25.87 K | $485.73 K | 1.36% | 0.04% |
| DELTA CAPITAL MANAGEMENT LLC | 01/15/2026 | 25.34 K | $472.00 K | -7.32% | 0.04% |
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First Trust Intermediate Duration Preferred & Income Fund institutional Ownership - FAQ's
During the previous two years, 184 institutional investors and hedge funds held shares of First Trust Intermediate Duration Preferred & Income Fund. The most heavily invested institutionals were:
D.A. DAVIDSON & CO.: 236,254
UBS Group AG: 158,615
Rareview Capital LLC: 91,917
Noble Wealth Management PBC: 75,117
Onyx Bridge Wealth Group LLC: 67,940
OPPENHEIMER & CO INC: 67,262
29.93% of First Trust Intermediate Duration Preferred & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 21.59 M shares in the last 24 months. This purchase volume represents approximately $393.57 M in transactions.