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 | 05/15/2026 | 9.75 M | $171.82 M | 5.98% | 16.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.22 M | $21.48 M | 5.55% | 2.00% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 1.21 M | $21.40 M | -0.16% | 1.99% |
| LPL FINANCIAL LLC | 05/06/2026 | 948.77 K | $16.73 M | -0.06% | 1.56% |
| ROYAL BANK OF CANADA | 05/15/2026 | 739.26 K | $13.03 M | 6.36% | 1.21% |
| INVESCO LTD. | 05/12/2026 | 634.56 K | $11.19 M | -15.01% | 1.04% |
| 04/22/2026 | 397.79 K | $7.01 M | 2.14% | 0.65% | |
| MGO ONE SEVEN LLC | 05/14/2026 | 391.18 K | $6.90 M | 0.20% | 0.64% |
| COHEN & STEERS, INC. | 05/15/2026 | 361.20 K | $6.37 M | 0.00% | 0.59% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 236.25 K | $4.17 M | 0.26% | 0.39% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 179.61 K | $3.17 M | 6.95% | 0.30% |
| UBS GROUP AG | 05/05/2026 | 158.62 K | $2.80 M | 3.92% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 111.85 K | $1.97 M | -21.84% | 0.18% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 99.58 K | $1.76 M | -0.56% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 96.24 K | $1.70 M | 11.13% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 94.74 K | $1.67 M | 8.11% | 0.16% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 91.92 K | $1.73 M | 20.79% | 0.15% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 82.77 K | $1.46 M | 0.64% | 0.14% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 75.12 K | $1.32 M | 6.39% | 0.12% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 73.64 K | $1.30 M | 0.00% | 0.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 72.16 K | $1.27 M | 6.92% | 0.12% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 70.33 K | $1.24 M | 0.37% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 68.01 K | $1.20 M | -34.78% | 0.11% |
| ONYX BRIDGE WEALTH GROUP LLC | 04/22/2026 | 67.94 K | $1.20 M | 6.51% | 0.11% |
| OPPENHEIMER & CO INC | 04/24/2026 | 67.26 K | $1.19 M | -0.76% | 0.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 64.83 K | $1.14 M | -3.34% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 57.03 K | $1.01 M | 11.32% | 0.09% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 56.43 K | $995.00 K | -0.79% | 0.09% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 49.42 K | $871.26 K | -39.97% | 0.08% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 46.46 K | $819.14 K | 2.95% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 44.70 K | $788.00 K | -9.97% | 0.07% |
| MAGNUS FINANCIAL GROUP LLC | 04/10/2026 | 42.94 K | $756.98 K | -18.79% | 0.07% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 42.56 K | $750.00 K | 100.00% | 0.07% |
| 04/30/2026 | 41.52 K | $731.96 K | 18.62% | 0.07% | |
| PFG INVESTMENTS, LLC | 04/27/2026 | 41.11 K | $724.80 K | 2.73% | 0.07% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 39.67 K | $699.32 K | -1.19% | 0.07% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 06/08/2026 | 39.10 K | $689.32 K | 0.00% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 37.03 K | $652.91 K | -4.50% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 36.39 K | $641.52 K | 0.00% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 35.46 K | $661.05 K | 0.00% | 0.06% |
| LIDO ADVISORS, LLC | 05/13/2026 | 33.86 K | $596.86 K | 0.00% | 0.06% |
| FIFTH THIRD BANCORP | 05/01/2026 | 31.62 K | $557.50 K | 100.00% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 30.27 K | $533.60 K | 48.98% | 0.05% |
| CWM, LLC | 05/14/2026 | 29.16 K | $514.08 K | 25.75% | 0.05% |
| RDA FINANCIAL NETWORK | 04/08/2026 | 28.27 K | $498.38 K | 1.51% | 0.05% |
| SAXONY CAPITAL MANAGEMENT, LLC | 04/24/2026 | 27.70 K | $488.35 K | 0.00% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 26.90 K | $474.20 K | -17.97% | 0.04% |
| INTELLECTUS PARTNERS, LLC | 04/10/2026 | 26.22 K | $462.27 K | 1.36% | 0.04% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 25.38 K | $447.43 K | 30.98% | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 25.22 K | $444.68 K | 7.26% | 0.04% |
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First Trust Intermediate Duration Preferred & Income Fund institutional Ownership - FAQ's
During the previous two years, 178 institutional investors and hedge funds held shares of First Trust Intermediate Duration Preferred & Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 9.75 M
WELLS FARGO & COMPANY/MN: 1.22 M
SIT INVESTMENT ASSOCIATES INC: 1.21 M
LPL Financial LLC: 948,767
ROYAL BANK OF CANADA: 739,258
Invesco Ltd.: 634,556
30.78% of First Trust Intermediate Duration Preferred & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 21.74 M shares in the last 24 months. This purchase volume represents approximately $396.40 M in transactions.