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 | 11/14/2025 | 8.67 M | $166.10 M | 3.92% | 14.25% |
| GRIDIRON PARTNERS, LLC | 10/14/2025 | 2.53 M | $508.59 K | 9,427.92% | 4.16% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.01 M | $19.41 M | 1.03% | 1.67% |
| LPL FINANCIAL LLC | 11/12/2025 | 833.60 K | $15.96 M | 8.28% | 1.37% |
| ROYAL BANK OF CANADA | 11/14/2025 | 746.14 K | $14.29 M | -0.49% | 1.23% |
| INVESCO LTD. | 11/13/2025 | 628.27 K | $12.03 M | -18.80% | 1.03% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 574.54 K | $11.00 M | -2.72% | 0.94% |
| MGO ONE SEVEN LLC | 10/24/2025 | 411.82 K | $7.89 M | 1.19% | 0.68% |
| COHEN & STEERS, INC. | 11/14/2025 | 361.20 K | $6.92 M | 0.00% | 0.59% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 224.55 K | $4.30 M | 55.06% | 0.37% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 161.63 K | $3.10 M | 12.86% | 0.27% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 149.82 K | $3.29 M | -14.84% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 149.05 K | $2.88 M | 5.21% | 0.24% |
| UBS GROUP AG | 11/13/2025 | 141.56 K | $2.71 M | -1.97% | 0.23% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 133.35 K | $2.55 M | -7.18% | 0.22% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 118.23 K | $2.26 M | -25.35% | 0.19% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 106.34 K | $2.04 M | -4.66% | 0.17% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 103.75 K | $1.99 M | 10.33% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 102.91 K | $1.97 M | -22.07% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 96.40 K | $1.85 M | -1.25% | 0.16% |
| FIERA CAPITAL CORP | 11/07/2025 | 91.35 K | $1.75 M | 2.87% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 90.97 K | $1.74 M | -16.14% | 0.15% |
| OPPENHEIMER & CO INC | 11/06/2025 | 85.30 K | $1.63 M | 6.67% | 0.14% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2025 | 82.84 K | $1.59 M | 0.71% | 0.14% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 73.26 K | $1.40 M | -5.78% | 0.12% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 69.73 K | $1.34 M | 0.01% | 0.11% |
| ONYX BRIDGE WEALTH GROUP LLC | 11/06/2025 | 63.21 K | $1.21 M | -4.34% | 0.10% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 61.70 K | $1.18 M | 87.55% | 0.10% |
| CENTAURUS FINANCIAL, INC. | 11/20/2025 | 57.80 K | $1.11 M | -1.80% | 0.10% |
| RAREVIEW CAPITAL LLC | 11/14/2025 | 55.13 K | $1.04 M | -44.11% | 0.09% |
| MAGNUS FINANCIAL GROUP LLC | 10/28/2025 | 49.16 K | $941.41 K | 52.44% | 0.08% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 47.63 K | $912.00 K | 14.54% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 47.56 K | $911.00 K | 274.43% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 46.03 K | $881.00 K | 3.38% | 0.08% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 42.65 K | $816.81 K | 0.00% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 40.72 K | $779.72 K | -29.54% | 0.07% |
| GATEWAY WEALTH PARTNERS, LLC | 11/06/2025 | 39.51 K | $756.67 K | -16.39% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 37.97 K | $727.15 K | 15.67% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 36.39 K | $696.83 K | 0.00% | 0.06% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 35.31 K | $676.27 K | 2.71% | 0.06% |
| LIDO ADVISORS, LLC | 11/14/2025 | 33.86 K | $648.32 K | 41.75% | 0.06% |
| COMERICA BANK | 11/14/2025 | 32.58 K | $623.92 K | -1.31% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 31.25 K | $598.40 K | 2.37% | 0.05% |
| CWM, LLC | 10/15/2025 | 28.40 K | $544.00 K | 0.77% | 0.05% |
| RDA FINANCIAL NETWORK | 10/08/2025 | 28.15 K | $539.15 K | -3.48% | 0.05% |
| SAXONY CAPITAL MANAGEMENT, LLC | 10/21/2025 | 27.95 K | $535.24 K | 4.10% | 0.05% |
| DELTA CAPITAL MANAGEMENT LLC | 10/14/2025 | 27.34 K | $524.00 K | 0.00% | 0.04% |
| INTELLECTUS PARTNERS, LLC | 11/12/2025 | 25.52 K | $488.74 K | -0.66% | 0.04% |
| HRT FINANCIAL LP | 11/14/2025 | 23.65 K | $452.00 K | 100.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 21.80 K | $417.44 K | -7.83% | 0.04% |
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First Trust Intermediate Duration Preferred & Income Fund institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of First Trust Intermediate Duration Preferred & Income Fund. The most heavily invested institutionals were:
MGO ONE SEVEN LLC: 390,376
Rareview Capital LLC: 76,094
Noble Wealth Management PBC: 70,607
Hennion & Walsh Asset Management, Inc.: 67,070
Ethos Financial Group, LLC: 35,464
Saxony Capital Management, LLC: 27,700
31.42% of First Trust Intermediate Duration Preferred & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 19.05 M shares in the last 24 months. This purchase volume represents approximately $359.23 M in transactions.