First Trust Intermediate Duration Preferred & Income Fund - FPF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Peak Planning Group, LLC | History | Added to | 397,793 | 7,013 | 1.94% | 2.04% | 1 | +8,350 | 2.14% | Q1 2026 | Apr 22, 2026 |
| Noble Wealth Management PBC | History | Added to | 75,117 | 1,324 | 0.67% | 0.66% | 2 | +4,510 | 6.39% | Q1 2026 | Apr 02, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 67,940 | 1,197 | 0.13% | 0.13% | 3 | +4,152 | 6.51% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 67,262 | 1,185 | 0.01% | 0.02% | 4 | -514 | -0.76% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 46,464 | 819 | 0.01% | 0.01% | 5 | +1,331 | 2.95% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 44,701 | 788 | 0.0% | 0.0% | 6 | -4,950 | -9.97% | Q1 2026 | Apr 22, 2026 |
| Magnus Financial Group LLC | History | Reduced | 42,937 | 756 | 0.06% | 0.08% | 7 | -9,936 | -18.79% | Q1 2026 | Apr 10, 2026 |
| WEDBUSH SECURITIES INC | History | New | 42,555 | 750 | 0.02% | — | 8 | +42,555 | New | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 39,666 | 699 | 0.01% | 0.01% | 9 | -478 | -1.19% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | No change | 36,388 | 641 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RDA Financial Network | History | Added to | 28,269 | 498 | 0.12% | 0.12% | 11 | +420 | 1.51% | Q1 2026 | Apr 08, 2026 |
| Saxony Capital Management, LLC | History | No change | 27,700 | 488 | 0.28% | 0.32% | 12 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Intellectus Partners, LLC | History | Added to | 26,221 | 462 | 0.09% | 0.09% | 13 | +353 | 1.36% | Q1 2026 | Apr 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 25,379 | 447 | 0.05% | 0.04% | 14 | +6,003 | 30.98% | Q1 2026 | Apr 15, 2026 |
| Gridiron Partners, LLC | History | Reduced | 19,345 | 338 | 0.21% | 0.28% | 15 | -7,213 | -27.16% | Q1 2026 | Apr 13, 2026 |
| RVW Wealth, LLC | History | No change | 17,849 | 314 | 0.02% | 0.03% | 16 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,195 | 305 | 0.0% | 0.0% | 17 | -1,727 | -9.13% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 15,152 | 267 | 0.02% | 0.02% | 18 | +1,677 | 12.45% | Q1 2026 | Apr 20, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 14,792 | 260 | 0.18% | 0.2% | 19 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 13,661 | 240 | 0.08% | 0.07% | 20 | +1,090 | 8.67% | Q1 2026 | Apr 15, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 11,488 | 202 | 0.01% | 0.12% | 21 | +245 | 2.18% | Q1 2026 | Apr 16, 2026 |
| Sterneck Capital Management, LLC | History | No change | 10,878 | 191 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Added to | 8,458 | 149 | 0.01% | 0.0% | 23 | +1,000 | 13.41% | Q1 2026 | Apr 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 5,923 | 104 | 0.03% | — | 25 | +5,923 | New | Q1 2026 | Apr 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 5,933 | 104 | 0.04% | 0.06% | 24 | -1,911 | -24.36% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | No change | 5,179 | 91 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,308 | 23 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| North Star Investment Management Corp. | History | No change | 1,050 | 18 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aspect Partners, LLC | History | No change | 750 | 13 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 625 | 11 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | No change | 547 | 9 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 461 | 8 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.01% | — | -9,196,102 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 27.79% | — | -1,215,664 | -100.0% | Q4 2025 | Feb 25, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -1,154,534 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -949,342 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -746,621 | -100.0% | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -695,053 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -390,376 | -100.0% | Q4 2025 | Feb 03, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -361,198 | -100.0% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.03% | — | -235,642 | -100.0% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -167,943 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -152,638 | -100.0% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -143,109 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -104,274 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100,139 | -100.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,631 | -100.0% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -86,600 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82,326 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82,241 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Rareview Capital LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -76,094 | -100.0% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -73,643 | -100.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -70,073 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -67,493 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -67,070 | -100.0% | Q4 2025 | Jan 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -56,877 | -100.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,226 | -100.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,965 | -100.0% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -40,018 | -100.0% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,658 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.03% | — | -39,099 | -100.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,780 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -35,464 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,855 | -100.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -32,971 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,790 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -27,316 | -100.0% | Q4 2025 | Feb 13, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -25,340 | -100.0% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,515 | -100.0% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,189 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,914 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,316 | -100.0% | Q4 2025 | Mar 16, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -20,082 | -100.0% | Q4 2025 | Mar 03, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,081 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mathes Company, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -18,250 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,784 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,659 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,935 | -100.0% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,386 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,068 | -100.0% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,759 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -12,020 | -100.0% | Q4 2025 | Jan 08, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,692 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,588 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,238 | -100.0% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,115 | -100.0% | Q4 2025 | Feb 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -7,900 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,794 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,175 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,877 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,635 | -100.0% | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,600 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,560 | -100.0% | Q4 2025 | Feb 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,050 | -100.0% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,824 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,792 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,375 | -100.0% | Q4 2025 | Feb 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,175 | -100.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,153 | -100.0% | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,132 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -959 | -100.0% | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q4 2025 | Feb 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -386 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Citizens National Bank Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BIRCHBROOK, INC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |