First Trust Intermediate Duration Preferred & Income Fund - FPF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
MORGAN STANLEY History No change 9,820,464 178,437 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
SIT INVESTMENT ASSOCIATES INC History No change 1,217,427 22,121 0.42% 0.42% 2 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 1,210,802 22,000 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 979,058 17,789 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 753,673 13,694 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 659,562 11,984 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
Peak Planning Group, LLC History No change 400,589 7,278 1.64% 1.64% 7 0 0.0% Q2 2026 Aug 12, 2026
COHEN & STEERS, INC. History No change 361,198 6,563 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History Reduced 364,186 5,830 0.1% 0.11% 9 -13,226 -3.5% Q3 2026 Oct 28, 2026
D.A. DAVIDSON & CO. History Added to 279,776 4,479 0.02% 0.03% 10 +22,289 8.66% Q3 2026 Oct 27, 2026
STIFEL FINANCIAL CORP History No change 188,729 3,429 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
Hennion & Walsh Asset Management, Inc. History Added to 178,423 2,856 0.08% 0.06% 12 +71,365 66.66% Q3 2026 Oct 13, 2026
UBS Group AG History No change 149,378 2,714 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
Rareview Capital LLC History Added to 144,990 2,321 1.1% 1.4% 14 +11,623 8.72% Q3 2026 Nov 05, 2026
OSAIC HOLDINGS, INC. History No change 105,254 1,912 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 102,354 1,859 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 94,861 1,723 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 93,669 1,701 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 86,756 1,576 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 77,966 1,416 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 76,819 1,395 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Management PBC History Added to 85,758 1,372 0.61% 0.67% 22 +3,395 4.12% Q3 2026 Oct 01, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 73,686 1,338 0.0% 0.0% 23 0 0.0% Q2 2026 Sep 23, 2026
PRINCIPAL SECURITIES, INC. History No change 68,080 1,237 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 04, 2026
Onyx Bridge Wealth Group LLC History Reduced 65,006 1,040 0.09% 0.11% 25 -3,864 -5.61% Q3 2026 Oct 16, 2026
CENTAURUS FINANCIAL, INC. History No change 56,563 1,028 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 17, 2026
OPPENHEIMER & CO INC History Added to 61,161 979 0.01% 0.01% 27 +417 0.69% Q3 2026 Oct 26, 2026
Prospera Financial Services Inc History Added to 59,984 938 0.01% 0.01% 28 +8,519 16.55% Q3 2026 Nov 04, 2026
WEDBUSH SECURITIES INC History Added to 55,704 892 0.02% 0.02% 29 +7,635 15.88% Q3 2026 Oct 22, 2026
Janney Montgomery Scott LLC History No change 45,196 821 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 05, 2026
Bramshill Investments, LLC History No change 40,000 726 0.06% 0.06% 31 0 0.0% Q2 2026 Aug 14, 2026
Shaker Financial Services, LLC History Added to 44,551 713 0.24% 0.15% 32 +18,341 69.98% Q3 2026 Oct 14, 2026
Pine Valley Investments Ltd Liability Co History No change 38,399 697 0.03% 0.03% 33 0 0.0% Q2 2026 Jul 24, 2026
Magnus Financial Group LLC History Reduced 43,288 693 0.05% 0.06% 34 -543 -1.24% Q3 2026 Oct 21, 2026
Ethos Financial Group, LLC History No change 37,438 680 0.05% 0.05% 35 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Advisors, LLC History No change 39,666 635 0.01% 0.01% 36 0 0.0% Q3 2026 Oct 22, 2026
PFG Investments, LLC History No change 33,552 609 0.02% 0.02% 37 0 0.0% Q2 2026 Jul 23, 2026
Sowell Financial Services LLC History No change 34,880 558 0.02% 0.02% 38 0 0.0% Q3 2026 Oct 23, 2026
Lido Advisors, LLC History No change 33,855 542 0.0% 0.0% 39 0 0.0% Q3 2026 Nov 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 32,241 506 0.03% 0.03% 40 +4,409 15.84% Q3 2026 Nov 02, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 31,542 504 0.0% 0.0% 41 -4,218 -11.8% Q3 2026 Nov 02, 2026
Rockefeller Capital Management L.P. History No change 26,875 488 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History Added to 30,458 487 0.0% 0.0% 43 +199 0.66% Q3 2026 Nov 02, 2026
GUGGENHEIM CAPITAL LLC History No change 26,625 483 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
Saxony Capital Management, LLC History Added to 29,800 477 0.2% 0.23% 45 +2,100 7.58% Q3 2026 Oct 15, 2026
Intellectus Partners, LLC History No change 26,091 474 0.08% 0.08% 46 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History Reduced 29,105 465 0.0% 0.0% 47 -1,946 -6.27% Q3 2026 Nov 05, 2026
RDA Financial Network History Added to 27,884 446 0.1% 0.11% 48 +145 0.52% Q3 2026 Oct 15, 2026
Steward Partners Investment Advisory, LLC History No change 24,440 444 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
Gridiron Partners, LLC History No change 26,558 425 0.21% 0.25% 50 0 0.0% Q3 2026 Oct 08, 2026
SeaCrest Wealth Management, LLC History Reduced 26,479 423 0.05% 0.07% 51 -6,500 -19.71% Q3 2026 Oct 21, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 25,140 402 0.2% 0.21% 52 0 0.0% Q3 2026 Oct 16, 2026
Integrated Wealth Concepts LLC History No change 20,914 380 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 08, 2026
EJMK Ventures LLC History Added to 22,434 359 0.15% 0.17% 54 +2,189 10.81% Q3 2026 Oct 21, 2026
Mathes Company, Inc. History No change 18,250 332 0.1% 0.1% 55 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 17,335 314 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 19,444 305 0.0% 0.0% 57 +313 1.64% Q3 2026 Oct 13, 2026
Alessandra Capital Management, LLC History Reduced 18,842 301 0.21% 0.53% 58 -22,106 -53.99% Q3 2026 Oct 30, 2026
Kovack Advisors, Inc. History No change 16,511 297 0.01% 0.01% 59 0 0.0% Q2 2026 Jul 28, 2026
RVW Wealth, LLC History No change 17,849 285 0.02% 0.02% 60 0 0.0% Q3 2026 Oct 06, 2026
Calamos Advisors LLC History New 16,995 272 0.0% — 61 +16,995 New Q3 2026 Nov 02, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Added to 16,882 270 0.07% 0.08% 62 +391 2.37% Q3 2026 Oct 09, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 14,152 257 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 14,181 257 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 12,785 232 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 14,412 230 0.0% 0.0% 66 -35,250 -70.98% Q3 2026 Oct 30, 2026
Morey & Quinn Wealth Partners, LLC History No change 13,192 211 0.14% 0.15% 67 0 0.0% Q3 2026 Oct 27, 2026
Maridea Wealth Management LLC History No change 11,313 205 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History New 12,385 198 0.0% — 69 +12,385 New Q3 2026 Nov 02, 2026
Sterneck Capital Management, LLC History No change 10,878 197 0.08% 0.08% 70 0 0.0% Q2 2026 Jul 30, 2026
UHLMANN PRICE SECURITIES, LLC History Added to 12,020 192 0.01% 0.01% 71 +275 2.34% Q3 2026 Nov 03, 2026
Icon Wealth Advisors, LLC History No change 10,588 192 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History Reduced 11,175 178 0.0% 0.0% 73 -1,232 -9.93% Q3 2026 Oct 28, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 9,764 156 0.0% — 74 +9,764 New Q3 2026 Nov 02, 2026
Clear Street Group Inc. History No change 8,046 146 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 7,900 143 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 7,458 119 0.0% 0.0% 77 0 0.0% Q3 2026 Oct 30, 2026
Geneos Wealth Management Inc. History No change 3,794 68 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 06, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 3,815 61 0.02% 0.04% 80 -1,991 -34.29% Q3 2026 Oct 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,400 61 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 06, 2026
Allied Private Wealth LLC History No change 3,327 59 0.04% 0.04% 81 0 0.0% Q2 2026 Jul 09, 2026
Colonial Trust Co / SC History No change 3,175 57 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 3,382 54 0.01% 0.01% 84 -236 -6.52% Q3 2026 Oct 27, 2026
First Bancorp, Inc /ME/ History Reduced 3,402 54 0.02% 0.02% 83 -57 -1.65% Q3 2026 Oct 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,622 47 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 2,560 46 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 2,400 43 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 2,050 37 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 05, 2026
Thomas J. Herzfeld Advisors, Inc. History No change 1,985 36 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History New 1,900 30 0.0% — 90 +1,900 New Q3 2026 Nov 05, 2026
Ascentis Independent Advisors History New 1,710 27 0.0% — 92 +1,710 New Q3 2026 Nov 03, 2026
WPG Advisers, LLC History Added to 1,690 27 0.01% 0.02% 91 +96 6.02% Q3 2026 Oct 27, 2026
Farther Finance Advisors, LLC History Reduced 1,635 26 0.0% 0.0% 94 -73 -4.27% Q3 2026 Oct 08, 2026
HUNTINGTON NATIONAL BANK History No change 1,433 26 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 1,375 24 0.0% 0.0% 95 0 0.0% Q2 2026 Sep 15, 2026
Main Street Group, LTD History No change 1,450 23 0.01% 0.01% 96 0 0.0% Q3 2026 Oct 28, 2026
Wilmington Savings Fund Society, FSB History No change 1,175 18 0.0% 0.0% 97 0 0.0% Q3 2026 Oct 23, 2026
Arax Advisory Partners History No change 1,000 18 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 10, 2026
North Star Investment Management Corp. History No change 1,050 16 0.0% 0.0% 99 0 0.0% Q3 2026 Oct 27, 2026
Aspect Partners, LLC History No change 1,000 16 0.01% 0.01% 100 0 0.0% Q3 2026 Oct 20, 2026
SOA Wealth Advisors, LLC. History No change 770 13 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 21, 2026
Mosley Wealth Management History Added to 810 12 0.0% 0.0% 103 +26 3.32% Q3 2026 Oct 16, 2026
JONES FINANCIAL COMPANIES LLLP History No change 667 12 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 558 10 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 625 10 0.0% 0.0% 105 0 0.0% Q3 2026 Oct 26, 2026
PRIVATE TRUST CO NA History New 550 8 0.0% — 107 +550 New Q3 2026 Oct 20, 2026
Blue Trust, Inc. History No change 547 8 0.0% 0.0% 106 0 0.0% Q3 2026 Oct 15, 2026
Salomon & Ludwin, LLC History No change 450 7 0.0% 0.0% 108 0 0.0% Q3 2026 Oct 29, 2026
Luminist Capital LLC History No change 386 7 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 461 7 0.0% 0.0% 110 0 0.0% Q3 2026 Oct 09, 2026
Citizens National Bank Trust Department History No change 365 5 0.0% 0.0% 111 0 0.0% Q3 2026 Nov 04, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 201 3 0.0% 0.0% 112 0 0.0% Q2 2026 Sep 18, 2026
IFP Advisors, Inc History No change 207 3 0.0% 0.0% 113 0 0.0% Q3 2026 Oct 16, 2026
JFS WEALTH ADVISORS, LLC History New 166 2 0.0% — 118 +166 New Q3 2026 Nov 03, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 121 2 0.0% 0.0% 114 0 0.0% Q2 2026 Oct 30, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 141 2 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 27, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 150 2 0.0% 0.0% 116 0 0.0% Q3 2026 Oct 19, 2026
BFC Planning, Inc. History No change 121 2 0.0% 0.0% 117 0 0.0% Q2 2026 Oct 29, 2026
JPMORGAN CHASE & CO History No change 88 1 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 84 1 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History Closed out 0 0 — 0.01% — -14,847 -100.0% Q3 2026 Oct 29, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.03% — -5,923 -100.0% Q3 2026 Oct 13, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.0% — -600 -100.0% Q3 2026 Oct 15, 2026
SIGNATUREFD, LLC History Closed out 0 0 — 0.0% — -76 -100.0% Q3 2026 Oct 23, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -67 -100.0% Q3 2026 Nov 04, 2026
ASSETMARK, INC History No change 9 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Trust Co History No change 11 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Comprehensive Financial Planning, Inc./PA History No change 46 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
BIRCHBROOK, INC. History No change 40 0 — — — 0 0.0% Q3 2026 Oct 14, 2026