First Trust Intermediate Duration Preferred & Income Fund (FPF) Institutional Ownership

$17.92
+0.06 (+0.34%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Intermediate Duration Preferred & Income Fund (NYSE:FPF)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$33.56M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$4.93M
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FPF Institutional Buying and Selling by Quarter

First Trust Intermediate Duration Preferred & Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank33,965$609K0.0%-10.3%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.20,235$363K0.0%+14.1%0.000%
5/14/2024 Karpus Management Inc.641,153$11.49M0.3%-1.9%0.000%
5/7/2024 Concurrent Investment Advisors LLC14,833$266K0.0%+16.6%0.000%
5/7/2024 Oppenheimer & Co. Inc.44,406$796K0.0%-1.8%0.000%
5/3/2024 Larson Financial Group LLC2,180$39K0.0%+223.0%0.000%
4/30/2024 Consolidated Portfolio Review Corp172,380$3.09M0.8%+2.1%0.000%
4/30/2024Commonwealth Equity Services LLC42,917$769K0.0%+4.0%0.000%
4/29/2024 Onyx Bridge Wealth Group LLC61,143$1.05M0.2%+5.9%0.000%
4/23/2024 Petra Financial Advisors Inc.100,982$1.81M1.3%-0.8%0.000%
4/22/2024 PFG Investments LLC189,196$3.39M0.2%N/A0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.192,017$3.44M0.2%+7.7%0.000%
4/16/2024 Register Financial Advisors LLC6,597$118K0.1%N/A0.000%
4/13/2024 First Financial Corp IN11,287$202K0.1%-10.1%0.000%
4/11/2024 Integrated Capital Management Inc.13,946$250K0.2%+9.3%0.000%
4/10/2024 LexAurum Advisors LLC11,068$198K0.0%-50.7%0.000%
4/10/2024 Park Avenue Securities LLC94,249$1.69M0.0%-3.3%0.000%
3/27/2024 Nomura Holdings Inc.10,533$172K0.0%N/A0.000%
3/15/2024 B. Riley Wealth Advisors Inc.17,733$292K0.0%-12.4%0.000%
2/26/2024 Centaurus Financial Inc.101,749$1.66M0.1%-1.2%0.000%
2/20/2024 Quarry LP26,100$426K0.1%N/A0.000%
2/14/2024 MGO One Seven LLC379,688$6.19M0.4%+2,011.6%0.000%
2/13/2024 Karpus Management Inc.653,452$10.66M0.3%-3.6%0.000%
2/13/2024 Prevail Innovative Wealth Advisors LLC33,365$544K0.3%+52.3%0.000%
2/12/2024 Gridiron Partners LLC45,881$748K0.5%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC23,769$388K0.0%+158.6%0.000%
2/9/2024 D.A. Davidson & CO.127,859$2.09M0.0%+19.1%0.000%
2/9/2024 Wells Fargo & Company MN746,359$12.17M0.0%-5.3%0.000%
2/8/2024 Kingsview Wealth Management LLC11,795$192K0.0%-10.3%0.000%
2/7/2024 Envestnet Portfolio Solutions Inc.11,047$180K0.0%N/A0.000%
2/7/2024 Shaker Financial Services LLC142,178$2.34M1.0%+14.2%0.000%
2/7/2024 Principal Securities Inc.46,432$757K0.0%N/A0.000%
2/6/2024 Spire Wealth Management8,678$146K0.0%-18.0%0.000%
2/5/2024 Magnus Financial Group LLC115,596$1.89M0.2%N/A0.000%
2/2/2024 Truist Financial Corp61,890$1.01M0.0%-17.2%0.000%
2/2/2024 Atria Wealth Solutions Inc.36,204$593K0.0%+3.4%0.000%
2/1/2024 CWM LLC31,531$514K0.0%+294.1%0.000%
1/31/2024 Onyx Bridge Wealth Group LLC57,749$942K0.2%-5.7%0.000%
1/30/2024 Mathes Company Inc.29,000$473K0.2%+8.4%0.000%
1/29/2024 Consolidated Portfolio Review Corp168,911$2.76M0.6%+9.6%0.000%
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1/29/2024 Petra Financial Advisors Inc.101,832$1.66M1.4%-1.7%0.000%
1/25/2024 Delta Capital Management LLC30,610$499K0.2%-2.1%0.000%
1/24/2024 Sowell Financial Services LLC36,960$608K0.0%-18.8%0.000%
1/24/2024 International Assets Investment Management LLC221,677$3.62M0.0%+1,531.9%0.000%
1/22/2024 Glass Jacobson Investment Advisors llc1,575$26K0.0%-41.1%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.33,407$545K0.0%-11.3%0.000%
1/16/2024 Raymond James & Associates84,343$1.38M0.0%+15.4%0.000%
1/16/2024 Sterneck Capital Management LLC207,983$3.39M2.2%+5.2%0.000%
1/16/2024 Cooper Financial Group26,639$434K0.1%-4.3%0.000%
1/11/2024 LexAurum Advisors LLC22,468$366K0.1%-12.8%0.000%
1/5/2024 Capital Investment Advisors LLC38,641$630K0.0%+2.3%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.20,235$302K0.0%+10.0%0.000%
11/16/2023 Penserra Capital Management LLC615,726$9.11M0.2%+23.3%0.000%
11/14/2023 Saba Capital Management L.P.241,846$3.60M0.1%N/A0.000%
11/14/2023 Sterneck Capital Management LLC197,656$2.95M2.0%-5.8%0.000%
11/13/2023 Consolidated Portfolio Review Corp154,064$2.30M0.6%+35.5%0.000%
11/13/2023 Cary Street Partners Investment Advisory LLC1,650$25K0.0%+83.3%0.000%
11/13/2023 LPL Financial LLC623,535$9.29M0.0%-5.8%0.000%
11/13/2023 Invesco Ltd.726,766$10.83M0.0%-4.6%0.000%
11/13/2023 Wolverine Asset Management LLC33,294$496K0.0%N/A0.000%
11/13/2023 Kestra Advisory Services LLC22,475$335K0.0%+54.7%0.000%
11/13/2023 PNC Financial Services Group Inc.7,000$104K0.0%+16.7%0.000%
11/9/2023 Karpus Management Inc.677,947$10.10M0.3%-0.4%0.000%
11/8/2023 HighTower Advisors LLC63,586$948K0.0%N/A0.000%
11/8/2023 D.A. Davidson & CO.107,368$1.60M0.0%+4.7%0.000%
11/8/2023 Janney Montgomery Scott LLC20,836$310K0.0%+10.9%0.000%
11/8/2023 Sowell Financial Services LLC45,534$678K0.0%-13.4%0.000%
11/8/2023 Landscape Capital Management L.L.C.28,999$432K0.1%+117.6%0.000%
11/8/2023 Oppenheimer & Co. Inc.28,021$418K0.0%N/A0.000%
11/3/2023 MGO One Seven LLC17,981$268K0.0%N/A0.000%
11/2/2023 Shaker Financial Services LLC124,540$1.86M0.9%+25.1%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.139,004$2.07M0.1%+6.1%0.000%
10/27/2023 Allspring Global Investments Holdings LLC195,993$2.92M0.0%-2.5%0.000%
10/26/2023 Mathes Company Inc.26,750$399K0.2%-30.1%0.000%
10/26/2023 Park Avenue Securities LLC91,739$1.37M0.0%+0.8%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.37,665$561K0.0%-12.1%0.000%
10/24/2023 Raymond James & Associates73,109$1.09M0.0%+28.0%0.000%
10/23/2023Commonwealth Equity Services LLC35,297$526K0.0%+6.2%0.000%
10/18/2023 RDA Financial Network31,639$471K0.2%-2.5%0.000%
10/16/2023 Onyx Bridge Wealth Group LLC61,214$912K0.2%+2.5%0.000%
10/16/2023 Capital Investment Advisors LLC37,762$563K0.0%N/A0.000%
10/16/2023 LexAurum Advisors LLC25,768$384K0.1%-24.1%0.000%
10/13/2023 Cooper Financial Group27,844$415K0.1%-6.1%0.000%
10/11/2023 First Financial Corp IN12,560$187K0.1%-12.7%0.000%
10/11/2023 CWM LLC8,000$119K0.0%-16.7%0.000%
10/4/2023 International Assets Investment Management LLC13,584$200K0.0%N/A0.000%
8/14/2023 Bison Wealth LLC34,807$540K0.1%N/A0.000%
8/11/2023 Karpus Management Inc.680,619$10.56M0.3%-0.7%0.000%
8/11/2023 D.A. Davidson & CO.102,517$1.59M0.0%+16.7%0.000%
8/11/2023 Penserra Capital Management LLC499,350$7.69M0.2%+6.6%0.000%
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8/10/2023 Osaic Holdings Inc.177,673$2.76M0.0%+23.8%0.000%
8/10/2023 Cetera Advisor Networks LLC20,007$310K0.0%-7.2%0.000%
8/7/2023 Shaker Financial Services LLC99,592$1.55M0.7%+6.3%0.000%
8/4/2023 Envestnet Asset Management Inc.108,280$1.68M0.0%+4.4%0.000%
8/3/2023 Atria Wealth Solutions Inc.35,509$551K0.0%+8.6%0.000%
8/3/2023 CWM LLC9,609$149K0.0%N/A0.000%
8/1/2023 Truist Financial Corp80,811$1.25M0.0%-1.3%0.000%
7/31/2023 LPL Financial LLC661,783$10.26M0.0%+5.3%0.000%
7/31/2023 Integrated Capital Management Inc.12,927$200K0.2%N/A0.000%
7/31/2023 Intellectus Partners LLC14,167$220K0.1%+6.6%0.000%
(Data available from 1/1/2016 forward)

FPF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPF shares?

During the previous two years, 99 institutional investors and hedge funds held shares of First Trust Intermediate Duration Preferred & Income Fund. The most heavily invested institutionals were Arete Wealth Advisors LLC ($174.10B), Wells Fargo & Company MN ($12.17M), Karpus Management Inc. ($11.49M), Invesco Ltd. ($10.83M), LPL Financial LLC ($9.29M), Penserra Capital Management LLC ($9.11M), and Cohen & Steers Inc. ($6.43M).Learn more on FPF's institutional investors.

Which institutional investors have been buying First Trust Intermediate Duration Preferred & Income Fund stock?

Of the 73 institutional investors that purchased First Trust Intermediate Duration Preferred & Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($762.92K), Penserra Capital Management LLC ($453.38K), Karpus Management Inc. ($421.39K), MGO One Seven LLC ($379.69K), Saba Capital Management L.P. ($241.85K), Allspring Global Investments Holdings LLC ($200.93K), and PFG Investments LLC ($189.20K).

How much institutional buying is happening at First Trust Intermediate Duration Preferred & Income Fund?

Institutional investors have bought a total of 4,880,190 shares in the last 24 months. This purchase volume represents approximately $79.88M in transactions.

Which First Trust Intermediate Duration Preferred & Income Fund major shareholders have been selling company stock?

Of the 57 institutional investors that sold First Trust Intermediate Duration Preferred & Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($413.56K), Hennion & Walsh Asset Management Inc. ($112.33K), UBS Group AG ($95.26K), Penserra Capital Management LLC ($61.59K), Karpus Management Inc. ($44.49K), Wells Fargo & Company MN ($41.57K), and LPL Financial LLC ($40.36K).

How much institutional selling is happening at First Trust Intermediate Duration Preferred & Income Fund?

Institutional investors have sold a total of 1,264,844 shares in the last 24 months. This volume of shares sold represents approximately $20.64M in transactions.


This page (NYSE:FPF) was last updated on 5/19/2024 by MarketBeat.com Staff

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