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

First Trust Intermediate Duration Preferred & Income Fund logo
$18.15 +0.08 (+0.44%)
(As of 12:04 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$32.55M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$15.66M
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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
12/13/2024 B. Riley Wealth Advisors Inc.33,165$649K0.0%-17.8%0.000%
12/10/2024 Garden State Investment Advisory Services LLC10,402$203K0.1%N/A0.000%
11/25/2024 Wilmington Savings Fund Society FSB1,775$35K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC20,343$382K0.0%+53.3%0.000%
11/25/2024 Pine Valley Investments Ltd Liability Co35,600$695K0.0%N/A0.000%
11/15/2024 Jane Street Group LLC32,981$644K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp57,798$1.13M0.0%-19.8%0.000%
11/15/2024 Harmony Asset Management LLC11,291$221K0.1%N/A0.000%
11/15/2024 Garden State Investment Advisory Services LLC10,402$203K0.1%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.24,541$479K0.0%-11.5%0.000%
11/13/2024 D.A. Davidson & CO.137,507$2.69M0.0%-7.1%0.000%
11/12/2024 Centaurus Financial Inc.74,451$1.45M0.1%-13.1%0.000%
11/8/2024 Prospera Financial Services Inc42,823$836K0.0%+3.8%0.000%
11/6/2024 Intellectus Partners LLC17,130$335K0.1%+14.3%0.000%
11/6/2024 Oppenheimer & Co. Inc.73,753$1.44M0.0%+69.7%0.000%
11/1/2024 Fiera Capital Corp90,837$1.77M0.0%+7.8%0.000%
10/31/2024 Shaker Financial Services LLC116,642$2.28M0.9%+22.6%0.000%
10/31/2024 Concurrent Investment Advisors LLC20,675$404K0.0%-15.9%0.000%
10/29/2024 Mathes Company Inc.18,500$361K0.1%-5.1%0.000%
10/24/2024 Consolidated Portfolio Review Corp111,991$2.19M0.5%-13.7%0.000%
10/24/2024 PFG Investments LLC34,409$672K0.0%+8.3%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.197,202$3.85M0.2%-5.6%0.000%
10/22/2024 International Assets Investment Management LLC187,763$3.67M0.0%+1,279.9%0.000%
10/22/2024 Saxony Capital Management LLC32,101$627K0.6%N/A0.000%
10/19/2024 Allspring Global Investments Holdings LLC129,316$2.53M0.0%-34.0%0.000%
10/17/2024Onyx Bridge Wealth Group LLC65,391$1.28M0.2%+4.6%0.000%
10/15/2024 Magnus Financial Group LLC128,646$2.51M0.3%-15.1%0.000%
10/3/2024 Sterneck Capital Management LLC17,274$337K0.2%-91.8%0.000%
9/23/2024 Centaurus Financial Inc.85,662$1.57M0.1%-15.8%0.000%
9/5/2024 Sanctuary Advisors LLC13,266$227K0.0%N/A0.000%
8/21/2024 Truist Financial Corp51,003$937K0.0%-17.6%0.000%
8/19/2024 B. Riley Wealth Advisors Inc.40,326$741K0.0%+99.3%0.000%
8/8/2024 Envestnet Asset Management Inc.156,151$2.87M0.0%+7.4%0.000%
8/7/2024 Wetzel Investment Advisors Inc.2,570$46K0.0%N/A0.000%
8/7/2024 MGO One Seven LLC290,797$5.34M0.3%-13.2%0.000%
8/7/2024 PFG Investments LLC31,779$584K0.0%-83.2%0.000%
8/3/2024 Shaker Financial Services LLC95,142$1.75M0.7%-23.0%0.000%
8/2/2024 Magnus Financial Group LLC151,467$2.78M0.3%+1.2%0.000%
8/1/2024 Consolidated Portfolio Review Corp129,784$2.38M0.6%-24.7%0.000%
7/31/2024Commonwealth Equity Services LLC49,813$915K0.0%+16.1%0.000%
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7/31/2024 Concurrent Investment Advisors LLC24,575$451K0.0%+65.7%0.000%
7/31/2024Rothschild Investment LLC205,398$3.77M0.3%N/A0.000%
7/27/2024 Sterneck Capital Management LLC210,145$3.86M2.2%-0.6%0.000%
7/23/2024 Gridiron Partners LLC26,558$488K0.3%-3.5%0.000%
7/22/2024Onyx Bridge Wealth Group LLC62,492$1.15M0.2%+2.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.208,971$3.84M0.2%+8.8%0.000%
7/19/2024Raymond James & Associates78,597$1.44M0.0%-9.9%0.000%
7/19/2024 Petra Financial Advisors Inc.98,407$1.81M1.3%-2.5%0.000%
7/16/2024 Cooper Financial Group14,462$266K0.0%-45.8%0.000%
7/12/2024 Integrated Capital Management Inc.18,096$332K0.3%+29.8%0.000%
7/12/2024Capital Investment Advisors LLC47,620$875K0.0%+2.7%0.000%
7/11/2024 First Financial Corp IN9,809$180K0.1%-13.1%0.000%
7/10/2024 CWM LLC21,651$398K0.0%-28.1%0.000%
7/9/2024 Park Avenue Securities LLC97,555$1.79M0.0%+3.5%0.000%
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%
5/3/2024Larson 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%
4/29/2024Onyx 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%
4/10/2024LexAurum 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%
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2/1/2024 CWM LLC31,531$514K0.0%+294.1%0.000%
1/31/2024Onyx 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%
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%
1/16/2024Raymond James Financial Services Advisors Inc.33,407$545K0.0%-11.3%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, 95 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 MGO One Seven LLC ($5.34M).Learn more on FPF's institutional investors.

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

Of the 70 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 ($937.08K), Karpus Management Inc. ($421.39K), MGO One Seven LLC ($379.69K), Saba Capital Management L.P. ($241.85K), Rothschild Investment LLC ($205.40K), Allspring Global Investments Holdings LLC ($200.93K), and Penserra Capital Management LLC ($195.10K).

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

Institutional investors have bought a total of 4,823,191 shares in the last 24 months. This purchase volume represents approximately $80.03M in transactions.

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

Of the 54 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 ($395.58K), Sterneck Capital Management LLC ($206.33K), PFG Investments LLC ($157.42K), Allspring Global Investments Holdings LLC ($71.62K), Hennion & Walsh Asset Management Inc. ($64.97K), Penserra Capital Management LLC ($61.59K), and Consolidated Portfolio Review Corp ($60.39K).

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

Institutional investors have sold a total of 1,677,747 shares in the last 24 months. This volume of shares sold represents approximately $28.86M in transactions.



This page (NYSE:FPF) was last updated on 12/26/2024 by MarketBeat.com Staff
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