Who Owns FPF?

FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND — Institutional Ownership & 13F Holdings

$18.39

-0.05 (-0.27%)

Market Cap

$1.2B

Shares Outstanding

60,847,827

Institutional Holders

175

Total Inst. Value

$687.7M

% of Float Held

QoQ Holder Change

+55

Institutional data as of Q1 2025

New Positions

38

Closed Positions

24

Increased

54

Decreased

53

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$201.6M10,387,430
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$165.2M7,227
3WELLS FARGO & COMPANY/MN$41.6M2,015,241
4ROYAL BANK OF CANADA$38.4M1,830,583
5BANK OF AMERICA CORP /DE/$25.5M1,140,067
6UBS Group AG$16.8M762,039
7Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$13.1M573,292
8Invesco Ltd.$12.1M659,511
9RAYMOND JAMES FINANCIAL INC$10.9M502,697
10Capital Investment Advisory Services, LLC$9.5M437,889

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold FPF?

As of Q1 2025, 175 institutional investors report holding FPF (FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND) in their 13F filings.

Which hedge fund owns the most FPF?

The largest institutional holder of FPF is MORGAN STANLEY with $201.6M in shares.

Are institutions buying or selling FPF?

This quarter, 38 institutions opened new positions in FPF and 24 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.