Who Owns FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND (FPF)?Hedge Fund & Institutional Holders

$18.12-0.03 (-0.17%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$16.43$17.26$18.09$18.92$19.75Aug 24Jun 25Mar 26

FPF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+16K+$29.0B
Capital Investment Advisory Services, LLCNew Position+457K+$10.5B
D.A. DAVIDSON & CO.New Position+269K+$5.3B
Private Advisor Group, LLCIncreased+98K+$2.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+137K+$2.0B
Shaker Financial Services, LLCNew Position+104K+$2.0B
Invesco Ltd.Increased+118K+$1.9B
Midwest Financial Group LLCNew Position+68K+$1.9B
Gateway Wealth Partners, LLCNew Position+53K+$1.4B
Boyce & Associates Wealth Consulting, Inc.New Position+61K+$1.4B
OPPENHEIMER & CO INCNew Position+68K+$1.3B
Hennion & Walsh Asset Management, Inc.New Position+67K+$1.3B
Onyx Bridge Wealth Group LLCNew Position+64K+$1.2B
VestGen Advisors, LLCNew Position+44K+$1.0B
Magnus Financial Group LLCNew Position+53K+$985.0M

FPF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kingsview Wealth Management, LLCDecreased-26K-$3.4B
ROYAL BANK OF CANADADecreased-64K-$3.3B
AMERIPRISE FINANCIAL INCDecreased-110K-$3.3B
OLD MISSION CAPITAL LLCClosed Position-105K-$2.8B
NewEdge Advisors, LLCDecreased-22K-$2.1B
Consolidated Portfolio Review CorpClosed Position-106K-$2.0B
OSAIC HOLDINGS, INC.Decreased-5K-$1.8B
Fiera Capital CorpClosed Position-91K-$1.7B
GUGGENHEIM CAPITAL LLCDecreased-36K-$1.3B
Integrated Wealth Concepts LLCDecreased-6K-$1.1B
Baird Financial Group, Inc.Decreased-3K-$970.8M
Atria Investments, IncDecreased-9K-$941.1M
Aprio Wealth Management, LLCDecreased-21-$842.0M
UBS Group AGDecreased-28K-$788.0M
FIRST TRUST ADVISORS LPDecreased-341-$775.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ROYAL BANK OF CANADA961,359$26.0B4.23%Share
2WELLS FARGO & COMPANY/MN641,774$17.0B3.10%Share
3UBS Group AG602,469$16.5B2.67%Share
4BANK OF AMERICA CORP /DE/566,763$15.0B1.09%Share
5WELLS FARGO & COMPANY/MN537,518$14.0B2.55%Share
6WELLS FARGO & COMPANY/MN773,715$14.0B2.55%Share
7Invesco Ltd.721,152$13.4B2.06%Share
8BANK OF AMERICA CORP /DE/480,020$13.0B0.95%Share
9ROYAL BANK OF CANADA685,828$12.0B1.95%Share
10Capital Investment Advisory Services, LLC457,362$10.5B0.74%Share
11STATE OF WISCONSIN INVESTMENT BOARD313,808$8.0B17.88%Share
12WELLS FARGO & COMPANY/MN380,819$7.0B1.27%Share
13Private Advisor Group, LLC277,185$7.0B32.93%Share
14RAYMOND JAMES FINANCIAL INC266,074$7.0B2.18%Share
15ASSETMARK, INC227,389$6.2B12.68%Share
16D.A. DAVIDSON & CO.235,642$4.4B26.90%Share
17RAYMOND JAMES FINANCIAL INC178,121$4.0B1.24%Share
18STIFEL FINANCIAL CORP165,816$3.0B2.70%Share
19UBS Group AG143,711$2.7B0.43%Share
20RAYMOND JAMES FINANCIAL INC115,112$2.0B0.62%Share
21Atria Investments, Inc99,648$2.0B22.73%Share
22OSAIC HOLDINGS, INC.138,526$2.0B2.92%Share
23Shaker Financial Services, LLC104,274$2.0B0.62%Share
24Midwest Financial Group LLC68,428$1.9B0.83%Share
25Gateway Wealth Partners, LLC52,904$1.4B0.16%Share
26Rareview Capital LLC76,094$1.4B0.93%Share
27Boyce & Associates Wealth Consulting, Inc.60,686$1.4B1.17%Share
28OPPENHEIMER & CO INC67,776$1.3B17.93%Share
29Hennion & Walsh Asset Management, Inc.67,070$1.3B0.04%Share
30Onyx Bridge Wealth Group LLC63,788$1.2B0.13%Share
31STIFEL FINANCIAL CORP43,858$1.0B0.90%Share
32SUSQUEHANNA INTERNATIONAL GROUP, LLP26,264$1.0B0.12%Share
33Steward Partners Investment Advisory, LLC41,950$1.0B5.48%Share
34GUGGENHEIM CAPITAL LLC82,326$1.0B7.16%Share
35COMMONWEALTH EQUITY SERVICES, LLC56,788$1.0B1.33%Share
36RAYMOND JAMES FINANCIAL INC58,323$1.0B0.31%Share
37IHT Wealth Management, LLC73,643$1.0B0.02%Share
38OSAIC HOLDINGS, INC.43,992$1.0B1.46%Share
39BANK OF AMERICA CORP /DE/80,600$1.0B0.07%Share
40VestGen Advisors, LLC43,738$1.0B0.04%Share
41OSAIC HOLDINGS, INC.38,120$1.0B1.46%Share
42Orion Porfolio Solutions, LLC37,832$1.0B7.33%Share
43Baird Financial Group, Inc.100,139$1.0B1.56%Share
44Snowden Capital Advisors LLC38,552$1.0B0.03%Share
45COMMONWEALTH EQUITY SERVICES, LLC41,137$1.0B1.33%Share
46IFP Advisors, Inc39,719$1.0B0.02%Share
47Magnus Financial Group LLC52,873$985.0M0.08%Share
48Farther Finance Advisors, LLC35,044$958.0M10.26%Share
49D.A. DAVIDSON & CO.32,937$900.0M5.51%Share
50Capital Investment Advisors, LLC40,144$748.0M11.39%Share

FPF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025204$254.3B+90
Q3 2025114$311.6B-50
Q2 2025164$347.7B-11
Q1 2025175$558.9B+14
Q4 2024161$19.9T+29
Q3 2024132$110.3T+2
Q2 2024130$62.7T+10
Q1 2024120$54.0T—

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As of Q4 2025, 50 institutional investors hold FPF (FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND). The largest holder is ROYAL BANK OF CANADA with $26.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FPF?

As of Q4 2025, 50 institutional investors report holding FPF (FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND) in their 13F filings.

Who is the largest institutional holder of FPF?

The largest institutional holder of FPF is ROYAL BANK OF CANADA with $26.0B in shares.

Is institutional ownership of FPF increasing or decreasing?

This quarter, 12 institutions opened new positions in FPF and 3 closed their positions.