WHEATON, IL
FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUNDFPF— Latest position per institution from SEC 13F filings
15
Institutional holders
18.57M
Total shares held
293.56M
Estimated value
928.62K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
9.82M
Value
178.44M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.22M
Value
22.12K
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.21M
Value
22M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
979.06K
Value
17.79M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
790.43K
Value
14.52K
Filed
Jun 30, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
753.67K
Value
13.69M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
659.56K
Value
11.98M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
531.64K
Value
9.77M
Filed
Jun 30, 2024
PEAK PLANNING GROUP, LLC
CIK 2097384
Shares
400.59K
Value
7.28M
Filed
Jun 30, 2026
MGO ONE SEVEN LLC
CIK 1731444
Shares
377.41K
Value
6.86M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
361.20K
Value
6.56K
Filed
Jun 30, 2026
D.A. DAVIDSON & CO.
CIK 1080107
Shares
257.49K
Value
4.68M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
241.85K
Value
3.60M
Filed
Sep 30, 2023
STIFEL FINANCIAL CORP
CIK 720672
Shares
188.73K
Value
3.43M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
178.42K
Value
2.86M
Filed
Sep 30, 2026
UBS GROUP AG
CIK 1610520
Shares
149.38K
Value
2.71M
Filed
Jun 30, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
133.37K
Value
2.51M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
109.24K
Value
1.97M
Filed
Dec 31, 2024
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
106.34K
Value
2.04M
Filed
Sep 30, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
105.25K
Value
1.91M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 9.82M | 178.44M | Jun 30, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.22M | 22.12K | Jun 30, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 1.21M | 22M | Jun 30, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 979.06K | 17.79M | Jun 30, 2026 |
| 5 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 790.43K | 14.52K | Jun 30, 2024 |
| 6 | ROYAL BANK OF CANADA | 1000275 | 753.67K | 13.69M | Jun 30, 2026 |
| 7 | INVESCO LTD. | 914208 | 659.56K | 11.98M | Jun 30, 2026 |
| 8 | KARPUS MANAGEMENT, INC. | 1048703 | 531.64K | 9.77M | Jun 30, 2024 |
| 9 | PEAK PLANNING GROUP, LLC | 2097384 | 400.59K | 7.28M | Jun 30, 2026 |
| 10 | MGO ONE SEVEN LLC | 1731444 | 377.41K | 6.86M | Jun 30, 2026 |
| 11 | COHEN & STEERS, INC. | 1284812 | 361.20K | 6.56K | Jun 30, 2026 |
| 12 | D.A. DAVIDSON & CO. | 1080107 | 257.49K | 4.68M | Jun 30, 2026 |
| 13 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 241.85K | 3.60M | Sep 30, 2023 |
| 14 | STIFEL FINANCIAL CORP | 720672 | 188.73K | 3.43M | Jun 30, 2026 |
| 15 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 178.42K | 2.86M | Sep 30, 2026 |
| 16 | UBS GROUP AG | 1610520 | 149.38K | 2.71M | Jun 30, 2026 |
| 17 | RAREVIEW CAPITAL LLC | 2044533 | 133.37K | 2.51M | Jun 30, 2026 |
| 18 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 109.24K | 1.97M | Dec 31, 2024 |
| 19 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 106.34K | 2.04M | Sep 30, 2025 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 105.25K | 1.91M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.