First Trust Intermediate Duration Preferred & Income Fund
US ˙ NYSE ˙ US33718W1036

SecurityFPF / First Trust Intermediate Duration Preferred & Income Fund
InstitutionMorgan Stanley
Latest Disclosed Ownership7,887,037 shares
Ownership 13.00%
Morgan Stanley ownership in FPF / First Trust Intermediate Duration Preferred & Income Fund

2025-11-07 - Morgan Stanley has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 7,887,037 shares of First Trust Intermediate Duration Preferred & Income Fund (US:FPF). This represents 13.0 percent ownership of the company. In their previous filing dated 2024-11-08 , Morgan Stanley had reported owning 7,231,106 shares, indicating an increase of 9.07 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-11-07 2025-11-07 13G/A 7,231,106 7,887,037 9.07 13.00 9.24
2024-11-08 2024-11-08 13G/A 6,156,645 7,231,106 17.45 11.90 17.82
2024-02-09 2024-02-09 13G/A 6,116,020 5,974,261 -2.32 9.80 -2.97
2024-02-09 2024-02-09 13G/A 6,116,020 6,156,645 0.66 10.10 0.00
2023-07-10 2023-07-10 13G/A 5,059,880 6,116,020 20.87 10.10 21.69
2023-02-09 2023-02-09 13G/A 4,687,580 5,059,880 7.94 8.30 7.79
2022-02-11 2022-02-11 13G/A 4,225,792 4,687,580 10.93 7.70 10.00
2021-02-11 2021-02-11 13G/A 3,985,176 4,225,792 6.04 7.00 6.06
2020-02-12 2020-02-12 13G/A 3,894,938 3,985,176 2.32 6.60 3.12
2019-02-12 2019-02-12 13G/A 6,606,141 3,894,938 -41.04 6.40 -40.74
2018-02-12 2018-02-12 13G/A 6,184,148 6,606,141 6.82 10.80 6.93
2017-06-08 2017-06-08 13G/A 5,586,272 6,184,148 10.70 10.10 10.99
2017-02-13 2017-02-13 13G/A 4,541,525 5,586,272 23.00 9.10 21.33
2016-02-11 2016-02-11 13G/A 4,541,525 7.50
2015-02-17 2015-02-17 13G 4,062,282 6.70

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FIRST TR INTER DURATN PFD COM 33718W103 9,745,769 549,667 5.98 171,818 0.23 0.0104
2026-05-27 2025-12-31 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 9,196,102 522,557 6.02 171,415 3.20 0.0102
2026-02-13 2025-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 9,196,102 522,557 171,415 0.0102
2026-05-27 2025-09-30 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 8,673,545 327,226 3.92 166,098 5.74 0.0101
2025-11-14 2025-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 8,673,545 327,226 166,098 0.0101
2025-08-15 2025-06-30 13F FIRST TR INTER DURATN PFD COM 33718W103 8,346,319 286,756 3.56 157,078 5.98 0.0102
2025-05-15 2025-03-31 13F FIRST TR INTER DURATN PFD COM 33718W103 8,059,563 73,627 0.92 148,215 3.11 0.0106
2025-05-15 2024-12-31 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 7,985,936 356,807 4.68 143,747 -3.52 0.0101
2025-02-14 2024-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 7,985,936 356,807 143,747 0.0101
2025-05-14 2024-09-30 13F/A-2 FIRST TR INTER DURATN PFD COM 33718W103 7,629,129 412,934 5.72 148,997 12.40 0.0108
2025-02-14 2024-09-30 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 7,629,129 412,934 148,997 0.0108
2024-11-14 2024-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 7,629,129 412,934 148,997 0.0013
2025-05-14 2024-06-30 13F/A-2 FIRST TR INTER DURATN PFD COM 33718W103 7,216,195 278,291 4.01 132,562 6.62 0.0103
2024-10-17 2024-06-30 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 7,216,195 278,291 132,562 0.0103
2024-08-14 2024-06-30 13F FIRST TR INTER DURATN PFD COM 33718W103 7,216,195 278,291 132,562 0.0103
2024-10-17 2024-03-31 13F/A-2 FIRST TR INTER DURATN PFD COM 33718W103 6,937,904 201,702 2.99 124,327 13.16 0.0100
2024-08-16 2024-03-31 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 6,937,904 201,702 124,327 0.0012
2024-05-15 2024-03-31 13F FIRST TR INTER DURATN PFD COM 33718W103 6,937,904 201,702 124,327 0.0100
2024-08-16 2023-12-31 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 6,736,202 -292,180 -4.16 109,867 4.91 0.0097
2024-02-13 2023-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 6,736,202 -292,180 109,867 0.0097
2023-11-15 2023-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 7,028,382 133,543 1.94 104,723 -2.07 0.0106
2023-08-14 2023-06-30 13F FIRST TR INTER DURATN PFD COM 33718W103 6,894,839 333,261 5.08 106,939 3.28 0.0105
2023-05-15 2023-03-31 13F FIRST TR INTER DURATN PFD COM 33718W103 6,561,578 688,192 11.72 103,542 4.50 0.0111
2023-02-14 2022-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 5,873,386 -409,845 -6.52 99,084 -4.89 0.0113
2022-11-14 2022-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 6,283,231 -357,387 -5.38 104,177 -16.02 0.0142
2022-10-27 2022-06-30 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 6,640,618 1,536,252 30.10 124,047 10.51 0.0161
2022-08-15 2022-06-30 13F FIRST TR INTER DURATN PFD COM 33718W103 6,640,618 1,536,252 124,047 0.0161
2022-10-27 2022-03-31 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 5,104,366 416,786 8.89 112,245 -2.42 0.0151
2022-05-13 2022-03-31 13F FIRST TR INTER DURATN PFD COM 33718W103 5,104,366 416,786 112,245 0.0151
2022-02-14 2021-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 4,687,580 205,244 4.58 115,033 2.57 0.0142
2021-11-15 2021-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 4,482,336 132,718 3.05 112,148 2.68 0.0151
2021-08-23 2021-06-30 13F/A-1 FIRST TR INTER DURATN PFD COM 33718W103 4,349,618 41,269 0.96 109,219 5.85 0.0144
2021-08-16 2021-06-30 13F FIRST TR INTER DURATN PFD COM 33718W103 4,349,618 41,269 109,219 0.0030
2021-05-17 2021-03-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,308,349 82,557 1.95 103,185 1.53 0.0152
2021-02-16 2020-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,225,792 -62,053 -1.45 101,630 10.29 0.0157
2020-11-13 2020-09-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,287,845 -79,800 -1.83 92,146 -1.00 0.0178
2020-08-14 2020-06-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,367,645 -118,857 -2.65 93,075 16.29 0.0206
2020-05-26 2020-03-31 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 4,486,502 501,326 12.58 80,039 -14.86 0.0218
2020-05-15 2020-03-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,486,502 501,326 80,039 6,148.6637
2020-02-14 2019-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,985,176 130,844 3.39 94,010 3.18 0.0219
2019-11-14 2019-09-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,854,332 174,198 4.73 91,116 8.83 0.0241
2019-08-14 2019-06-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,680,134 -219,414 -5.63 83,723 -1.56 0.0223
2019-05-15 2019-03-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,899,548 4,610 0.12 85,050 10.28 0.0241
2019-02-14 2018-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,894,938 -444,460 -10.24 77,120 -17.57 0.0231
2019-04-23 2018-09-30 13F/A-2 FIRST TR INTER DUR PFD & IN COM 33718W103 4,339,398 355,030 8.91 93,557 8.76 0.0234
2018-11-20 2018-09-30 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 4,339,398 0 93,557 0.0234
2018-11-14 2018-09-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,339,398 355,030 93,557
2019-04-23 2018-06-30 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 3,984,368 -280,914 -6.59 86,023 -13.29 0.0232
2018-08-14 2018-06-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,984,368 -280,914 86,023
2019-04-23 2018-03-31 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 4,265,282 -89,282 -2.05 99,211 -6.51 0.0275
2018-05-14 2018-03-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,265,282 -89,282 99,211
2019-04-23 2017-12-31 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 4,354,564 227,861 5.52 106,121 4.03 0.0290
2018-02-14 2017-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,354,564 227,861 106,121
2017-11-14 2017-09-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,126,703 -167,883 -3.91 102,013 -4.26 0.0306
2017-08-11 2017-06-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 4,294,586 464,577 12.13 106,549 19.71 0.0322
2017-05-22 2017-03-31 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 3,830,009 99,793 2.68 89,009 5.16 0.0274
2017-05-12 2017-03-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,830,009 89,009
2017-02-22 2016-12-31 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 3,730,216 52,297 1.42 84,639 -1.40 0.0277
2017-02-13 2016-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,730,216 84,639
2016-11-10 2016-09-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,677,919 246,052 7.17 85,843 6.03 0.0293
2016-08-12 2016-06-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,431,867 69,644 2.07 80,958 6.78 0.0292
2016-05-12 2016-03-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,362,223 -3,305 -0.10 75,818 5.91 0.0292
2016-02-09 2015-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,365,528 -55,417 -1.62 71,585 -2.40 0.0259
2016-02-08 2015-09-30 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 3,420,945 13,359 0.39 73,345 -0.07 0.0271
2015-11-09 2015-09-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,420,945 73,345
2015-08-12 2015-06-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 3,407,586 568,224 20.01 73,399 15.10 0.0254
2015-05-14 2015-03-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 2,839,362 -158,091 -5.27 63,772 -6.32 0.0235
2015-02-13 2014-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 2,997,453 279,894 10.30 68,072 15.33 0.0249
2014-12-16 2014-09-30 13F/A-1 FIRST TR INTER DUR PFD & IN COM 33718W103 2,717,559 451,286 19.91 59,025 17.64 0.0227
2014-11-14 2014-09-30 13F FIRST TR INTER DUR PFD & IN COM 33718W103 2,717,559 59,025
2014-05-13 2014-03-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 2,266,273 501,903 28.45 50,175 33.83 0.0210
2014-02-13 2013-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 1,764,370 617,869 53.89 37,492 53.17 0.0159
2013-11-13 2013-09-30 13F FIRST TRUST INTERMEDIATE DU COM 33718W103 1,146,501 895,175 356.18 24,478 289.59 0.0116
2013-08-08 2013-06-30 13F FIRST TRUST INTERMEDIATE DU COM 33718W103 251,326 251,326 6,283 0.0032
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.