First Trust Intermediate Duration Preferred & Income Fund
FPF- Exchange
- NYSE
- SEC CIK
- 0001567569
No open-market purchases or sales by First Trust Intermediate Duration Preferred & Income Fund insiders were filed in the last 90 days; 121 institutions reported holding it in 13F filings for Q2 2026, worth $344.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 121
- +2 vs. Q1 2026
- Shares held
- 19.0M
- +271.5K (+1.5%) vs. Q1 2026
- Total value
- $344.7M
- +$15.0M (+4.5%) vs. Q1 2026
- New holders
- 12
- 47 more added
- Sold out
- 10
- 30 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FPF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 121 | $344.7M |
| Q1 2026 | 120 | $330.3M |
| Q4 2025 | 118 | $340.2M |
| Q3 2025 | 120 | $319.3M |
| Q2 2025 | 113 | $322.0M |
| Q1 2025 | 110 | $298.0M |
| Q4 2024 | 119 | $291.2M |
| Q3 2024 | 110 | $312.7M |
| Q2 2024 | 110 | $306.8M |
| Q1 2024 | 109 | $551.7M |
| Q4 2023 | 118 | $386.4M |
| Q3 2023 | 107 | $239.7M |
| Q2 2023 | 99 | $237.0M |
| Q1 2023 | 110 | $240.7M |
| Q4 2022 | 113 | $252.2M |
| Q3 2022 | 100 | $231.5M |
| Q2 2022 | 100 | $265.6M |
| Q1 2022 | 101 | $311.5M |
| Q4 2021 | 105 | $335.9M |
| Q3 2021 | 110 | $331.3M |
| Q2 2021 | 110 | $315.9M |
| Q1 2021 | 109 | $303.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,820,464 | $178.4M | 0.01% | +74,695+0.8% | Added |
| Sit Investment Associates Inc | 1,217,427 | $22.1M | 0.42% | +3,700+0.3% | Added |
| Wells Fargo & Company | 1,210,802 | $22.0M | 0.00% | −7,849−0.6% | Reduced |
| LPL Financial LLC | 979,058 | $17.8M | 0.00% | +30,291+3.2% | Added |
| Royal Bank of Canada | 753,673 | $13.7M | 0.00% | +14,415+1.9% | Added |
| Invesco Ltd. | 659,562 | $12.0M | 0.00% | +25,006+3.9% | Added |
| Peak Planning Group, LLC | 400,589 | $7.28M | 1.64% | +2,796+0.7% | Added |
| We Are One Seven, LLC | 377,412 | $6.86M | 0.11% | −13,763−3.5% | Reduced |
| Cohen & Steers, Inc. | 361,198 | $6.56M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 257,487 | $4.68M | 0.03% | +21,233+9.0% | Added |
| Stifel Financial Corp | 188,729 | $3.43M | 0.00% | +9,120+5.1% | Added |
| UBS Group AG | 149,378 | $2.71M | 0.00% | −9,237−5.8% | Reduced |
| Rareview Capital LLC | 133,367 | $2.51M | 1.40% | +41,450+45.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 107,058 | $1.95M | 0.06% | +42,225+65.1% | Added |
| Advisor Group Holdings, Inc. | 105,254 | $1.91M | 0.00% | −6,596−5.9% | Reduced |
| Baird Financial Group, Inc. | 102,354 | $1.86M | 0.00% | +2,774+2.8% | Added |
| Bank of America Corp | 94,861 | $1.72M | 0.00% | −1,378−1.4% | Reduced |
| Raymond James Financial Inc | 93,669 | $1.70M | 0.00% | −1,069−1.1% | Reduced |
| GWM Advisors LLC | 86,756 | $1.58M | 0.00% | +3,986+4.8% | Added |
| Noble Wealth Management PBC | 82,363 | $1.50M | 0.68% | +7,246+9.6% | Added |
| Cetera Investment Advisers | 77,966 | $1.42M | 0.00% | +5,805+8.0% | Added |
| IHT Wealth Management, LLC | 76,819 | $1.40M | 0.03% | +3,176+4.3% | Added |
| Envestnet Asset Management Inc | 73,686 | $1.34M | 0.00% | +16,660+29.2% | Added |
| Onyx Bridge Wealth Group LLC | 68,870 | $1.25M | 0.11% | +930+1.4% | Added |
| Principal Securities, Inc. | 68,080 | $1.24M | 0.01% | −2,253−3.2% | Reduced |
| Oppenheimer & Co Inc | 60,744 | $1.10M | 0.01% | −6,518−9.7% | Reduced |
| Centaurus Financial, Inc. | 56,563 | $1.03M | 0.04% | +135+0.2% | Added |
| Prospera Financial Services Inc | 51,465 | $935.1K | 0.01% | +5,001+10.8% | Added |
| Truist Financial Corp | 49,662 | $902.4K | 0.00% | +37,860+320.8% | Added |
| Wedbush Securities Inc | 48,069 | $873.0K | 0.02% | +5,514+13.0% | Added |
| Janney Montgomery Scott LLC | 45,196 | $821.0K | 0.00% | +495+1.1% | Added |
| Magnus Financial Group LLC | 43,831 | $796.4K | 0.06% | +894+2.1% | Added |
| Alessandra Capital Management, LLC | 40,948 | $744.0K | 0.53% | −570−1.4% | Reduced |
| Bramshill Investments, LLC | 40,000 | $726.8K | 0.06% | +40,000 | New |
| Capital Investment Advisors, LLC | 39,666 | $720.7K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 38,399 | $697.7K | 0.03% | −700−1.8% | Reduced |
| Ethos Financial Group, LLC | 37,438 | $680.2K | 0.05% | +1,974+5.6% | Added |
| Commonwealth Equity Services, LLC | 35,760 | $649.8K | 0.00% | −1,274−3.4% | Reduced |
| Sowell Financial Services LLC | 34,880 | $633.8K | 0.02% | −1,508−4.1% | Reduced |
| Lido Advisors, LLC | 33,855 | $615.1K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 33,552 | $609.6K | 0.02% | −7,560−18.4% | Reduced |
| SeaCrest Wealth Management, LLC | 32,979 | $599.2K | 0.07% | +7,600+29.9% | Added |
| Fifth Third Bancorp | 31,051 | $564.2K | 0.00% | −571−1.8% | Reduced |
| Kestra Advisory Services, LLC | 30,259 | $549.8K | 0.00% | +3,362+12.5% | Added |
| RDA Financial Network | 27,739 | $504.0K | 0.11% | −530−1.9% | Reduced |
| Saxony Capital Management, LLC | 27,700 | $503.3K | 0.23% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,832 | $502.1K | 0.03% | +2,609+10.3% | Added |
| Rockefeller Capital Management L.P. | 26,875 | $488.3K | 0.00% | −3,391−11.2% | Reduced |
| Guggenheim Capital LLC | 26,625 | $483.8K | 0.00% | −22,794−46.1% | Reduced |
| Gridiron Partners, LLC | 26,558 | $478.8K | 0.25% | +7,213+37.3% | Added |
| Shaker Financial Services, LLC | 26,210 | $476.2K | 0.15% | −41,800−61.5% | Reduced |
| Intellectus Partners, LLC | 26,091 | $474.1K | 0.08% | −130−0.5% | Reduced |
| Delta Capital Management LLC | 25,140 | $457.0K | 0.21% | +1,100+4.6% | Added |
| Steward Partners Investment Advisory, LLC | 24,440 | $444.1K | 0.00% | +354+1.5% | Added |
| Integrated Wealth Concepts LLC | 20,914 | $380.0K | 0.00% | +344+1.7% | Added |
| EJMK Ventures LLC | 20,245 | $367.9K | 0.17% | +84+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,131 | $344.6K | 0.00% | +1,936+11.3% | Added |
| Mathes Company, Inc. | 18,250 | $332.0K | 0.10% | 00.0% | Unchanged |
| RVW Wealth, LLC | 17,849 | $324.3K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17,335 | $315.0K | 0.00% | +17,335 | New |
| Consolidated Capital Management, LLC | 16,491 | $299.6K | 0.08% | +2,830+20.7% | Added |
| Kovack Advisors, Inc. | 16,511 | $297.9K | 0.01% | −1,570−8.7% | Reduced |
| Integrity Alliance, LLC. | 14,847 | $269.8K | 0.01% | +461+3.2% | Added |
| Susquehanna International Group, LLP | 14,181 | $257.7K | 0.00% | −8,568−37.7% | Reduced |
| Silver Oak Securities, Inc | 14,152 | $257.1K | 0.02% | −1,000−6.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 13,192 | $239.7K | 0.15% | −1,600−10.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,100 | $238.0K | 0.00% | −995−7.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,785 | $232.3K | 0.00% | −1,251−8.9% | Reduced |
| RSM US Wealth Management LLC | 12,407 | $225.4K | 0.00% | −515−4.0% | Reduced |
| Uhlmann Price Securities, LLC | 11,745 | $213.4K | 0.01% | +257+2.2% | Added |
| Maridea Wealth Management LLC | 11,313 | $205.6K | 0.02% | +11,313 | New |
| Sterneck Capital Management, LLC | 10,878 | $197.7K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 10,588 | $192.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 8,046 | $146.2K | 0.00% | +8,046 | New |
| Hollencrest Capital Management | 7,900 | $143.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 7,458 | $135.5K | 0.00% | −1,000−11.8% | Reduced |
| Gill Capital Partners, LLC | 5,923 | $107.6K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 5,806 | $105.5K | 0.04% | −127−2.1% | Reduced |
| Geneos Wealth Management Inc. | 3,794 | $68.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,618 | $65.7K | 0.01% | +145+4.2% | Added |
| First National Bank | 3,459 | $62.9K | 0.02% | +3,459 | New |
| Rothschild Investment LLC | 3,400 | $61.8K | 0.00% | +1,000+41.7% | Added |
| Allied Private Wealth LLC | 3,327 | $59.8K | 0.04% | +3,327 | New |
| Colonial Trust Co | 3,175 | $57.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,622 | $47.6K | 0.00% | +2,319+765.3% | Added |
| Allworth Financial LP | 2,560 | $46.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,400 | $43.6K | 0.02% | −200−7.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,050 | $37.2K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,985 | $36.1K | 0.01% | +223+12.7% | Added |
| Farther Finance Advisors, LLC | 1,708 | $31.0K | 0.00% | +400+30.6% | Added |
| WPG Advisers, LLC | 1,594 | $29.0K | 0.02% | +61+4.0% | Added |
| Main Street Group, LTD | 1,450 | $26.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $26.0K | 0.00% | – | – |
| Anchor Investment Management, LLC | 1,375 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,175 | $21.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,050 | $19.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,000 | $18.2K | 0.01% | +250+33.3% | Added |
| SRS Capital Advisors, Inc. | 1,000 | $18.2K | 0.00% | +500+100.0% | Added |
| Mosley Wealth Management | 784 | $14.2K | 0.00% | +34+4.5% | Added |
| SOA Wealth Advisors, LLC. | 770 | $14.0K | 0.00% | +17+2.3% | Added |