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 2021
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Jun 30, 2021. 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
- 110
- +3 vs. Q1 2021
- Shares held
- 12.6M
- +50.8K (+0.4%) vs. Q1 2021
- Total value
- $315.9M
- +$16.0M (+5.3%) vs. Q1 2021
- New holders
- 13
- 43 more added
- Sold out
- 10
- 31 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,349,618 | $109.2M | 0.01% | +41,269+1.0% | Added |
| Parametric Portfolio Associates LLC | 1,695,866 | $42.6M | 0.02% | −96,694−5.4% | Reduced |
| Wells Fargo & Company | 1,049,121 | $26.3M | 0.01% | +15,119+1.5% | Added |
| Invesco Ltd. | 688,502 | $17.3M | 0.00% | +26,610+4.0% | Added |
| Bramshill Investments, LLC | 484,344 | $12.2M | 0.93% | +63,616+15.1% | Added |
| Royal Bank of Canada | 401,957 | $10.1M | 0.00% | +8,850+2.3% | Added |
| Cohen & Steers, Inc. | 331,208 | $8.32M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 328,858 | $8.26M | 0.01% | −52,492−13.8% | Reduced |
| Bank of America Corp | 321,422 | $8.07M | 0.00% | −13,230−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 264,033 | $6.63M | 0.35% | +54,785+26.2% | Added |
| UBS Group AG | 244,652 | $6.14M | 0.00% | +17,238+7.6% | Added |
| Ameriprise Financial Inc | 150,222 | $3.77M | 0.00% | +730+0.5% | Added |
| Advisor Group Holdings, Inc. | 146,475 | $3.68M | 0.01% | −16,066−9.9% | Reduced |
| Sterneck Capital Management, LLC | 143,239 | $3.67M | 2.27% | −15,984−10.0% | Reduced |
| Truist Financial Corp | 101,861 | $2.56M | 0.00% | +11,104+12.2% | Added |
| Northwestern Mutual Wealth Management Co | 87,044 | $2.19M | 0.00% | −5,211−5.6% | Reduced |
| Baird Financial Group, Inc. | 85,348 | $2.14M | 0.01% | +2,012+2.4% | Added |
| Rockefeller Capital Management L.P. | 67,736 | $1.70M | 0.01% | +5,114+8.2% | Added |
| Jefferies Group LLC | 66,676 | $1.67M | 0.03% | −23,771−26.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 64,323 | $1.61M | 0.00% | +7,163+12.5% | Added |
| Icon Wealth Partners, LLC | 61,857 | $1.55M | 0.17% | +12,216+24.6% | Added |
| FourThought Financial, LLC | 59,225 | $1.49M | 0.20% | −175−0.3% | Reduced |
| Mathes Company, Inc. | 58,450 | $1.47M | 0.53% | 00.0% | Unchanged |
| Stifel Financial Corp | 55,620 | $1.40M | 0.00% | +2,044+3.8% | Added |
| Fiera Capital Corp | 54,511 | $1.37M | 0.00% | +12,948+31.2% | Added |
| IHT Wealth Management, LLC | 53,853 | $1.35M | 0.09% | +3,582+7.1% | Added |
| Raymond James & Associates | 47,339 | $1.19M | 0.00% | +9,336+24.6% | Added |
| Menlo Advisors LLC | 46,000 | $1.16M | 0.62% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 41,879 | $1.05M | 0.23% | −1,668−3.8% | Reduced |
| LexAurum Advisors, LLC | 36,893 | $926.0K | 0.27% | +36,893 | New |
| D.A. Davidson & Co. | 34,544 | $867.0K | 0.01% | +6,067+21.3% | Added |
| Onyx Bridge Wealth Group LLC | 34,464 | $859.0K | 0.37% | −1,408−3.9% | Reduced |
| Centaurus Financial, Inc. | 34,028 | $854.0K | 0.07% | −683−2.0% | Reduced |
| RDA Financial Network | 31,361 | $787.0K | 0.35% | −354−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,674 | $770.0K | 0.00% | +569+1.9% | Added |
| Ameritas Investment Company, LLC | 21,689 | $751.0K | 0.04% | +20,883+2,590.9% | Added |
| Cooper Financial Group | 29,834 | $749.0K | 0.15% | +4,022+15.6% | Added |
| Aurora Private Wealth, Inc. | 29,601 | $743.0K | 0.30% | +1,100+3.9% | Added |
| Delta Capital Management LLC | 29,420 | $739.0K | 0.46% | −510−1.7% | Reduced |
| Spire Wealth Management | 29,366 | $737.0K | 0.02% | −49−0.2% | Reduced |
| Armor Investment Advisors, LLC | 29,117 | $731.0K | 0.44% | −817−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 28,081 | $705.0K | 0.00% | −98−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 27,300 | $686.0K | 0.03% | +27,300 | New |
| Prospera Financial Services Inc | 27,026 | $679.0K | 0.03% | +4,684+21.0% | Added |
| Sowell Financial Services LLC | 25,849 | $649.0K | 0.04% | −50.0% | Reduced |
| Janney Montgomery Scott LLC | 23,169 | $582.0K | 0.00% | +5,606+31.9% | Added |
| Citigroup Inc | 22,575 | $567.0K | 0.00% | −1,106−4.7% | Reduced |
| Capital Investment Advisors, LLC | 22,316 | $560.0K | 0.02% | −941−4.0% | Reduced |
| Cetera Advisors LLC | 22,180 | $557.0K | 0.01% | +546+2.5% | Added |
| First Financial Corp | 20,419 | $513.0K | 0.34% | +1,326+6.9% | Added |
| Davenport & Co LLC | 20,020 | $503.0K | 0.00% | +1,017+5.4% | Added |
| Cetera Advisor Networks LLC | 19,644 | $493.0K | 0.01% | +7,372+60.1% | Added |
| Envestnet Asset Management Inc | 19,201 | $482.0K | 0.00% | +489+2.6% | Added |
| NEXT Financial Group, Inc | 16,821 | $422.0K | 0.03% | +1,191+7.6% | Added |
| Wedbush Securities Inc | 16,510 | $415.0K | 0.02% | +3,319+25.2% | Added |
| Sit Investment Associates Inc | 16,200 | $407.0K | 0.01% | −484−2.9% | Reduced |
| Samalin Investment Counsel, LLC | 15,688 | $394.0K | 0.26% | −1,688−9.7% | Reduced |
| Kingsview Wealth Management, LLC | 15,648 | $392.0K | 0.02% | +4,568+41.2% | Added |
| Intellectus Partners, LLC | 14,677 | $369.0K | 0.08% | +14,677 | New |
| National Asset Management, Inc. | 14,132 | $355.0K | 0.01% | +3,084+27.9% | Added |
| Park Avenue Securities LLC | 14,092 | $354.0K | 0.01% | −521−3.6% | Reduced |
| Arete Wealth Advisors, LLC | 13,727 | $332.0K | 0.05% | +1,882+15.9% | Added |
| Kestra Advisory Services, LLC | 12,712 | $319.0K | 0.00% | −113−0.9% | Reduced |
| Oppenheimer & Co Inc | 11,873 | $299.0K | 0.01% | +1,259+11.9% | Added |
| Smith, Moore & Co. | 10,906 | $274.0K | 0.04% | +10,906 | New |
| Steward Partners Investment Advisory, LLC | 10,575 | $266.0K | 0.00% | −3,216−23.3% | Reduced |
| International Assets Investment Management, LLC | 10,197 | $256.0K | 0.05% | −9,155−47.3% | Reduced |
| Comerica Securities,inc. | 9,860 | $248.0K | 0.02% | −250−2.5% | Reduced |
| Western Wealth Management, LLC | 9,701 | $243.0K | 0.02% | +9,701 | New |
| Kestra Private Wealth Services, LLC | 9,617 | $241.0K | 0.01% | +9,617 | New |
| Jane Street Group, LLC | 9,559 | $240.0K | 0.00% | +9,559 | New |
| Lido Advisors, LLC | 9,166 | $230.0K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 9,039 | $227.0K | 0.06% | −961−9.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,654 | $217.0K | 0.05% | −415−4.6% | Reduced |
| Advisory Services Network, LLC | 8,638 | $217.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,624 | $217.0K | 0.01% | +5+0.1% | Added |
| Sigma Planning Corp | 8,582 | $216.0K | 0.01% | +8,582 | New |
| Gill Capital Partners, LLC | 8,508 | $214.0K | 0.10% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,418 | $211.0K | 0.03% | −432−4.9% | Reduced |
| Fifth Third Bancorp | 8,314 | $209.0K | 0.00% | +8,014+2,671.3% | Added |
| Harbor Investment Advisory, LLC | 8,000 | $201.0K | 0.03% | 00.0% | Unchanged |
| NTV Asset Management LLC | 8,000 | $201.0K | 0.04% | +8,000 | New |
| American Portfolios Advisors | 6,933 | $174.1K | 0.01% | +151+2.2% | Added |
| AllSquare Wealth Management LLC | 4,500 | $113.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,162 | $104.0K | 0.01% | +61+1.5% | Added |
| CWM, LLC | 3,038 | $76.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,855 | $72.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,797 | $70.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,823 | $70.0K | 0.01% | +2,231+376.9% | Added |
| Geneos Wealth Management Inc. | 2,025 | $50.0K | 0.00% | −3,400−62.7% | Reduced |
| City Holding Co | 2,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,005 | $50.0K | 0.02% | +28+1.4% | Added |
| Cordasco Financial Network | 1,836 | $46.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,478 | $37.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 922 | $23.0K | 0.01% | +922 | New |
| Castleview Partners, LLC | 905 | $23.0K | 0.01% | +905 | New |
| AdvisorNet Financial, Inc | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 800 | $20.0K | 0.00% | +800 | New |