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.
Q2 2021 vs. Q1 2021
How the institutions holding First Trust Intermediate Duration Preferred & Income Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 109 | 2 | 110 | +3 |
| Shares | 12.6M | 115.6K | 12.6M | +50.8K (+0.4%) |
| Value | $302.7M | $2.77M | $315.9M | +$16.0M (+5.3%) |
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| LexAurum Advisors, LLC | 36,893 | $926.0K | 0.27% |
| Aptus Capital Advisors, LLC | 27,300 | $686.0K | 0.03% |
| Intellectus Partners, LLC | 14,677 | $369.0K | 0.08% |
| Smith, Moore & Co. | 10,906 | $274.0K | 0.04% |
| Western Wealth Management, LLC | 9,701 | $243.0K | 0.02% |
| Kestra Private Wealth Services, LLC | 9,617 | $241.0K | 0.01% |
| Jane Street Group, LLC | 9,559 | $240.0K | 0.00% |
| Sigma Planning Corp | 8,582 | $216.0K | 0.01% |
| NTV Asset Management LLC | 8,000 | $201.0K | 0.04% |
| Parkside Financial Bank & Trust | 922 | $23.0K | 0.01% |
| Castleview Partners, LLC | 905 | $23.0K | 0.01% |
| Huntington National Bank | 800 | $20.0K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (10)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 82,498 | $1.98M |
| Telemus Capital, LLC | 40,000 | $958.0K |
| Shaker Financial Services, LLC | 30,164 | $722.0K |
| Thomas J. Herzfeld Advisors, Inc. | 25,235 | $604.0K |
| Change Path, LLC | 15,866 | $380.0K |
| Wolverine Asset Management LLC | 12,588 | $301.0K |
| Valley Brook Capital Group | 715 | $17.0K |
| Wealthcare Advisory Partners LLC | 675 | $16.0K |
| Manchester Financial Inc | 300 | $7.00K |
| Sterling Financial Planning, Inc. | 17 | $0 |
Not filed for Q2 2021 yet (2)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Peak Planning Group, LLC | 101,120 | $2.42M |
| Bokf, NA | 14,444 | $346.0K |