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 | $307.5M |
| Q1 2025 | 110 | $297.9M |
| Q4 2024 | 119 | $291.2M |
| Q3 2024 | 110 | $312.7M |
| Q2 2024 | 110 | $306.8M |
| Q1 2024 | 109 | $303.0M |
| Q4 2023 | 118 | $276.2M |
| Q3 2023 | 107 | $239.7M |
| Q2 2023 | 99 | $236.9M |
| Q1 2023 | 110 | $239.6M |
| Q4 2022 | 113 | $252.2M |
| Q3 2022 | 100 | $231.5M |
| Q2 2022 | 100 | $265.6M |
| Q1 2022 | 101 | $311.5M |
| Q4 2021 | 105 | $335.7M |
| Q3 2021 | 110 | $331.3M |
| Q2 2021 | 110 | $315.9M |
| Q1 2021 | 109 | $302.7M |
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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Eaton Vance Management | 69 | $2.00K | 0.00% | −343−83.3% | Reduced |
| Joseph P. Lucia & Associates, LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 290 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 375 | $9.42K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 409 | $10.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 382 | $10.0K | 0.00% | +6+1.6% | Added |
| SOA Wealth Advisors, LLC. | 509 | $12.0K | 0.00% | +8+1.6% | Added |
| CX Institutional | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 800 | $20.0K | 0.00% | +800 | New |
| Parkside Financial Bank & Trust | 922 | $23.0K | 0.01% | +922 | New |
| Castleview Partners, LLC | 905 | $23.0K | 0.01% | +905 | New |
| 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 |
| Newbridge Financial Services Group, Inc. | 1,478 | $37.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,836 | $46.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bessemer Group Inc | 2,855 | $72.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,038 | $76.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,162 | $104.0K | 0.01% | +61+1.5% | Added |
| AllSquare Wealth Management LLC | 4,500 | $113.0K | 0.07% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,933 | $174.1K | 0.01% | +151+2.2% | 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 |
| Fifth Third Bancorp | 8,314 | $209.0K | 0.00% | +8,014+2,671.3% | Added |
| We Are One Seven, LLC | 8,418 | $211.0K | 0.03% | −432−4.9% | Reduced |
| Gill Capital Partners, LLC | 8,508 | $214.0K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,582 | $216.0K | 0.01% | +8,582 | New |
| 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 |
| Laidlaw Wealth Management LLC | 9,039 | $227.0K | 0.06% | −961−9.6% | Reduced |
| Lido Advisors, LLC | 9,166 | $230.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,559 | $240.0K | 0.00% | +9,559 | New |
| Kestra Private Wealth Services, LLC | 9,617 | $241.0K | 0.01% | +9,617 | New |
| Western Wealth Management, LLC | 9,701 | $243.0K | 0.02% | +9,701 | New |
| Comerica Securities,inc. | 9,860 | $248.0K | 0.02% | −250−2.5% | Reduced |
| International Assets Investment Management, LLC | 10,197 | $256.0K | 0.05% | −9,155−47.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,575 | $266.0K | 0.00% | −3,216−23.3% | Reduced |
| Smith, Moore & Co. | 10,906 | $274.0K | 0.04% | +10,906 | New |
| Oppenheimer & Co Inc | 11,873 | $299.0K | 0.01% | +1,259+11.9% | Added |
| Kestra Advisory Services, LLC | 12,712 | $319.0K | 0.00% | −113−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 13,727 | $332.0K | 0.05% | +1,882+15.9% | Added |
| Park Avenue Securities LLC | 14,092 | $354.0K | 0.01% | −521−3.6% | Reduced |
| National Asset Management, Inc. | 14,132 | $355.0K | 0.01% | +3,084+27.9% | Added |
| Intellectus Partners, LLC | 14,677 | $369.0K | 0.08% | +14,677 | New |
| Kingsview Wealth Management, LLC | 15,648 | $392.0K | 0.02% | +4,568+41.2% | Added |
| Samalin Investment Counsel, LLC | 15,688 | $394.0K | 0.26% | −1,688−9.7% | Reduced |
| Sit Investment Associates Inc | 16,200 | $407.0K | 0.01% | −484−2.9% | Reduced |
| Wedbush Securities Inc | 16,510 | $415.0K | 0.02% | +3,319+25.2% | Added |
| NEXT Financial Group, Inc | 16,821 | $422.0K | 0.03% | +1,191+7.6% | Added |
| Envestnet Asset Management Inc | 19,201 | $482.0K | 0.00% | +489+2.6% | Added |
| Cetera Advisor Networks LLC | 19,644 | $493.0K | 0.01% | +7,372+60.1% | Added |
| Davenport & Co LLC | 20,020 | $503.0K | 0.00% | +1,017+5.4% | Added |
| First Financial Corp | 20,419 | $513.0K | 0.34% | +1,326+6.9% | Added |
| Cetera Advisors LLC | 22,180 | $557.0K | 0.01% | +546+2.5% | Added |
| Capital Investment Advisors, LLC | 22,316 | $560.0K | 0.02% | −941−4.0% | Reduced |
| Citigroup Inc | 22,575 | $567.0K | 0.00% | −1,106−4.7% | Reduced |
| Janney Montgomery Scott LLC | 23,169 | $582.0K | 0.00% | +5,606+31.9% | Added |
| Sowell Financial Services LLC | 25,849 | $649.0K | 0.04% | −50.0% | Reduced |
| Prospera Financial Services Inc | 27,026 | $679.0K | 0.03% | +4,684+21.0% | Added |
| Aptus Capital Advisors, LLC | 27,300 | $686.0K | 0.03% | +27,300 | New |
| Commonwealth Equity Services, LLC | 28,081 | $705.0K | 0.00% | −98−0.3% | Reduced |
| Armor Investment Advisors, LLC | 29,117 | $731.0K | 0.44% | −817−2.7% | Reduced |
| Spire Wealth Management | 29,366 | $737.0K | 0.02% | −49−0.2% | Reduced |
| Delta Capital Management LLC | 29,420 | $739.0K | 0.46% | −510−1.7% | Reduced |
| Aurora Private Wealth, Inc. | 29,601 | $743.0K | 0.30% | +1,100+3.9% | Added |
| Cooper Financial Group | 29,834 | $749.0K | 0.15% | +4,022+15.6% | Added |
| Ameritas Investment Company, LLC | 21,689 | $751.0K | 0.04% | +20,883+2,590.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,674 | $770.0K | 0.00% | +569+1.9% | Added |
| RDA Financial Network | 31,361 | $787.0K | 0.35% | −354−1.1% | Reduced |
| Centaurus Financial, Inc. | 34,028 | $854.0K | 0.07% | −683−2.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 34,464 | $859.0K | 0.37% | −1,408−3.9% | Reduced |
| D.A. Davidson & Co. | 34,544 | $867.0K | 0.01% | +6,067+21.3% | Added |
| LexAurum Advisors, LLC | 36,893 | $926.0K | 0.27% | +36,893 | New |
| Magnus Financial Group LLC | 41,879 | $1.05M | 0.23% | −1,668−3.8% | Reduced |
| Menlo Advisors LLC | 46,000 | $1.16M | 0.62% | 00.0% | Unchanged |
| Raymond James & Associates | 47,339 | $1.19M | 0.00% | +9,336+24.6% | Added |
| IHT Wealth Management, LLC | 53,853 | $1.35M | 0.09% | +3,582+7.1% | Added |
| Fiera Capital Corp | 54,511 | $1.37M | 0.00% | +12,948+31.2% | Added |
| Stifel Financial Corp | 55,620 | $1.40M | 0.00% | +2,044+3.8% | Added |
| Mathes Company, Inc. | 58,450 | $1.47M | 0.53% | 00.0% | Unchanged |
| FourThought Financial, LLC | 59,225 | $1.49M | 0.20% | −175−0.3% | Reduced |
| Icon Wealth Partners, LLC | 61,857 | $1.55M | 0.17% | +12,216+24.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,323 | $1.61M | 0.00% | +7,163+12.5% | Added |
| Jefferies Group LLC | 66,676 | $1.67M | 0.03% | −23,771−26.3% | Reduced |
| Rockefeller Capital Management L.P. | 67,736 | $1.70M | 0.01% | +5,114+8.2% | Added |
| Baird Financial Group, Inc. | 85,348 | $2.14M | 0.01% | +2,012+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 87,044 | $2.19M | 0.00% | −5,211−5.6% | Reduced |
| Truist Financial Corp | 101,861 | $2.56M | 0.00% | +11,104+12.2% | Added |
| Sterneck Capital Management, LLC | 143,239 | $3.67M | 2.27% | −15,984−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 146,475 | $3.68M | 0.01% | −16,066−9.9% | Reduced |
| Ameriprise Financial Inc | 150,222 | $3.77M | 0.00% | +730+0.5% | Added |
| UBS Group AG | 244,652 | $6.14M | 0.00% | +17,238+7.6% | Added |