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, Q3 2021
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Sep 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. Q2 2021
- Shares held
- 13.2M
- +686.3K (+5.5%) vs. Q2 2021
- Total value
- $331.3M
- +$15.7M (+5.0%) vs. Q2 2021
- New holders
- 9
- 40 more added
- Sold out
- 6
- 31 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,482,336 | $112.1M | 0.02% | +132,718+3.1% | Added |
| Parametric Portfolio Associates LLC | 1,648,739 | $41.3M | 0.02% | −47,127−2.8% | Reduced |
| Wells Fargo & Company | 1,014,192 | $25.4M | 0.01% | −34,929−3.3% | Reduced |
| Invesco Ltd. | 677,121 | $16.9M | 0.00% | −11,381−1.7% | Reduced |
| Bramshill Investments, LLC | 532,757 | $13.3M | 1.13% | +48,413+10.0% | Added |
| LPL Financial LLC | 456,565 | $11.4M | 0.01% | +127,707+38.8% | Added |
| Ameriprise Financial Inc | 375,840 | $9.37M | 0.00% | +225,618+150.2% | Added |
| Royal Bank of Canada | 362,123 | $9.06M | 0.00% | −39,834−9.9% | Reduced |
| Cohen & Steers, Inc. | 341,208 | $8.54M | 0.02% | +10,000+3.0% | Added |
| Bank of America Corp | 318,497 | $7.97M | 0.00% | −2,925−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 296,414 | $7.42M | 0.39% | +32,381+12.3% | Added |
| UBS Group AG | 269,861 | $6.75M | 0.00% | +25,209+10.3% | Added |
| Advisor Group Holdings, Inc. | 134,636 | $3.37M | 0.01% | −11,839−8.1% | Reduced |
| Penserra Capital Management LLC | 129,548 | $3.24M | 0.07% | +129,548 | New |
| Peak Planning Group, LLC | 119,427 | $2.99M | 2.57% | +119,427 | New |
| Sterneck Capital Management, LLC | 112,171 | $2.81M | 1.79% | −31,068−21.7% | Reduced |
| Baird Financial Group, Inc. | 98,820 | $2.47M | 0.01% | +13,472+15.8% | Added |
| Truist Financial Corp | 95,066 | $2.38M | 0.00% | −6,795−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 94,398 | $2.36M | 0.00% | +7,354+8.4% | Added |
| Stifel Financial Corp | 73,341 | $1.83M | 0.00% | +17,721+31.9% | Added |
| Rockefeller Capital Management L.P. | 67,736 | $1.69M | 0.01% | 00.0% | Unchanged |
| Jefferies Group LLC | 65,854 | $1.65M | 0.04% | −822−1.2% | Reduced |
| Icon Wealth Partners, LLC | 61,872 | $1.55M | 0.17% | +150.0% | Added |
| IHT Wealth Management, LLC | 57,635 | $1.44M | 0.12% | +3,782+7.0% | Added |
| Mathes Company, Inc. | 55,950 | $1.40M | 0.52% | −2,500−4.3% | Reduced |
| FourThought Financial, LLC | 55,840 | $1.40M | 0.19% | −3,385−5.7% | Reduced |
| Raymond James & Associates | 54,760 | $1.37M | 0.00% | +7,421+15.7% | Added |
| Fiera Capital Corp | 54,511 | $1.36M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 51,163 | $1.28M | 0.00% | −13,160−20.5% | Reduced |
| Menlo Advisors LLC | 46,750 | $1.17M | 0.62% | +750+1.6% | Added |
| Magnus Financial Group LLC | 41,910 | $1.05M | 0.22% | +31+0.1% | Added |
| D.A. Davidson & Co. | 39,982 | $1.00M | 0.01% | +5,438+15.7% | Added |
| LexAurum Advisors, LLC | 36,893 | $923.0K | 0.27% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 34,472 | $867.0K | 0.33% | +80.0% | Added |
| Centaurus Financial, Inc. | 33,948 | $849.0K | 0.07% | −80−0.2% | Reduced |
| Spire Wealth Management | 32,936 | $824.0K | 0.02% | +3,570+12.2% | Added |
| RDA Financial Network | 31,119 | $779.0K | 0.34% | −242−0.8% | Reduced |
| Aurora Private Wealth, Inc. | 30,551 | $764.0K | 0.31% | +950+3.2% | Added |
| Ameritas Investment Company, LLC | 30,067 | $752.0K | 0.03% | +8,378+38.6% | Added |
| Delta Capital Management LLC | 29,420 | $736.0K | 0.46% | 00.0% | Unchanged |
| Cooper Financial Group | 28,782 | $720.0K | 0.15% | −1,052−3.5% | Reduced |
| Sowell Financial Services LLC | 27,926 | $699.0K | 0.05% | +2,077+8.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,696 | $693.0K | 0.00% | −2,978−9.7% | Reduced |
| Commonwealth Equity Services, LLC | 26,752 | $669.0K | 0.00% | −1,329−4.7% | Reduced |
| Armor Investment Advisors, LLC | 25,430 | $636.0K | 0.40% | −3,687−12.7% | Reduced |
| First Financial Corp | 24,140 | $604.0K | 0.40% | +3,721+18.2% | Added |
| Prospera Financial Services Inc | 22,848 | $572.0K | 0.03% | −4,178−15.5% | Reduced |
| Capital Investment Advisors, LLC | 22,823 | $571.0K | 0.02% | +507+2.3% | Added |
| Cetera Advisors LLC | 22,180 | $555.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 21,279 | $532.0K | 0.00% | −1,890−8.2% | Reduced |
| Davenport & Co LLC | 20,020 | $501.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,881 | $498.0K | 0.02% | +5,749+40.7% | Added |
| Cetera Advisor Networks LLC | 19,644 | $491.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,048 | $427.0K | 0.02% | +538+3.3% | Added |
| Envestnet Asset Management Inc | 16,998 | $425.0K | 0.00% | −2,203−11.5% | Reduced |
| NEXT Financial Group, Inc | 16,985 | $425.0K | 0.03% | +164+1.0% | Added |
| Arete Wealth Advisors, LLC | 16,727 | $417.0K | 0.05% | +3,000+21.9% | Added |
| Sit Investment Associates Inc | 16,200 | $405.0K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 16,121 | $403.0K | 0.26% | +433+2.8% | Added |
| Kingsview Wealth Management, LLC | 15,648 | $392.0K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 14,324 | $358.0K | 0.09% | −353−2.4% | Reduced |
| GWM Advisors LLC | 14,058 | $352.0K | 0.01% | +14,058 | New |
| Kestra Advisory Services, LLC | 13,383 | $335.0K | 0.00% | +671+5.3% | Added |
| Park Avenue Securities LLC | 13,365 | $334.0K | 0.01% | −727−5.2% | Reduced |
| Mercer Global Advisors Inc | 12,326 | $308.0K | 0.00% | +12,326 | New |
| Level Four Advisory Services, LLC | 11,000 | $275.0K | 0.03% | +11,000 | New |
| Smith, Moore & Co. | 10,914 | $273.0K | 0.04% | +8+0.1% | Added |
| Bokf, NA | 10,316 | $258.0K | 0.00% | +10,316 | New |
| International Assets Investment Management, LLC | 10,264 | $257.0K | 0.05% | +67+0.7% | Added |
| Kestra Private Wealth Services, LLC | 9,843 | $246.0K | 0.01% | +226+2.4% | Added |
| Comerica Securities,inc. | 9,738 | $244.0K | 0.02% | −122−1.2% | Reduced |
| Laidlaw Wealth Management LLC | 9,427 | $236.0K | 0.06% | +388+4.3% | Added |
| Lido Advisors, LLC | 9,364 | $234.0K | 0.01% | +198+2.2% | Added |
| American Portfolios Advisors | 9,255 | $231.6K | 0.01% | +2,322+33.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,075 | $227.0K | 0.00% | −1,500−14.2% | Reduced |
| Sigma Planning Corp | 9,032 | $226.0K | 0.01% | +450+5.2% | Added |
| Stratos Wealth Partners, LTD. | 8,624 | $216.0K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 8,508 | $213.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,263 | $207.0K | 0.05% | −391−4.5% | Reduced |
| Advisory Services Network, LLC | 8,238 | $206.0K | 0.01% | −400−4.6% | Reduced |
| We Are One Seven, LLC | 8,013 | $204.0K | 0.03% | −405−4.8% | Reduced |
| NTV Asset Management LLC | 8,000 | $200.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,000 | $200.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 5,129 | $128.0K | 0.00% | −17,446−77.3% | Reduced |
| AllSquare Wealth Management LLC | 4,500 | $113.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,220 | $106.0K | 0.01% | +58+1.4% | Added |
| Massmutual Trust Co FSB | 3,500 | $88.0K | 0.00% | +3,500 | New |
| US Bancorp | 2,797 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 2,340 | $59.0K | 0.01% | +2,340 | New |
| Global Trust Asset Management, LLC | 2,032 | $51.0K | 0.02% | +27+1.3% | Added |
| City Holding Co | 2,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,025 | $50.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,836 | $46.0K | 0.03% | 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% | 00.0% | Unchanged |
| Huntington National Bank | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $13.0K | 0.01% | +500 | New |