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.
Q3 2021 vs. Q2 2021
How the institutions holding First Trust Intermediate Duration Preferred & Income Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 110 | 3 | 110 | +3 |
| Shares | 12.6M | 13.6K | 13.2M | +686.3K (+5.5%) |
| Value | $315.9M | $342.0K | $331.3M | +$15.7M (+5.0%) |
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 129,548 | $3.24M | 0.07% |
| Peak Planning Group, LLC | 119,427 | $2.99M | 2.57% |
| GWM Advisors LLC | 14,058 | $352.0K | 0.01% |
| Mercer Global Advisors Inc | 12,326 | $308.0K | 0.00% |
| Level Four Advisory Services, LLC | 11,000 | $275.0K | 0.03% |
| Bokf, NA | 10,316 | $258.0K | 0.00% |
| Massmutual Trust Co FSB | 3,500 | $88.0K | 0.00% |
| Ibex Wealth Advisors | 2,340 | $59.0K | 0.01% |
| Tower View Investment Management & Research LLC | 500 | $13.0K | 0.01% |
Sold out (6)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Aptus Capital Advisors, LLC | 27,300 | $686.0K |
| Oppenheimer & Co Inc | 11,873 | $299.0K |
| Jane Street Group, LLC | 9,559 | $240.0K |
| Bessemer Group Inc | 2,855 | $72.0K |
| Newbridge Financial Services Group, Inc. | 1,478 | $37.0K |
| FMR LLC | 1 | $0 |
Not filed for Q3 2021 yet (3)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Western Wealth Management, LLC | 9,701 | $243.0K |
| CWM, LLC | 3,038 | $76.0K |
| Castleview Partners, LLC | 905 | $23.0K |