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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 290 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $8.00K | 0.00% | −8,014−96.4% | Reduced |
| Arkadios Wealth Advisors | 344 | $8.00K | 0.00% | −2,479−87.8% | Reduced |
| Atlas Private Wealth Advisors | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 375 | $9.38K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 388 | $10.0K | 0.00% | +6+1.6% | Added |
| Phoenix Wealth Advisors | 409 | $10.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 516 | $12.0K | 0.00% | +7+1.4% | Added |
| CX Institutional | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $13.0K | 0.01% | +500 | New |
| Huntington National Bank | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 922 | $23.0K | 0.01% | 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 |
| Cordasco Financial Network | 1,836 | $46.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Global Trust Asset Management, LLC | 2,032 | $51.0K | 0.02% | +27+1.3% | Added |
| Ibex Wealth Advisors | 2,340 | $59.0K | 0.01% | +2,340 | New |
| US Bancorp | 2,797 | $70.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,500 | $88.0K | 0.00% | +3,500 | New |
| Global Retirement Partners, LLC | 4,220 | $106.0K | 0.01% | +58+1.4% | Added |
| AllSquare Wealth Management LLC | 4,500 | $113.0K | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 5,129 | $128.0K | 0.00% | −17,446−77.3% | 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 |
| We Are One Seven, LLC | 8,013 | $204.0K | 0.03% | −405−4.8% | Reduced |
| Advisory Services Network, LLC | 8,238 | $206.0K | 0.01% | −400−4.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,263 | $207.0K | 0.05% | −391−4.5% | Reduced |
| Gill Capital Partners, LLC | 8,508 | $213.0K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,624 | $216.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,032 | $226.0K | 0.01% | +450+5.2% | Added |
| Steward Partners Investment Advisory, LLC | 9,075 | $227.0K | 0.00% | −1,500−14.2% | Reduced |
| American Portfolios Advisors | 9,255 | $231.6K | 0.01% | +2,322+33.5% | Added |
| Lido Advisors, LLC | 9,364 | $234.0K | 0.01% | +198+2.2% | Added |
| Laidlaw Wealth Management LLC | 9,427 | $236.0K | 0.06% | +388+4.3% | Added |
| Comerica Securities,inc. | 9,738 | $244.0K | 0.02% | −122−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 9,843 | $246.0K | 0.01% | +226+2.4% | Added |
| International Assets Investment Management, LLC | 10,264 | $257.0K | 0.05% | +67+0.7% | Added |
| Bokf, NA | 10,316 | $258.0K | 0.00% | +10,316 | New |
| Smith, Moore & Co. | 10,914 | $273.0K | 0.04% | +8+0.1% | Added |
| Level Four Advisory Services, LLC | 11,000 | $275.0K | 0.03% | +11,000 | New |
| Mercer Global Advisors Inc | 12,326 | $308.0K | 0.00% | +12,326 | New |
| Park Avenue Securities LLC | 13,365 | $334.0K | 0.01% | −727−5.2% | Reduced |
| Kestra Advisory Services, LLC | 13,383 | $335.0K | 0.00% | +671+5.3% | Added |
| GWM Advisors LLC | 14,058 | $352.0K | 0.01% | +14,058 | New |
| Intellectus Partners, LLC | 14,324 | $358.0K | 0.09% | −353−2.4% | Reduced |
| Kingsview Wealth Management, LLC | 15,648 | $392.0K | 0.02% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 16,121 | $403.0K | 0.26% | +433+2.8% | Added |
| Sit Investment Associates Inc | 16,200 | $405.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 16,727 | $417.0K | 0.05% | +3,000+21.9% | 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 |
| Wedbush Securities Inc | 17,048 | $427.0K | 0.02% | +538+3.3% | Added |
| Cetera Advisor Networks LLC | 19,644 | $491.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,881 | $498.0K | 0.02% | +5,749+40.7% | Added |
| Davenport & Co LLC | 20,020 | $501.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 21,279 | $532.0K | 0.00% | −1,890−8.2% | Reduced |
| Cetera Advisors LLC | 22,180 | $555.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 22,823 | $571.0K | 0.02% | +507+2.3% | Added |
| Prospera Financial Services Inc | 22,848 | $572.0K | 0.03% | −4,178−15.5% | Reduced |
| First Financial Corp | 24,140 | $604.0K | 0.40% | +3,721+18.2% | Added |
| Armor Investment Advisors, LLC | 25,430 | $636.0K | 0.40% | −3,687−12.7% | Reduced |
| Commonwealth Equity Services, LLC | 26,752 | $669.0K | 0.00% | −1,329−4.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,696 | $693.0K | 0.00% | −2,978−9.7% | Reduced |
| Sowell Financial Services LLC | 27,926 | $699.0K | 0.05% | +2,077+8.0% | Added |
| Cooper Financial Group | 28,782 | $720.0K | 0.15% | −1,052−3.5% | Reduced |
| Delta Capital Management LLC | 29,420 | $736.0K | 0.46% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 30,067 | $752.0K | 0.03% | +8,378+38.6% | Added |
| Aurora Private Wealth, Inc. | 30,551 | $764.0K | 0.31% | +950+3.2% | Added |
| RDA Financial Network | 31,119 | $779.0K | 0.34% | −242−0.8% | Reduced |
| Spire Wealth Management | 32,936 | $824.0K | 0.02% | +3,570+12.2% | Added |
| Centaurus Financial, Inc. | 33,948 | $849.0K | 0.07% | −80−0.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 34,472 | $867.0K | 0.33% | +80.0% | Added |
| LexAurum Advisors, LLC | 36,893 | $923.0K | 0.27% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 39,982 | $1.00M | 0.01% | +5,438+15.7% | Added |
| Magnus Financial Group LLC | 41,910 | $1.05M | 0.22% | +31+0.1% | Added |
| Menlo Advisors LLC | 46,750 | $1.17M | 0.62% | +750+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 51,163 | $1.28M | 0.00% | −13,160−20.5% | Reduced |
| Fiera Capital Corp | 54,511 | $1.36M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 54,760 | $1.37M | 0.00% | +7,421+15.7% | Added |
| FourThought Financial, LLC | 55,840 | $1.40M | 0.19% | −3,385−5.7% | Reduced |
| Mathes Company, Inc. | 55,950 | $1.40M | 0.52% | −2,500−4.3% | Reduced |
| IHT Wealth Management, LLC | 57,635 | $1.44M | 0.12% | +3,782+7.0% | Added |
| Icon Wealth Partners, LLC | 61,872 | $1.55M | 0.17% | +150.0% | Added |
| Jefferies Group LLC | 65,854 | $1.65M | 0.04% | −822−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 67,736 | $1.69M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 73,341 | $1.83M | 0.00% | +17,721+31.9% | Added |
| Northwestern Mutual Wealth Management Co | 94,398 | $2.36M | 0.00% | +7,354+8.4% | Added |
| Truist Financial Corp | 95,066 | $2.38M | 0.00% | −6,795−6.7% | Reduced |
| Baird Financial Group, Inc. | 98,820 | $2.47M | 0.01% | +13,472+15.8% | Added |
| Sterneck Capital Management, LLC | 112,171 | $2.81M | 1.79% | −31,068−21.7% | Reduced |
| Peak Planning Group, LLC | 119,427 | $2.99M | 2.57% | +119,427 | New |
| Penserra Capital Management LLC | 129,548 | $3.24M | 0.07% | +129,548 | New |
| Advisor Group Holdings, Inc. | 134,636 | $3.37M | 0.01% | −11,839−8.1% | Reduced |
| UBS Group AG | 269,861 | $6.75M | 0.00% | +25,209+10.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 296,414 | $7.42M | 0.39% | +32,381+12.3% | Added |