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, Q4 2021
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Dec 31, 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
- 105
- −4 vs. Q3 2021
- Shares held
- 13.7M
- +445.8K (+3.4%) vs. Q3 2021
- Total value
- $335.7M
- +$5.13M (+1.6%) vs. Q3 2021
- New holders
- 16
- 52 more added
- Sold out
- 20
- 25 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,687,580 | $115.0M | 0.01% | +205,244+4.6% | Added |
| Parametric Portfolio Associates LLC | 1,668,028 | $40.9M | 0.02% | +19,289+1.2% | Added |
| Wells Fargo & Company | 1,087,900 | $26.7M | 0.01% | +73,708+7.3% | Added |
| Invesco Ltd. | 680,901 | $16.7M | 0.00% | +3,780+0.6% | Added |
| LPL Financial LLC | 632,567 | $15.5M | 0.01% | +176,002+38.5% | Added |
| Bramshill Investments, LLC | 453,331 | $11.1M | 1.09% | −79,426−14.9% | Reduced |
| Ameriprise Financial Inc | 395,732 | $9.86M | 0.00% | +19,892+5.3% | Added |
| Royal Bank of Canada | 360,824 | $8.86M | 0.00% | −1,299−0.4% | Reduced |
| Cohen & Steers, Inc. | 351,208 | $8.62M | 0.01% | +10,000+2.9% | Added |
| Bank of America Corp | 322,751 | $7.92M | 0.00% | +4,254+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 274,219 | $6.73M | 0.33% | −22,195−7.5% | Reduced |
| UBS Group AG | 274,002 | $6.72M | 0.00% | +4,141+1.5% | Added |
| Advisor Group Holdings, Inc. | 147,429 | $3.62M | 0.01% | +12,793+9.5% | Added |
| Penserra Capital Management LLC | 131,363 | $3.22M | 0.07% | +1,815+1.4% | Added |
| Peak Planning Group, LLC | 130,328 | $3.20M | 2.36% | +10,901+9.1% | Added |
| Sterneck Capital Management, LLC | 112,679 | $2.77M | 1.64% | +508+0.5% | Added |
| Baird Financial Group, Inc. | 100,452 | $2.46M | 0.01% | +1,632+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 95,317 | $2.34M | 0.00% | +919+1.0% | Added |
| Truist Financial Corp | 89,324 | $2.19M | 0.00% | −5,742−6.0% | Reduced |
| Stifel Financial Corp | 74,493 | $1.83M | 0.00% | +1,152+1.6% | Added |
| Rockefeller Capital Management L.P. | 72,586 | $1.78M | 0.01% | +4,850+7.2% | Added |
| Icon Wealth Partners, LLC | 61,888 | $1.52M | 0.15% | +160.0% | Added |
| IHT Wealth Management, LLC | 60,731 | $1.49M | 0.11% | +3,096+5.4% | Added |
| Raymond James & Associates | 58,240 | $1.43M | 0.00% | +3,480+6.4% | Added |
| Mathes Company, Inc. | 57,950 | $1.42M | 0.49% | +2,000+3.6% | Added |
| Fiera Capital Corp | 55,872 | $1.37M | 0.00% | +1,361+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 54,257 | $1.33M | 0.00% | +3,094+6.0% | Added |
| FourThought Financial, LLC | 52,753 | $1.29M | 0.16% | −3,087−5.5% | Reduced |
| Menlo Advisors LLC | 47,250 | $1.16M | 0.58% | +500+1.1% | Added |
| D.A. Davidson & Co. | 45,761 | $1.12M | 0.01% | +5,779+14.5% | Added |
| Magnus Financial Group LLC | 42,067 | $1.03M | 0.20% | +157+0.4% | Added |
| LexAurum Advisors, LLC | 36,893 | $905.0K | 0.29% | 00.0% | Unchanged |
| Castleview Partners, LLC | 22,208 | $905.0K | 0.01% | +22,208 | New |
| Onyx Bridge Wealth Group LLC | 34,277 | $847.0K | 0.29% | −195−0.6% | Reduced |
| Cooper Financial Group | 34,044 | $835.0K | 0.32% | +5,262+18.3% | Added |
| Centaurus Financial, Inc. | 33,495 | $822.0K | 0.06% | −453−1.3% | Reduced |
| Spire Wealth Management | 30,909 | $759.0K | 0.02% | −2,027−6.2% | Reduced |
| Janney Montgomery Scott LLC | 30,757 | $755.0K | 0.00% | +9,478+44.5% | Added |
| Ameritas Advisory Services, LLC | 30,254 | $742.0K | 0.03% | +30,254 | New |
| Cambridge Investment Research Advisors, Inc. | 29,956 | $735.0K | 0.00% | +2,260+8.2% | Added |
| Delta Capital Management LLC | 29,745 | $730.0K | 0.41% | +325+1.1% | Added |
| RDA Financial Network | 29,365 | $721.0K | 0.29% | −1,754−5.6% | Reduced |
| Sowell Financial Services LLC | 27,925 | $689.0K | 0.04% | −10.0% | Reduced |
| First Financial Corp | 27,272 | $669.0K | 0.41% | +3,132+13.0% | Added |
| Commonwealth Equity Services, LLC | 26,853 | $658.0K | 0.00% | +101+0.4% | Added |
| Prospera Financial Services Inc | 25,962 | $637.0K | 0.03% | +3,114+13.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 24,778 | $608.0K | 0.23% | +24,778 | New |
| Armor Investment Advisors, LLC | 24,230 | $595.0K | 0.34% | −1,200−4.7% | Reduced |
| GWM Advisors LLC | 22,985 | $564.0K | 0.01% | +8,927+63.5% | Added |
| Davenport & Co LLC | 21,220 | $521.0K | 0.00% | +1,200+6.0% | Added |
| National Asset Management, Inc. | 20,350 | $500.0K | 0.01% | +469+2.4% | Added |
| Cetera Advisor Networks LLC | 20,003 | $491.0K | 0.01% | +359+1.8% | Added |
| Cetera Advisors LLC | 19,537 | $479.0K | 0.01% | −2,643−11.9% | Reduced |
| NEXT Financial Group, Inc | 18,025 | $442.0K | 0.03% | +1,040+6.1% | Added |
| Envestnet Asset Management Inc | 17,935 | $440.0K | 0.00% | +937+5.5% | Added |
| Wedbush Securities Inc | 17,557 | $431.0K | 0.02% | +509+3.0% | Added |
| Paragon Private Wealth Management, LLC | 16,854 | $414.0K | 0.37% | +16,854 | New |
| Samalin Investment Counsel, LLC | 16,736 | $411.0K | 0.25% | +615+3.8% | Added |
| OTA Financial Group L.P. | 16,697 | $409.0K | 0.28% | +16,697 | New |
| Sit Investment Associates Inc | 16,200 | $398.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15,661 | $386.0K | 0.03% | −1,066−6.4% | Reduced |
| Kingsview Wealth Management, LLC | 15,215 | $373.0K | 0.02% | −433−2.8% | Reduced |
| Park Avenue Securities LLC | 13,207 | $324.0K | 0.01% | −158−1.2% | Reduced |
| Mercer Global Advisors Inc | 12,135 | $298.0K | 0.00% | −191−1.5% | Reduced |
| Kestra Advisory Services, LLC | 11,274 | $277.0K | 0.00% | −2,109−15.8% | Reduced |
| Smith, Moore & Co. | 10,923 | $268.0K | 0.04% | +9+0.1% | Added |
| Bokf, NA | 10,267 | $252.0K | 0.00% | −49−0.5% | Reduced |
| Guggenheim Capital LLC | 9,980 | $245.0K | 0.00% | +9,980 | New |
| Fifth Third Bancorp | 9,930 | $244.0K | 0.00% | +9,630+3,210.0% | Added |
| Kestra Private Wealth Services, LLC | 9,874 | $242.0K | 0.01% | +31+0.3% | Added |
| International Assets Investment Management, LLC | 9,618 | $236.0K | 0.04% | −646−6.3% | Reduced |
| Ausdal Financial Partners, Inc. | 9,549 | $234.0K | 0.03% | +9,549 | New |
| Lido Advisors, LLC | 9,365 | $229.0K | 0.00% | +10.0% | Added |
| Susquehanna International Group, LLP | 9,281 | $228.0K | 0.00% | +9,281 | New |
| American Portfolios Advisors | 9,241 | $226.8K | 0.01% | −14−0.2% | Reduced |
| Capital Investment Advisors, LLC | 9,139 | $224.0K | 0.01% | −13,684−60.0% | Reduced |
| Stratos Wealth Partners, LTD. | 9,024 | $221.0K | 0.00% | +400+4.6% | Added |
| Sigma Planning Corp | 8,981 | $220.0K | 0.01% | −51−0.6% | Reduced |
| Gill Capital Partners, LLC | 8,508 | $209.0K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,275 | $203.0K | 0.00% | −800−8.8% | Reduced |
| CoreCap Advisors, LLC | 7,185 | $176.0K | 0.01% | +7,185 | New |
| Geneos Wealth Management Inc. | 5,906 | $144.0K | 0.01% | +3,881+191.7% | Added |
| AllSquare Wealth Management LLC | 4,500 | $110.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,281 | $105.0K | 0.08% | +61+1.4% | Added |
| Future Financial Wealth Managment LLC | 4,016 | $99.0K | 0.08% | +4,016 | New |
| FSB Premier Wealth Management, Inc. | 3,509 | $86.0K | 0.04% | +3,509 | New |
| CWM, LLC | 2,127 | $52.0K | 0.00% | +2,127 | New |
| Global Trust Asset Management, LLC | 2,061 | $51.0K | 0.02% | +29+1.4% | Added |
| Cordasco Financial Network | 1,836 | $45.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 1,805 | $44.0K | 0.00% | −3,324−64.8% | Reduced |
| City Holding Co | 2,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,226 | $30.0K | 0.00% | +1,226 | 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 |
| Huntington National Bank | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 804 | $19.0K | 0.00% | +804 | New |
| Gradient Investments LLC | 528 | $13.0K | 0.00% | +238+82.1% | Added |
| SOA Wealth Advisors, LLC. | 524 | $12.0K | 0.00% | +8+1.6% | Added |
| US Bancorp | 397 | $10.0K | 0.00% | −2,400−85.8% | Reduced |