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.
Q4 2021 vs. Q3 2021
How the institutions holding First Trust Intermediate Duration Preferred & Income Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 110 | 1 | 105 | −4 |
| Shares | 13.2M | 30.1K | 13.7M | +445.8K (+3.4%) |
| Value | $331.3M | $752.0K | $335.7M | +$5.13M (+1.6%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Castleview Partners, LLC | 22,208 | $905.0K | 0.01% |
| Ameritas Advisory Services, LLC | 30,254 | $742.0K | 0.03% |
| Householder Group Estate & Retirement Specialist, LLC | 24,778 | $608.0K | 0.23% |
| Paragon Private Wealth Management, LLC | 16,854 | $414.0K | 0.37% |
| OTA Financial Group L.P. | 16,697 | $409.0K | 0.28% |
| Guggenheim Capital LLC | 9,980 | $245.0K | 0.00% |
| Ausdal Financial Partners, Inc. | 9,549 | $234.0K | 0.03% |
| Susquehanna International Group, LLP | 9,281 | $228.0K | 0.00% |
| CoreCap Advisors, LLC | 7,185 | $176.0K | 0.01% |
| Future Financial Wealth Managment LLC | 4,016 | $99.0K | 0.08% |
| FSB Premier Wealth Management, Inc. | 3,509 | $86.0K | 0.04% |
| CWM, LLC | 2,127 | $52.0K | 0.00% |
| Albion Financial Group | 1,226 | $30.0K | 0.00% |
| Ellis Investment Partners, LLC | 804 | $19.0K | 0.00% |
| Larson Financial Group LLC | 255 | $6.00K | 0.00% |
| Tower Research Capital LLC (TRC) | 3 | $0 | 0.00% |
Sold out (20)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Jefferies Group LLC | 65,854 | $1.65M |
| Aurora Private Wealth, Inc. | 30,551 | $764.0K |
| Intellectus Partners, LLC | 14,324 | $358.0K |
| Level Four Advisory Services, LLC | 11,000 | $275.0K |
| Comerica Securities,inc. | 9,738 | $244.0K |
| Laidlaw Wealth Management LLC | 9,427 | $236.0K |
| Pinnacle Wealth Planning Services, Inc. | 8,263 | $207.0K |
| Advisory Services Network, LLC | 8,238 | $206.0K |
| We Are One Seven, LLC | 8,013 | $204.0K |
| NTV Asset Management LLC | 8,000 | $200.0K |
| Harbor Investment Advisory, LLC | 8,000 | $200.0K |
| Massmutual Trust Co FSB | 3,500 | $88.0K |
| Ibex Wealth Advisors | 2,340 | $59.0K |
| Parkside Financial Bank & Trust | 922 | $23.0K |
| Tower View Investment Management & Research LLC | 500 | $13.0K |
| CX Institutional | 500 | $13.0K |
| Phoenix Wealth Advisors | 409 | $10.0K |
| Arkadios Wealth Advisors | 344 | $8.00K |
| Atlas Private Wealth Advisors | 300 | $8.00K |
| Joseph P. Lucia & Associates, LLC | 135 | $3.00K |
Not filed for Q4 2021 yet (1)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Ameritas Investment Company, LLC | 30,067 | $752.0K |