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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 3 | $0 | 0.00% | +3 | New |
| Eaton Vance Management | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 255 | $6.00K | 0.00% | +255 | New |
| Anchor Investment Management, LLC | 375 | $9.20K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 397 | $10.0K | 0.00% | −2,400−85.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 394 | $10.0K | 0.00% | +6+1.5% | Added |
| SOA Wealth Advisors, LLC. | 524 | $12.0K | 0.00% | +8+1.6% | Added |
| Gradient Investments LLC | 528 | $13.0K | 0.00% | +238+82.1% | Added |
| Ellis Investment Partners, LLC | 804 | $19.0K | 0.00% | +804 | New |
| Huntington National Bank | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 800 | $20.0K | 0.00% | 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 |
| Albion Financial Group | 1,226 | $30.0K | 0.00% | +1,226 | New |
| City Holding Co | 2,000 | $43.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,805 | $44.0K | 0.00% | −3,324−64.8% | Reduced |
| Cordasco Financial Network | 1,836 | $45.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,061 | $51.0K | 0.02% | +29+1.4% | Added |
| CWM, LLC | 2,127 | $52.0K | 0.00% | +2,127 | New |
| FSB Premier Wealth Management, Inc. | 3,509 | $86.0K | 0.04% | +3,509 | New |
| Future Financial Wealth Managment LLC | 4,016 | $99.0K | 0.08% | +4,016 | New |
| Global Retirement Partners, LLC | 4,281 | $105.0K | 0.08% | +61+1.4% | Added |
| AllSquare Wealth Management LLC | 4,500 | $110.0K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,906 | $144.0K | 0.01% | +3,881+191.7% | Added |
| CoreCap Advisors, LLC | 7,185 | $176.0K | 0.01% | +7,185 | New |
| Steward Partners Investment Advisory, LLC | 8,275 | $203.0K | 0.00% | −800−8.8% | Reduced |
| Gill Capital Partners, LLC | 8,508 | $209.0K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,981 | $220.0K | 0.01% | −51−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 9,024 | $221.0K | 0.00% | +400+4.6% | Added |
| Capital Investment Advisors, LLC | 9,139 | $224.0K | 0.01% | −13,684−60.0% | Reduced |
| American Portfolios Advisors | 9,241 | $226.8K | 0.01% | −14−0.2% | Reduced |
| Susquehanna International Group, LLP | 9,281 | $228.0K | 0.00% | +9,281 | New |
| Lido Advisors, LLC | 9,365 | $229.0K | 0.00% | +10.0% | Added |
| Ausdal Financial Partners, Inc. | 9,549 | $234.0K | 0.03% | +9,549 | New |
| International Assets Investment Management, LLC | 9,618 | $236.0K | 0.04% | −646−6.3% | Reduced |
| Kestra Private Wealth Services, LLC | 9,874 | $242.0K | 0.01% | +31+0.3% | Added |
| Fifth Third Bancorp | 9,930 | $244.0K | 0.00% | +9,630+3,210.0% | Added |
| Guggenheim Capital LLC | 9,980 | $245.0K | 0.00% | +9,980 | New |
| Bokf, NA | 10,267 | $252.0K | 0.00% | −49−0.5% | Reduced |
| Smith, Moore & Co. | 10,923 | $268.0K | 0.04% | +9+0.1% | Added |
| Kestra Advisory Services, LLC | 11,274 | $277.0K | 0.00% | −2,109−15.8% | Reduced |
| Mercer Global Advisors Inc | 12,135 | $298.0K | 0.00% | −191−1.5% | Reduced |
| Park Avenue Securities LLC | 13,207 | $324.0K | 0.01% | −158−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 15,215 | $373.0K | 0.02% | −433−2.8% | Reduced |
| Arete Wealth Advisors, LLC | 15,661 | $386.0K | 0.03% | −1,066−6.4% | Reduced |
| Sit Investment Associates Inc | 16,200 | $398.0K | 0.01% | 00.0% | Unchanged |
| OTA Financial Group L.P. | 16,697 | $409.0K | 0.28% | +16,697 | New |
| Samalin Investment Counsel, LLC | 16,736 | $411.0K | 0.25% | +615+3.8% | Added |
| Paragon Private Wealth Management, LLC | 16,854 | $414.0K | 0.37% | +16,854 | New |
| Wedbush Securities Inc | 17,557 | $431.0K | 0.02% | +509+3.0% | Added |
| Envestnet Asset Management Inc | 17,935 | $440.0K | 0.00% | +937+5.5% | Added |
| NEXT Financial Group, Inc | 18,025 | $442.0K | 0.03% | +1,040+6.1% | Added |
| Cetera Advisors LLC | 19,537 | $479.0K | 0.01% | −2,643−11.9% | Reduced |
| Cetera Advisor Networks LLC | 20,003 | $491.0K | 0.01% | +359+1.8% | Added |
| National Asset Management, Inc. | 20,350 | $500.0K | 0.01% | +469+2.4% | Added |
| Davenport & Co LLC | 21,220 | $521.0K | 0.00% | +1,200+6.0% | Added |
| GWM Advisors LLC | 22,985 | $564.0K | 0.01% | +8,927+63.5% | Added |
| Armor Investment Advisors, LLC | 24,230 | $595.0K | 0.34% | −1,200−4.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 24,778 | $608.0K | 0.23% | +24,778 | New |
| Prospera Financial Services Inc | 25,962 | $637.0K | 0.03% | +3,114+13.6% | Added |
| Commonwealth Equity Services, LLC | 26,853 | $658.0K | 0.00% | +101+0.4% | Added |
| First Financial Corp | 27,272 | $669.0K | 0.41% | +3,132+13.0% | Added |
| Sowell Financial Services LLC | 27,925 | $689.0K | 0.04% | −10.0% | Reduced |
| RDA Financial Network | 29,365 | $721.0K | 0.29% | −1,754−5.6% | Reduced |
| Delta Capital Management LLC | 29,745 | $730.0K | 0.41% | +325+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,956 | $735.0K | 0.00% | +2,260+8.2% | Added |
| Ameritas Advisory Services, LLC | 30,254 | $742.0K | 0.03% | +30,254 | New |
| Janney Montgomery Scott LLC | 30,757 | $755.0K | 0.00% | +9,478+44.5% | Added |
| Spire Wealth Management | 30,909 | $759.0K | 0.02% | −2,027−6.2% | Reduced |
| Centaurus Financial, Inc. | 33,495 | $822.0K | 0.06% | −453−1.3% | Reduced |
| Cooper Financial Group | 34,044 | $835.0K | 0.32% | +5,262+18.3% | Added |
| Onyx Bridge Wealth Group LLC | 34,277 | $847.0K | 0.29% | −195−0.6% | Reduced |
| LexAurum Advisors, LLC | 36,893 | $905.0K | 0.29% | 00.0% | Unchanged |
| Castleview Partners, LLC | 22,208 | $905.0K | 0.01% | +22,208 | New |
| Magnus Financial Group LLC | 42,067 | $1.03M | 0.20% | +157+0.4% | Added |
| D.A. Davidson & Co. | 45,761 | $1.12M | 0.01% | +5,779+14.5% | Added |
| Menlo Advisors LLC | 47,250 | $1.16M | 0.58% | +500+1.1% | Added |
| FourThought Financial, LLC | 52,753 | $1.29M | 0.16% | −3,087−5.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,257 | $1.33M | 0.00% | +3,094+6.0% | Added |
| Fiera Capital Corp | 55,872 | $1.37M | 0.00% | +1,361+2.5% | Added |
| Mathes Company, Inc. | 57,950 | $1.42M | 0.49% | +2,000+3.6% | Added |
| Raymond James & Associates | 58,240 | $1.43M | 0.00% | +3,480+6.4% | Added |
| IHT Wealth Management, LLC | 60,731 | $1.49M | 0.11% | +3,096+5.4% | Added |
| Icon Wealth Partners, LLC | 61,888 | $1.52M | 0.15% | +160.0% | Added |
| Rockefeller Capital Management L.P. | 72,586 | $1.78M | 0.01% | +4,850+7.2% | Added |
| Stifel Financial Corp | 74,493 | $1.83M | 0.00% | +1,152+1.6% | Added |
| Truist Financial Corp | 89,324 | $2.19M | 0.00% | −5,742−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 95,317 | $2.34M | 0.00% | +919+1.0% | Added |
| Baird Financial Group, Inc. | 100,452 | $2.46M | 0.01% | +1,632+1.7% | Added |
| Sterneck Capital Management, LLC | 112,679 | $2.77M | 1.64% | +508+0.5% | Added |
| Peak Planning Group, LLC | 130,328 | $3.20M | 2.36% | +10,901+9.1% | Added |
| Penserra Capital Management LLC | 131,363 | $3.22M | 0.07% | +1,815+1.4% | Added |
| Advisor Group Holdings, Inc. | 147,429 | $3.62M | 0.01% | +12,793+9.5% | Added |
| UBS Group AG | 274,002 | $6.72M | 0.00% | +4,141+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 274,219 | $6.73M | 0.33% | −22,195−7.5% | Reduced |
| Bank of America Corp | 322,751 | $7.92M | 0.00% | +4,254+1.3% | Added |
| Cohen & Steers, Inc. | 351,208 | $8.62M | 0.01% | +10,000+2.9% | Added |
| Royal Bank of Canada | 360,824 | $8.86M | 0.00% | −1,299−0.4% | Reduced |
| Ameriprise Financial Inc | 395,732 | $9.86M | 0.00% | +19,892+5.3% | Added |
| Bramshill Investments, LLC | 453,331 | $11.1M | 1.09% | −79,426−14.9% | Reduced |