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, Q1 2022
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Mar 31, 2022. 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
- 101
- −2 vs. Q4 2021
- Shares held
- 14.2M
- +662.4K (+4.9%) vs. Q4 2021
- Total value
- $311.5M
- −$20.6M (−6.2%) vs. Q4 2021
- New holders
- 13
- 44 more added
- Sold out
- 15
- 29 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,104,366 | $112.2M | 0.02% | +416,786+8.9% | Added |
| Parametric Portfolio Associates LLC | 1,722,625 | $37.9M | 0.02% | +54,597+3.3% | Added |
| Wells Fargo & Company | 925,047 | $20.3M | 0.01% | −162,853−15.0% | Reduced |
| Invesco Ltd. | 765,470 | $16.8M | 0.00% | +84,569+12.4% | Added |
| LPL Financial LLC | 551,505 | $12.1M | 0.01% | −81,062−12.8% | Reduced |
| Bramshill Investments, LLC | 454,406 | $9.99M | 1.38% | +1,075+0.2% | Added |
| Ameriprise Financial Inc | 446,900 | $9.84M | 0.00% | +51,168+12.9% | Added |
| Royal Bank of Canada | 368,002 | $8.09M | 0.00% | +7,178+2.0% | Added |
| Cohen & Steers, Inc. | 356,208 | $7.83M | 0.01% | +5,000+1.4% | Added |
| Bank of America Corp | 336,776 | $7.41M | 0.00% | +14,025+4.3% | Added |
| UBS Group AG | 280,306 | $6.17M | 0.00% | +6,304+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 255,601 | $5.62M | 0.30% | −18,618−6.8% | Reduced |
| Penserra Capital Management LLC | 227,669 | $5.01M | 0.12% | +96,306+73.3% | Added |
| Sterneck Capital Management, LLC | 158,618 | $3.49M | 2.09% | +45,939+40.8% | Added |
| Advisor Group Holdings, Inc. | 141,843 | $3.12M | 0.01% | −5,586−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 140,232 | $3.08M | 0.00% | +44,915+47.1% | Added |
| Baird Financial Group, Inc. | 95,530 | $2.10M | 0.01% | −4,922−4.9% | Reduced |
| Magnus Financial Group LLC | 87,796 | $1.93M | 0.32% | +45,729+108.7% | Added |
| Truist Financial Corp | 86,863 | $1.91M | 0.00% | −2,461−2.8% | Reduced |
| IHT Wealth Management, LLC | 80,724 | $1.77M | 0.13% | +19,993+32.9% | Added |
| Stifel Financial Corp | 79,109 | $1.74M | 0.00% | +4,616+6.2% | Added |
| Fiera Capital Corp | 66,293 | $1.46M | 0.00% | +10,421+18.7% | Added |
| Raymond James & Associates | 61,050 | $1.34M | 0.00% | +2,810+4.8% | Added |
| Rockefeller Capital Management L.P. | 60,082 | $1.32M | 0.01% | −12,504−17.2% | Reduced |
| Icon Wealth Partners, LLC | 59,406 | $1.31M | 0.13% | −2,482−4.0% | Reduced |
| Mathes Company, Inc. | 57,950 | $1.27M | 0.49% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 53,783 | $1.18M | 0.00% | −474−0.9% | Reduced |
| FourThought Financial, LLC | 52,476 | $1.16M | 0.15% | −277−0.5% | Reduced |
| Menlo Advisors LLC | 47,250 | $1.04M | 0.55% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 45,314 | $996.0K | 0.01% | −447−1.0% | Reduced |
| LexAurum Advisors, LLC | 36,893 | $811.0K | 0.26% | 00.0% | Unchanged |
| Cooper Financial Group | 36,426 | $801.0K | 0.30% | +2,382+7.0% | Added |
| Centaurus Financial, Inc. | 33,495 | $737.0K | 0.06% | 00.0% | Unchanged |
| First Financial Corp | 32,522 | $715.0K | 0.43% | +5,250+19.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 32,468 | $714.0K | 0.29% | +7,690+31.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,760 | $676.0K | 0.00% | +804+2.7% | Added |
| Ameritas Advisory Services, LLC | 30,266 | $666.0K | 0.02% | +120.0% | Added |
| Delta Capital Management LLC | 30,015 | $660.0K | 0.44% | +270+0.9% | Added |
| GWM Advisors LLC | 29,972 | $659.0K | 0.01% | +6,987+30.4% | Added |
| Prospera Financial Services Inc | 29,819 | $656.0K | 0.03% | +3,857+14.9% | Added |
| Commonwealth Equity Services, LLC | 29,245 | $643.0K | 0.00% | +2,392+8.9% | Added |
| RDA Financial Network | 28,949 | $637.0K | 0.27% | −416−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 28,331 | $623.0K | 0.01% | +28,331 | New |
| Spire Wealth Management | 28,149 | $619.0K | 0.02% | −2,760−8.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 30,517 | $612.0K | 0.23% | −3,760−11.0% | Reduced |
| Janney Montgomery Scott LLC | 27,694 | $609.0K | 0.00% | −3,063−10.0% | Reduced |
| Doliver Advisors, LP | 23,812 | $524.0K | 0.17% | +23,812 | New |
| Sowell Financial Services LLC | 27,920 | $521.0K | 0.09% | −50.0% | Reduced |
| National Asset Management, Inc. | 22,633 | $498.0K | 0.02% | +2,283+11.2% | Added |
| Armor Investment Advisors, LLC | 22,504 | $495.0K | 0.28% | −1,726−7.1% | Reduced |
| Cetera Advisor Networks LLC | 19,951 | $439.0K | 0.01% | −52−0.3% | Reduced |
| Samalin Investment Counsel, LLC | 19,924 | $438.0K | 0.27% | +3,188+19.0% | Added |
| Davenport & Co LLC | 19,620 | $431.0K | 0.00% | −1,600−7.5% | Reduced |
| Cetera Advisors LLC | 19,452 | $428.0K | 0.01% | −85−0.4% | Reduced |
| Wedbush Securities Inc | 17,672 | $389.0K | 0.02% | +115+0.7% | Added |
| IFP Advisors, Inc | 17,250 | $377.0K | 0.00% | +17,250 | New |
| Envestnet Asset Management Inc | 17,006 | $374.0K | 0.00% | −929−5.2% | Reduced |
| Bokf, NA | 15,101 | $332.0K | 0.01% | +4,834+47.1% | Added |
| Paragon Private Wealth Management, LLC | 16,854 | $327.0K | 0.32% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,738 | $324.0K | 0.00% | +4,758+47.7% | Added |
| Sit Investment Associates Inc | 14,200 | $312.0K | 0.01% | −2,000−12.3% | Reduced |
| Kestra Advisory Services, LLC | 13,550 | $298.0K | 0.00% | +2,276+20.2% | Added |
| Kingsview Wealth Management, LLC | 13,110 | $288.3K | 0.01% | −2,105−13.8% | Reduced |
| Park Avenue Securities LLC | 12,851 | $283.0K | 0.00% | −356−2.7% | Reduced |
| Mercer Global Advisors Inc | 12,619 | $277.0K | 0.00% | +484+4.0% | Added |
| Arete Wealth Advisors, LLC | 11,779 | $259.0K | 0.02% | −3,882−24.8% | Reduced |
| Smith, Moore & Co. | 11,133 | $245.0K | 0.03% | +210+1.9% | Added |
| Sigma Planning Corp | 10,036 | $221.0K | 0.01% | +1,055+11.7% | Added |
| Kestra Private Wealth Services, LLC | 9,966 | $219.0K | 0.01% | +92+0.9% | Added |
| Stratos Wealth Partners, LTD. | 9,867 | $217.0K | 0.00% | +843+9.3% | Added |
| Money Concepts Capital Corp | 9,790 | $215.0K | 0.01% | +9,790 | New |
| Western Wealth Management, LLC | 9,702 | $214.0K | 0.01% | +9,702 | New |
| American Portfolios Advisors | 9,663 | $212.5K | 0.01% | +422+4.6% | Added |
| HB Wealth Management, LLC | 9,460 | $208.0K | 0.00% | +9,460 | New |
| Lido Advisors, LLC | 9,364 | $205.0K | 0.00% | −10.0% | Reduced |
| International Assets Investment Management, LLC | 9,155 | $201.0K | 0.04% | −463−4.8% | Reduced |
| HighTower Advisors, LLC | 9,053 | $200.0K | 0.00% | +9,053 | New |
| Steward Partners Investment Advisory, LLC | 8,275 | $182.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 6,172 | $136.0K | 0.11% | +2,156+53.7% | Added |
| Geneos Wealth Management Inc. | 5,906 | $129.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 4,500 | $99.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,500 | $99.0K | 0.01% | +4,500 | New |
| Global Retirement Partners, LLC | 4,405 | $83.0K | 0.01% | +124+2.9% | Added |
| Global Trust Asset Management, LLC | 2,093 | $46.0K | 0.02% | +32+1.6% | Added |
| City Holding Co | 2,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,836 | $40.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 1,805 | $40.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $30.2K | 0.00% | +1,000+266.7% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,000 | $22.0K | 0.03% | +1,000 | New |
| AdvisorNet Financial, Inc | 800 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 835 | $18.0K | 0.00% | +835 | New |
| SOA Wealth Advisors, LLC. | 533 | $11.0K | 0.00% | +9+1.7% | Added |
| Huntington National Bank | 400 | $9.00K | 0.00% | −400−50.0% | Reduced |
| US Bancorp | 397 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 401 | $9.00K | 0.00% | +7+1.8% | Added |
| Gradient Investments LLC | 290 | $6.00K | 0.00% | −238−45.1% | Reduced |
| Larson Financial Group LLC | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 251 | $5.00K | 0.00% | +251 | New |
| Joseph P. Lucia & Associates, LLC | 135 | $3.00K | 0.00% | +135 | New |