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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 63 | $1.00K | 0.00% | +63 | New |
| Joseph P. Lucia & Associates, LLC | 135 | $3.00K | 0.00% | +135 | New |
| FMR LLC | 251 | $5.00K | 0.00% | +251 | New |
| Gradient Investments LLC | 290 | $6.00K | 0.00% | −238−45.1% | Reduced |
| Larson Financial Group LLC | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| SOA Wealth Advisors, LLC. | 533 | $11.0K | 0.00% | +9+1.7% | Added |
| AdvisorNet Financial, Inc | 800 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 835 | $18.0K | 0.00% | +835 | New |
| 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 |
| Anchor Investment Management, LLC | 1,375 | $30.2K | 0.00% | +1,000+266.7% | Added |
| Cordasco Financial Network | 1,836 | $40.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 1,805 | $40.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,093 | $46.0K | 0.02% | +32+1.6% | Added |
| Global Retirement Partners, LLC | 4,405 | $83.0K | 0.01% | +124+2.9% | Added |
| 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 |
| Geneos Wealth Management Inc. | 5,906 | $129.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 6,172 | $136.0K | 0.11% | +2,156+53.7% | Added |
| Steward Partners Investment Advisory, LLC | 8,275 | $182.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,053 | $200.0K | 0.00% | +9,053 | New |
| International Assets Investment Management, LLC | 9,155 | $201.0K | 0.04% | −463−4.8% | Reduced |
| Lido Advisors, LLC | 9,364 | $205.0K | 0.00% | −10.0% | Reduced |
| HB Wealth Management, LLC | 9,460 | $208.0K | 0.00% | +9,460 | New |
| American Portfolios Advisors | 9,663 | $212.5K | 0.01% | +422+4.6% | Added |
| Western Wealth Management, LLC | 9,702 | $214.0K | 0.01% | +9,702 | New |
| Money Concepts Capital Corp | 9,790 | $215.0K | 0.01% | +9,790 | New |
| Stratos Wealth Partners, LTD. | 9,867 | $217.0K | 0.00% | +843+9.3% | Added |
| Kestra Private Wealth Services, LLC | 9,966 | $219.0K | 0.01% | +92+0.9% | Added |
| Sigma Planning Corp | 10,036 | $221.0K | 0.01% | +1,055+11.7% | Added |
| Smith, Moore & Co. | 11,133 | $245.0K | 0.03% | +210+1.9% | Added |
| Arete Wealth Advisors, LLC | 11,779 | $259.0K | 0.02% | −3,882−24.8% | Reduced |
| Mercer Global Advisors Inc | 12,619 | $277.0K | 0.00% | +484+4.0% | Added |
| Park Avenue Securities LLC | 12,851 | $283.0K | 0.00% | −356−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 13,110 | $288.3K | 0.01% | −2,105−13.8% | Reduced |
| Kestra Advisory Services, LLC | 13,550 | $298.0K | 0.00% | +2,276+20.2% | Added |
| Sit Investment Associates Inc | 14,200 | $312.0K | 0.01% | −2,000−12.3% | Reduced |
| Guggenheim Capital LLC | 14,738 | $324.0K | 0.00% | +4,758+47.7% | Added |
| Paragon Private Wealth Management, LLC | 16,854 | $327.0K | 0.32% | 00.0% | Unchanged |
| Bokf, NA | 15,101 | $332.0K | 0.01% | +4,834+47.1% | Added |
| Envestnet Asset Management Inc | 17,006 | $374.0K | 0.00% | −929−5.2% | Reduced |
| IFP Advisors, Inc | 17,250 | $377.0K | 0.00% | +17,250 | New |
| Wedbush Securities Inc | 17,672 | $389.0K | 0.02% | +115+0.7% | Added |
| Cetera Advisors LLC | 19,452 | $428.0K | 0.01% | −85−0.4% | Reduced |
| Davenport & Co LLC | 19,620 | $431.0K | 0.00% | −1,600−7.5% | Reduced |
| Samalin Investment Counsel, LLC | 19,924 | $438.0K | 0.27% | +3,188+19.0% | Added |
| Cetera Advisor Networks LLC | 19,951 | $439.0K | 0.01% | −52−0.3% | Reduced |
| Armor Investment Advisors, LLC | 22,504 | $495.0K | 0.28% | −1,726−7.1% | Reduced |
| National Asset Management, Inc. | 22,633 | $498.0K | 0.02% | +2,283+11.2% | Added |
| Sowell Financial Services LLC | 27,920 | $521.0K | 0.09% | −50.0% | Reduced |
| Doliver Advisors, LP | 23,812 | $524.0K | 0.17% | +23,812 | New |
| Janney Montgomery Scott LLC | 27,694 | $609.0K | 0.00% | −3,063−10.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 30,517 | $612.0K | 0.23% | −3,760−11.0% | Reduced |
| Spire Wealth Management | 28,149 | $619.0K | 0.02% | −2,760−8.9% | Reduced |
| Atria Wealth Solutions, Inc. | 28,331 | $623.0K | 0.01% | +28,331 | New |
| RDA Financial Network | 28,949 | $637.0K | 0.27% | −416−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 29,245 | $643.0K | 0.00% | +2,392+8.9% | Added |
| Prospera Financial Services Inc | 29,819 | $656.0K | 0.03% | +3,857+14.9% | Added |
| GWM Advisors LLC | 29,972 | $659.0K | 0.01% | +6,987+30.4% | Added |
| Delta Capital Management LLC | 30,015 | $660.0K | 0.44% | +270+0.9% | Added |
| Ameritas Advisory Services, LLC | 30,266 | $666.0K | 0.02% | +120.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,760 | $676.0K | 0.00% | +804+2.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 32,468 | $714.0K | 0.29% | +7,690+31.0% | Added |
| First Financial Corp | 32,522 | $715.0K | 0.43% | +5,250+19.3% | Added |
| Centaurus Financial, Inc. | 33,495 | $737.0K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 36,426 | $801.0K | 0.30% | +2,382+7.0% | Added |
| LexAurum Advisors, LLC | 36,893 | $811.0K | 0.26% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 45,314 | $996.0K | 0.01% | −447−1.0% | Reduced |
| Menlo Advisors LLC | 47,250 | $1.04M | 0.55% | 00.0% | Unchanged |
| FourThought Financial, LLC | 52,476 | $1.16M | 0.15% | −277−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 53,783 | $1.18M | 0.00% | −474−0.9% | Reduced |
| Mathes Company, Inc. | 57,950 | $1.27M | 0.49% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 59,406 | $1.31M | 0.13% | −2,482−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 60,082 | $1.32M | 0.01% | −12,504−17.2% | Reduced |
| Raymond James & Associates | 61,050 | $1.34M | 0.00% | +2,810+4.8% | Added |
| Fiera Capital Corp | 66,293 | $1.46M | 0.00% | +10,421+18.7% | Added |
| Stifel Financial Corp | 79,109 | $1.74M | 0.00% | +4,616+6.2% | Added |
| IHT Wealth Management, LLC | 80,724 | $1.77M | 0.13% | +19,993+32.9% | Added |
| Truist Financial Corp | 86,863 | $1.91M | 0.00% | −2,461−2.8% | Reduced |
| Magnus Financial Group LLC | 87,796 | $1.93M | 0.32% | +45,729+108.7% | Added |
| Baird Financial Group, Inc. | 95,530 | $2.10M | 0.01% | −4,922−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 140,232 | $3.08M | 0.00% | +44,915+47.1% | Added |
| Advisor Group Holdings, Inc. | 141,843 | $3.12M | 0.01% | −5,586−3.8% | Reduced |
| Sterneck Capital Management, LLC | 158,618 | $3.49M | 2.09% | +45,939+40.8% | Added |
| Penserra Capital Management LLC | 227,669 | $5.01M | 0.12% | +96,306+73.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 255,601 | $5.62M | 0.30% | −18,618−6.8% | Reduced |
| UBS Group AG | 280,306 | $6.17M | 0.00% | +6,304+2.3% | Added |
| Bank of America Corp | 336,776 | $7.41M | 0.00% | +14,025+4.3% | Added |
| Cohen & Steers, Inc. | 356,208 | $7.83M | 0.01% | +5,000+1.4% | Added |
| Royal Bank of Canada | 368,002 | $8.09M | 0.00% | +7,178+2.0% | Added |
| Ameriprise Financial Inc | 446,900 | $9.84M | 0.00% | +51,168+12.9% | Added |
| Bramshill Investments, LLC | 454,406 | $9.99M | 1.38% | +1,075+0.2% | Added |
| LPL Financial LLC | 551,505 | $12.1M | 0.01% | −81,062−12.8% | Reduced |
| Invesco Ltd. | 765,470 | $16.8M | 0.00% | +84,569+12.4% | Added |
| Wells Fargo & Company | 925,047 | $20.3M | 0.01% | −162,853−15.0% | Reduced |
| Parametric Portfolio Associates LLC | 1,722,625 | $37.9M | 0.02% | +54,597+3.3% | Added |