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, Q2 2022
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Jun 30, 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
- 100
- 0 vs. Q1 2022
- Shares held
- 14.2M
- +1.76M (+14.2%) vs. Q1 2022
- Total value
- $265.6M
- −$8.04M (−2.9%) vs. Q1 2022
- New holders
- 14
- 33 more added
- Sold out
- 14
- 35 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $322.0M |
| Q1 2025 | 110 | $298.0M |
| Q4 2024 | 119 | $291.2M |
| Q3 2024 | 110 | $312.7M |
| Q2 2024 | 110 | $306.8M |
| Q1 2024 | 109 | $551.7M |
| Q4 2023 | 118 | $386.4M |
| Q3 2023 | 107 | $239.7M |
| Q2 2023 | 99 | $237.0M |
| Q1 2023 | 110 | $240.7M |
| Q4 2022 | 113 | $252.2M |
| Q3 2022 | 100 | $231.5M |
| Q2 2022 | 100 | $265.6M |
| Q1 2022 | 101 | $311.5M |
| Q4 2021 | 105 | $335.9M |
| Q3 2021 | 110 | $331.3M |
| Q2 2021 | 110 | $315.9M |
| Q1 2021 | 109 | $303.0M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,640,618 | $124.0M | 0.02% | +1,536,252+30.1% | Added |
| Wells Fargo & Company | 1,003,819 | $18.8M | 0.01% | +78,772+8.5% | Added |
| Invesco Ltd. | 764,142 | $14.3M | 0.00% | −1,328−0.2% | Reduced |
| LPL Financial LLC | 550,440 | $10.3M | 0.01% | −1,065−0.2% | Reduced |
| Ameriprise Financial Inc | 443,810 | $8.29M | 0.00% | −3,090−0.7% | Reduced |
| Bramshill Investments, LLC | 436,420 | $8.15M | 0.97% | −17,986−4.0% | Reduced |
| UBS Group AG | 381,502 | $7.13M | 0.00% | +101,196+36.1% | Added |
| Royal Bank of Canada | 370,775 | $6.93M | 0.00% | +2,773+0.8% | Added |
| Cohen & Steers, Inc. | 356,208 | $6.65M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 332,876 | $6.22M | 0.00% | −3,900−1.2% | Reduced |
| Penserra Capital Management LLC | 223,934 | $4.18M | 0.11% | −3,735−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 209,264 | $3.91M | 0.24% | −46,337−18.1% | Reduced |
| Sterneck Capital Management, LLC | 163,006 | $3.04M | 2.04% | +4,388+2.8% | Added |
| Peak Planning Group, LLC | 156,223 | $2.92M | 2.45% | +156,223 | New |
| Northwestern Mutual Wealth Management Co | 136,951 | $2.56M | 0.00% | −3,281−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 135,074 | $2.52M | 0.01% | −6,769−4.8% | Reduced |
| Baird Financial Group, Inc. | 93,237 | $1.74M | 0.00% | −2,293−2.4% | Reduced |
| Truist Financial Corp | 87,328 | $1.63M | 0.00% | +465+0.5% | Added |
| Magnus Financial Group LLC | 85,079 | $1.59M | 0.29% | −2,717−3.1% | Reduced |
| Fiera Capital Corp | 80,886 | $1.51M | 0.00% | +14,593+22.0% | Added |
| IHT Wealth Management, LLC | 78,631 | $1.47M | 0.13% | −2,093−2.6% | Reduced |
| Stifel Financial Corp | 78,590 | $1.47M | 0.00% | −519−0.7% | Reduced |
| Raymond James & Associates | 62,143 | $1.16M | 0.00% | +1,093+1.8% | Added |
| FourThought Financial, LLC | 59,019 | $1.10M | 0.16% | +6,543+12.5% | Added |
| Mathes Company, Inc. | 57,950 | $1.08M | 0.53% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 52,683 | $984.0K | 0.00% | −1,100−2.0% | Reduced |
| Independent Financial Group, LLC | 46,375 | $866.3K | 0.09% | +46,375 | New |
| D.A. Davidson & Co. | 44,395 | $829.0K | 0.01% | −919−2.0% | Reduced |
| Icon Wealth Partners, LLC | 43,994 | $822.0K | 0.10% | −15,412−25.9% | Reduced |
| Rockefeller Capital Management L.P. | 40,970 | $765.0K | 0.00% | −19,112−31.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 40,794 | $762.0K | 0.34% | +8,326+25.6% | Added |
| LexAurum Advisors, LLC | 37,393 | $699.0K | 0.26% | +500+1.4% | Added |
| Onyx Bridge Wealth Group LLC | 36,778 | $693.0K | 0.31% | +6,261+20.5% | Added |
| Arete Wealth Advisors, LLC | 34,083 | $635.0K | 0.06% | +22,304+189.4% | Added |
| Centaurus Financial, Inc. | 33,920 | $634.0K | 0.06% | +425+1.3% | Added |
| First Financial Corp | 32,445 | $606.0K | 0.40% | −77−0.2% | Reduced |
| Delta Capital Management LLC | 32,360 | $604.0K | 0.45% | +2,345+7.8% | Added |
| Cooper Financial Group | 31,593 | $590.0K | 0.21% | −4,833−13.3% | Reduced |
| Prospera Financial Services Inc | 31,169 | $582.0K | 0.03% | +1,350+4.5% | Added |
| Ameritas Advisory Services, LLC | 30,538 | $570.0K | 0.03% | +272+0.9% | Added |
| RDA Financial Network | 29,609 | $553.0K | 0.28% | +660+2.3% | Added |
| GWM Advisors LLC | 28,894 | $540.0K | 0.01% | −1,078−3.6% | Reduced |
| Sowell Financial Services LLC | 27,907 | $521.0K | 0.05% | −130.0% | Reduced |
| Commonwealth Equity Services, LLC | 26,304 | $491.0K | 0.00% | −2,941−10.1% | Reduced |
| Samalin Investment Counsel, LLC | 25,302 | $473.0K | 0.33% | +5,378+27.0% | Added |
| Spire Wealth Management | 25,169 | $470.0K | 0.02% | −2,980−10.6% | Reduced |
| National Asset Management, Inc. | 23,020 | $431.0K | 0.02% | +387+1.7% | Added |
| Vista Investment Management | 23,098 | $431.0K | 0.26% | +23,098 | New |
| Landscape Capital Management, L.L.C. | 22,483 | $420.0K | 0.06% | +22,483 | New |
| Guggenheim Capital LLC | 21,399 | $400.0K | 0.00% | +6,661+45.2% | Added |
| Janney Montgomery Scott LLC | 21,179 | $386.0K | 0.00% | −6,515−23.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,384 | $381.0K | 0.00% | −10,376−33.7% | Reduced |
| Cetera Advisor Networks LLC | 20,388 | $381.0K | 0.00% | +437+2.2% | Added |
| IFP Advisors, Inc | 17,250 | $377.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 19,302 | $361.0K | 0.01% | −150−0.8% | Reduced |
| Davenport & Co LLC | 19,170 | $358.0K | 0.00% | −450−2.3% | Reduced |
| Atria Wealth Solutions, Inc. | 18,528 | $346.0K | 0.01% | −9,803−34.6% | Reduced |
| Envestnet Asset Management Inc | 18,517 | $346.0K | 0.00% | +1,511+8.9% | Added |
| Armor Investment Advisors, LLC | 18,223 | $340.0K | 0.22% | −4,281−19.0% | Reduced |
| Paragon Private Wealth Management, LLC | 16,464 | $308.0K | 0.33% | −390−2.3% | Reduced |
| Capital Investment Advisors, LLC | 16,358 | $306.0K | 0.01% | +16,358 | New |
| Kestra Advisory Services, LLC | 16,287 | $304.0K | 0.00% | +2,737+20.2% | Added |
| Bokf, NA | 15,101 | $283.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 14,200 | $265.0K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 13,110 | $245.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,849 | $240.0K | 0.01% | −4,823−27.3% | Reduced |
| Mercer Global Advisors Inc | 12,429 | $232.0K | 0.00% | −190−1.5% | Reduced |
| Park Avenue Securities LLC | 11,957 | $223.0K | 0.00% | −894−7.0% | Reduced |
| American Portfolios Advisors | 11,656 | $217.7K | 0.01% | +1,993+20.6% | Added |
| Intellectus Partners, LLC | 10,968 | $205.0K | 0.07% | +10,968 | New |
| HighTower Advisors, LLC | 10,567 | $197.0K | 0.00% | +1,514+16.7% | Added |
| Kestra Private Wealth Services, LLC | 10,074 | $188.0K | 0.01% | +108+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 9,221 | $172.0K | 0.00% | +946+11.4% | Added |
| Geneos Wealth Management Inc. | 5,906 | $109.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,785 | $108.0K | 0.01% | +5,785 | New |
| Harbor Investment Advisory, LLC | 4,500 | $84.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,477 | $84.0K | 0.01% | +4,477 | New |
| Global Retirement Partners, LLC | 4,434 | $83.0K | 0.01% | +29+0.7% | Added |
| First Horizon Advisors, Inc. | 3,600 | $67.0K | 0.00% | +3,600 | New |
| AllSquare Wealth Management LLC | 3,500 | $65.0K | 0.04% | −1,000−22.2% | Reduced |
| City Holding Co | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,000 | $37.0K | 0.01% | +2,000 | New |
| Citigroup Inc | 1,844 | $34.0K | 0.00% | +39+2.2% | Added |
| Cordasco Financial Network | 1,836 | $34.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $25.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,000 | $19.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,006 | $19.0K | 0.00% | +1,006 | New |
| AdvisorNet Financial, Inc | 800 | $15.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 675 | $13.0K | 0.00% | +420+164.7% | Added |
| SOA Wealth Advisors, LLC. | 544 | $10.0K | 0.00% | +11+2.1% | Added |
| CX Institutional | 500 | $9.00K | 0.00% | +500 | New |
| GPS Wealth Strategies Group, LLC | 409 | $8.00K | 0.00% | +8+2.0% | Added |
| US Bancorp | 397 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 365 | $7.00K | 0.00% | +365 | New |
| Gradient Investments LLC | 290 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 226 | $4.00K | 0.00% | −1,867−89.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 126 | $2.00K | 0.00% | +126 | New |