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.
Q2 2022 vs. Q1 2022
How the institutions holding First Trust Intermediate Duration Preferred & Income Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 101 | 1 | 100 | 0 |
| Shares | 14.2M | 1.72M | 14.2M | +1.76M (+14.2%) |
| Value | $311.5M | $37.9M | $265.6M | −$8.04M (−2.9%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Peak Planning Group, LLC | 156,223 | $2.92M | 2.45% |
| Independent Financial Group, LLC | 46,375 | $866.3K | 0.09% |
| Vista Investment Management | 23,098 | $431.0K | 0.26% |
| Landscape Capital Management, L.L.C. | 22,483 | $420.0K | 0.06% |
| Capital Investment Advisors, LLC | 16,358 | $306.0K | 0.01% |
| Intellectus Partners, LLC | 10,968 | $205.0K | 0.07% |
| CoreCap Advisors, LLC | 5,785 | $108.0K | 0.01% |
| SeaCrest Wealth Management, LLC | 4,477 | $84.0K | 0.01% |
| First Horizon Advisors, Inc. | 3,600 | $67.0K | 0.00% |
| Plante Moran Financial Advisors, LLC | 2,000 | $37.0K | 0.01% |
| Whittier Trust Co of Nevada Inc | 1,006 | $19.0K | 0.00% |
| CX Institutional | 500 | $9.00K | 0.00% |
| Citizens National Bank Trust Department | 365 | $7.00K | 0.00% |
| CWM, LLC | 126 | $2.00K | 0.00% |
Sold out (14)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Menlo Advisors LLC | 47,250 | $1.04M |
| Doliver Advisors, LP | 23,812 | $524.0K |
| Smith, Moore & Co. | 11,133 | $245.0K |
| Sigma Planning Corp | 10,036 | $221.0K |
| Stratos Wealth Partners, LTD. | 9,867 | $217.0K |
| Money Concepts Capital Corp | 9,790 | $215.0K |
| Western Wealth Management, LLC | 9,702 | $214.0K |
| HB Wealth Management, LLC | 9,460 | $208.0K |
| Lido Advisors, LLC | 9,364 | $205.0K |
| International Assets Investment Management, LLC | 9,155 | $201.0K |
| Future Financial Wealth Managment LLC | 6,172 | $136.0K |
| TCWP LLC | 835 | $18.0K |
| FMR LLC | 251 | $5.00K |
| JPMorgan Chase & Co | 63 | $1.00K |
Not filed for Q2 2022 yet (1)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 1,722,625 | $37.9M |