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 | $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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 126 | $2.00K | 0.00% | +126 | New |
| Joseph P. Lucia & Associates, LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 226 | $4.00K | 0.00% | −1,867−89.2% | Reduced |
| Gradient Investments LLC | 290 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| GPS Wealth Strategies Group, LLC | 409 | $8.00K | 0.00% | +8+2.0% | Added |
| CX Institutional | 500 | $9.00K | 0.00% | +500 | New |
| SOA Wealth Advisors, LLC. | 544 | $10.0K | 0.00% | +11+2.1% | Added |
| Larson Financial Group LLC | 675 | $13.0K | 0.00% | +420+164.7% | Added |
| AdvisorNet Financial, Inc | 800 | $15.0K | 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 |
| Anchor Investment Management, LLC | 1,375 | $25.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,844 | $34.0K | 0.00% | +39+2.2% | Added |
| Cordasco Financial Network | 1,836 | $34.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| AllSquare Wealth Management LLC | 3,500 | $65.0K | 0.04% | −1,000−22.2% | Reduced |
| First Horizon Advisors, Inc. | 3,600 | $67.0K | 0.00% | +3,600 | New |
| Global Retirement Partners, LLC | 4,434 | $83.0K | 0.01% | +29+0.7% | Added |
| 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 |
| CoreCap Advisors, LLC | 5,785 | $108.0K | 0.01% | +5,785 | New |
| Geneos Wealth Management Inc. | 5,906 | $109.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,221 | $172.0K | 0.00% | +946+11.4% | Added |
| Kestra Private Wealth Services, LLC | 10,074 | $188.0K | 0.01% | +108+1.1% | Added |
| HighTower Advisors, LLC | 10,567 | $197.0K | 0.00% | +1,514+16.7% | Added |
| Intellectus Partners, LLC | 10,968 | $205.0K | 0.07% | +10,968 | New |
| American Portfolios Advisors | 11,656 | $217.7K | 0.01% | +1,993+20.6% | Added |
| Park Avenue Securities LLC | 11,957 | $223.0K | 0.00% | −894−7.0% | Reduced |
| Mercer Global Advisors Inc | 12,429 | $232.0K | 0.00% | −190−1.5% | Reduced |
| Wedbush Securities Inc | 12,849 | $240.0K | 0.01% | −4,823−27.3% | Reduced |
| Kingsview Wealth Management, LLC | 13,110 | $245.0K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 14,200 | $265.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 15,101 | $283.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,287 | $304.0K | 0.00% | +2,737+20.2% | Added |
| Capital Investment Advisors, LLC | 16,358 | $306.0K | 0.01% | +16,358 | New |
| Paragon Private Wealth Management, LLC | 16,464 | $308.0K | 0.33% | −390−2.3% | Reduced |
| Armor Investment Advisors, LLC | 18,223 | $340.0K | 0.22% | −4,281−19.0% | 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 |
| Davenport & Co LLC | 19,170 | $358.0K | 0.00% | −450−2.3% | Reduced |
| Cetera Advisors LLC | 19,302 | $361.0K | 0.01% | −150−0.8% | Reduced |
| IFP Advisors, Inc | 17,250 | $377.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Janney Montgomery Scott LLC | 21,179 | $386.0K | 0.00% | −6,515−23.5% | Reduced |
| Guggenheim Capital LLC | 21,399 | $400.0K | 0.00% | +6,661+45.2% | Added |
| Landscape Capital Management, L.L.C. | 22,483 | $420.0K | 0.06% | +22,483 | New |
| 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 |
| Spire Wealth Management | 25,169 | $470.0K | 0.02% | −2,980−10.6% | Reduced |
| Samalin Investment Counsel, LLC | 25,302 | $473.0K | 0.33% | +5,378+27.0% | Added |
| Commonwealth Equity Services, LLC | 26,304 | $491.0K | 0.00% | −2,941−10.1% | Reduced |
| Sowell Financial Services LLC | 27,907 | $521.0K | 0.05% | −130.0% | Reduced |
| GWM Advisors LLC | 28,894 | $540.0K | 0.01% | −1,078−3.6% | Reduced |
| RDA Financial Network | 29,609 | $553.0K | 0.28% | +660+2.3% | Added |
| Ameritas Advisory Services, LLC | 30,538 | $570.0K | 0.03% | +272+0.9% | Added |
| Prospera Financial Services Inc | 31,169 | $582.0K | 0.03% | +1,350+4.5% | Added |
| Cooper Financial Group | 31,593 | $590.0K | 0.21% | −4,833−13.3% | Reduced |
| Delta Capital Management LLC | 32,360 | $604.0K | 0.45% | +2,345+7.8% | Added |
| First Financial Corp | 32,445 | $606.0K | 0.40% | −77−0.2% | Reduced |
| Centaurus Financial, Inc. | 33,920 | $634.0K | 0.06% | +425+1.3% | Added |
| Arete Wealth Advisors, LLC | 34,083 | $635.0K | 0.07% | +22,304+189.4% | Added |
| Onyx Bridge Wealth Group LLC | 36,778 | $693.0K | 0.31% | +6,261+20.5% | Added |
| LexAurum Advisors, LLC | 37,393 | $699.0K | 0.26% | +500+1.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 40,794 | $762.0K | 0.34% | +8,326+25.6% | Added |
| Rockefeller Capital Management L.P. | 40,970 | $765.0K | 0.00% | −19,112−31.8% | Reduced |
| Icon Wealth Partners, LLC | 43,994 | $822.0K | 0.10% | −15,412−25.9% | Reduced |
| D.A. Davidson & Co. | 44,395 | $829.0K | 0.01% | −919−2.0% | Reduced |
| Independent Financial Group, LLC | 46,375 | $866.3K | 0.09% | +46,375 | New |
| Raymond James Financial Services Advisors, Inc. | 52,683 | $984.0K | 0.00% | −1,100−2.0% | Reduced |
| Mathes Company, Inc. | 57,950 | $1.08M | 0.53% | 00.0% | Unchanged |
| FourThought Financial, LLC | 59,019 | $1.10M | 0.16% | +6,543+12.5% | Added |
| Raymond James & Associates | 62,143 | $1.16M | 0.00% | +1,093+1.8% | Added |
| Stifel Financial Corp | 78,590 | $1.47M | 0.00% | −519−0.7% | Reduced |
| IHT Wealth Management, LLC | 78,631 | $1.47M | 0.13% | −2,093−2.6% | Reduced |
| Fiera Capital Corp | 80,886 | $1.51M | 0.00% | +14,593+22.0% | Added |
| Magnus Financial Group LLC | 85,079 | $1.59M | 0.29% | −2,717−3.1% | Reduced |
| Truist Financial Corp | 87,328 | $1.63M | 0.00% | +465+0.5% | Added |
| Baird Financial Group, Inc. | 93,237 | $1.74M | 0.00% | −2,293−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 135,074 | $2.52M | 0.01% | −6,769−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 136,951 | $2.56M | 0.00% | −3,281−2.3% | Reduced |
| Peak Planning Group, LLC | 156,223 | $2.92M | 2.45% | +156,223 | New |
| Sterneck Capital Management, LLC | 163,006 | $3.04M | 2.04% | +4,388+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 209,264 | $3.91M | 0.24% | −46,337−18.1% | Reduced |
| Penserra Capital Management LLC | 223,934 | $4.18M | 0.11% | −3,735−1.6% | Reduced |
| Bank of America Corp | 332,876 | $6.22M | 0.00% | −3,900−1.2% | Reduced |
| Cohen & Steers, Inc. | 356,208 | $6.65M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 370,775 | $6.93M | 0.00% | +2,773+0.8% | Added |
| UBS Group AG | 381,502 | $7.13M | 0.00% | +101,196+36.1% | Added |
| Bramshill Investments, LLC | 436,420 | $8.15M | 0.97% | −17,986−4.0% | Reduced |
| Ameriprise Financial Inc | 443,810 | $8.29M | 0.00% | −3,090−0.7% | Reduced |
| LPL Financial LLC | 550,440 | $10.3M | 0.01% | −1,065−0.2% | Reduced |
| Invesco Ltd. | 764,142 | $14.3M | 0.00% | −1,328−0.2% | Reduced |
| Wells Fargo & Company | 1,003,819 | $18.8M | 0.01% | +78,772+8.5% | Added |
| Morgan Stanley | 6,640,618 | $124.0M | 0.02% | +1,536,252+30.1% | Added |