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, Q3 2022
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Sep 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
- +2 vs. Q2 2022
- Shares held
- 14.0M
- −202.5K (−1.4%) vs. Q2 2022
- Total value
- $231.5M
- −$33.2M (−12.5%) vs. Q2 2022
- New holders
- 12
- 34 more added
- Sold out
- 10
- 39 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,283,231 | $104.2M | 0.01% | −357,387−5.4% | Reduced |
| Wells Fargo & Company | 922,823 | $15.3M | 0.01% | −80,996−8.1% | Reduced |
| Invesco Ltd. | 756,989 | $12.6M | 0.00% | −7,153−0.9% | Reduced |
| LPL Financial LLC | 497,749 | $8.25M | 0.01% | −52,691−9.6% | Reduced |
| Penserra Capital Management LLC | 482,212 | $7.94M | 0.23% | +258,278+115.3% | Added |
| Ameriprise Financial Inc | 456,443 | $7.57M | 0.00% | +12,633+2.8% | Added |
| Bank of America Corp | 451,826 | $7.49M | 0.00% | +118,950+35.7% | Added |
| Bramshill Investments, LLC | 412,555 | $6.84M | 0.97% | −23,865−5.5% | Reduced |
| Cohen & Steers, Inc. | 387,893 | $6.43M | 0.01% | +31,685+8.9% | Added |
| Royal Bank of Canada | 354,962 | $5.88M | 0.00% | −15,813−4.3% | Reduced |
| UBS Group AG | 311,776 | $5.17M | 0.00% | −69,726−18.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 196,472 | $3.26M | 0.21% | −12,792−6.1% | Reduced |
| Sterneck Capital Management, LLC | 164,907 | $2.73M | 1.93% | +1,901+1.2% | Added |
| Peak Planning Group, LLC | 163,236 | $2.71M | 2.51% | +7,013+4.5% | Added |
| Advisor Group Holdings, Inc. | 127,069 | $2.11M | 0.00% | −8,005−5.9% | Reduced |
| Baird Financial Group, Inc. | 96,520 | $1.60M | 0.00% | +3,283+3.5% | Added |
| Stifel Financial Corp | 82,059 | $1.36M | 0.00% | +3,469+4.4% | Added |
| Fiera Capital Corp | 80,688 | $1.34M | 0.00% | −198−0.2% | Reduced |
| Truist Financial Corp | 79,398 | $1.32M | 0.00% | −7,930−9.1% | Reduced |
| IHT Wealth Management, LLC | 74,986 | $1.24M | 0.09% | −3,645−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 63,528 | $1.05M | 0.00% | −73,423−53.6% | Reduced |
| FourThought Financial, LLC | 62,360 | $1.03M | 0.15% | +3,341+5.7% | Added |
| D.A. Davidson & Co. | 59,948 | $994.0K | 0.01% | +15,553+35.0% | Added |
| Raymond James & Associates | 58,627 | $972.0K | 0.00% | −3,516−5.7% | Reduced |
| Logan Stone Capital, LLC | 58,409 | $968.0K | 0.64% | +58,409 | New |
| Independent Financial Group, LLC | 58,275 | $966.2K | 0.09% | +11,900+25.7% | Added |
| Mathes Company, Inc. | 56,450 | $936.0K | 0.52% | −1,500−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 56,401 | $935.0K | 0.00% | +3,718+7.1% | Added |
| Sowell Financial Services LLC | 48,010 | $796.0K | 0.08% | +20,103+72.0% | Added |
| Shaker Financial Services, LLC | 41,226 | $684.0K | 0.34% | +41,226 | New |
| Onyx Bridge Wealth Group LLC | 41,615 | $671.0K | 0.31% | +4,837+13.2% | Added |
| Icon Wealth Advisors, LLC | 38,938 | $646.0K | 0.08% | +38,938 | New |
| Rockefeller Capital Management L.P. | 38,507 | $638.0K | 0.00% | −2,463−6.0% | Reduced |
| Landscape Capital Management, L.L.C. | 38,337 | $636.0K | 0.08% | +15,854+70.5% | Added |
| Centaurus Financial, Inc. | 37,497 | $622.0K | 0.06% | +3,577+10.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 37,116 | $615.0K | 0.25% | −3,678−9.0% | Reduced |
| LexAurum Advisors, LLC | 36,278 | $601.0K | 0.23% | −1,115−3.0% | Reduced |
| Atria Wealth Solutions, Inc. | 35,330 | $585.8K | 0.01% | +16,802+90.7% | Added |
| Prospera Financial Services Inc | 31,169 | $517.0K | 0.03% | 00.0% | Unchanged |
| Delta Capital Management LLC | 30,960 | $513.0K | 0.42% | −1,400−4.3% | Reduced |
| RDA Financial Network | 30,893 | $512.0K | 0.28% | +1,284+4.3% | Added |
| First Financial Corp | 30,780 | $510.0K | 0.34% | −1,665−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 30,488 | $505.0K | 0.00% | +4,184+15.9% | Added |
| Ameritas Advisory Services, LLC | 29,386 | $487.0K | 0.03% | −1,152−3.8% | Reduced |
| GWM Advisors LLC | 24,997 | $414.0K | 0.01% | −3,897−13.5% | Reduced |
| Samalin Investment Counsel, LLC | 24,940 | $413.0K | 0.30% | −362−1.4% | Reduced |
| Cooper Financial Group | 24,582 | $408.0K | 0.15% | −7,011−22.2% | Reduced |
| Spire Wealth Management | 24,423 | $405.0K | 0.02% | −746−3.0% | Reduced |
| Vista Investment Management | 22,784 | $378.0K | 0.23% | −314−1.4% | Reduced |
| Cetera Advisor Networks LLC | 21,950 | $364.0K | 0.00% | +1,562+7.7% | Added |
| Guggenheim Capital LLC | 21,781 | $361.0K | 0.00% | +382+1.8% | Added |
| Capital Investment Advisors, LLC | 20,732 | $344.0K | 0.01% | +4,374+26.7% | Added |
| Mariner, LLC | 20,755 | $344.0K | 0.00% | +20,755 | New |
| Janney Montgomery Scott LLC | 20,675 | $343.0K | 0.00% | −504−2.4% | Reduced |
| Envestnet Asset Management Inc | 20,266 | $336.0K | 0.00% | +1,749+9.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,027 | $332.0K | 0.00% | −357−1.8% | Reduced |
| IFP Advisors, Inc | 14,861 | $326.0K | 0.01% | −2,389−13.8% | Reduced |
| Cetera Advisors LLC | 18,526 | $307.0K | 0.01% | −776−4.0% | Reduced |
| National Asset Management, Inc. | 16,418 | $273.0K | 0.01% | −6,602−28.7% | Reduced |
| Mercer Global Advisors Inc | 16,358 | $271.0K | 0.00% | +3,929+31.6% | Added |
| Kestra Advisory Services, LLC | 15,565 | $258.0K | 0.00% | −722−4.4% | Reduced |
| Armor Investment Advisors, LLC | 13,836 | $229.0K | 0.16% | −4,387−24.1% | Reduced |
| Davenport & Co LLC | 13,070 | $217.0K | 0.00% | −6,100−31.8% | Reduced |
| Kingsview Wealth Management, LLC | 13,110 | $217.0K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 13,073 | $217.0K | 0.08% | +2,105+19.2% | Added |
| Wedbush Securities Inc | 12,860 | $213.0K | 0.01% | +11+0.1% | Added |
| Paragon Private Wealth Management, LLC | 12,464 | $198.0K | 0.19% | −4,000−24.3% | Reduced |
| American Portfolios Advisors | 11,524 | $191.1K | 0.01% | −132−1.1% | Reduced |
| Millennium Management LLC | 11,117 | $184.0K | 0.00% | +11,117 | New |
| HighTower Advisors, LLC | 10,454 | $173.0K | 0.00% | −113−1.1% | Reduced |
| Park Avenue Securities LLC | 10,391 | $172.0K | 0.00% | −1,566−13.1% | Reduced |
| Kestra Private Wealth Services, LLC | 10,175 | $169.0K | 0.01% | +101+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 10,021 | $166.0K | 0.00% | +800+8.7% | Added |
| JPMorgan Chase & Co | 5,218 | $87.0K | 0.00% | +5,218 | New |
| Harbor Investment Advisory, LLC | 4,500 | $75.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,544 | $74.0K | 0.01% | +110+2.5% | Added |
| First Horizon Advisors, Inc. | 3,600 | $59.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $58.0K | 0.04% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,300 | $38.0K | 0.02% | +2,300 | New |
| City Holding Co | 2,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,903 | $32.0K | 0.00% | +59+3.2% | Added |
| Whittier Trust Co of Nevada Inc | 1,506 | $25.0K | 0.00% | +500+49.7% | Added |
| Anchor Investment Management, LLC | 1,375 | $22.8K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,200 | $20.0K | 0.00% | +1,200 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,000 | $17.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 890 | $15.0K | 0.00% | +600+206.9% | Added |
| Geneos Wealth Management Inc. | 723 | $11.0K | 0.00% | −5,183−87.8% | Reduced |
| Larson Financial Group LLC | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 650 | $11.0K | 0.00% | +650 | New |
| SOA Wealth Advisors, LLC. | 555 | $9.00K | 0.00% | +11+2.0% | Added |
| GPS Wealth Strategies Group, LLC | 417 | $7.00K | 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 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 226 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 247 | $4.00K | 0.00% | +247 | New |
| EverSource Wealth Advisors, LLC | 152 | $3.00K | 0.00% | +152 | New |
| CWM, LLC | 126 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13 | $0 | 0.00% | +13 | New |