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.
Q3 2022 vs. Q2 2022
How the institutions holding First Trust Intermediate Duration Preferred & Income Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 100 | 2 | 100 | +2 |
| Shares | 14.2M | 45.8K | 14.0M | −202.5K (−1.4%) |
| Value | $265.6M | $856.0K | $231.5M | −$33.2M (−12.5%) |
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Logan Stone Capital, LLC | 58,409 | $968.0K | 0.64% |
| Shaker Financial Services, LLC | 41,226 | $684.0K | 0.34% |
| Icon Wealth Advisors, LLC | 38,938 | $646.0K | 0.08% |
| Mariner, LLC | 20,755 | $344.0K | 0.00% |
| Millennium Management LLC | 11,117 | $184.0K | 0.00% |
| JPMorgan Chase & Co | 5,218 | $87.0K | 0.00% |
| Castle Wealth Management LLC | 2,300 | $38.0K | 0.02% |
| Almanack Investment Partners, LLC. | 1,200 | $20.0K | 0.00% |
| MUFG Americas Holdings Corp | 650 | $11.0K | 0.00% |
| Meeder Asset Management Inc | 247 | $4.00K | 0.00% |
| EverSource Wealth Advisors, LLC | 152 | $3.00K | 0.00% |
| Tower Research Capital LLC (TRC) | 13 | $0 | 0.00% |
Sold out (10)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Magnus Financial Group LLC | 85,079 | $1.59M |
| Arete Wealth Advisors, LLC | 34,083 | $635.0K |
| Bokf, NA | 15,101 | $283.0K |
| Sit Investment Associates Inc | 14,200 | $265.0K |
| CoreCap Advisors, LLC | 5,785 | $108.0K |
| SeaCrest Wealth Management, LLC | 4,477 | $84.0K |
| Plante Moran Financial Advisors, LLC | 2,000 | $37.0K |
| AdvisorNet Financial, Inc | 800 | $15.0K |
| CX Institutional | 500 | $9.00K |
| Joseph P. Lucia & Associates, LLC | 135 | $3.00K |
Not filed for Q3 2022 yet (2)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Icon Wealth Partners, LLC | 43,994 | $822.0K |
| Cordasco Financial Network | 1,836 | $34.0K |