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 | $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, 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 13 | $0 | 0.00% | +13 | New |
| CWM, LLC | 126 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 152 | $3.00K | 0.00% | +152 | New |
| Global Trust Asset Management, LLC | 226 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 247 | $4.00K | 0.00% | +247 | New |
| Citizens National Bank Trust Department | 365 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| SOA Wealth Advisors, LLC. | 555 | $9.00K | 0.00% | +11+2.0% | 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 |
| Gradient Investments LLC | 890 | $15.0K | 0.00% | +600+206.9% | Added |
| 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 |
| Almanack Investment Partners, LLC. | 1,200 | $20.0K | 0.00% | +1,200 | New |
| Anchor Investment Management, LLC | 1,375 | $22.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,506 | $25.0K | 0.00% | +500+49.7% | Added |
| Citigroup Inc | 1,903 | $32.0K | 0.00% | +59+3.2% | Added |
| City Holding Co | 2,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,300 | $38.0K | 0.02% | +2,300 | New |
| AllSquare Wealth Management LLC | 3,500 | $58.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,600 | $59.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,544 | $74.0K | 0.01% | +110+2.5% | Added |
| Harbor Investment Advisory, LLC | 4,500 | $75.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,218 | $87.0K | 0.00% | +5,218 | New |
| Steward Partners Investment Advisory, LLC | 10,021 | $166.0K | 0.00% | +800+8.7% | Added |
| Kestra Private Wealth Services, LLC | 10,175 | $169.0K | 0.01% | +101+1.0% | Added |
| Park Avenue Securities LLC | 10,391 | $172.0K | 0.00% | −1,566−13.1% | Reduced |
| HighTower Advisors, LLC | 10,454 | $173.0K | 0.00% | −113−1.1% | Reduced |
| Millennium Management LLC | 11,117 | $184.0K | 0.00% | +11,117 | New |
| American Portfolios Advisors | 11,524 | $191.1K | 0.01% | −132−1.1% | Reduced |
| Paragon Private Wealth Management, LLC | 12,464 | $198.0K | 0.19% | −4,000−24.3% | Reduced |
| Wedbush Securities Inc | 12,860 | $213.0K | 0.01% | +11+0.1% | Added |
| 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 |
| Armor Investment Advisors, LLC | 13,836 | $229.0K | 0.16% | −4,387−24.1% | Reduced |
| Kestra Advisory Services, LLC | 15,565 | $258.0K | 0.00% | −722−4.4% | Reduced |
| Mercer Global Advisors Inc | 16,358 | $271.0K | 0.00% | +3,929+31.6% | Added |
| National Asset Management, Inc. | 16,418 | $273.0K | 0.01% | −6,602−28.7% | Reduced |
| Cetera Advisors LLC | 18,526 | $307.0K | 0.01% | −776−4.0% | Reduced |
| IFP Advisors, Inc | 14,861 | $326.0K | 0.01% | −2,389−13.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,027 | $332.0K | 0.00% | −357−1.8% | Reduced |
| Envestnet Asset Management Inc | 20,266 | $336.0K | 0.00% | +1,749+9.4% | Added |
| Janney Montgomery Scott LLC | 20,675 | $343.0K | 0.00% | −504−2.4% | Reduced |
| 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 |
| Guggenheim Capital LLC | 21,781 | $361.0K | 0.00% | +382+1.8% | Added |
| Cetera Advisor Networks LLC | 21,950 | $364.0K | 0.00% | +1,562+7.7% | Added |
| Vista Investment Management | 22,784 | $378.0K | 0.23% | −314−1.4% | Reduced |
| Spire Wealth Management | 24,423 | $405.0K | 0.02% | −746−3.0% | Reduced |
| Cooper Financial Group | 24,582 | $408.0K | 0.15% | −7,011−22.2% | Reduced |
| Samalin Investment Counsel, LLC | 24,940 | $413.0K | 0.30% | −362−1.4% | Reduced |
| GWM Advisors LLC | 24,997 | $414.0K | 0.01% | −3,897−13.5% | Reduced |
| Ameritas Advisory Services, LLC | 29,386 | $487.0K | 0.03% | −1,152−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 30,488 | $505.0K | 0.00% | +4,184+15.9% | Added |
| First Financial Corp | 30,780 | $510.0K | 0.34% | −1,665−5.1% | Reduced |
| RDA Financial Network | 30,893 | $512.0K | 0.28% | +1,284+4.3% | Added |
| Delta Capital Management LLC | 30,960 | $513.0K | 0.42% | −1,400−4.3% | Reduced |
| Prospera Financial Services Inc | 31,169 | $517.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 35,330 | $585.8K | 0.01% | +16,802+90.7% | Added |
| LexAurum Advisors, LLC | 36,278 | $601.0K | 0.23% | −1,115−3.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 37,116 | $615.0K | 0.25% | −3,678−9.0% | Reduced |
| Centaurus Financial, Inc. | 37,497 | $622.0K | 0.06% | +3,577+10.5% | Added |
| Landscape Capital Management, L.L.C. | 38,337 | $636.0K | 0.08% | +15,854+70.5% | Added |
| Rockefeller Capital Management L.P. | 38,507 | $638.0K | 0.00% | −2,463−6.0% | Reduced |
| Icon Wealth Advisors, LLC | 38,938 | $646.0K | 0.08% | +38,938 | New |
| Onyx Bridge Wealth Group LLC | 41,615 | $671.0K | 0.31% | +4,837+13.2% | Added |
| Shaker Financial Services, LLC | 41,226 | $684.0K | 0.34% | +41,226 | New |
| Sowell Financial Services LLC | 48,010 | $796.0K | 0.08% | +20,103+72.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 56,401 | $935.0K | 0.00% | +3,718+7.1% | Added |
| Mathes Company, Inc. | 56,450 | $936.0K | 0.52% | −1,500−2.6% | Reduced |
| Independent Financial Group, LLC | 58,275 | $966.2K | 0.09% | +11,900+25.7% | Added |
| Logan Stone Capital, LLC | 58,409 | $968.0K | 0.64% | +58,409 | New |
| Raymond James & Associates | 58,627 | $972.0K | 0.00% | −3,516−5.7% | Reduced |
| D.A. Davidson & Co. | 59,948 | $994.0K | 0.01% | +15,553+35.0% | Added |
| FourThought Financial, LLC | 62,360 | $1.03M | 0.15% | +3,341+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 63,528 | $1.05M | 0.00% | −73,423−53.6% | Reduced |
| IHT Wealth Management, LLC | 74,986 | $1.24M | 0.09% | −3,645−4.6% | Reduced |
| Truist Financial Corp | 79,398 | $1.32M | 0.00% | −7,930−9.1% | Reduced |
| Fiera Capital Corp | 80,688 | $1.34M | 0.00% | −198−0.2% | Reduced |
| Stifel Financial Corp | 82,059 | $1.36M | 0.00% | +3,469+4.4% | Added |
| Baird Financial Group, Inc. | 96,520 | $1.60M | 0.00% | +3,283+3.5% | Added |
| Advisor Group Holdings, Inc. | 127,069 | $2.11M | 0.00% | −8,005−5.9% | Reduced |
| Peak Planning Group, LLC | 163,236 | $2.71M | 2.51% | +7,013+4.5% | Added |
| Sterneck Capital Management, LLC | 164,907 | $2.73M | 1.93% | +1,901+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 196,472 | $3.26M | 0.21% | −12,792−6.1% | Reduced |
| UBS Group AG | 311,776 | $5.17M | 0.00% | −69,726−18.3% | Reduced |
| Royal Bank of Canada | 354,962 | $5.88M | 0.00% | −15,813−4.3% | Reduced |
| Cohen & Steers, Inc. | 387,893 | $6.43M | 0.01% | +31,685+8.9% | Added |
| Bramshill Investments, LLC | 412,555 | $6.84M | 0.97% | −23,865−5.5% | Reduced |
| Bank of America Corp | 451,826 | $7.49M | 0.00% | +118,950+35.7% | Added |
| Ameriprise Financial Inc | 456,443 | $7.57M | 0.00% | +12,633+2.8% | Added |
| Penserra Capital Management LLC | 482,212 | $7.94M | 0.23% | +258,278+115.3% | Added |
| LPL Financial LLC | 497,749 | $8.25M | 0.01% | −52,691−9.6% | Reduced |
| Invesco Ltd. | 756,989 | $12.6M | 0.00% | −7,153−0.9% | Reduced |
| Wells Fargo & Company | 922,823 | $15.3M | 0.01% | −80,996−8.1% | Reduced |
| Morgan Stanley | 6,283,231 | $104.2M | 0.01% | −357,387−5.4% | Reduced |