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, Q4 2022
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Dec 31, 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
- 113
- +16 vs. Q3 2022
- Shares held
- 15.0M
- +1.06M (+7.6%) vs. Q3 2022
- Total value
- $252.2M
- +$21.9M (+9.5%) vs. Q3 2022
- New holders
- 30
- 34 more added
- Sold out
- 14
- 34 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,873,386 | $99.1M | 0.01% | −409,845−6.5% | Reduced |
| Wells Fargo & Company | 847,756 | $14.3M | 0.00% | −75,067−8.1% | Reduced |
| Invesco Ltd. | 833,425 | $14.1M | 0.00% | +76,436+10.1% | Added |
| LPL Financial LLC | 629,309 | $10.6M | 0.01% | +131,560+26.4% | Added |
| Penserra Capital Management LLC | 529,816 | $8.94M | 0.20% | +47,604+9.9% | Added |
| Bank of America Corp | 509,138 | $8.59M | 0.00% | +57,312+12.7% | Added |
| Ameriprise Financial Inc | 492,639 | $8.36M | 0.00% | +36,196+7.9% | Added |
| Cohen & Steers, Inc. | 433,119 | $7.31M | 0.02% | +45,226+11.7% | Added |
| Royal Bank of Canada | 415,140 | $7.00M | 0.00% | +60,178+17.0% | Added |
| Bramshill Investments, LLC | 398,088 | $6.72M | 0.79% | −14,467−3.5% | Reduced |
| Rivernorth Capital Management, LLC | 343,417 | $5.79M | 0.26% | +343,417 | New |
| UBS Group AG | 286,243 | $4.83M | 0.00% | −25,533−8.2% | Reduced |
| Karpus Management, Inc. | 264,252 | $4.46M | 0.15% | +264,252 | New |
| Sterneck Capital Management, LLC | 205,135 | $3.46M | 2.30% | +40,228+24.4% | Added |
| Allspring Global Investments Holdings, LLC | 168,534 | $2.84M | 0.00% | +168,534 | New |
| Peak Planning Group, LLC | 166,736 | $2.81M | 2.47% | +3,500+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 159,330 | $2.69M | 0.17% | −37,142−18.9% | Reduced |
| Envestnet Asset Management Inc | 110,071 | $1.86M | 0.00% | +89,805+443.1% | Added |
| Petra Financial Advisors Inc | 103,965 | $1.75M | 1.93% | +103,965 | New |
| Centaurus Financial, Inc. | 98,307 | $1.66M | 0.16% | +60,810+162.2% | Added |
| Baird Financial Group, Inc. | 97,069 | $1.64M | 0.00% | +549+0.6% | Added |
| Park Avenue Securities LLC | 90,705 | $1.53M | 0.03% | +80,314+772.9% | Added |
| Advisor Group Holdings, Inc. | 89,734 | $1.51M | 0.00% | −37,335−29.4% | Reduced |
| Fiera Capital Corp | 85,306 | $1.44M | 0.00% | +4,618+5.7% | Added |
| Truist Financial Corp | 83,766 | $1.41M | 0.00% | +4,368+5.5% | Added |
| Relative Value Partners Group, LLC | 69,505 | $1.17M | 0.08% | +69,505 | New |
| Raymond James & Associates | 64,187 | $1.08M | 0.00% | +5,560+9.5% | Added |
| D.A. Davidson & Co. | 61,230 | $1.03M | 0.01% | +1,282+2.1% | Added |
| Independent Financial Group, LLC | 58,275 | $983.1K | 0.08% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 57,621 | $972.1K | 0.14% | +57,621 | New |
| IHT Wealth Management, LLC | 52,765 | $890.1K | 0.06% | −22,221−29.6% | Reduced |
| Stifel Financial Corp | 51,349 | $866.2K | 0.00% | −30,710−37.4% | Reduced |
| Sowell Financial Services LLC | 47,510 | $807.0K | 0.05% | −500−1.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 44,593 | $776.4K | 0.32% | +2,978+7.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 43,661 | $736.6K | 0.00% | −12,740−22.6% | Reduced |
| Mathes Company, Inc. | 43,250 | $730.0K | 0.37% | −13,200−23.4% | Reduced |
| Millennium Management LLC | 42,741 | $721.0K | 0.00% | +31,624+284.5% | Added |
| Icon Wealth Advisors, LLC | 38,938 | $656.9K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 37,532 | $633.0K | 0.00% | −975−2.5% | Reduced |
| Logan Stone Capital, LLC | 37,378 | $630.6K | 0.24% | −21,031−36.0% | Reduced |
| LexAurum Advisors, LLC | 36,268 | $611.8K | 0.22% | −100.0% | Reduced |
| Commonwealth Equity Services, LLC | 33,906 | $572.0K | 0.00% | +3,418+11.2% | Added |
| International Assets Investment Management, LLC | 33,369 | $562.9K | 0.06% | +33,369 | New |
| Atria Wealth Solutions, Inc. | 32,685 | $552.6K | 0.01% | −2,645−7.5% | Reduced |
| Prospera Financial Services Inc | 32,169 | $542.7K | 0.03% | +1,000+3.2% | Added |
| Delta Capital Management LLC | 30,860 | $521.0K | 0.38% | −100−0.3% | Reduced |
| RDA Financial Network | 30,839 | $520.3K | 0.26% | −54−0.2% | Reduced |
| Guggenheim Capital LLC | 30,188 | $509.3K | 0.00% | +8,407+38.6% | Added |
| First Financial Corp | 28,931 | $487.8K | 0.30% | −1,849−6.0% | Reduced |
| Ameritas Advisory Services, LLC | 27,695 | $467.2K | 0.02% | −1,691−5.8% | Reduced |
| Cooper Financial Group | 26,725 | $450.8K | 0.14% | +2,143+8.7% | Added |
| Landscape Capital Management, L.L.C. | 26,383 | $445.1K | 0.07% | −11,954−31.2% | Reduced |
| Capital Investment Advisors, LLC | 25,203 | $425.0K | 0.01% | +4,471+21.6% | Added |
| Pekin Hardy Strauss, Inc. | 24,005 | $405.0K | 0.06% | +24,005 | New |
| Cetera Advisor Networks LLC | 21,929 | $369.9K | 0.00% | −21−0.1% | Reduced |
| Mariner, LLC | 20,668 | $349.0K | 0.00% | −87−0.4% | Reduced |
| Janney Montgomery Scott LLC | 19,036 | $321.0K | 0.00% | −1,639−7.9% | Reduced |
| Samalin Investment Counsel, LLC | 18,150 | $306.2K | 0.19% | −6,790−27.2% | Reduced |
| Cetera Advisors LLC | 18,131 | $305.9K | 0.01% | −395−2.1% | Reduced |
| Kestra Advisory Services, LLC | 18,126 | $305.8K | 0.00% | +2,561+16.5% | Added |
| National Asset Management, Inc. | 17,919 | $304.3K | 0.01% | +1,501+9.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,777 | $300.0K | 0.00% | −2,250−11.2% | Reduced |
| Money Concepts Capital Corp | 17,507 | $295.3K | 0.01% | +17,507 | New |
| IFP Advisors, Inc | 12,510 | $273.0K | 0.01% | −2,351−15.8% | Reduced |
| GWM Advisors LLC | 27,530 | $253.8K | 0.01% | +2,533+10.1% | Added |
| Elequin Capital LP | 14,756 | $248.9K | 0.07% | +14,756 | New |
| Susquehanna International Group, LLP | 14,195 | $239.5K | 0.00% | +14,195 | New |
| Northwestern Mutual Wealth Management Co | 13,425 | $226.5K | 0.00% | −50,103−78.9% | Reduced |
| Intellectus Partners, LLC | 13,186 | $223.9K | 0.08% | +113+0.9% | Added |
| Kingsview Wealth Management, LLC | 13,110 | $221.2K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 13,055 | $220.2K | 0.13% | −9,729−42.7% | Reduced |
| Paragon Private Wealth Management, LLC | 12,464 | $210.3K | 0.19% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 12,332 | $208.0K | 0.13% | −1,504−10.9% | Reduced |
| Bokf, NA | 11,330 | $191.1K | 0.00% | +11,330 | New |
| Arete Wealth Advisors, LLC | 11,033 | $186.1K | 0.02% | +11,033 | New |
| Mercer Global Advisors Inc | 11,026 | $186.0K | 0.00% | −5,332−32.6% | Reduced |
| Integrated Capital Management, Inc. | 10,999 | $185.5K | 0.17% | +10,999 | New |
| Advisory Services Network, LLC | 10,941 | $184.6K | 0.01% | +10,941 | New |
| Kestra Private Wealth Services, LLC | 10,685 | $180.3K | 0.01% | +510+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 10,521 | $177.5K | 0.00% | +500+5.0% | Added |
| Spire Wealth Management | 10,348 | $175.0K | 0.01% | −14,075−57.6% | Reduced |
| Claybrook Capital, LLC | 10,335 | $174.4K | 0.11% | +10,335 | New |
| Wolverine Asset Management LLC | 10,055 | $169.6K | 0.00% | +10,055 | New |
| Citigroup Inc | 8,252 | $139.2K | 0.00% | +6,349+333.6% | Added |
| CoreCap Advisors, LLC | 5,785 | $97.6K | 0.01% | +5,785 | New |
| Global Retirement Partners, LLC | 4,601 | $77.6K | 0.01% | +57+1.3% | Added |
| Harbor Investment Advisory, LLC | 4,500 | $75.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $59.0K | 0.04% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2,861 | $48.6K | 0.00% | +2,861 | New |
| Glass Jacobson Investment Advisors llc | 2,675 | $45.1K | 0.02% | +2,675 | New |
| Fifth Third Bancorp | 1,410 | $23.8K | 0.00% | +1,410 | New |
| Anchor Investment Management, LLC | 1,375 | $23.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 900 | $15.2K | 0.00% | +900 | New |
| Benjamin F. Edwards & Company, Inc. | 800 | $13.0K | 0.00% | +800 | New |
| Larson Financial Group LLC | 675 | $11.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 595 | $10.0K | 0.00% | −1,405−70.3% | Reduced |
| SOA Wealth Advisors, LLC. | 566 | $9.55K | 0.00% | +11+2.0% | Added |
| AdvisorNet Financial, Inc | 500 | $8.44K | 0.00% | +500 | New |
| Lindbrook Capital, LLC | 500 | $8.44K | 0.00% | +500 | New |