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 | $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, 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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 10 | $0 | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 10 | $170 | 0.00% | +10 | New |
| Tower Research Capital LLC (TRC) | 52 | $1.00K | 0.00% | +39+300.0% | Added |
| CWM, LLC | 126 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 152 | $2.56K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 225 | $3.80K | 0.00% | +225 | New |
| Global Trust Asset Management, LLC | 226 | $3.81K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 342 | $5.77K | 0.00% | +342 | New |
| Citizens National Bank Trust Department | 365 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 397 | $6.70K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $6.75K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $7.78K | 0.00% | +461 | New |
| Whittier Trust Co of Nevada Inc | 500 | $8.43K | 0.00% | −1,006−66.8% | Reduced |
| AdvisorNet Financial, Inc | 500 | $8.44K | 0.00% | +500 | New |
| Lindbrook Capital, LLC | 500 | $8.44K | 0.00% | +500 | New |
| SOA Wealth Advisors, LLC. | 566 | $9.55K | 0.00% | +11+2.0% | Added |
| City Holding Co | 595 | $10.0K | 0.00% | −1,405−70.3% | Reduced |
| Larson Financial Group LLC | 675 | $11.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 800 | $13.0K | 0.00% | +800 | New |
| Cary Street Partner Investment Advisory LLC | 900 | $15.2K | 0.00% | +900 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $23.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,410 | $23.8K | 0.00% | +1,410 | New |
| Glass Jacobson Investment Advisors llc | 2,675 | $45.1K | 0.02% | +2,675 | New |
| Comerica Securities,inc. | 2,861 | $48.6K | 0.00% | +2,861 | New |
| AllSquare Wealth Management LLC | 3,500 | $59.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,500 | $75.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,601 | $77.6K | 0.01% | +57+1.3% | Added |
| CoreCap Advisors, LLC | 5,785 | $97.6K | 0.01% | +5,785 | New |
| Citigroup Inc | 8,252 | $139.2K | 0.00% | +6,349+333.6% | Added |
| Wolverine Asset Management LLC | 10,055 | $169.6K | 0.00% | +10,055 | New |
| Claybrook Capital, LLC | 10,335 | $174.4K | 0.11% | +10,335 | New |
| Spire Wealth Management | 10,348 | $175.0K | 0.01% | −14,075−57.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,521 | $177.5K | 0.00% | +500+5.0% | Added |
| Kestra Private Wealth Services, LLC | 10,685 | $180.3K | 0.01% | +510+5.0% | Added |
| Advisory Services Network, LLC | 10,941 | $184.6K | 0.01% | +10,941 | New |
| Integrated Capital Management, Inc. | 10,999 | $185.5K | 0.17% | +10,999 | New |
| Mercer Global Advisors Inc | 11,026 | $186.0K | 0.00% | −5,332−32.6% | Reduced |
| Arete Wealth Advisors, LLC | 11,033 | $186.1K | 0.02% | +11,033 | New |
| Bokf, NA | 11,330 | $191.1K | 0.00% | +11,330 | New |
| Armor Investment Advisors, LLC | 12,332 | $208.0K | 0.13% | −1,504−10.9% | Reduced |
| Paragon Private Wealth Management, LLC | 12,464 | $210.3K | 0.19% | 00.0% | Unchanged |
| Vista Investment Management | 13,055 | $220.2K | 0.13% | −9,729−42.7% | Reduced |
| Kingsview Wealth Management, LLC | 13,110 | $221.2K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 13,186 | $223.9K | 0.08% | +113+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 13,425 | $226.5K | 0.00% | −50,103−78.9% | Reduced |
| Susquehanna International Group, LLP | 14,195 | $239.5K | 0.00% | +14,195 | New |
| Elequin Capital LP | 14,756 | $248.9K | 0.07% | +14,756 | New |
| GWM Advisors LLC | 27,530 | $253.8K | 0.01% | +2,533+10.1% | Added |
| IFP Advisors, Inc | 12,510 | $273.0K | 0.01% | −2,351−15.8% | Reduced |
| Money Concepts Capital Corp | 17,507 | $295.3K | 0.01% | +17,507 | New |
| Cambridge Investment Research Advisors, Inc. | 17,777 | $300.0K | 0.00% | −2,250−11.2% | Reduced |
| National Asset Management, Inc. | 17,919 | $304.3K | 0.01% | +1,501+9.1% | Added |
| Kestra Advisory Services, LLC | 18,126 | $305.8K | 0.00% | +2,561+16.5% | Added |
| Cetera Advisors LLC | 18,131 | $305.9K | 0.01% | −395−2.1% | Reduced |
| Samalin Investment Counsel, LLC | 18,150 | $306.2K | 0.19% | −6,790−27.2% | Reduced |
| Janney Montgomery Scott LLC | 19,036 | $321.0K | 0.00% | −1,639−7.9% | Reduced |
| Mariner, LLC | 20,668 | $349.0K | 0.00% | −87−0.4% | Reduced |
| Cetera Advisor Networks LLC | 21,929 | $369.9K | 0.00% | −21−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,005 | $405.0K | 0.06% | +24,005 | New |
| Capital Investment Advisors, LLC | 25,203 | $425.0K | 0.01% | +4,471+21.6% | Added |
| Landscape Capital Management, L.L.C. | 26,383 | $445.1K | 0.07% | −11,954−31.2% | Reduced |
| Cooper Financial Group | 26,725 | $450.8K | 0.14% | +2,143+8.7% | Added |
| Ameritas Advisory Services, LLC | 27,695 | $467.2K | 0.02% | −1,691−5.8% | Reduced |
| First Financial Corp | 28,931 | $487.8K | 0.30% | −1,849−6.0% | Reduced |
| Guggenheim Capital LLC | 30,188 | $509.3K | 0.00% | +8,407+38.6% | Added |
| RDA Financial Network | 30,839 | $520.3K | 0.26% | −54−0.2% | Reduced |
| Delta Capital Management LLC | 30,860 | $521.0K | 0.38% | −100−0.3% | Reduced |
| Prospera Financial Services Inc | 32,169 | $542.7K | 0.03% | +1,000+3.2% | Added |
| Atria Wealth Solutions, Inc. | 32,685 | $552.6K | 0.01% | −2,645−7.5% | Reduced |
| International Assets Investment Management, LLC | 33,369 | $562.9K | 0.06% | +33,369 | New |
| Commonwealth Equity Services, LLC | 33,906 | $572.0K | 0.00% | +3,418+11.2% | Added |
| LexAurum Advisors, LLC | 36,268 | $611.8K | 0.22% | −100.0% | Reduced |
| Logan Stone Capital, LLC | 37,378 | $630.6K | 0.24% | −21,031−36.0% | Reduced |
| Rockefeller Capital Management L.P. | 37,532 | $633.0K | 0.00% | −975−2.5% | Reduced |
| Icon Wealth Advisors, LLC | 38,938 | $656.9K | 0.08% | 00.0% | Unchanged |
| Millennium Management LLC | 42,741 | $721.0K | 0.00% | +31,624+284.5% | Added |
| Mathes Company, Inc. | 43,250 | $730.0K | 0.37% | −13,200−23.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 43,661 | $736.6K | 0.00% | −12,740−22.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 44,593 | $776.4K | 0.32% | +2,978+7.2% | Added |
| Sowell Financial Services LLC | 47,510 | $807.0K | 0.05% | −500−1.0% | Reduced |
| Stifel Financial Corp | 51,349 | $866.2K | 0.00% | −30,710−37.4% | Reduced |
| IHT Wealth Management, LLC | 52,765 | $890.1K | 0.06% | −22,221−29.6% | Reduced |
| FourThought Financial Partners, LLC | 57,621 | $972.1K | 0.14% | +57,621 | New |
| Independent Financial Group, LLC | 58,275 | $983.1K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 61,230 | $1.03M | 0.01% | +1,282+2.1% | Added |
| Raymond James & Associates | 64,187 | $1.08M | 0.00% | +5,560+9.5% | Added |
| Relative Value Partners Group, LLC | 69,505 | $1.17M | 0.08% | +69,505 | New |
| Truist Financial Corp | 83,766 | $1.41M | 0.00% | +4,368+5.5% | Added |
| Fiera Capital Corp | 85,306 | $1.44M | 0.00% | +4,618+5.7% | Added |
| Advisor Group Holdings, Inc. | 89,734 | $1.51M | 0.00% | −37,335−29.4% | Reduced |
| Park Avenue Securities LLC | 90,705 | $1.53M | 0.03% | +80,314+772.9% | Added |
| Baird Financial Group, Inc. | 97,069 | $1.64M | 0.00% | +549+0.6% | Added |
| Centaurus Financial, Inc. | 98,307 | $1.66M | 0.16% | +60,810+162.2% | Added |
| Petra Financial Advisors Inc | 103,965 | $1.75M | 1.93% | +103,965 | New |
| Envestnet Asset Management Inc | 110,071 | $1.86M | 0.00% | +89,805+443.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 159,330 | $2.69M | 0.17% | −37,142−18.9% | Reduced |
| Peak Planning Group, LLC | 166,736 | $2.81M | 2.47% | +3,500+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 168,534 | $2.84M | 0.00% | +168,534 | New |
| Sterneck Capital Management, LLC | 205,135 | $3.46M | 2.30% | +40,228+24.4% | Added |