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 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 264,252 | $4.46M | 0.15% | +264,252 | New |
| UBS Group AG | 286,243 | $4.83M | 0.00% | −25,533−8.2% | Reduced |
| Rivernorth Capital Management, LLC | 343,417 | $5.79M | 0.26% | +343,417 | New |
| Bramshill Investments, LLC | 398,088 | $6.72M | 0.79% | −14,467−3.5% | Reduced |
| Royal Bank of Canada | 415,140 | $7.00M | 0.00% | +60,178+17.0% | Added |
| Cohen & Steers, Inc. | 433,119 | $7.31M | 0.02% | +45,226+11.7% | Added |
| Ameriprise Financial Inc | 492,639 | $8.36M | 0.00% | +36,196+7.9% | Added |
| Bank of America Corp | 509,138 | $8.59M | 0.00% | +57,312+12.7% | Added |
| Penserra Capital Management LLC | 529,816 | $8.94M | 0.20% | +47,604+9.9% | Added |
| LPL Financial LLC | 629,309 | $10.6M | 0.01% | +131,560+26.4% | Added |
| Invesco Ltd. | 833,425 | $14.1M | 0.00% | +76,436+10.1% | Added |
| Wells Fargo & Company | 847,756 | $14.3M | 0.00% | −75,067−8.1% | Reduced |
| Morgan Stanley | 5,873,386 | $99.1M | 0.01% | −409,845−6.5% | Reduced |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −41,226−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −37,116−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −13,070−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −12,860−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,454−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |