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, Q1 2023
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Mar 31, 2023. 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
- 110
- +1 vs. Q4 2022
- Shares held
- 15.2M
- +330.5K (+2.2%) vs. Q4 2022
- Total value
- $239.6M
- −$11.0M (−4.4%) vs. Q4 2022
- New holders
- 15
- 29 more added
- Sold out
- 14
- 41 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,561,578 | $103.5M | 0.01% | +688,192+11.7% | Added |
| Wells Fargo & Company | 837,198 | $13.2M | 0.00% | −10,558−1.2% | Reduced |
| Invesco Ltd. | 775,720 | $12.2M | 0.00% | −57,705−6.9% | Reduced |
| Karpus Management, Inc. | 685,644 | $10.8M | 0.34% | +421,392+159.5% | Added |
| LPL Financial LLC | 628,258 | $9.91M | 0.01% | −1,051−0.2% | Reduced |
| Ameriprise Financial Inc | 529,715 | $8.28M | 0.00% | +37,076+7.5% | Added |
| Bank of America Corp | 504,562 | $7.96M | 0.00% | −4,576−0.9% | Reduced |
| Penserra Capital Management LLC | 468,229 | $7.34M | 0.15% | −61,587−11.6% | Reduced |
| Cohen & Steers, Inc. | 427,019 | $6.74M | 0.01% | −6,100−1.4% | Reduced |
| Royal Bank of Canada | 364,365 | $5.75M | 0.00% | −50,775−12.2% | Reduced |
| Sterneck Capital Management, LLC | 205,135 | $3.24M | 2.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 200,934 | $3.17M | 0.01% | +32,400+19.2% | Added |
| Peak Planning Group, LLC | 174,141 | $2.75M | 2.23% | +7,405+4.4% | Added |
| Advisor Group Holdings, Inc. | 143,566 | $2.27M | 0.00% | +53,832+60.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 143,271 | $2.26M | 0.14% | −16,059−10.1% | Reduced |
| UBS Group AG | 118,699 | $1.87M | 0.00% | −167,544−58.5% | Reduced |
| Envestnet Asset Management Inc | 103,693 | $1.64M | 0.00% | −6,378−5.8% | Reduced |
| Petra Financial Advisors Inc | 103,515 | $1.63M | 1.62% | −450−0.4% | Reduced |
| Baird Financial Group, Inc. | 99,288 | $1.57M | 0.00% | +2,219+2.3% | Added |
| Centaurus Financial, Inc. | 94,597 | $1.49M | 0.12% | −3,710−3.8% | Reduced |
| Shaker Financial Services, LLC | 93,683 | $1.48M | 0.65% | +93,683 | New |
| Consolidated Portfolio Review Corp | 88,147 | $1.39M | 0.38% | +88,147 | New |
| D.A. Davidson & Co. | 87,831 | $1.39M | 0.02% | +26,601+43.4% | Added |
| Park Avenue Securities LLC | 87,296 | $1.38M | 0.02% | −3,409−3.8% | Reduced |
| Fiera Capital Corp | 83,633 | $1.32M | 0.00% | −1,673−2.0% | Reduced |
| Truist Financial Corp | 81,892 | $1.29M | 0.00% | −1,874−2.2% | Reduced |
| HighTower Advisors, LLC | 80,969 | $1.28M | 0.00% | +80,969 | New |
| Relative Value Partners Group, LLC | 69,505 | $1.10M | 0.07% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 65,882 | $1.04M | 0.14% | +8,261+14.3% | Added |
| Raymond James & Associates | 65,374 | $1.03M | 0.00% | +1,187+1.8% | Added |
| Stifel Financial Corp | 55,076 | $869.1K | 0.00% | +3,727+7.3% | Added |
| Independent Financial Group, LLC | 54,775 | $864.4K | 0.07% | −3,500−6.0% | Reduced |
| Sowell Financial Services LLC | 52,436 | $827.0K | 0.06% | +4,926+10.4% | Added |
| Onyx Bridge Wealth Group LLC | 48,600 | $766.9K | 0.31% | +4,007+9.0% | Added |
| Rockefeller Capital Management L.P. | 45,831 | $723.0K | 0.00% | +8,299+22.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 44,737 | $706.0K | 0.00% | +1,076+2.5% | Added |
| IHT Wealth Management, LLC | 43,727 | $690.0K | 0.04% | −9,038−17.1% | Reduced |
| Guggenheim Capital LLC | 40,001 | $631.2K | 0.01% | +9,813+32.5% | Added |
| Icon Wealth Partners, LLC | 38,938 | $614.4K | 0.07% | +38,938 | New |
| Atria Wealth Solutions, Inc. | 35,991 | $567.9K | 0.01% | +3,306+10.1% | Added |
| LexAurum Advisors, LLC | 34,768 | $548.6K | 0.18% | −1,500−4.1% | Reduced |
| Prospera Financial Services Inc | 32,774 | $517.2K | 0.02% | +605+1.9% | Added |
| Commonwealth Equity Services, LLC | 31,903 | $503.0K | 0.00% | −2,003−5.9% | Reduced |
| Delta Capital Management LLC | 30,860 | $487.0K | 0.34% | 00.0% | Unchanged |
| RDA Financial Network | 30,839 | $486.6K | 0.22% | 00.0% | Unchanged |
| Cooper Financial Group | 30,087 | $474.8K | 0.13% | +3,362+12.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 28,191 | $445.0K | 0.17% | +28,191 | New |
| Capital Investment Advisors, LLC | 27,111 | $427.8K | 0.01% | +1,908+7.6% | Added |
| GWM Advisors LLC | 26,109 | $402.6K | 0.01% | −1,421−5.2% | Reduced |
| Ameritas Advisory Services, LLC | 25,152 | $393.5K | 0.02% | −2,543−9.2% | Reduced |
| JPMorgan Chase & Co | 24,268 | $383.0K | 0.00% | +24,268 | New |
| Pekin Hardy Strauss, Inc. | 24,005 | $378.8K | 0.06% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 21,564 | $340.3K | 0.00% | −365−1.7% | Reduced |
| Jane Street Group, LLC | 21,098 | $332.9K | 0.00% | +21,098 | New |
| Janney Montgomery Scott LLC | 19,956 | $315.0K | 0.00% | +920+4.8% | Added |
| Cetera Advisors LLC | 18,131 | $286.1K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,835 | $281.4K | 0.01% | −84−0.5% | Reduced |
| Mariner, LLC | 17,040 | $269.0K | 0.00% | −3,628−17.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,028 | $237.0K | 0.00% | −2,749−15.5% | Reduced |
| Kestra Advisory Services, LLC | 14,979 | $236.4K | 0.00% | −3,147−17.4% | Reduced |
| Claybrook Capital, LLC | 14,712 | $232.2K | 0.13% | +4,377+42.4% | Added |
| First Financial Corp | 14,380 | $226.9K | 0.14% | −14,551−50.3% | Reduced |
| Intellectus Partners, LLC | 13,294 | $209.8K | 0.07% | +108+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 13,269 | $209.4K | 0.00% | +2,748+26.1% | Added |
| Landscape Capital Management, L.L.C. | 13,206 | $208.4K | 0.03% | −13,177−49.9% | Reduced |
| Kingsview Wealth Management, LLC | 13,110 | $206.9K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 12,700 | $200.4K | 0.02% | +12,700 | New |
| Millennium Management LLC | 12,444 | $196.0K | 0.00% | −30,297−70.9% | Reduced |
| Vista Investment Management | 12,116 | $191.2K | 0.10% | −939−7.2% | Reduced |
| Susquehanna International Group, LLP | 12,081 | $190.6K | 0.00% | −2,114−14.9% | Reduced |
| Armor Investment Advisors, LLC | 11,972 | $188.9K | 0.11% | −360−2.9% | Reduced |
| Arete Wealth Advisors, LLC | 11,033 | $174.0K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,905 | $172.1K | 0.10% | −7,245−39.9% | Reduced |
| Paragon Private Wealth Management, LLC | 10,879 | $171.7K | 0.14% | −1,585−12.7% | Reduced |
| Kestra Private Wealth Services, LLC | 10,793 | $170.3K | 0.01% | +108+1.0% | Added |
| Mercer Global Advisors Inc | 10,751 | $170.0K | 0.00% | −275−2.5% | Reduced |
| Spire Wealth Management | 10,578 | $166.9K | 0.01% | +230+2.2% | Added |
| IFP Advisors, Inc | 6,798 | $148.3K | 0.01% | −5,712−45.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,487 | $133.9K | 0.00% | −4,938−36.8% | Reduced |
| Citigroup Inc | 6,970 | $110.0K | 0.00% | −1,282−15.5% | Reduced |
| Global Retirement Partners, LLC | 4,713 | $71.2K | 0.00% | +112+2.4% | Added |
| Harbor Investment Advisory, LLC | 4,500 | $71.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,255 | $67.1K | 0.00% | −6,686−61.1% | Reduced |
| AllSquare Wealth Management LLC | 3,500 | $55.2K | 0.04% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,513 | $39.7K | 0.00% | −395,575−99.4% | Reduced |
| Bessemer Group Inc | 1,511 | $24.0K | 0.00% | +1,511 | New |
| US Bancorp | 1,397 | $22.0K | 0.00% | +1,000+251.9% | Added |
| Anchor Investment Management, LLC | 1,375 | $21.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 900 | $14.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 800 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 750 | $11.8K | 0.00% | +750 | New |
| BDO Wealth Advisors, LLC | 727 | $11.5K | 0.00% | +727 | New |
| Larson Financial Group LLC | 675 | $10.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 600 | $9.47K | 0.01% | +600 | New |
| City Holding Co | 595 | $9.39K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 577 | $9.11K | 0.00% | +11+1.9% | Added |
| Central Trust Co | 510 | $8.05K | 0.00% | +510 | New |
| AdvisorNet Financial, Inc | 500 | $7.89K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $7.89K | 0.00% | 00.0% | Unchanged |