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.
Q1 2023 vs. Q4 2022
How the institutions holding First Trust Intermediate Duration Preferred & Income Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 113 | 4 | 110 | +1 |
| Shares | 15.0M | 90.6K | 15.2M | +330.5K (+2.2%) |
| Value | $252.2M | $1.53M | $239.6M | −$11.0M (−4.4%) |
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 93,683 | $1.48M | 0.65% |
| Consolidated Portfolio Review Corp | 88,147 | $1.39M | 0.38% |
| HighTower Advisors, LLC | 80,969 | $1.28M | 0.00% |
| Icon Wealth Partners, LLC | 38,938 | $614.4K | 0.07% |
| Householder Group Estate & Retirement Specialist, LLC | 28,191 | $445.0K | 0.17% |
| JPMorgan Chase & Co | 24,268 | $383.0K | 0.00% |
| Jane Street Group, LLC | 21,098 | $332.9K | 0.00% |
| RVW Wealth, LLC | 12,700 | $200.4K | 0.02% |
| Bessemer Group Inc | 1,511 | $24.0K | 0.00% |
| North Star Investment Management Corp. | 750 | $11.8K | 0.00% |
| BDO Wealth Advisors, LLC | 727 | $11.5K | 0.00% |
| Caldwell Sutter Capital, Inc. | 600 | $9.47K | 0.01% |
| Central Trust Co | 510 | $8.05K | 0.00% |
| Sunbelt Securities, Inc. | 500 | $7.70K | 0.00% |
| Chesapeake Asset Management LLC | 400 | $6.31K | 0.01% |
Sold out (14)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Rivernorth Capital Management, LLC | 343,417 | $5.79M |
| Logan Stone Capital, LLC | 37,378 | $630.6K |
| International Assets Investment Management, LLC | 33,369 | $562.9K |
| Money Concepts Capital Corp | 17,507 | $295.3K |
| Elequin Capital LP | 14,756 | $248.9K |
| Bokf, NA | 11,330 | $191.1K |
| Integrated Capital Management, Inc. | 10,999 | $185.5K |
| Wolverine Asset Management LLC | 10,055 | $169.6K |
| Comerica Securities,inc. | 2,861 | $48.6K |
| Fifth Third Bancorp | 1,410 | $23.8K |
| Leelyn Smith, LLC | 225 | $3.80K |
| CWM, LLC | 126 | $2.00K |
| Bartlett & Co. Wealth Management LLC | 10 | $170 |
| Bartlett & Co. LLC | 10 | $0 |
Not filed for Q1 2023 yet (4)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Mathes Company, Inc. | 43,250 | $730.0K |
| Icon Wealth Advisors, LLC | 38,938 | $656.9K |
| CoreCap Advisors, LLC | 5,785 | $97.6K |
| Glass Jacobson Investment Advisors llc | 2,675 | $45.1K |