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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 9 | $0 | 0.00% | −43−82.7% | Reduced |
| EverSource Wealth Advisors, LLC | 152 | $2.40K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 226 | $3.56K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 342 | $5.40K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 365 | $5.76K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $6.31K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $6.31K | 0.01% | +400 | New |
| Armstrong Advisory Group, Inc | 461 | $7.28K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $7.70K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 500 | $7.89K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $7.89K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 500 | $7.89K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 510 | $8.05K | 0.00% | +510 | New |
| SOA Wealth Advisors, LLC. | 577 | $9.11K | 0.00% | +11+1.9% | Added |
| City Holding Co | 595 | $9.39K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 600 | $9.47K | 0.01% | +600 | New |
| Larson Financial Group LLC | 675 | $10.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 727 | $11.5K | 0.00% | +727 | New |
| North Star Investment Management Corp. | 750 | $11.8K | 0.00% | +750 | New |
| Benjamin F. Edwards & Company, Inc. | 800 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 900 | $14.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $21.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,397 | $22.0K | 0.00% | +1,000+251.9% | Added |
| Bessemer Group Inc | 1,511 | $24.0K | 0.00% | +1,511 | New |
| Bramshill Investments, LLC | 2,513 | $39.7K | 0.00% | −395,575−99.4% | Reduced |
| AllSquare Wealth Management LLC | 3,500 | $55.2K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,255 | $67.1K | 0.00% | −6,686−61.1% | Reduced |
| Harbor Investment Advisory, LLC | 4,500 | $71.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,713 | $71.2K | 0.00% | +112+2.4% | Added |
| Citigroup Inc | 6,970 | $110.0K | 0.00% | −1,282−15.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,487 | $133.9K | 0.00% | −4,938−36.8% | Reduced |
| IFP Advisors, Inc | 6,798 | $148.3K | 0.01% | −5,712−45.7% | Reduced |
| Spire Wealth Management | 10,578 | $166.9K | 0.01% | +230+2.2% | Added |
| Mercer Global Advisors Inc | 10,751 | $170.0K | 0.00% | −275−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 10,793 | $170.3K | 0.01% | +108+1.0% | Added |
| Paragon Private Wealth Management, LLC | 10,879 | $171.7K | 0.14% | −1,585−12.7% | Reduced |
| Samalin Investment Counsel, LLC | 10,905 | $172.1K | 0.10% | −7,245−39.9% | Reduced |
| Arete Wealth Advisors, LLC | 11,033 | $174.0K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 11,972 | $188.9K | 0.11% | −360−2.9% | Reduced |
| Susquehanna International Group, LLP | 12,081 | $190.6K | 0.00% | −2,114−14.9% | Reduced |
| Vista Investment Management | 12,116 | $191.2K | 0.10% | −939−7.2% | Reduced |
| Millennium Management LLC | 12,444 | $196.0K | 0.00% | −30,297−70.9% | Reduced |
| RVW Wealth, LLC | 12,700 | $200.4K | 0.02% | +12,700 | New |
| Kingsview Wealth Management, LLC | 13,110 | $206.9K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,206 | $208.4K | 0.03% | −13,177−49.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,269 | $209.4K | 0.00% | +2,748+26.1% | Added |
| Intellectus Partners, LLC | 13,294 | $209.8K | 0.07% | +108+0.8% | Added |
| First Financial Corp | 14,380 | $226.9K | 0.14% | −14,551−50.3% | Reduced |
| Claybrook Capital, LLC | 14,712 | $232.2K | 0.13% | +4,377+42.4% | Added |
| Kestra Advisory Services, LLC | 14,979 | $236.4K | 0.00% | −3,147−17.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,028 | $237.0K | 0.00% | −2,749−15.5% | Reduced |
| Mariner, LLC | 17,040 | $269.0K | 0.00% | −3,628−17.6% | Reduced |
| National Asset Management, Inc. | 17,835 | $281.4K | 0.01% | −84−0.5% | Reduced |
| Cetera Advisors LLC | 18,131 | $286.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,956 | $315.0K | 0.00% | +920+4.8% | Added |
| Jane Street Group, LLC | 21,098 | $332.9K | 0.00% | +21,098 | New |
| Cetera Advisor Networks LLC | 21,564 | $340.3K | 0.00% | −365−1.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,005 | $378.8K | 0.06% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24,268 | $383.0K | 0.00% | +24,268 | New |
| Ameritas Advisory Services, LLC | 25,152 | $393.5K | 0.02% | −2,543−9.2% | Reduced |
| GWM Advisors LLC | 26,109 | $402.6K | 0.01% | −1,421−5.2% | Reduced |
| Capital Investment Advisors, LLC | 27,111 | $427.8K | 0.01% | +1,908+7.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 28,191 | $445.0K | 0.17% | +28,191 | New |
| Cooper Financial Group | 30,087 | $474.8K | 0.13% | +3,362+12.6% | Added |
| RDA Financial Network | 30,839 | $486.6K | 0.22% | 00.0% | Unchanged |
| Delta Capital Management LLC | 30,860 | $487.0K | 0.34% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 31,903 | $503.0K | 0.00% | −2,003−5.9% | Reduced |
| Prospera Financial Services Inc | 32,774 | $517.2K | 0.02% | +605+1.9% | Added |
| LexAurum Advisors, LLC | 34,768 | $548.6K | 0.18% | −1,500−4.1% | Reduced |
| Atria Wealth Solutions, Inc. | 35,991 | $567.9K | 0.01% | +3,306+10.1% | Added |
| Icon Wealth Partners, LLC | 38,938 | $614.4K | 0.07% | +38,938 | New |
| Guggenheim Capital LLC | 40,001 | $631.2K | 0.01% | +9,813+32.5% | Added |
| IHT Wealth Management, LLC | 43,727 | $690.0K | 0.04% | −9,038−17.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,737 | $706.0K | 0.00% | +1,076+2.5% | Added |
| Rockefeller Capital Management L.P. | 45,831 | $723.0K | 0.00% | +8,299+22.1% | Added |
| Onyx Bridge Wealth Group LLC | 48,600 | $766.9K | 0.31% | +4,007+9.0% | Added |
| Sowell Financial Services LLC | 52,436 | $827.0K | 0.06% | +4,926+10.4% | Added |
| Independent Financial Group, LLC | 54,775 | $864.4K | 0.07% | −3,500−6.0% | Reduced |
| Stifel Financial Corp | 55,076 | $869.1K | 0.00% | +3,727+7.3% | Added |
| Raymond James & Associates | 65,374 | $1.03M | 0.00% | +1,187+1.8% | Added |
| FourThought Financial Partners, LLC | 65,882 | $1.04M | 0.14% | +8,261+14.3% | Added |
| Relative Value Partners Group, LLC | 69,505 | $1.10M | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 80,969 | $1.28M | 0.00% | +80,969 | New |
| Truist Financial Corp | 81,892 | $1.29M | 0.00% | −1,874−2.2% | Reduced |
| Fiera Capital Corp | 83,633 | $1.32M | 0.00% | −1,673−2.0% | Reduced |
| Park Avenue Securities LLC | 87,296 | $1.38M | 0.02% | −3,409−3.8% | Reduced |
| D.A. Davidson & Co. | 87,831 | $1.39M | 0.02% | +26,601+43.4% | Added |
| Consolidated Portfolio Review Corp | 88,147 | $1.39M | 0.38% | +88,147 | New |
| Shaker Financial Services, LLC | 93,683 | $1.48M | 0.65% | +93,683 | New |
| Centaurus Financial, Inc. | 94,597 | $1.49M | 0.12% | −3,710−3.8% | Reduced |
| Baird Financial Group, Inc. | 99,288 | $1.57M | 0.00% | +2,219+2.3% | Added |
| Petra Financial Advisors Inc | 103,515 | $1.63M | 1.62% | −450−0.4% | Reduced |
| Envestnet Asset Management Inc | 103,693 | $1.64M | 0.00% | −6,378−5.8% | Reduced |
| UBS Group AG | 118,699 | $1.87M | 0.00% | −167,544−58.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 143,271 | $2.26M | 0.14% | −16,059−10.1% | Reduced |
| Advisor Group Holdings, Inc. | 143,566 | $2.27M | 0.00% | +53,832+60.0% | Added |
| Peak Planning Group, LLC | 174,141 | $2.75M | 2.23% | +7,405+4.4% | Added |
| Allspring Global Investments Holdings, LLC | 200,934 | $3.17M | 0.01% | +32,400+19.2% | Added |
| Sterneck Capital Management, LLC | 205,135 | $3.24M | 2.04% | 00.0% | Unchanged |