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, Q2 2023
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Jun 30, 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
- 99
- −10 vs. Q1 2023
- Shares held
- 15.3M
- +49.0K (+0.3%) vs. Q1 2023
- Total value
- $237.0M
- −$3.27M (−1.4%) vs. Q1 2023
- New holders
- 8
- 34 more added
- Sold out
- 18
- 31 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $322.0M |
| Q1 2025 | 110 | $298.0M |
| Q4 2024 | 119 | $291.2M |
| Q3 2024 | 110 | $312.7M |
| Q2 2024 | 110 | $306.8M |
| Q1 2024 | 109 | $551.7M |
| Q4 2023 | 118 | $386.4M |
| Q3 2023 | 107 | $239.7M |
| Q2 2023 | 99 | $237.0M |
| Q1 2023 | 110 | $240.7M |
| Q4 2022 | 113 | $252.2M |
| Q3 2022 | 100 | $231.5M |
| Q2 2022 | 100 | $265.6M |
| Q1 2022 | 101 | $311.5M |
| Q4 2021 | 105 | $335.9M |
| Q3 2021 | 110 | $331.3M |
| Q2 2021 | 110 | $315.9M |
| Q1 2021 | 109 | $303.0M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,894,839 | $106.9M | 0.01% | +333,261+5.1% | Added |
| Wells Fargo & Company | 810,936 | $12.6M | 0.00% | −26,262−3.1% | Reduced |
| Invesco Ltd. | 762,013 | $11.8M | 0.00% | −13,707−1.8% | Reduced |
| Karpus Management, Inc. | 680,619 | $10.6M | 0.33% | −5,025−0.7% | Reduced |
| LPL Financial LLC | 661,783 | $10.3M | 0.01% | +33,525+5.3% | Added |
| Bank of America Corp | 503,847 | $7.81M | 0.00% | −715−0.1% | Reduced |
| Penserra Capital Management LLC | 499,350 | $7.69M | 0.15% | +31,121+6.6% | Added |
| Cohen & Steers, Inc. | 427,019 | $6.62M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 388,974 | $6.03M | 0.00% | +24,609+6.8% | Added |
| Ameriprise Financial Inc | 292,725 | $4.54M | 0.00% | −236,990−44.7% | Reduced |
| Sterneck Capital Management, LLC | 209,845 | $3.25M | 1.99% | +4,710+2.3% | Added |
| Allspring Global Investments Holdings, LLC | 200,934 | $3.12M | 0.00% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 183,367 | $2.84M | 2.11% | +9,226+5.3% | Added |
| Advisor Group Holdings, Inc. | 177,673 | $2.76M | 0.00% | +34,107+23.8% | Added |
| UBS Group AG | 131,917 | $2.05M | 0.00% | +13,218+11.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 131,013 | $2.03M | 0.12% | −12,258−8.6% | Reduced |
| Rockefeller Capital Management L.P. | 127,754 | $1.98M | 0.01% | +81,923+178.8% | Added |
| Consolidated Portfolio Review Corp | 113,729 | $1.76M | 0.42% | +25,582+29.0% | Added |
| Envestnet Asset Management Inc | 108,280 | $1.68M | 0.00% | +4,587+4.4% | Added |
| Petra Financial Advisors Inc | 103,632 | $1.61M | 1.43% | +117+0.1% | Added |
| D.A. Davidson & Co. | 102,517 | $1.59M | 0.02% | +14,686+16.7% | Added |
| Baird Financial Group, Inc. | 101,640 | $1.58M | 0.00% | +2,352+2.4% | Added |
| Shaker Financial Services, LLC | 99,592 | $1.54M | 0.67% | +5,909+6.3% | Added |
| Centaurus Financial, Inc. | 92,295 | $1.43M | 0.13% | −2,302−2.4% | Reduced |
| Park Avenue Securities LLC | 90,996 | $1.41M | 0.02% | +3,700+4.2% | Added |
| Fiera Capital Corp | 83,633 | $1.30M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 80,811 | $1.25M | 0.00% | −1,081−1.3% | Reduced |
| Relative Value Partners Group, LLC | 65,576 | $1.02M | 0.07% | −73,434−52.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 59,744 | $926.6K | 0.22% | +11,144+22.9% | Added |
| Raymond James & Associates | 57,123 | $886.0K | 0.00% | −8,251−12.6% | Reduced |
| Independent Financial Group, LLC | 52,875 | $820.1K | 0.06% | −1,900−3.5% | Reduced |
| Sowell Financial Services LLC | 52,558 | $815.0K | 0.05% | +122+0.2% | Added |
| Stifel Financial Corp | 50,538 | $783.8K | 0.00% | −4,538−8.2% | Reduced |
| IHT Wealth Management, LLC | 42,995 | $666.9K | 0.03% | −732−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 42,847 | $664.5K | 0.00% | −1,890−4.2% | Reduced |
| Icon Wealth Partners, LLC | 42,188 | $654.3K | 0.07% | +3,250+8.3% | Added |
| Guggenheim Capital LLC | 39,560 | $613.6K | 0.00% | −441−1.1% | Reduced |
| Mathes Company, Inc. | 38,250 | $593.0K | 0.26% | +38,250 | New |
| Atria Wealth Solutions, Inc. | 35,509 | $550.8K | 0.01% | −482−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 34,807 | $539.9K | 0.10% | +34,807 | New |
| LexAurum Advisors, LLC | 33,968 | $526.8K | 0.16% | −800−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 33,249 | $516.0K | 0.00% | +1,346+4.2% | Added |
| Prospera Financial Services Inc | 32,774 | $508.3K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 32,439 | $503.1K | 0.21% | +1,600+5.2% | Added |
| Delta Capital Management LLC | 31,260 | $485.0K | 0.33% | +400+1.3% | Added |
| Cooper Financial Group | 29,656 | $460.0K | 0.11% | −431−1.4% | Reduced |
| GWM Advisors LLC | 25,909 | $401.8K | 0.00% | −200−0.8% | Reduced |
| Susquehanna International Group, LLP | 25,264 | $391.8K | 0.00% | +13,183+109.1% | Added |
| Pekin Hardy Strauss, Inc. | 23,700 | $367.6K | 0.06% | −305−1.3% | Reduced |
| Cetera Advisor Networks LLC | 20,007 | $310.3K | 0.00% | −1,557−7.2% | Reduced |
| Janney Montgomery Scott LLC | 18,786 | $291.0K | 0.00% | −1,170−5.9% | Reduced |
| National Asset Management, Inc. | 18,393 | $285.3K | 0.01% | +558+3.1% | Added |
| IFP Advisors, Inc | 14,010 | $261.4K | 0.01% | +7,212+106.1% | Added |
| Mariner, LLC | 16,354 | $253.7K | 0.00% | −686−4.0% | Reduced |
| Claybrook Capital, LLC | 14,712 | $228.2K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,553 | $226.0K | 0.00% | −475−3.2% | Reduced |
| Kestra Advisory Services, LLC | 14,529 | $225.3K | 0.00% | −450−3.0% | Reduced |
| First Financial Corp | 14,380 | $223.0K | 0.14% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 14,167 | $219.7K | 0.07% | +873+6.6% | Added |
| Landscape Capital Management, L.L.C. | 13,326 | $206.7K | 0.03% | +120+0.9% | Added |
| Kingsview Wealth Management, LLC | 13,119 | $203.5K | 0.01% | +9+0.1% | Added |
| Integrated Capital Management, Inc. | 12,927 | $200.5K | 0.18% | +12,927 | New |
| RVW Wealth, LLC | 12,700 | $197.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 12,613 | $191.6K | 0.02% | −12,539−49.9% | Reduced |
| Arete Wealth Advisors, LLC | 11,183 | $173.0K | 0.02% | +150+1.4% | Added |
| Kestra Private Wealth Services, LLC | 10,914 | $169.3K | 0.01% | +121+1.1% | Added |
| Spire Wealth Management | 10,578 | $164.1K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 10,472 | $162.4K | 0.10% | −1,500−12.5% | Reduced |
| CWM, LLC | 9,609 | $149.0K | 0.00% | +9,609 | New |
| Steward Partners Investment Advisory, LLC | 9,148 | $141.9K | 0.00% | −4,121−31.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,950 | $123.3K | 0.00% | −537−6.3% | Reduced |
| Citigroup Inc | 6,970 | $108.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,000 | $93.1K | 0.00% | +5,000+500.0% | Added |
| Global Retirement Partners, LLC | 4,776 | $74.1K | 0.00% | +63+1.3% | Added |
| AllSquare Wealth Management LLC | 3,500 | $53.5K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,750 | $42.7K | 0.01% | −1,750−38.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,675 | $41.5K | 0.02% | +2,675 | New |
| Bramshill Investments, LLC | 2,513 | $39.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $32.6K | 0.02% | +1,500+250.0% | Added |
| US Bancorp | 1,397 | $21.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $21.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 900 | $14.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 750 | $11.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 700 | $11.0K | 0.00% | −100−12.5% | Reduced |
| Larson Financial Group LLC | 675 | $10.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 595 | $9.23K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 589 | $9.14K | 0.00% | +12+2.1% | Added |
| AdvisorNet Financial, Inc | 500 | $7.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $7.75K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 500 | $7.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $7.75K | 0.00% | +500 | New |
| Armstrong Advisory Group, Inc | 461 | $7.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $6.20K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $6.20K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 365 | $5.66K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 226 | $3.50K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 152 | $2.36K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5 | $78 | 0.00% | +5 | New |
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −80,969−100.0% | Sold out |