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.
Q2 2023 vs. Q1 2023
How the institutions holding First Trust Intermediate Duration Preferred & Income Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 110 | 1 | 99 | −10 |
| Shares | 15.2M | 28.2K | 15.3M | +111.5K (+0.7%) |
| Value | $239.6M | $445.0K | $236.9M | −$2.28M (−1.0%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mathes Company, Inc. | 38,250 | $593.0K | 0.26% |
| Lakeview Capital Partners, LLC | 34,807 | $539.9K | 0.10% |
| Integrated Capital Management, Inc. | 12,927 | $200.5K | 0.18% |
| CWM, LLC | 9,609 | $149.0K | 0.00% |
| Glass Jacobson Investment Advisors llc | 2,675 | $41.5K | 0.02% |
| Allworth Financial LP | 500 | $7.75K | 0.00% |
| St Germain D J Co Inc | 5 | $78 | 0.00% |
| FMR LLC | 1 | $16 | 0.00% |
Sold out (18)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| HighTower Advisors, LLC | 80,969 | $1.28M |
| FourThought Financial Partners, LLC | 65,882 | $1.04M |
| Capital Investment Advisors, LLC | 27,111 | $427.8K |
| JPMorgan Chase & Co | 24,268 | $383.0K |
| Jane Street Group, LLC | 21,098 | $332.9K |
| Cetera Advisors LLC | 18,131 | $286.1K |
| Millennium Management LLC | 12,444 | $196.0K |
| Vista Investment Management | 12,116 | $191.2K |
| Samalin Investment Counsel, LLC | 10,905 | $172.1K |
| Paragon Private Wealth Management, LLC | 10,879 | $171.7K |
| Mercer Global Advisors Inc | 10,751 | $170.0K |
| Advisory Services Network, LLC | 4,255 | $67.1K |
| Bessemer Group Inc | 1,511 | $24.0K |
| BDO Wealth Advisors, LLC | 727 | $11.5K |
| Central Trust Co | 510 | $8.05K |
| Whittier Trust Co of Nevada Inc | 500 | $7.89K |
| Belpointe Asset Management LLC | 342 | $5.40K |
| Tower Research Capital LLC (TRC) | 9 | $0 |
Not filed for Q2 2023 yet (1)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 28,191 | $445.0K |