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
- +111.5K (+0.7%) vs. Q1 2023
- Total value
- $236.9M
- −$2.28M (−1.0%) 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 | $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, 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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| St Germain D J Co Inc | 5 | $78 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 152 | $2.36K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 226 | $3.50K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 365 | $5.66K | 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 |
| Armstrong Advisory Group, Inc | 461 | $7.15K | 0.00% | 00.0% | Unchanged |
| 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 |
| SOA Wealth Advisors, LLC. | 589 | $9.14K | 0.00% | +12+2.1% | Added |
| City Holding Co | 595 | $9.23K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 675 | $10.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 700 | $11.0K | 0.00% | −100−12.5% | Reduced |
| North Star Investment Management Corp. | 750 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 900 | $14.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $21.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,397 | $21.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $32.6K | 0.02% | +1,500+250.0% | Added |
| Bramshill Investments, LLC | 2,513 | $39.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,675 | $41.5K | 0.02% | +2,675 | New |
| Harbor Investment Advisory, LLC | 2,750 | $42.7K | 0.01% | −1,750−38.9% | Reduced |
| AllSquare Wealth Management LLC | 3,500 | $53.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,776 | $74.1K | 0.00% | +63+1.3% | Added |
| The PNC Financial Services Group, Inc. | 6,000 | $93.1K | 0.00% | +5,000+500.0% | Added |
| Citigroup Inc | 6,970 | $108.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,950 | $123.3K | 0.00% | −537−6.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,148 | $141.9K | 0.00% | −4,121−31.1% | Reduced |
| CWM, LLC | 9,609 | $149.0K | 0.00% | +9,609 | New |
| IFP Advisors, Inc | 7,005 | $152.8K | 0.01% | +207+3.0% | Added |
| Armor Investment Advisors, LLC | 10,472 | $162.4K | 0.10% | −1,500−12.5% | Reduced |
| Spire Wealth Management | 10,578 | $164.1K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,914 | $169.3K | 0.01% | +121+1.1% | Added |
| Arete Wealth Advisors, LLC | 11,183 | $173.0K | 0.02% | +150+1.4% | Added |
| Ameritas Advisory Services, LLC | 12,613 | $191.6K | 0.02% | −12,539−49.9% | Reduced |
| RVW Wealth, LLC | 12,700 | $197.0K | 0.02% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 12,927 | $200.5K | 0.18% | +12,927 | New |
| Kingsview Wealth Management, LLC | 13,119 | $203.5K | 0.01% | +9+0.1% | Added |
| Landscape Capital Management, L.L.C. | 13,326 | $206.7K | 0.03% | +120+0.9% | Added |
| Intellectus Partners, LLC | 14,167 | $219.7K | 0.07% | +873+6.6% | Added |
| First Financial Corp | 14,380 | $223.0K | 0.14% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,529 | $225.3K | 0.00% | −450−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,553 | $226.0K | 0.00% | −475−3.2% | Reduced |
| Claybrook Capital, LLC | 14,712 | $228.2K | 0.12% | 00.0% | Unchanged |
| Mariner, LLC | 16,354 | $253.7K | 0.00% | −686−4.0% | Reduced |
| National Asset Management, Inc. | 18,393 | $285.3K | 0.01% | +558+3.1% | Added |
| Janney Montgomery Scott LLC | 18,786 | $291.0K | 0.00% | −1,170−5.9% | Reduced |
| Cetera Advisor Networks LLC | 20,007 | $310.3K | 0.00% | −1,557−7.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,700 | $367.6K | 0.06% | −305−1.3% | Reduced |
| Susquehanna International Group, LLP | 25,264 | $391.8K | 0.00% | +13,183+109.1% | Added |
| GWM Advisors LLC | 25,909 | $401.8K | 0.00% | −200−0.8% | Reduced |
| Cooper Financial Group | 29,656 | $460.0K | 0.11% | −431−1.4% | Reduced |
| Delta Capital Management LLC | 31,260 | $485.0K | 0.33% | +400+1.3% | Added |
| RDA Financial Network | 32,439 | $503.1K | 0.21% | +1,600+5.2% | Added |
| Prospera Financial Services Inc | 32,774 | $508.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 33,249 | $516.0K | 0.00% | +1,346+4.2% | Added |
| LexAurum Advisors, LLC | 33,968 | $526.8K | 0.16% | −800−2.3% | Reduced |
| Lakeview Capital Partners, LLC | 34,807 | $539.9K | 0.10% | +34,807 | New |
| Atria Wealth Solutions, Inc. | 35,509 | $550.8K | 0.01% | −482−1.3% | Reduced |
| Mathes Company, Inc. | 38,250 | $593.0K | 0.26% | +38,250 | New |
| Guggenheim Capital LLC | 39,560 | $613.6K | 0.00% | −441−1.1% | Reduced |
| Icon Wealth Partners, LLC | 42,188 | $654.3K | 0.07% | +3,250+8.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,847 | $664.5K | 0.00% | −1,890−4.2% | Reduced |
| IHT Wealth Management, LLC | 42,995 | $666.9K | 0.03% | −732−1.7% | Reduced |
| Stifel Financial Corp | 50,538 | $783.8K | 0.00% | −4,538−8.2% | Reduced |
| Sowell Financial Services LLC | 52,558 | $815.0K | 0.05% | +122+0.2% | Added |
| Independent Financial Group, LLC | 52,875 | $820.1K | 0.06% | −1,900−3.5% | Reduced |
| Raymond James & Associates | 57,123 | $886.0K | 0.00% | −8,251−12.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 59,744 | $926.6K | 0.22% | +11,144+22.9% | Added |
| Relative Value Partners Group, LLC | 65,576 | $1.02M | 0.07% | −3,929−5.7% | Reduced |
| Truist Financial Corp | 80,811 | $1.25M | 0.00% | −1,081−1.3% | Reduced |
| Fiera Capital Corp | 83,633 | $1.30M | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 90,996 | $1.41M | 0.02% | +3,700+4.2% | Added |
| Centaurus Financial, Inc. | 92,295 | $1.43M | 0.13% | −2,302−2.4% | Reduced |
| Shaker Financial Services, LLC | 99,592 | $1.54M | 0.67% | +5,909+6.3% | Added |
| Baird Financial Group, Inc. | 101,640 | $1.58M | 0.00% | +2,352+2.4% | Added |
| D.A. Davidson & Co. | 102,517 | $1.59M | 0.02% | +14,686+16.7% | Added |
| Petra Financial Advisors Inc | 103,632 | $1.61M | 1.43% | +117+0.1% | Added |
| Envestnet Asset Management Inc | 108,280 | $1.68M | 0.00% | +4,587+4.4% | Added |
| Consolidated Portfolio Review Corp | 113,729 | $1.76M | 0.42% | +25,582+29.0% | Added |
| Rockefeller Capital Management L.P. | 127,754 | $1.98M | 0.01% | +81,923+178.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 131,013 | $2.03M | 0.12% | −12,258−8.6% | Reduced |
| UBS Group AG | 131,917 | $2.05M | 0.00% | +13,218+11.1% | Added |
| Advisor Group Holdings, Inc. | 177,673 | $2.76M | 0.00% | +34,107+23.8% | Added |
| Peak Planning Group, LLC | 183,367 | $2.84M | 2.11% | +9,226+5.3% | Added |
| Allspring Global Investments Holdings, LLC | 200,934 | $3.12M | 0.00% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 209,845 | $3.25M | 1.99% | +4,710+2.3% | Added |
| Ameriprise Financial Inc | 292,725 | $4.54M | 0.00% | −236,990−44.7% | Reduced |
| Royal Bank of Canada | 388,974 | $6.03M | 0.00% | +24,609+6.8% | Added |
| Cohen & Steers, Inc. | 427,019 | $6.62M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 499,350 | $7.69M | 0.15% | +31,121+6.6% | Added |
| Bank of America Corp | 503,847 | $7.81M | 0.00% | −715−0.1% | Reduced |
| LPL Financial LLC | 661,783 | $10.3M | 0.01% | +33,525+5.3% | Added |
| Karpus Management, Inc. | 680,619 | $10.6M | 0.33% | −5,025−0.7% | Reduced |
| Invesco Ltd. | 762,013 | $11.8M | 0.00% | −13,707−1.8% | Reduced |
| Wells Fargo & Company | 810,936 | $12.6M | 0.00% | −26,262−3.1% | Reduced |
| Morgan Stanley | 6,894,839 | $106.9M | 0.01% | +333,261+5.1% | Added |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −80,969−100.0% | Sold out |