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, Q3 2023
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Sep 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
- 107
- +8 vs. Q2 2023
- Shares held
- 16.1M
- +817.7K (+5.4%) vs. Q2 2023
- Total value
- $239.7M
- +$2.83M (+1.2%) vs. Q2 2023
- New holders
- 18
- 35 more added
- Sold out
- 10
- 29 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,028,382 | $104.7M | 0.01% | +133,543+1.9% | Added |
| Wells Fargo & Company | 787,925 | $11.7M | 0.00% | −23,011−2.8% | Reduced |
| Invesco Ltd. | 726,766 | $10.8M | 0.00% | −35,247−4.6% | Reduced |
| Karpus Management, Inc. | 677,947 | $10.1M | 0.34% | −2,672−0.4% | Reduced |
| LPL Financial LLC | 623,535 | $9.29M | 0.01% | −38,248−5.8% | Reduced |
| Penserra Capital Management LLC | 615,726 | $9.11M | 0.19% | +116,376+23.3% | Added |
| Bank of America Corp | 514,748 | $7.67M | 0.00% | +10,901+2.2% | Added |
| Cohen & Steers, Inc. | 417,019 | $6.21M | 0.01% | −10,000−2.3% | Reduced |
| Royal Bank of Canada | 392,199 | $5.84M | 0.00% | +3,225+0.8% | Added |
| Ameriprise Financial Inc | 351,992 | $5.27M | 0.00% | +59,267+20.2% | Added |
| Saba Capital Management, L.P. | 241,846 | $3.60M | 0.11% | +241,846 | New |
| Advisor Group Holdings, Inc. | 217,237 | $3.24M | 0.00% | +39,564+22.3% | Added |
| Sterneck Capital Management, LLC | 197,656 | $2.95M | 1.97% | −12,189−5.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 195,993 | $2.92M | 0.01% | −4,941−2.5% | Reduced |
| Peak Planning Group, LLC | 195,130 | $2.91M | 2.28% | +11,763+6.4% | Added |
| Consolidated Portfolio Review Corp | 154,064 | $2.30M | 0.56% | +40,335+35.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 139,004 | $2.07M | 0.13% | +7,991+6.1% | Added |
| UBS Group AG | 128,291 | $1.91M | 0.00% | −3,626−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 128,270 | $1.91M | 0.01% | +516+0.4% | Added |
| Shaker Financial Services, LLC | 124,540 | $1.86M | 0.86% | +24,948+25.1% | Added |
| D.A. Davidson & Co. | 107,368 | $1.60M | 0.02% | +4,851+4.7% | Added |
| Envestnet Asset Management Inc | 106,769 | $1.59M | 0.00% | −1,511−1.4% | Reduced |
| Baird Financial Group, Inc. | 104,126 | $1.55M | 0.00% | +2,486+2.4% | Added |
| Petra Financial Advisors Inc | 103,632 | $1.54M | 1.29% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 103,002 | $1.53M | 0.13% | +10,707+11.6% | Added |
| Park Avenue Securities LLC | 91,739 | $1.37M | 0.02% | +743+0.8% | Added |
| Fiera Capital Corp | 83,476 | $1.24M | 0.00% | −157−0.2% | Reduced |
| IHT Wealth Management, LLC | 82,405 | $1.23M | 0.06% | +39,410+91.7% | Added |
| Truist Financial Corp | 74,773 | $1.11M | 0.00% | −6,038−7.5% | Reduced |
| Raymond James & Associates | 73,109 | $1.09M | 0.00% | +15,986+28.0% | Added |
| HighTower Advisors, LLC | 63,586 | $948.0K | 0.00% | +63,586 | New |
| Onyx Bridge Wealth Group LLC | 61,214 | $912.1K | 0.21% | +1,470+2.5% | Added |
| Stifel Financial Corp | 51,933 | $773.8K | 0.00% | +1,395+2.8% | Added |
| Sowell Financial Services LLC | 45,534 | $678.0K | 0.04% | −7,024−13.4% | Reduced |
| Icon Wealth Partners, LLC | 42,188 | $628.6K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 37,762 | $562.7K | 0.02% | +37,762 | New |
| Raymond James Financial Services Advisors, Inc. | 37,665 | $561.2K | 0.00% | −5,182−12.1% | Reduced |
| Logan Stone Capital, LLC | 36,951 | $550.6K | 0.15% | +36,951 | New |
| Comerica Bank | 35,614 | $530.7K | 0.00% | +35,614 | New |
| Commonwealth Equity Services, LLC | 35,297 | $526.0K | 0.00% | +2,048+6.2% | Added |
| Atria Wealth Solutions, Inc. | 35,023 | $521.8K | 0.01% | −486−1.4% | Reduced |
| Eschler Asset Management LLP | 35,000 | $521.5K | 0.61% | +35,000 | New |
| Lakeview Capital Partners, LLC | 34,385 | $512.3K | 0.10% | −422−1.2% | Reduced |
| Prospera Financial Services Inc | 34,261 | $510.5K | 0.02% | +1,487+4.5% | Added |
| Wolverine Asset Management LLC | 33,294 | $496.1K | 0.01% | +33,294 | New |
| RDA Financial Network | 31,639 | $471.4K | 0.20% | −800−2.5% | Reduced |
| Delta Capital Management LLC | 31,260 | $466.0K | 0.35% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 30,344 | $452.1K | 0.00% | −9,216−23.3% | Reduced |
| Landscape Capital Management, L.L.C. | 28,999 | $432.1K | 0.06% | +15,673+117.6% | Added |
| Oppenheimer & Co Inc | 28,021 | $417.5K | 0.01% | +28,021 | New |
| Cooper Financial Group | 27,844 | $414.9K | 0.10% | −1,812−6.1% | Reduced |
| Mathes Company, Inc. | 26,750 | $399.0K | 0.19% | −11,500−30.1% | Reduced |
| LexAurum Advisors, LLC | 25,768 | $383.9K | 0.11% | −8,200−24.1% | Reduced |
| Boothbay Fund Management, LLC | 25,000 | $372.5K | 0.01% | +25,000 | New |
| Susquehanna International Group, LLP | 24,095 | $359.0K | 0.00% | −1,169−4.6% | Reduced |
| Independent Financial Group, LLC | 23,475 | $349.8K | 0.02% | −29,400−55.6% | Reduced |
| Kestra Advisory Services, LLC | 22,475 | $334.9K | 0.00% | +7,946+54.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 21,905 | $326.4K | 0.17% | +21,905 | New |
| Janney Montgomery Scott LLC | 20,836 | $310.0K | 0.00% | +2,050+10.9% | Added |
| National Asset Management, Inc. | 20,235 | $301.5K | 0.01% | +1,842+10.0% | Added |
| Cetera Advisor Networks LLC | 19,299 | $287.5K | 0.00% | −708−3.5% | Reduced |
| Ameritas Advisory Services, LLC | 19,609 | $283.7K | 0.01% | +6,996+55.5% | Added |
| We Are One Seven, LLC | 17,981 | $267.9K | 0.02% | +17,981 | New |
| Claybrook Capital, LLC | 14,712 | $219.2K | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,553 | $217.0K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 14,542 | $216.7K | 0.07% | +375+2.6% | Added |
| International Assets Investment Management, LLC | 13,584 | $200.0K | 0.03% | +13,584 | New |
| Kingsview Wealth Management, LLC | 13,147 | $195.9K | 0.01% | +28+0.2% | Added |
| Mariner, LLC | 12,852 | $191.5K | 0.00% | −3,502−21.4% | Reduced |
| Integrated Capital Management, Inc. | 12,822 | $191.0K | 0.17% | −105−0.8% | Reduced |
| RVW Wealth, LLC | 12,700 | $189.2K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 12,560 | $187.1K | 0.11% | −1,820−12.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,877 | $177.0K | 0.00% | +3,927+49.4% | Added |
| Kestra Private Wealth Services, LLC | 11,289 | $168.2K | 0.01% | +375+3.4% | Added |
| Spire Wealth Management | 10,578 | $157.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,532 | $142.0K | 0.00% | −16,377−63.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,191 | $136.9K | 0.00% | +43+0.5% | Added |
| CWM, LLC | 8,000 | $119.0K | 0.00% | −1,609−16.7% | Reduced |
| IFP Advisors, Inc | 7,005 | $104.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,000 | $104.3K | 0.00% | +1,000+16.7% | Added |
| Citigroup Inc | 6,970 | $103.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,872 | $70.7K | 0.00% | +96+2.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,001 | $59.6K | 0.02% | +4,001 | New |
| AllSquare Wealth Management LLC | 3,500 | $52.1K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,750 | $41.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,675 | $39.9K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $31.3K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,093 | $31.2K | 0.00% | −420−16.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,650 | $24.6K | 0.00% | +750+83.3% | Added |
| US Bancorp | 1,397 | $20.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,330 | $20.0K | 0.00% | +1,330 | New |
| North Star Investment Management Corp. | 750 | $11.2K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 720 | $10.7K | 0.00% | +720 | New |
| Larson Financial Group LLC | 675 | $10.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 602 | $8.97K | 0.00% | +13+2.2% | Added |
| City Holding Co | 595 | $8.87K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $7.45K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $6.87K | 0.00% | 00.0% | Unchanged |