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 | $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, 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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 192 | $2.86K | 0.00% | +192 | New |
| Global Trust Asset Management, LLC | 226 | $3.36K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 348 | $5.18K | 0.00% | +348 | New |
| Citizens National Bank Trust Department | 365 | $5.44K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $5.96K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $5.96K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $6.71K | 0.00% | +450 | New |
| Armstrong Advisory Group, Inc | 461 | $6.87K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $7.45K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 595 | $8.87K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 602 | $8.97K | 0.00% | +13+2.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 675 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 720 | $10.7K | 0.00% | +720 | New |
| North Star Investment Management Corp. | 750 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,330 | $20.0K | 0.00% | +1,330 | New |
| Anchor Investment Management, LLC | 1,375 | $20.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,397 | $20.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,650 | $24.6K | 0.00% | +750+83.3% | Added |
| Bramshill Investments, LLC | 2,093 | $31.2K | 0.00% | −420−16.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,100 | $31.3K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,675 | $39.9K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,750 | $41.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $52.1K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,001 | $59.6K | 0.02% | +4,001 | New |
| Global Retirement Partners, LLC | 4,872 | $70.7K | 0.00% | +96+2.0% | Added |
| Citigroup Inc | 6,970 | $103.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,000 | $104.3K | 0.00% | +1,000+16.7% | Added |
| IFP Advisors, Inc | 7,005 | $104.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,000 | $119.0K | 0.00% | −1,609−16.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,191 | $136.9K | 0.00% | +43+0.5% | Added |
| GWM Advisors LLC | 9,532 | $142.0K | 0.00% | −16,377−63.2% | Reduced |
| Spire Wealth Management | 10,578 | $157.6K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,289 | $168.2K | 0.01% | +375+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 11,877 | $177.0K | 0.00% | +3,927+49.4% | Added |
| First Financial Corp | 12,560 | $187.1K | 0.11% | −1,820−12.7% | Reduced |
| RVW Wealth, LLC | 12,700 | $189.2K | 0.02% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 12,822 | $191.0K | 0.17% | −105−0.8% | Reduced |
| Mariner, LLC | 12,852 | $191.5K | 0.00% | −3,502−21.4% | Reduced |
| Kingsview Wealth Management, LLC | 13,147 | $195.9K | 0.01% | +28+0.2% | Added |
| International Assets Investment Management, LLC | 13,584 | $200.0K | 0.03% | +13,584 | New |
| Intellectus Partners, LLC | 14,542 | $216.7K | 0.07% | +375+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,553 | $217.0K | 0.00% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 14,712 | $219.2K | 0.13% | 00.0% | Unchanged |
| We Are One Seven, LLC | 17,981 | $267.9K | 0.02% | +17,981 | New |
| Ameritas Advisory Services, LLC | 19,609 | $283.7K | 0.01% | +6,996+55.5% | Added |
| Cetera Advisor Networks LLC | 19,299 | $287.5K | 0.00% | −708−3.5% | Reduced |
| National Asset Management, Inc. | 20,235 | $301.5K | 0.01% | +1,842+10.0% | Added |
| Janney Montgomery Scott LLC | 20,836 | $310.0K | 0.00% | +2,050+10.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 21,905 | $326.4K | 0.17% | +21,905 | New |
| Kestra Advisory Services, LLC | 22,475 | $334.9K | 0.00% | +7,946+54.7% | Added |
| Independent Financial Group, LLC | 23,475 | $349.8K | 0.02% | −29,400−55.6% | Reduced |
| Susquehanna International Group, LLP | 24,095 | $359.0K | 0.00% | −1,169−4.6% | Reduced |
| Boothbay Fund Management, LLC | 25,000 | $372.5K | 0.01% | +25,000 | New |
| LexAurum Advisors, LLC | 25,768 | $383.9K | 0.11% | −8,200−24.1% | Reduced |
| Mathes Company, Inc. | 26,750 | $399.0K | 0.19% | −11,500−30.1% | Reduced |
| Cooper Financial Group | 27,844 | $414.9K | 0.10% | −1,812−6.1% | Reduced |
| Oppenheimer & Co Inc | 28,021 | $417.5K | 0.01% | +28,021 | New |
| Landscape Capital Management, L.L.C. | 28,999 | $432.1K | 0.06% | +15,673+117.6% | Added |
| Guggenheim Capital LLC | 30,344 | $452.1K | 0.00% | −9,216−23.3% | Reduced |
| Delta Capital Management LLC | 31,260 | $466.0K | 0.35% | 00.0% | Unchanged |
| RDA Financial Network | 31,639 | $471.4K | 0.20% | −800−2.5% | Reduced |
| Wolverine Asset Management LLC | 33,294 | $496.1K | 0.01% | +33,294 | New |
| Prospera Financial Services Inc | 34,261 | $510.5K | 0.02% | +1,487+4.5% | Added |
| Lakeview Capital Partners, LLC | 34,385 | $512.3K | 0.10% | −422−1.2% | Reduced |
| Eschler Asset Management LLP | 35,000 | $521.5K | 0.61% | +35,000 | New |
| Atria Wealth Solutions, Inc. | 35,023 | $521.8K | 0.01% | −486−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 35,297 | $526.0K | 0.00% | +2,048+6.2% | Added |
| Comerica Bank | 35,614 | $530.7K | 0.00% | +35,614 | New |
| Logan Stone Capital, LLC | 36,951 | $550.6K | 0.15% | +36,951 | New |
| Raymond James Financial Services Advisors, Inc. | 37,665 | $561.2K | 0.00% | −5,182−12.1% | Reduced |
| Capital Investment Advisors, LLC | 37,762 | $562.7K | 0.02% | +37,762 | New |
| Icon Wealth Partners, LLC | 42,188 | $628.6K | 0.07% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 45,534 | $678.0K | 0.04% | −7,024−13.4% | Reduced |
| Stifel Financial Corp | 51,933 | $773.8K | 0.00% | +1,395+2.8% | Added |
| Onyx Bridge Wealth Group LLC | 61,214 | $912.1K | 0.21% | +1,470+2.5% | Added |
| HighTower Advisors, LLC | 63,586 | $948.0K | 0.00% | +63,586 | New |
| Raymond James & Associates | 73,109 | $1.09M | 0.00% | +15,986+28.0% | Added |
| Truist Financial Corp | 74,773 | $1.11M | 0.00% | −6,038−7.5% | Reduced |
| IHT Wealth Management, LLC | 82,405 | $1.23M | 0.06% | +39,410+91.7% | Added |
| Fiera Capital Corp | 83,476 | $1.24M | 0.00% | −157−0.2% | Reduced |
| Park Avenue Securities LLC | 91,739 | $1.37M | 0.02% | +743+0.8% | Added |
| Centaurus Financial, Inc. | 103,002 | $1.53M | 0.13% | +10,707+11.6% | Added |
| Petra Financial Advisors Inc | 103,632 | $1.54M | 1.29% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 104,126 | $1.55M | 0.00% | +2,486+2.4% | Added |
| Envestnet Asset Management Inc | 106,769 | $1.59M | 0.00% | −1,511−1.4% | Reduced |
| D.A. Davidson & Co. | 107,368 | $1.60M | 0.02% | +4,851+4.7% | Added |
| Shaker Financial Services, LLC | 124,540 | $1.86M | 0.86% | +24,948+25.1% | Added |
| Rockefeller Capital Management L.P. | 128,270 | $1.91M | 0.01% | +516+0.4% | Added |
| UBS Group AG | 128,291 | $1.91M | 0.00% | −3,626−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 139,004 | $2.07M | 0.13% | +7,991+6.1% | Added |
| Consolidated Portfolio Review Corp | 154,064 | $2.30M | 0.56% | +40,335+35.5% | Added |
| Peak Planning Group, LLC | 195,130 | $2.91M | 2.28% | +11,763+6.4% | Added |
| Allspring Global Investments Holdings, LLC | 195,993 | $2.92M | 0.01% | −4,941−2.5% | Reduced |
| Sterneck Capital Management, LLC | 197,656 | $2.95M | 1.97% | −12,189−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 217,237 | $3.24M | 0.00% | +39,564+22.3% | Added |
| Saba Capital Management, L.P. | 241,846 | $3.60M | 0.11% | +241,846 | New |
| Ameriprise Financial Inc | 351,992 | $5.27M | 0.00% | +59,267+20.2% | Added |
| Royal Bank of Canada | 392,199 | $5.84M | 0.00% | +3,225+0.8% | Added |
| Cohen & Steers, Inc. | 417,019 | $6.21M | 0.01% | −10,000−2.3% | Reduced |