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 |
|---|---|---|---|---|---|
| Bank of America Corp | 514,748 | $7.67M | 0.00% | +10,901+2.2% | Added |
| Penserra Capital Management LLC | 615,726 | $9.11M | 0.19% | +116,376+23.3% | Added |
| LPL Financial LLC | 623,535 | $9.29M | 0.01% | −38,248−5.8% | Reduced |
| Karpus Management, Inc. | 677,947 | $10.1M | 0.34% | −2,672−0.4% | Reduced |
| Invesco Ltd. | 726,766 | $10.8M | 0.00% | −35,247−4.6% | Reduced |
| Wells Fargo & Company | 787,925 | $11.7M | 0.00% | −23,011−2.8% | Reduced |
| Morgan Stanley | 7,028,382 | $104.7M | 0.01% | +133,543+1.9% | Added |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −65,576−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,183−100.0% | Sold out |
| Armor Investment Advisors, LLC | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |