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, Q4 2023
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Dec 31, 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
- 118
- +13 vs. Q3 2023
- Shares held
- 16.9M
- +901.0K (+5.6%) vs. Q3 2023
- Total value
- $276.2M
- +$37.4M (+15.6%) vs. Q3 2023
- New holders
- 26
- 40 more added
- Sold out
- 13
- 32 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,736,202 | $109.9M | 0.01% | −292,180−4.2% | Reduced |
| Wells Fargo & Company | 746,359 | $12.2M | 0.00% | −41,566−5.3% | Reduced |
| Invesco Ltd. | 733,963 | $12.0M | 0.00% | +7,197+1.0% | Added |
| Penserra Capital Management LLC | 661,513 | $10.8M | 0.20% | +45,787+7.4% | Added |
| Karpus Management, Inc. | 653,452 | $10.7M | 0.32% | −24,495−3.6% | Reduced |
| LPL Financial LLC | 527,468 | $8.60M | 0.01% | −96,067−15.4% | Reduced |
| Bank of America Corp | 510,380 | $8.32M | 0.00% | −4,368−0.8% | Reduced |
| Royal Bank of Canada | 493,366 | $8.05M | 0.00% | +101,167+25.8% | Added |
| Ameriprise Financial Inc | 491,586 | $7.99M | 0.00% | +139,594+39.7% | Added |
| Cohen & Steers, Inc. | 417,019 | $6.80M | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 379,688 | $6.19M | 0.36% | +361,707+2,011.6% | Added |
| Rothschild Investment LLC | 208,098 | $3.39M | 0.28% | +208,098 | New |
| Sterneck Capital Management, LLC | 207,983 | $3.39M | 2.16% | +10,327+5.2% | Added |
| Peak Planning Group, LLC | 199,888 | $3.26M | 2.35% | +4,758+2.4% | Added |
| Allspring Global Investments Holdings, LLC | 195,993 | $3.20M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 178,260 | $2.91M | 0.17% | +39,256+28.2% | Added |
| Consolidated Portfolio Review Corp | 168,911 | $2.75M | 0.63% | +14,847+9.6% | Added |
| Rareview Capital LLC | 164,150 | $2.68M | 2.46% | +164,150 | New |
| Landscape Capital Management, L.L.C. | 152,607 | $2.49M | 0.22% | +123,608+426.2% | Added |
| Shaker Financial Services, LLC | 142,178 | $2.34M | 0.96% | +17,638+14.2% | Added |
| Rockefeller Capital Management L.P. | 132,916 | $2.17M | 0.01% | +4,646+3.6% | Added |
| UBS Group AG | 130,665 | $2.13M | 0.00% | +2,374+1.9% | Added |
| D.A. Davidson & Co. | 127,859 | $2.09M | 0.02% | +20,491+19.1% | Added |
| Envestnet Asset Management Inc | 126,089 | $2.06M | 0.00% | +19,320+18.1% | Added |
| Magnus Financial Group LLC | 115,596 | $1.89M | 0.25% | +115,596 | New |
| Advisor Group Holdings, Inc. | 114,605 | $1.87M | 0.00% | −102,632−47.2% | Reduced |
| Citadel Advisors LLC | 103,832 | $1.69M | 0.00% | +103,832 | New |
| Petra Financial Advisors Inc | 101,832 | $1.66M | 1.39% | −1,800−1.7% | Reduced |
| Centaurus Financial, Inc. | 101,749 | $1.66M | 0.13% | −1,253−1.2% | Reduced |
| Park Avenue Securities LLC | 97,504 | $1.59M | 0.02% | +5,765+6.3% | Added |
| Baird Financial Group, Inc. | 84,557 | $1.38M | 0.00% | −19,569−18.8% | Reduced |
| Raymond James & Associates | 84,343 | $1.38M | 0.00% | +11,234+15.4% | Added |
| Fiera Capital Corp | 83,476 | $1.36M | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 78,905 | $1.29M | 0.06% | −3,500−4.2% | Reduced |
| Stifel Financial Corp | 67,682 | $1.10M | 0.00% | +15,749+30.3% | Added |
| Rivernorth Capital Management, LLC | 62,437 | $1.02M | 0.05% | +62,437 | New |
| Truist Financial Corp | 61,890 | $1.01M | 0.00% | −12,883−17.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 57,749 | $941.9K | 0.19% | −3,465−5.7% | Reduced |
| Clough Capital Partners L P | 56,900 | $928.0K | 0.10% | +56,900 | New |
| Principal Securities, Inc. | 46,432 | $757.3K | 0.03% | +46,432 | New |
| Gridiron Partners, LLC | 45,881 | $748.3K | 0.53% | +45,881 | New |
| Oppenheimer & Co Inc | 45,225 | $737.6K | 0.01% | +17,204+61.4% | Added |
| Commonwealth Equity Services, LLC | 41,261 | $673.0K | 0.00% | +5,964+16.9% | Added |
| Prospera Financial Services Inc | 39,746 | $648.3K | 0.02% | +5,485+16.0% | Added |
| Capital Investment Advisors, LLC | 38,641 | $630.2K | 0.02% | +879+2.3% | Added |
| Comerica Bank | 37,865 | $617.6K | 0.00% | +2,251+6.3% | Added |
| Sowell Financial Services LLC | 36,960 | $608.0K | 0.03% | −8,574−18.8% | Reduced |
| Guggenheim Capital LLC | 36,449 | $594.5K | 0.00% | +6,105+20.1% | Added |
| Atria Wealth Solutions, Inc. | 36,204 | $593.0K | 0.01% | +1,181+3.4% | Added |
| Lakeview Capital Partners, LLC | 34,090 | $556.0K | 0.10% | −295−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,407 | $544.9K | 0.00% | −4,258−11.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 33,365 | $544.2K | 0.26% | +11,460+52.3% | Added |
| Logan Stone Capital, LLC | 32,685 | $533.1K | 0.11% | −4,266−11.5% | Reduced |
| RDA Financial Network | 31,971 | $521.4K | 0.20% | +332+1.0% | Added |
| CWM, LLC | 31,531 | $514.0K | 0.00% | +23,531+294.1% | Added |
| Delta Capital Management LLC | 30,610 | $499.0K | 0.35% | −650−2.1% | Reduced |
| Marathon Trading Investment Management LLC | 30,000 | $489.3K | 0.09% | +30,000 | New |
| Mathes Company, Inc. | 29,000 | $473.0K | 0.19% | +2,250+8.4% | Added |
| Boothbay Fund Management, LLC | 29,000 | $473.0K | 0.02% | +4,000+16.0% | Added |
| Cooper Financial Group | 26,639 | $434.5K | 0.08% | −1,205−4.3% | Reduced |
| Quarry LP | 26,100 | $425.7K | 0.21% | +26,100 | New |
| Janney Montgomery Scott LLC | 24,386 | $398.0K | 0.00% | +3,550+17.0% | Added |
| Steward Partners Investment Advisory, LLC | 23,769 | $387.7K | 0.01% | +14,578+158.6% | Added |
| LexAurum Advisors, LLC | 22,468 | $366.5K | 0.10% | −3,300−12.8% | Reduced |
| Cetera Advisor Networks LLC | 19,926 | $325.0K | 0.00% | +627+3.2% | Added |
| National Asset Management, Inc. | 17,733 | $291.6K | 0.01% | −2,502−12.4% | Reduced |
| JPMorgan Chase & Co | 16,566 | $270.2K | 0.00% | +16,374+8,528.1% | Added |
| Kestra Advisory Services, LLC | 15,714 | $256.3K | 0.00% | −6,761−30.1% | Reduced |
| Lido Advisors, LLC | 14,712 | $242.0K | 0.00% | +14,712 | New |
| Intellectus Partners, LLC | 14,685 | $241.5K | 0.07% | +143+1.0% | Added |
| International Assets Investment Management, LLC | 13,591 | $221.7K | 0.03% | +7+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,031 | $213.0K | 0.00% | −1,522−10.5% | Reduced |
| Sage Capital Management, LLC | 13,000 | $212.0K | 0.13% | +13,000 | New |
| Mariner, LLC | 12,761 | $208.1K | 0.00% | −91−0.7% | Reduced |
| Integrated Capital Management, Inc. | 12,756 | $208.1K | 0.18% | −66−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 12,719 | $207.4K | 0.01% | +12,719 | New |
| RVW Wealth, LLC | 12,700 | $207.1K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 12,560 | $204.7K | 0.10% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,795 | $192.4K | 0.01% | −1,352−10.3% | Reduced |
| Icon Wealth Advisors, LLC | 11,688 | $190.6K | 0.02% | +11,688 | New |
| Envestnet Portfolio Solutions, Inc. | 11,047 | $180.2K | 0.00% | +11,047 | New |
| Nomura Holdings Inc | 10,533 | $171.8K | 0.00% | +10,533 | New |
| GWM Advisors LLC | 9,532 | $155.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,678 | $146.5K | 0.01% | −1,900−18.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,889 | $145.0K | 0.00% | −2,988−25.2% | Reduced |
| Richardson Capital Management LLC | 7,000 | $114.2K | 0.11% | +7,000 | New |
| Citigroup Inc | 6,300 | $102.8K | 0.00% | −670−9.6% | Reduced |
| Global Retirement Partners, LLC | 5,016 | $84.7K | 0.00% | +144+3.0% | Added |
| IFP Advisors, Inc | 5,179 | $84.5K | 0.00% | −1,826−26.1% | Reduced |
| Advisory Services Network, LLC | 3,588 | $58.5K | 0.00% | +3,588 | New |
| AllSquare Wealth Management LLC | 3,500 | $57.1K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,500 | $57.1K | 0.03% | +3,500 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,020 | $49.0K | 0.02% | −981−24.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,750 | $44.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $34.3K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 2,093 | $34.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,575 | $25.7K | 0.01% | −1,100−41.1% | Reduced |
| Hobbs Group Advisors, LLC | 1,500 | $24.5K | 0.01% | +1,500 | New |
| US Bancorp | 1,397 | $22.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $22.4K | 0.00% | 00.0% | Unchanged |