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 | $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, 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 |
|---|---|---|---|---|---|
| WealthCollab, LLC | 33 | $539 | 0.00% | +33 | New |
| Macroview Investment Management LLC | 50 | $816 | 0.00% | +50 | New |
| Ronald Blue Trust, Inc. | 125 | $2.00K | 0.00% | +125 | New |
| Aspect Partners, LLC | 125 | $2.04K | 0.00% | +125 | New |
| Creative Financial Designs Inc | 250 | $4.08K | 0.00% | +250 | New |
| Citizens National Bank Trust Department | 365 | $5.95K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $6.52K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $6.52K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $6.71K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $7.52K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $8.15K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 507 | $8.29K | 0.00% | +507 | New |
| City Holding Co | 595 | $9.70K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 616 | $10.0K | 0.00% | +14+2.3% | Added |
| Larson Financial Group LLC | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 708 | $11.5K | 0.00% | +360+103.4% | Added |
| North Star Investment Management Corp. | 950 | $15.5K | 0.00% | +200+26.7% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $16.3K | 0.00% | −6,000−85.7% | Reduced |
| Anchor Investment Management, LLC | 1,375 | $22.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,397 | $22.8K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,500 | $24.5K | 0.01% | +1,500 | New |
| Glass Jacobson Investment Advisors llc | 1,575 | $25.7K | 0.01% | −1,100−41.1% | Reduced |
| Bramshill Investments, LLC | 2,093 | $34.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $34.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,750 | $44.9K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,020 | $49.0K | 0.02% | −981−24.5% | Reduced |
| 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 |
| Advisory Services Network, LLC | 3,588 | $58.5K | 0.00% | +3,588 | New |
| IFP Advisors, Inc | 5,179 | $84.5K | 0.00% | −1,826−26.1% | Reduced |
| Global Retirement Partners, LLC | 5,016 | $84.7K | 0.00% | +144+3.0% | Added |
| Citigroup Inc | 6,300 | $102.8K | 0.00% | −670−9.6% | Reduced |
| Richardson Capital Management LLC | 7,000 | $114.2K | 0.11% | +7,000 | New |
| Northwestern Mutual Wealth Management Co | 8,889 | $145.0K | 0.00% | −2,988−25.2% | Reduced |
| Spire Wealth Management | 8,678 | $146.5K | 0.01% | −1,900−18.0% | Reduced |
| GWM Advisors LLC | 9,532 | $155.5K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,533 | $171.8K | 0.00% | +10,533 | New |
| Envestnet Portfolio Solutions, Inc. | 11,047 | $180.2K | 0.00% | +11,047 | New |
| Icon Wealth Advisors, LLC | 11,688 | $190.6K | 0.02% | +11,688 | New |
| Kingsview Wealth Management, LLC | 11,795 | $192.4K | 0.01% | −1,352−10.3% | Reduced |
| First Financial Corp | 12,560 | $204.7K | 0.10% | 00.0% | Unchanged |
| RVW Wealth, LLC | 12,700 | $207.1K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,719 | $207.4K | 0.01% | +12,719 | New |
| Integrated Capital Management, Inc. | 12,756 | $208.1K | 0.18% | −66−0.5% | Reduced |
| Mariner, LLC | 12,761 | $208.1K | 0.00% | −91−0.7% | Reduced |
| Sage Capital Management, LLC | 13,000 | $212.0K | 0.13% | +13,000 | New |
| Cambridge Investment Research Advisors, Inc. | 13,031 | $213.0K | 0.00% | −1,522−10.5% | Reduced |
| International Assets Investment Management, LLC | 13,591 | $221.7K | 0.03% | +7+0.1% | Added |
| Intellectus Partners, LLC | 14,685 | $241.5K | 0.07% | +143+1.0% | Added |
| Lido Advisors, LLC | 14,712 | $242.0K | 0.00% | +14,712 | New |
| Kestra Advisory Services, LLC | 15,714 | $256.3K | 0.00% | −6,761−30.1% | Reduced |
| JPMorgan Chase & Co | 16,566 | $270.2K | 0.00% | +16,374+8,528.1% | Added |
| National Asset Management, Inc. | 17,733 | $291.6K | 0.01% | −2,502−12.4% | Reduced |
| Cetera Advisor Networks LLC | 19,926 | $325.0K | 0.00% | +627+3.2% | Added |
| LexAurum Advisors, LLC | 22,468 | $366.5K | 0.10% | −3,300−12.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,769 | $387.7K | 0.01% | +14,578+158.6% | Added |
| Janney Montgomery Scott LLC | 24,386 | $398.0K | 0.00% | +3,550+17.0% | Added |
| Quarry LP | 26,100 | $425.7K | 0.21% | +26,100 | New |
| Cooper Financial Group | 26,639 | $434.5K | 0.08% | −1,205−4.3% | Reduced |
| Boothbay Fund Management, LLC | 29,000 | $473.0K | 0.02% | +4,000+16.0% | Added |
| Mathes Company, Inc. | 29,000 | $473.0K | 0.19% | +2,250+8.4% | Added |
| Marathon Trading Investment Management LLC | 30,000 | $489.3K | 0.09% | +30,000 | New |
| Delta Capital Management LLC | 30,610 | $499.0K | 0.35% | −650−2.1% | Reduced |
| CWM, LLC | 31,531 | $514.0K | 0.00% | +23,531+294.1% | Added |
| RDA Financial Network | 31,971 | $521.4K | 0.20% | +332+1.0% | Added |
| Logan Stone Capital, LLC | 32,685 | $533.1K | 0.11% | −4,266−11.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 33,365 | $544.2K | 0.26% | +11,460+52.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 33,407 | $544.9K | 0.00% | −4,258−11.3% | Reduced |
| Lakeview Capital Partners, LLC | 34,090 | $556.0K | 0.10% | −295−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 36,204 | $593.0K | 0.01% | +1,181+3.4% | Added |
| Guggenheim Capital LLC | 36,449 | $594.5K | 0.00% | +6,105+20.1% | Added |
| Sowell Financial Services LLC | 36,960 | $608.0K | 0.03% | −8,574−18.8% | Reduced |
| Comerica Bank | 37,865 | $617.6K | 0.00% | +2,251+6.3% | Added |
| Capital Investment Advisors, LLC | 38,641 | $630.2K | 0.02% | +879+2.3% | Added |
| Prospera Financial Services Inc | 39,746 | $648.3K | 0.02% | +5,485+16.0% | Added |
| Commonwealth Equity Services, LLC | 41,261 | $673.0K | 0.00% | +5,964+16.9% | Added |
| Oppenheimer & Co Inc | 45,225 | $737.6K | 0.01% | +17,204+61.4% | Added |
| Gridiron Partners, LLC | 45,881 | $748.3K | 0.53% | +45,881 | New |
| Principal Securities, Inc. | 46,432 | $757.3K | 0.03% | +46,432 | New |
| Clough Capital Partners L P | 56,900 | $928.0K | 0.10% | +56,900 | New |
| Onyx Bridge Wealth Group LLC | 57,749 | $941.9K | 0.19% | −3,465−5.7% | Reduced |
| Truist Financial Corp | 61,890 | $1.01M | 0.00% | −12,883−17.2% | Reduced |
| Rivernorth Capital Management, LLC | 62,437 | $1.02M | 0.05% | +62,437 | New |
| Stifel Financial Corp | 67,682 | $1.10M | 0.00% | +15,749+30.3% | Added |
| IHT Wealth Management, LLC | 78,905 | $1.29M | 0.06% | −3,500−4.2% | Reduced |
| Fiera Capital Corp | 83,476 | $1.36M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 84,343 | $1.38M | 0.00% | +11,234+15.4% | Added |
| Baird Financial Group, Inc. | 84,557 | $1.38M | 0.00% | −19,569−18.8% | Reduced |
| Park Avenue Securities LLC | 97,504 | $1.59M | 0.02% | +5,765+6.3% | Added |
| Centaurus Financial, Inc. | 101,749 | $1.66M | 0.13% | −1,253−1.2% | Reduced |
| Petra Financial Advisors Inc | 101,832 | $1.66M | 1.39% | −1,800−1.7% | Reduced |
| Citadel Advisors LLC | 103,832 | $1.69M | 0.00% | +103,832 | New |
| Advisor Group Holdings, Inc. | 114,605 | $1.87M | 0.00% | −102,632−47.2% | Reduced |
| Magnus Financial Group LLC | 115,596 | $1.89M | 0.25% | +115,596 | New |
| Envestnet Asset Management Inc | 126,089 | $2.06M | 0.00% | +19,320+18.1% | Added |
| D.A. Davidson & Co. | 127,859 | $2.09M | 0.02% | +20,491+19.1% | Added |
| UBS Group AG | 130,665 | $2.13M | 0.00% | +2,374+1.9% | Added |
| Rockefeller Capital Management L.P. | 132,916 | $2.17M | 0.01% | +4,646+3.6% | Added |
| Shaker Financial Services, LLC | 142,178 | $2.34M | 0.96% | +17,638+14.2% | Added |
| Landscape Capital Management, L.L.C. | 152,607 | $2.49M | 0.22% | +123,608+426.2% | Added |