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 |
|---|---|---|---|---|---|
| Rareview Capital LLC | 164,150 | $2.68M | 2.46% | +164,150 | New |
| Consolidated Portfolio Review Corp | 168,911 | $2.75M | 0.63% | +14,847+9.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 178,260 | $2.91M | 0.17% | +39,256+28.2% | Added |
| Allspring Global Investments Holdings, LLC | 195,993 | $3.20M | 0.01% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 199,888 | $3.26M | 2.35% | +4,758+2.4% | Added |
| Sterneck Capital Management, LLC | 207,983 | $3.39M | 2.16% | +10,327+5.2% | Added |
| Rothschild Investment LLC | 208,098 | $3.39M | 0.28% | +208,098 | New |
| We Are One Seven, LLC | 379,688 | $6.19M | 0.36% | +361,707+2,011.6% | Added |
| Cohen & Steers, Inc. | 417,019 | $6.80M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 491,586 | $7.99M | 0.00% | +139,594+39.7% | Added |
| Royal Bank of Canada | 493,366 | $8.05M | 0.00% | +101,167+25.8% | Added |
| Bank of America Corp | 510,380 | $8.32M | 0.00% | −4,368−0.8% | Reduced |
| LPL Financial LLC | 527,468 | $8.60M | 0.01% | −96,067−15.4% | Reduced |
| Karpus Management, Inc. | 653,452 | $10.7M | 0.32% | −24,495−3.6% | Reduced |
| Penserra Capital Management LLC | 661,513 | $10.8M | 0.20% | +45,787+7.4% | Added |
| Invesco Ltd. | 733,963 | $12.0M | 0.00% | +7,197+1.0% | Added |
| Wells Fargo & Company | 746,359 | $12.2M | 0.00% | −41,566−5.3% | Reduced |
| Morgan Stanley | 6,736,202 | $109.9M | 0.01% | −292,180−4.2% | Reduced |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −241,846−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −63,586−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −33,294−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,095−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −23,475−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −19,609−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −11,289−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Claybrook Capital, LLC | – | – | – | – | Not filed |