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, Q1 2024
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Mar 31, 2024. 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
- 109
- −7 vs. Q4 2023
- Shares held
- 16.9M
- −14.2K (−0.1%) vs. Q4 2023
- Total value
- $303.0M
- +$26.8M (+9.7%) vs. Q4 2023
- New holders
- 15
- 42 more added
- Sold out
- 22
- 30 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,937,904 | $124.3M | 0.01% | +201,702+3.0% | Added |
| Wells Fargo & Company | 910,852 | $16.3M | 0.00% | +164,493+22.0% | Added |
| Penserra Capital Management LLC | 772,857 | $13.8M | 0.17% | +111,344+16.8% | Added |
| Invesco Ltd. | 703,389 | $12.6M | 0.00% | −30,574−4.2% | Reduced |
| Karpus Management, Inc. | 641,153 | $11.5M | 0.33% | −12,299−1.9% | Reduced |
| LPL Financial LLC | 570,314 | $10.2M | 0.01% | +42,846+8.1% | Added |
| Royal Bank of Canada | 533,790 | $9.57M | 0.00% | +40,424+8.2% | Added |
| Ameriprise Financial Inc | 478,875 | $8.58M | 0.00% | −12,711−2.6% | Reduced |
| Cohen & Steers, Inc. | 417,019 | $7.47M | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 335,029 | $6.00M | 0.31% | −44,659−11.8% | Reduced |
| Bank of America Corp | 250,283 | $4.49M | 0.00% | −260,097−51.0% | Reduced |
| Peak Planning Group, LLC | 217,021 | $3.89M | 2.44% | +17,133+8.6% | Added |
| Sterneck Capital Management, LLC | 211,411 | $3.79M | 2.26% | +3,428+1.6% | Added |
| Rothschild Investment LLC | 207,898 | $3.73M | 0.27% | −200−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 195,993 | $3.51M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 192,017 | $3.44M | 0.18% | +13,757+7.7% | Added |
| PFG Investments, LLC | 189,196 | $3.39M | 0.20% | +189,196 | New |
| Consolidated Portfolio Review Corp | 172,380 | $3.09M | 0.81% | +3,469+2.1% | Added |
| Rareview Capital LLC | 155,246 | $2.78M | 2.74% | −8,904−5.4% | Reduced |
| Magnus Financial Group LLC | 149,662 | $2.68M | 0.32% | +34,066+29.5% | Added |
| Envestnet Asset Management Inc | 145,346 | $2.60M | 0.00% | +19,257+15.3% | Added |
| UBS Group AG | 141,557 | $2.54M | 0.00% | +10,892+8.3% | Added |
| D.A. Davidson & Co. | 138,764 | $2.49M | 0.02% | +10,905+8.5% | Added |
| Shaker Financial Services, LLC | 123,494 | $2.21M | 0.86% | −18,684−13.1% | Reduced |
| Advisor Group Holdings, Inc. | 121,010 | $2.17M | 0.00% | +6,405+5.6% | Added |
| Centaurus Financial, Inc. | 101,752 | $1.82M | 0.13% | +30.0% | Added |
| Petra Financial Advisors Inc | 100,982 | $1.81M | 1.33% | −850−0.8% | Reduced |
| Park Avenue Securities LLC | 94,249 | $1.69M | 0.02% | −3,255−3.3% | Reduced |
| Sit Investment Associates Inc | 89,458 | $1.60M | 0.04% | +89,458 | New |
| Raymond James & Associates | 87,268 | $1.56M | 0.00% | +2,925+3.5% | Added |
| Fiera Capital Corp | 84,245 | $1.51M | 0.00% | +769+0.9% | Added |
| IHT Wealth Management, LLC | 83,371 | $1.49M | 0.06% | +4,466+5.7% | Added |
| Stifel Financial Corp | 68,998 | $1.24M | 0.00% | +1,316+1.9% | Added |
| Baird Financial Group, Inc. | 64,257 | $1.15M | 0.00% | −20,300−24.0% | Reduced |
| Truist Financial Corp | 61,884 | $1.11M | 0.00% | −60.0% | Reduced |
| Guggenheim Capital LLC | 61,336 | $1.10M | 0.01% | +24,887+68.3% | Added |
| Principal Securities, Inc. | 59,862 | $1.07M | 0.03% | +13,430+28.9% | Added |
| Onyx Bridge Wealth Group LLC | 61,143 | $1.04M | 0.19% | +3,394+5.9% | Added |
| Capital Investment Advisors, LLC | 46,384 | $831.2K | 0.02% | +7,743+20.0% | Added |
| Oppenheimer & Co Inc | 44,406 | $795.8K | 0.01% | −819−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 42,917 | $769.0K | 0.00% | +1,656+4.0% | Added |
| Prospera Financial Services Inc | 39,800 | $713.2K | 0.02% | +54+0.1% | Added |
| Sowell Financial Services LLC | 36,388 | $652.0K | 0.03% | −572−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 34,073 | $610.6K | 0.00% | +666+2.0% | Added |
| Comerica Bank | 33,965 | $608.6K | 0.00% | −3,900−10.3% | Reduced |
| Lakeview Capital Partners, LLC | 33,105 | $593.2K | 0.10% | −985−2.9% | Reduced |
| RDA Financial Network | 31,716 | $568.4K | 0.19% | −255−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 31,590 | $566.1K | 0.01% | −4,614−12.7% | Reduced |
| Rockefeller Capital Management L.P. | 31,114 | $557.6K | 0.00% | −101,802−76.6% | Reduced |
| Delta Capital Management LLC | 30,610 | $549.0K | 0.36% | 00.0% | Unchanged |
| CWM, LLC | 30,118 | $540.0K | 0.00% | −1,413−4.5% | Reduced |
| Marathon Trading Investment Management LLC | 29,250 | $524.2K | 0.21% | −750−2.5% | Reduced |
| Gridiron Partners, LLC | 27,526 | $493.3K | 0.31% | −18,355−40.0% | Reduced |
| Cooper Financial Group | 26,704 | $478.5K | 0.08% | +65+0.2% | Added |
| Mathes Company, Inc. | 26,500 | $475.0K | 0.18% | −2,500−8.6% | Reduced |
| Cetera Investment Advisers | 25,194 | $451.5K | 0.00% | +25,194 | New |
| GWM Advisors LLC | 24,684 | $442.3K | 0.00% | +15,152+159.0% | Added |
| Janney Montgomery Scott LLC | 24,136 | $433.0K | 0.00% | −250−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,869 | $427.7K | 0.00% | +100+0.4% | Added |
| Lido Advisors, LLC | 23,855 | $427.5K | 0.00% | +9,143+62.1% | Added |
| Legacy Capital Wealth Partners, LLC | 26,984 | $410.7K | 0.29% | +26,984 | New |
| National Asset Management, Inc. | 20,235 | $301.5K | 0.01% | +2,502+14.1% | Added |
| Kestra Advisory Services, LLC | 15,886 | $284.7K | 0.00% | +172+1.1% | Added |
| Intellectus Partners, LLC | 14,834 | $265.8K | 0.07% | +149+1.0% | Added |
| Concurrent Investment Advisors, LLC | 14,833 | $265.8K | 0.01% | +2,114+16.6% | Added |
| Integrated Capital Management, Inc. | 13,946 | $249.9K | 0.20% | +1,190+9.3% | Added |
| International Assets Investment Management, LLC | 13,599 | $240.4K | 0.03% | +8+0.1% | Added |
| Sage Capital Management, LLC | 13,000 | $233.0K | 0.13% | 00.0% | Unchanged |
| RVW Wealth, LLC | 12,700 | $227.6K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,595 | $226.0K | 0.00% | −436−3.3% | Reduced |
| Kingsview Wealth Management, LLC | 11,795 | $211.4K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,688 | $209.4K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 11,287 | $202.1K | 0.10% | −1,273−10.1% | Reduced |
| LexAurum Advisors, LLC | 11,068 | $198.3K | 0.05% | −11,400−50.7% | Reduced |
| Jane Street Group, LLC | 10,604 | $190.0K | 0.00% | +10,604 | New |
| Ameritas Advisory Services, LLC | 10,176 | $180.9K | 0.01% | +10,176 | New |
| Relative Value Partners Group, LLC | 9,999 | $174.0K | 0.01% | +9,999 | New |
| Spire Wealth Management | 9,261 | $166.0K | 0.00% | +583+6.7% | Added |
| Register Financial Advisors LLC | 6,597 | $118.2K | 0.06% | +6,597 | New |
| IFP Advisors, Inc | 5,179 | $92.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,092 | $91.2K | 0.00% | +76+1.5% | Added |
| AllSquare Wealth Management LLC | 3,500 | $62.7K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,875 | $51.5K | 0.02% | +2,875 | New |
| Harbor Investment Advisory, LLC | 2,750 | $49.3K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,383 | $42.7K | 0.01% | −637−21.1% | Reduced |
| Larson Financial Group LLC | 2,180 | $39.1K | 0.00% | +1,505+223.0% | Added |
| Caldwell Sutter Capital, Inc. | 2,100 | $37.6K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,575 | $28.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $24.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,170 | $21.0K | 0.00% | +462+65.3% | Added |
| Geneos Wealth Management Inc. | 1,150 | $20.6K | 0.00% | +1,150 | New |
| US Bancorp | 1,000 | $17.9K | 0.00% | −397−28.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,000 | $17.9K | 0.00% | +1,000 | New |
| North Star Investment Management Corp. | 950 | $17.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 630 | $11.3K | 0.00% | +14+2.3% | Added |
| City Holding Co | 595 | $10.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $8.96K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.06K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $7.52K | 0.00% | 00.0% | Unchanged |