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.
Q1 2024 vs. Q4 2023
How the institutions holding First Trust Intermediate Duration Preferred & Income Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 118 | 2 | 109 | −7 |
| Shares | 16.9M | 2.01K | 16.9M | −14.2K (−0.1%) |
| Value | $276.2M | $32.8K | $303.0M | +$26.8M (+9.7%) |
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PFG Investments, LLC | 189,196 | $3.39M | 0.20% |
| Sit Investment Associates Inc | 89,458 | $1.60M | 0.04% |
| Cetera Investment Advisers | 25,194 | $451.5K | 0.00% |
| Legacy Capital Wealth Partners, LLC | 26,984 | $410.7K | 0.29% |
| Jane Street Group, LLC | 10,604 | $190.0K | 0.00% |
| Ameritas Advisory Services, LLC | 10,176 | $180.9K | 0.01% |
| Relative Value Partners Group, LLC | 9,999 | $174.0K | 0.01% |
| Register Financial Advisors LLC | 6,597 | $118.2K | 0.06% |
| Main Street Group, LTD | 2,875 | $51.5K | 0.02% |
| Geneos Wealth Management Inc. | 1,150 | $20.6K | 0.00% |
| Sandy Spring Bank | 1,000 | $17.9K | 0.00% |
| CoreCap Advisors, LLC | 185 | $3.31K | 0.00% |
| Abound Wealth Management | 160 | $2.87K | 0.00% |
| Assetmark, Inc | 9 | $161 | 0.00% |
| Oliver Lagore Vanvalin Investment Group | 1 | $13 | 0.00% |
Sold out (22)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 152,607 | $2.49M |
| Citadel Advisors LLC | 103,832 | $1.69M |
| Rivernorth Capital Management, LLC | 62,437 | $1.02M |
| Clough Capital Partners L P | 56,900 | $928.0K |
| Prevail Innovative Wealth Advisors, LLC | 33,365 | $544.2K |
| Logan Stone Capital, LLC | 32,685 | $533.1K |
| Boothbay Fund Management, LLC | 29,000 | $473.0K |
| Quarry LP | 26,100 | $425.7K |
| Cetera Advisor Networks LLC | 19,926 | $325.0K |
| JPMorgan Chase & Co | 16,566 | $270.2K |
| Mariner, LLC | 12,761 | $208.1K |
| Envestnet Portfolio Solutions, Inc. | 11,047 | $180.2K |
| Nomura Holdings Inc | 10,533 | $171.8K |
| Northwestern Mutual Wealth Management Co | 8,889 | $145.0K |
| Richardson Capital Management LLC | 7,000 | $114.2K |
| Citigroup Inc | 6,300 | $102.8K |
| Advisory Services Network, LLC | 3,588 | $58.5K |
| Truvestments Capital LLC | 3,500 | $57.1K |
| Bramshill Investments, LLC | 2,093 | $34.1K |
| Ronald Blue Trust, Inc. | 125 | $2.00K |
| Macroview Investment Management LLC | 50 | $816 |
| WealthCollab, LLC | 33 | $539 |
Not filed for Q1 2024 yet (2)
Institutions that held First Trust Intermediate Duration Preferred & Income Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Hobbs Group Advisors, LLC | 1,500 | $24.5K |
| Baystate Wealth Management LLC | 507 | $8.29K |