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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 1 | $13 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 2 | $37 | 0.00% | −248−99.2% | Reduced |
| Assetmark, Inc | 9 | $161 | 0.00% | +9 | New |
| Abound Wealth Management | 160 | $2.87K | 0.00% | +160 | New |
| CoreCap Advisors, LLC | 185 | $3.31K | 0.00% | +185 | New |
| Aspect Partners, LLC | 200 | $3.58K | 0.00% | +75+60.0% | Added |
| Citizens National Bank Trust Department | 365 | $6.54K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $7.17K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $7.17K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $7.52K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $8.96K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 595 | $10.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 630 | $11.3K | 0.00% | +14+2.3% | Added |
| North Star Investment Management Corp. | 950 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 1,150 | $20.6K | 0.00% | +1,150 | New |
| Tower Research Capital LLC (TRC) | 1,170 | $21.0K | 0.00% | +462+65.3% | Added |
| Anchor Investment Management, LLC | 1,375 | $24.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,575 | $28.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $37.6K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,180 | $39.1K | 0.00% | +1,505+223.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,383 | $42.7K | 0.01% | −637−21.1% | Reduced |
| Harbor Investment Advisory, LLC | 2,750 | $49.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,875 | $51.5K | 0.02% | +2,875 | New |
| AllSquare Wealth Management LLC | 3,500 | $62.7K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,092 | $91.2K | 0.00% | +76+1.5% | Added |
| IFP Advisors, Inc | 5,179 | $92.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 6,597 | $118.2K | 0.06% | +6,597 | New |
| Spire Wealth Management | 9,261 | $166.0K | 0.00% | +583+6.7% | Added |
| Relative Value Partners Group, LLC | 9,999 | $174.0K | 0.01% | +9,999 | New |
| Ameritas Advisory Services, LLC | 10,176 | $180.9K | 0.01% | +10,176 | New |
| Jane Street Group, LLC | 10,604 | $190.0K | 0.00% | +10,604 | New |
| LexAurum Advisors, LLC | 11,068 | $198.3K | 0.05% | −11,400−50.7% | Reduced |
| First Financial Corp | 11,287 | $202.1K | 0.10% | −1,273−10.1% | Reduced |
| Icon Wealth Advisors, LLC | 11,688 | $209.4K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,795 | $211.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,595 | $226.0K | 0.00% | −436−3.3% | Reduced |
| RVW Wealth, LLC | 12,700 | $227.6K | 0.02% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 13,000 | $233.0K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,599 | $240.4K | 0.03% | +8+0.1% | Added |
| Integrated Capital Management, Inc. | 13,946 | $249.9K | 0.20% | +1,190+9.3% | Added |
| Concurrent Investment Advisors, LLC | 14,833 | $265.8K | 0.01% | +2,114+16.6% | Added |
| Intellectus Partners, LLC | 14,834 | $265.8K | 0.07% | +149+1.0% | Added |
| Kestra Advisory Services, LLC | 15,886 | $284.7K | 0.00% | +172+1.1% | Added |
| National Asset Management, Inc. | 20,235 | $301.5K | 0.01% | +2,502+14.1% | Added |
| Legacy Capital Wealth Partners, LLC | 26,984 | $410.7K | 0.29% | +26,984 | New |
| Lido Advisors, LLC | 23,855 | $427.5K | 0.00% | +9,143+62.1% | Added |
| Steward Partners Investment Advisory, LLC | 23,869 | $427.7K | 0.00% | +100+0.4% | Added |
| Janney Montgomery Scott LLC | 24,136 | $433.0K | 0.00% | −250−1.0% | Reduced |
| GWM Advisors LLC | 24,684 | $442.3K | 0.00% | +15,152+159.0% | Added |
| Cetera Investment Advisers | 25,194 | $451.5K | 0.00% | +25,194 | New |
| Mathes Company, Inc. | 26,500 | $475.0K | 0.18% | −2,500−8.6% | Reduced |
| Cooper Financial Group | 26,704 | $478.5K | 0.08% | +65+0.2% | Added |
| Gridiron Partners, LLC | 27,526 | $493.3K | 0.31% | −18,355−40.0% | Reduced |
| Marathon Trading Investment Management LLC | 29,250 | $524.2K | 0.21% | −750−2.5% | Reduced |
| CWM, LLC | 30,118 | $540.0K | 0.00% | −1,413−4.5% | Reduced |
| Delta Capital Management LLC | 30,610 | $549.0K | 0.36% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 31,114 | $557.6K | 0.00% | −101,802−76.6% | Reduced |
| Atria Wealth Solutions, Inc. | 31,590 | $566.1K | 0.01% | −4,614−12.7% | Reduced |
| RDA Financial Network | 31,716 | $568.4K | 0.19% | −255−0.8% | Reduced |
| Lakeview Capital Partners, LLC | 33,105 | $593.2K | 0.10% | −985−2.9% | Reduced |
| Comerica Bank | 33,965 | $608.6K | 0.00% | −3,900−10.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 34,073 | $610.6K | 0.00% | +666+2.0% | Added |
| Sowell Financial Services LLC | 36,388 | $652.0K | 0.03% | −572−1.5% | Reduced |
| Prospera Financial Services Inc | 39,800 | $713.2K | 0.02% | +54+0.1% | Added |
| Commonwealth Equity Services, LLC | 42,917 | $769.0K | 0.00% | +1,656+4.0% | Added |
| Oppenheimer & Co Inc | 44,406 | $795.8K | 0.01% | −819−1.8% | Reduced |
| Capital Investment Advisors, LLC | 46,384 | $831.2K | 0.02% | +7,743+20.0% | Added |
| Onyx Bridge Wealth Group LLC | 61,143 | $1.04M | 0.19% | +3,394+5.9% | Added |
| Principal Securities, Inc. | 59,862 | $1.07M | 0.03% | +13,430+28.9% | Added |
| Guggenheim Capital LLC | 61,336 | $1.10M | 0.01% | +24,887+68.3% | Added |
| Truist Financial Corp | 61,884 | $1.11M | 0.00% | −60.0% | Reduced |
| Baird Financial Group, Inc. | 64,257 | $1.15M | 0.00% | −20,300−24.0% | Reduced |
| Stifel Financial Corp | 68,998 | $1.24M | 0.00% | +1,316+1.9% | Added |
| IHT Wealth Management, LLC | 83,371 | $1.49M | 0.06% | +4,466+5.7% | Added |
| Fiera Capital Corp | 84,245 | $1.51M | 0.00% | +769+0.9% | Added |
| Raymond James & Associates | 87,268 | $1.56M | 0.00% | +2,925+3.5% | Added |
| Sit Investment Associates Inc | 89,458 | $1.60M | 0.04% | +89,458 | New |
| Park Avenue Securities LLC | 94,249 | $1.69M | 0.02% | −3,255−3.3% | Reduced |
| Petra Financial Advisors Inc | 100,982 | $1.81M | 1.33% | −850−0.8% | Reduced |
| Centaurus Financial, Inc. | 101,752 | $1.82M | 0.13% | +30.0% | Added |
| Advisor Group Holdings, Inc. | 121,010 | $2.17M | 0.00% | +6,405+5.6% | Added |
| Shaker Financial Services, LLC | 123,494 | $2.21M | 0.86% | −18,684−13.1% | Reduced |
| D.A. Davidson & Co. | 138,764 | $2.49M | 0.02% | +10,905+8.5% | Added |
| UBS Group AG | 141,557 | $2.54M | 0.00% | +10,892+8.3% | Added |
| Envestnet Asset Management Inc | 145,346 | $2.60M | 0.00% | +19,257+15.3% | Added |
| Magnus Financial Group LLC | 149,662 | $2.68M | 0.32% | +34,066+29.5% | Added |
| Rareview Capital LLC | 155,246 | $2.78M | 2.74% | −8,904−5.4% | Reduced |
| Consolidated Portfolio Review Corp | 172,380 | $3.09M | 0.81% | +3,469+2.1% | Added |
| PFG Investments, LLC | 189,196 | $3.39M | 0.20% | +189,196 | New |
| Hennion & Walsh Asset Management, Inc. | 192,017 | $3.44M | 0.18% | +13,757+7.7% | Added |
| Allspring Global Investments Holdings, LLC | 195,993 | $3.51M | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 207,898 | $3.73M | 0.27% | −200−0.1% | Reduced |
| Sterneck Capital Management, LLC | 211,411 | $3.79M | 2.26% | +3,428+1.6% | Added |
| Peak Planning Group, LLC | 217,021 | $3.89M | 2.44% | +17,133+8.6% | Added |
| Bank of America Corp | 250,283 | $4.49M | 0.00% | −260,097−51.0% | Reduced |
| We Are One Seven, LLC | 335,029 | $6.00M | 0.31% | −44,659−11.8% | Reduced |