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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 417,019 | $7.47M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 478,875 | $8.58M | 0.00% | −12,711−2.6% | Reduced |
| Royal Bank of Canada | 533,790 | $9.57M | 0.00% | +40,424+8.2% | Added |
| LPL Financial LLC | 570,314 | $10.2M | 0.01% | +42,846+8.1% | Added |
| Karpus Management, Inc. | 641,153 | $11.5M | 0.33% | −12,299−1.9% | Reduced |
| Invesco Ltd. | 703,389 | $12.6M | 0.00% | −30,574−4.2% | Reduced |
| Penserra Capital Management LLC | 772,857 | $13.8M | 0.17% | +111,344+16.8% | Added |
| Wells Fargo & Company | 910,852 | $16.3M | 0.00% | +164,493+22.0% | Added |
| Morgan Stanley | 6,937,904 | $124.3M | 0.01% | +201,702+3.0% | Added |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −152,607−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −103,832−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −62,437−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −56,900−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −33,365−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −32,685−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −19,926−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −16,566−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,761−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −11,047−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,533−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −8,889−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,588−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |