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, Q2 2024
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Jun 30, 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
- 110
- +1 vs. Q1 2024
- Shares held
- 16.7M
- −213.7K (−1.3%) vs. Q1 2024
- Total value
- $306.8M
- +$3.85M (+1.3%) vs. Q1 2024
- New holders
- 10
- 33 more added
- Sold out
- 9
- 36 more reduced
Compare with Q1 2024: 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 | $322.0M |
| Q1 2025 | 110 | $298.0M |
| Q4 2024 | 119 | $291.2M |
| Q3 2024 | 110 | $312.7M |
| Q2 2024 | 110 | $306.8M |
| Q1 2024 | 109 | $551.7M |
| Q4 2023 | 118 | $386.4M |
| Q3 2023 | 107 | $239.7M |
| Q2 2023 | 99 | $237.0M |
| Q1 2023 | 110 | $240.7M |
| Q4 2022 | 113 | $252.2M |
| Q3 2022 | 100 | $231.5M |
| Q2 2022 | 100 | $265.6M |
| Q1 2022 | 101 | $311.5M |
| Q4 2021 | 105 | $335.9M |
| Q3 2021 | 110 | $331.3M |
| Q2 2021 | 110 | $315.9M |
| Q1 2021 | 109 | $303.0M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,216,195 | $132.6M | 0.01% | +278,291+4.0% | Added |
| Wells Fargo & Company | 893,205 | $16.4M | 0.00% | −17,647−1.9% | Reduced |
| Penserra Capital Management LLC | 790,426 | $14.5M | 0.18% | +17,569+2.3% | Added |
| Invesco Ltd. | 731,423 | $13.4M | 0.00% | +28,034+4.0% | Added |
| Royal Bank of Canada | 678,135 | $12.5M | 0.00% | +144,345+27.0% | Added |
| LPL Financial LLC | 637,551 | $11.7M | 0.01% | +67,237+11.8% | Added |
| Karpus Management, Inc. | 531,639 | $9.77M | 0.27% | −109,514−17.1% | Reduced |
| Cohen & Steers, Inc. | 417,019 | $7.66M | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 290,797 | $5.34M | 0.25% | −44,232−13.2% | Reduced |
| Peak Planning Group, LLC | 241,451 | $4.44M | 2.18% | +24,430+11.3% | Added |
| Sterneck Capital Management, LLC | 210,145 | $3.86M | 2.19% | −1,266−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 208,971 | $3.84M | 0.20% | +16,954+8.8% | Added |
| Rothschild Investment LLC | 205,398 | $3.77M | 0.26% | −2,500−1.2% | Reduced |
| Ameriprise Financial Inc | 204,790 | $3.75M | 0.00% | −274,085−57.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 195,993 | $3.60M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 170,923 | $3.14M | 0.00% | −79,360−31.7% | Reduced |
| Envestnet Asset Management Inc | 156,151 | $2.87M | 0.00% | +10,805+7.4% | Added |
| Rareview Capital LLC | 154,787 | $2.84M | 2.72% | −459−0.3% | Reduced |
| Magnus Financial Group LLC | 151,467 | $2.78M | 0.31% | +1,805+1.2% | Added |
| D.A. Davidson & Co. | 148,020 | $2.72M | 0.02% | +9,256+6.7% | Added |
| UBS Group AG | 139,467 | $2.56M | 0.00% | −2,090−1.5% | Reduced |
| Consolidated Portfolio Review Corp | 129,784 | $2.38M | 0.56% | −42,596−24.7% | Reduced |
| Advisor Group Holdings, Inc. | 100,103 | $1.84M | 0.00% | −20,907−17.3% | Reduced |
| Petra Financial Advisors Inc | 98,407 | $1.81M | 1.30% | −2,575−2.5% | Reduced |
| Park Avenue Securities LLC | 97,555 | $1.79M | 0.02% | +3,306+3.5% | Added |
| Guggenheim Capital LLC | 96,884 | $1.78M | 0.01% | +35,548+58.0% | Added |
| Shaker Financial Services, LLC | 95,142 | $1.75M | 0.71% | −28,352−23.0% | Reduced |
| Sit Investment Associates Inc | 89,058 | $1.64M | 0.04% | −400−0.4% | Reduced |
| Centaurus Financial, Inc. | 85,662 | $1.57M | 0.10% | −16,090−15.8% | Reduced |
| Fiera Capital Corp | 84,245 | $1.55M | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 81,916 | $1.50M | 0.06% | −1,455−1.7% | Reduced |
| Raymond James & Associates | 78,597 | $1.44M | 0.00% | −8,671−9.9% | Reduced |
| Stifel Financial Corp | 72,077 | $1.32M | 0.00% | +3,079+4.5% | Added |
| Baird Financial Group, Inc. | 63,715 | $1.17M | 0.00% | −542−0.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 62,492 | $1.15M | 0.19% | +1,349+2.2% | Added |
| Principal Securities, Inc. | 61,594 | $1.13M | 0.03% | +1,732+2.9% | Added |
| Truist Financial Corp | 51,003 | $936.9K | 0.00% | −10,881−17.6% | Reduced |
| Commonwealth Equity Services, LLC | 49,813 | $915.0K | 0.00% | +6,896+16.1% | Added |
| Capital Investment Advisors, LLC | 47,620 | $874.8K | 0.02% | +1,236+2.7% | Added |
| Oppenheimer & Co Inc | 43,473 | $798.6K | 0.01% | −933−2.1% | Reduced |
| Prospera Financial Services Inc | 41,242 | $757.6K | 0.02% | +1,442+3.6% | Added |
| National Asset Management, Inc. | 40,326 | $740.8K | 0.02% | +20,091+99.3% | Added |
| Sowell Financial Services LLC | 36,388 | $668.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 33,189 | $609.7K | 0.00% | −884−2.6% | Reduced |
| Comerica Bank | 32,595 | $598.8K | 0.00% | −1,370−4.0% | Reduced |
| Lakeview Capital Partners, LLC | 33,105 | $593.2K | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 31,779 | $583.8K | 0.04% | −157,417−83.2% | Reduced |
| RDA Financial Network | 31,369 | $576.3K | 0.19% | −347−1.1% | Reduced |
| Delta Capital Management LLC | 30,610 | $562.0K | 0.34% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 30,335 | $557.3K | 0.01% | −1,255−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 27,741 | $509.6K | 0.00% | −3,373−10.8% | Reduced |
| Gridiron Partners, LLC | 26,558 | $487.9K | 0.31% | −968−3.5% | Reduced |
| GWM Advisors LLC | 25,718 | $472.4K | 0.00% | +1,034+4.2% | Added |
| Concurrent Investment Advisors, LLC | 24,575 | $451.4K | 0.01% | +9,742+65.7% | Added |
| Lido Advisors, LLC | 23,855 | $438.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 23,161 | $425.5K | 0.00% | +7,275+45.8% | Added |
| Cetera Investment Advisers | 22,411 | $411.7K | 0.00% | −2,783−11.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,970 | $403.6K | 0.00% | −1,899−8.0% | Reduced |
| CWM, LLC | 21,651 | $398.0K | 0.00% | −8,467−28.1% | Reduced |
| Janney Montgomery Scott LLC | 20,436 | $375.0K | 0.00% | −3,700−15.3% | Reduced |
| Mathes Company, Inc. | 19,500 | $358.0K | 0.13% | −7,000−26.4% | Reduced |
| Integrated Capital Management, Inc. | 18,096 | $332.4K | 0.27% | +4,150+29.8% | Added |
| Avantax Advisory Services, Inc. | 17,570 | $322.8K | 0.00% | +17,570 | New |
| Sage Capital Management, LLC | 15,500 | $284.7K | 0.15% | +2,500+19.2% | Added |
| Intellectus Partners, LLC | 14,984 | $275.3K | 0.08% | +150+1.0% | Added |
| Cooper Financial Group | 14,462 | $265.7K | 0.04% | −12,242−45.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,649 | $251.0K | 0.00% | +1,054+8.4% | Added |
| International Assets Investment Management, LLC | 13,607 | $250.0K | 0.02% | +8+0.1% | Added |
| RVW Wealth, LLC | 12,700 | $233.3K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 13,266 | $226.7K | 0.00% | +13,266 | New |
| Kingsview Wealth Management, LLC | 11,795 | $216.7K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,688 | $214.0K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,970 | $201.5K | 0.00% | +10,970 | New |
| Ameritas Advisory Services, LLC | 10,176 | $186.9K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 9,809 | $180.1K | 0.09% | −1,478−13.1% | Reduced |
| Spire Wealth Management | 8,425 | $154.8K | 0.01% | −836−9.0% | Reduced |
| Register Financial Advisors LLC | 6,703 | $123.1K | 0.06% | +106+1.6% | Added |
| Global Retirement Partners, LLC | 5,206 | $95.6K | 0.00% | +114+2.2% | Added |
| IFP Advisors, Inc | 5,179 | $95.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $64.3K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,875 | $52.8K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,750 | $50.5K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2,570 | $46.1K | 0.03% | +2,570 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,385 | $43.0K | 0.01% | +2+0.1% | Added |
| Larson Financial Group LLC | 2,180 | $40.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $38.6K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $25.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,150 | $21.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,098 | $20.2K | 0.00% | +1,098 | New |
| US Bancorp | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $18.4K | 0.01% | +1,000 | New |
| North Star Investment Management Corp. | 950 | $17.5K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 900 | $16.5K | 0.01% | +900 | New |
| SOA Wealth Advisors, LLC. | 645 | $11.9K | 0.00% | +15+2.4% | Added |
| Lindbrook Capital, LLC | 500 | $9.19K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.47K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.27K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $7.35K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $7.35K | 0.01% | 00.0% | Unchanged |