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, Q3 2024
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Sep 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
- 0 vs. Q2 2024
- Shares held
- 15.7M
- −1.00M (−6.0%) vs. Q2 2024
- Total value
- $312.7M
- +$5.81M (+1.9%) vs. Q2 2024
- New holders
- 12
- 35 more added
- Sold out
- 12
- 33 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,629,129 | $149.0M | 0.01% | +412,934+5.7% | Added |
| Wells Fargo & Company | 953,390 | $18.6M | 0.00% | +60,185+6.7% | Added |
| Royal Bank of Canada | 703,888 | $13.7M | 0.00% | +25,753+3.8% | Added |
| LPL Financial LLC | 659,842 | $12.9M | 0.01% | +22,291+3.5% | Added |
| Invesco Ltd. | 659,810 | $12.9M | 0.00% | −71,613−9.8% | Reduced |
| International Assets Investment Management, LLC | 187,763 | $9.61M | 0.04% | +174,156+1,279.9% | Added |
| Cohen & Steers, Inc. | 417,019 | $8.14M | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 317,086 | $6.19M | 0.27% | +26,289+9.0% | Added |
| Peak Planning Group, LLC | 291,679 | $5.70M | 2.50% | +50,228+20.8% | Added |
| Ameriprise Financial Inc | 224,595 | $4.39M | 0.00% | +19,805+9.7% | Added |
| Rothschild Investment LLC | 199,198 | $3.89M | 0.25% | −6,200−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 197,202 | $3.85M | 0.18% | −11,769−5.6% | Reduced |
| UBS Group AG | 147,457 | $2.88M | 0.00% | +7,990+5.7% | Added |
| Rareview Capital LLC | 140,080 | $2.74M | 2.04% | −14,707−9.5% | Reduced |
| Bank of America Corp | 138,549 | $2.71M | 0.00% | −32,374−18.9% | Reduced |
| D.A. Davidson & Co. | 137,507 | $2.69M | 0.02% | −10,513−7.1% | Reduced |
| IHT Wealth Management, LLC | 132,116 | $2.58M | 0.07% | +50,200+61.3% | Added |
| Allspring Global Investments Holdings, LLC | 129,316 | $2.53M | 0.00% | −66,677−34.0% | Reduced |
| Magnus Financial Group LLC | 128,646 | $2.51M | 0.26% | −22,821−15.1% | Reduced |
| Shaker Financial Services, LLC | 116,642 | $2.28M | 0.86% | +21,500+22.6% | Added |
| Guggenheim Capital LLC | 112,294 | $2.19M | 0.02% | +15,410+15.9% | Added |
| Consolidated Portfolio Review Corp | 111,991 | $2.19M | 0.49% | −17,793−13.7% | Reduced |
| Advisor Group Holdings, Inc. | 95,126 | $1.86M | 0.00% | −4,977−5.0% | Reduced |
| Fiera Capital Corp | 90,837 | $1.77M | 0.01% | +6,592+7.8% | Added |
| Sit Investment Associates Inc | 89,058 | $1.74M | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 79,349 | $1.55M | 0.00% | +752+1.0% | Added |
| Envestnet Asset Management Inc | 78,029 | $1.52M | 0.00% | −78,122−50.0% | Reduced |
| Centaurus Financial, Inc. | 74,451 | $1.45M | 0.09% | −11,211−13.1% | Reduced |
| Oppenheimer & Co Inc | 73,753 | $1.44M | 0.02% | +30,280+69.7% | Added |
| Millennium Management LLC | 67,731 | $1.32M | 0.00% | +67,731 | New |
| Onyx Bridge Wealth Group LLC | 65,391 | $1.28M | 0.19% | +2,899+4.6% | Added |
| Baird Financial Group, Inc. | 64,168 | $1.25M | 0.00% | +453+0.7% | Added |
| Principal Securities, Inc. | 64,085 | $1.25M | 0.03% | +2,491+4.0% | Added |
| Stifel Financial Corp | 57,798 | $1.13M | 0.00% | −14,279−19.8% | Reduced |
| Capital Investment Advisors, LLC | 47,631 | $930.2K | 0.02% | +110.0% | Added |
| Truist Financial Corp | 46,249 | $903.2K | 0.00% | −4,754−9.3% | Reduced |
| Prospera Financial Services Inc | 42,823 | $836.3K | 0.02% | +1,581+3.8% | Added |
| Commonwealth Equity Services, LLC | 42,066 | $822.0K | 0.00% | −7,747−15.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 37,975 | $741.7K | 0.00% | +4,786+14.4% | Added |
| Sowell Financial Services LLC | 36,388 | $711.0K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 35,600 | $695.3K | 0.05% | +35,600 | New |
| PFG Investments, LLC | 34,409 | $672.0K | 0.04% | +2,630+8.3% | Added |
| National Asset Management, Inc. | 33,165 | $648.6K | 0.02% | −7,161−17.8% | Reduced |
| Jane Street Group, LLC | 32,981 | $644.1K | 0.00% | +32,981 | New |
| Comerica Bank | 32,433 | $633.4K | 0.00% | −162−0.5% | Reduced |
| Saxony Capital Management, LLC | 32,101 | $626.9K | 0.57% | +32,101 | New |
| RDA Financial Network | 31,562 | $616.4K | 0.19% | +193+0.6% | Added |
| Delta Capital Management LLC | 30,540 | $596.0K | 0.34% | −70−0.2% | Reduced |
| GWM Advisors LLC | 28,830 | $563.0K | 0.00% | +3,112+12.1% | Added |
| Atria Wealth Solutions, Inc. | 28,411 | $554.9K | 0.01% | −1,924−6.3% | Reduced |
| Gridiron Partners, LLC | 26,558 | $518.7K | 0.31% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 24,541 | $479.3K | 0.00% | −3,200−11.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,119 | $471.0K | 0.00% | +2,149+9.8% | Added |
| Lido Advisors, LLC | 23,855 | $465.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,894 | $427.6K | 0.00% | −517−2.3% | Reduced |
| CWM, LLC | 21,831 | $426.0K | 0.00% | +180+0.8% | Added |
| Janney Montgomery Scott LLC | 20,836 | $407.0K | 0.00% | +400+2.0% | Added |
| Concurrent Investment Advisors, LLC | 20,675 | $403.8K | 0.01% | −3,900−15.9% | Reduced |
| Kestra Advisory Services, LLC | 19,705 | $384.8K | 0.00% | −3,456−14.9% | Reduced |
| Lakeview Capital Partners, LLC | 19,597 | $382.7K | 0.06% | −13,508−40.8% | Reduced |
| Sanctuary Advisors, LLC | 20,343 | $382.2K | 0.00% | +7,077+53.3% | Added |
| Mathes Company, Inc. | 18,500 | $361.0K | 0.13% | −1,000−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 17,414 | $340.1K | 0.00% | −156−0.9% | Reduced |
| Sterneck Capital Management, LLC | 17,274 | $337.4K | 0.18% | −192,871−91.8% | Reduced |
| Intellectus Partners, LLC | 17,130 | $334.5K | 0.09% | +2,146+14.3% | Added |
| Sage Capital Management, LLC | 15,500 | $302.7K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,170 | $276.7K | 0.01% | +14,170 | New |
| Cambridge Investment Research Advisors, Inc. | 13,095 | $256.0K | 0.00% | −554−4.1% | Reduced |
| RVW Wealth, LLC | 12,700 | $248.0K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,795 | $230.4K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,688 | $228.3K | 0.02% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 11,291 | $220.5K | 0.08% | +11,291 | New |
| Cooper Financial Group | 10,841 | $211.7K | 0.03% | −3,621−25.0% | Reduced |
| Ameritas Advisory Services, LLC | 10,176 | $198.7K | 0.01% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 10,075 | $196.8K | 0.16% | +10,075 | New |
| First Financial Corp | 9,432 | $184.2K | 0.09% | −377−3.8% | Reduced |
| Spire Wealth Management | 9,425 | $184.1K | 0.01% | +1,000+11.9% | Added |
| Global Retirement Partners, LLC | 6,433 | $125.6K | 0.00% | +1,227+23.6% | Added |
| IFP Advisors, Inc | 5,179 | $101.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $68.4K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 3,175 | $61.9K | 0.01% | +3,175 | New |
| Main Street Group, LTD | 2,875 | $56.1K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,294 | $44.0K | 0.01% | −91−3.8% | Reduced |
| Larson Financial Group LLC | 2,180 | $42.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $41.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,775 | $34.7K | 0.00% | +1,775 | New |
| Geneos Wealth Management Inc. | 1,630 | $31.8K | 0.00% | +480+41.7% | Added |
| Anchor Investment Management, LLC | 1,375 | $26.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,053 | $20.6K | 0.00% | +1,048+20,960.0% | Added |
| US Bancorp | 1,000 | $19.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $19.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 950 | $18.6K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 900 | $17.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 706 | $13.8K | 0.00% | −392−35.7% | Reduced |
| SOA Wealth Advisors, LLC. | 660 | $12.9K | 0.00% | +15+2.3% | Added |
| Lindbrook Capital, LLC | 500 | $9.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 508 | $9.33K | 0.00% | +508 | New |
| Armstrong Advisory Group, Inc | 461 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.79K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $7.81K | 0.00% | 00.0% | Unchanged |