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 | $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, 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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 1 | $15 | 0.00% | −83−98.8% | Reduced |
| Creative Financial Designs Inc | 2 | $42 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $176 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $1.43K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 185 | $3.61K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 200 | $3.91K | 0.00% | +200 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 220 | $4.30K | 0.00% | +220 | New |
| Citizens National Bank Trust Department | 365 | $7.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $7.81K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $7.81K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 400 | $7.81K | 0.00% | +50+14.3% | Added |
| Salomon & Ludwin, LLC | 450 | $8.79K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 508 | $9.33K | 0.00% | +508 | New |
| Lindbrook Capital, LLC | 500 | $9.77K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 660 | $12.9K | 0.00% | +15+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 706 | $13.8K | 0.00% | −392−35.7% | Reduced |
| Hobbs Group Advisors, LLC | 900 | $17.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 950 | $18.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 1,053 | $20.6K | 0.00% | +1,048+20,960.0% | Added |
| Anchor Investment Management, LLC | 1,375 | $26.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,630 | $31.8K | 0.00% | +480+41.7% | Added |
| Bryn Mawr Trust Co | 1,775 | $34.7K | 0.00% | +1,775 | New |
| Caldwell Sutter Capital, Inc. | 2,100 | $41.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,180 | $42.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,294 | $44.0K | 0.01% | −91−3.8% | Reduced |
| Main Street Group, LTD | 2,875 | $56.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 3,175 | $61.9K | 0.01% | +3,175 | New |
| AllSquare Wealth Management LLC | 3,500 | $68.4K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,179 | $101.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,433 | $125.6K | 0.00% | +1,227+23.6% | Added |
| Spire Wealth Management | 9,425 | $184.1K | 0.01% | +1,000+11.9% | Added |
| First Financial Corp | 9,432 | $184.2K | 0.09% | −377−3.8% | Reduced |
| Uhlmann Price Securities, LLC | 10,075 | $196.8K | 0.16% | +10,075 | New |
| Ameritas Advisory Services, LLC | 10,176 | $198.7K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 10,841 | $211.7K | 0.03% | −3,621−25.0% | Reduced |
| Harmony Asset Management LLC | 11,291 | $220.5K | 0.08% | +11,291 | New |
| Icon Wealth Advisors, LLC | 11,688 | $228.3K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,795 | $230.4K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 12,700 | $248.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,095 | $256.0K | 0.00% | −554−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,170 | $276.7K | 0.01% | +14,170 | New |
| Sage Capital Management, LLC | 15,500 | $302.7K | 0.15% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 17,130 | $334.5K | 0.09% | +2,146+14.3% | Added |
| Sterneck Capital Management, LLC | 17,274 | $337.4K | 0.18% | −192,871−91.8% | Reduced |
| Avantax Advisory Services, Inc. | 17,414 | $340.1K | 0.00% | −156−0.9% | Reduced |
| Mathes Company, Inc. | 18,500 | $361.0K | 0.13% | −1,000−5.1% | Reduced |
| Sanctuary Advisors, LLC | 20,343 | $382.2K | 0.00% | +7,077+53.3% | Added |
| Lakeview Capital Partners, LLC | 19,597 | $382.7K | 0.06% | −13,508−40.8% | Reduced |
| Kestra Advisory Services, LLC | 19,705 | $384.8K | 0.00% | −3,456−14.9% | Reduced |
| Concurrent Investment Advisors, LLC | 20,675 | $403.8K | 0.01% | −3,900−15.9% | Reduced |
| Janney Montgomery Scott LLC | 20,836 | $407.0K | 0.00% | +400+2.0% | Added |
| CWM, LLC | 21,831 | $426.0K | 0.00% | +180+0.8% | Added |
| Cetera Investment Advisers | 21,894 | $427.6K | 0.00% | −517−2.3% | Reduced |
| Lido Advisors, LLC | 23,855 | $465.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 24,119 | $471.0K | 0.00% | +2,149+9.8% | Added |
| Rockefeller Capital Management L.P. | 24,541 | $479.3K | 0.00% | −3,200−11.5% | Reduced |
| Gridiron Partners, LLC | 26,558 | $518.7K | 0.31% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 28,411 | $554.9K | 0.01% | −1,924−6.3% | Reduced |
| GWM Advisors LLC | 28,830 | $563.0K | 0.00% | +3,112+12.1% | Added |
| Delta Capital Management LLC | 30,540 | $596.0K | 0.34% | −70−0.2% | Reduced |
| RDA Financial Network | 31,562 | $616.4K | 0.19% | +193+0.6% | Added |
| Saxony Capital Management, LLC | 32,101 | $626.9K | 0.57% | +32,101 | New |
| Comerica Bank | 32,433 | $633.4K | 0.00% | −162−0.5% | Reduced |
| Jane Street Group, LLC | 32,981 | $644.1K | 0.00% | +32,981 | New |
| National Asset Management, Inc. | 33,165 | $648.6K | 0.02% | −7,161−17.8% | Reduced |
| PFG Investments, LLC | 34,409 | $672.0K | 0.04% | +2,630+8.3% | Added |
| Pine Valley Investments Ltd Liability Co | 35,600 | $695.3K | 0.05% | +35,600 | New |
| Sowell Financial Services LLC | 36,388 | $711.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 37,975 | $741.7K | 0.00% | +4,786+14.4% | Added |
| Commonwealth Equity Services, LLC | 42,066 | $822.0K | 0.00% | −7,747−15.6% | Reduced |
| Prospera Financial Services Inc | 42,823 | $836.3K | 0.02% | +1,581+3.8% | Added |
| Truist Financial Corp | 46,249 | $903.2K | 0.00% | −4,754−9.3% | Reduced |
| Capital Investment Advisors, LLC | 47,631 | $930.2K | 0.02% | +110.0% | Added |
| Stifel Financial Corp | 57,798 | $1.13M | 0.00% | −14,279−19.8% | Reduced |
| Principal Securities, Inc. | 64,085 | $1.25M | 0.03% | +2,491+4.0% | Added |
| Baird Financial Group, Inc. | 64,168 | $1.25M | 0.00% | +453+0.7% | Added |
| Onyx Bridge Wealth Group LLC | 65,391 | $1.28M | 0.19% | +2,899+4.6% | Added |
| Millennium Management LLC | 67,731 | $1.32M | 0.00% | +67,731 | New |
| Oppenheimer & Co Inc | 73,753 | $1.44M | 0.02% | +30,280+69.7% | Added |
| Centaurus Financial, Inc. | 74,451 | $1.45M | 0.09% | −11,211−13.1% | Reduced |
| Envestnet Asset Management Inc | 78,029 | $1.52M | 0.00% | −78,122−50.0% | Reduced |
| Raymond James & Associates | 79,349 | $1.55M | 0.00% | +752+1.0% | Added |
| Sit Investment Associates Inc | 89,058 | $1.74M | 0.04% | 00.0% | Unchanged |
| Fiera Capital Corp | 90,837 | $1.77M | 0.01% | +6,592+7.8% | Added |
| Advisor Group Holdings, Inc. | 95,126 | $1.86M | 0.00% | −4,977−5.0% | Reduced |
| Consolidated Portfolio Review Corp | 111,991 | $2.19M | 0.49% | −17,793−13.7% | Reduced |
| Guggenheim Capital LLC | 112,294 | $2.19M | 0.02% | +15,410+15.9% | Added |
| Shaker Financial Services, LLC | 116,642 | $2.28M | 0.86% | +21,500+22.6% | Added |
| Magnus Financial Group LLC | 128,646 | $2.51M | 0.26% | −22,821−15.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 129,316 | $2.53M | 0.00% | −66,677−34.0% | Reduced |
| IHT Wealth Management, LLC | 132,116 | $2.58M | 0.07% | +50,200+61.3% | Added |
| D.A. Davidson & Co. | 137,507 | $2.69M | 0.02% | −10,513−7.1% | Reduced |
| Bank of America Corp | 138,549 | $2.71M | 0.00% | −32,374−18.9% | Reduced |
| Rareview Capital LLC | 140,080 | $2.74M | 2.04% | −14,707−9.5% | Reduced |
| UBS Group AG | 147,457 | $2.88M | 0.00% | +7,990+5.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 197,202 | $3.85M | 0.18% | −11,769−5.6% | Reduced |
| Rothschild Investment LLC | 199,198 | $3.89M | 0.25% | −6,200−3.0% | Reduced |