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, Q4 2024
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Dec 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
- 119
- +11 vs. Q3 2024
- Shares held
- 16.2M
- +574.9K (+3.7%) vs. Q3 2024
- Total value
- $291.2M
- −$19.2M (−6.2%) vs. Q3 2024
- New holders
- 21
- 34 more added
- Sold out
- 10
- 39 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,985,936 | $143.7M | 0.01% | +356,807+4.7% | Added |
| Wells Fargo & Company | 1,008,899 | $18.2M | 0.00% | +55,509+5.8% | Added |
| Invesco Ltd. | 830,895 | $15.0M | 0.00% | +171,085+25.9% | Added |
| Royal Bank of Canada | 754,823 | $13.6M | 0.00% | +50,935+7.2% | Added |
| LPL Financial LLC | 693,772 | $12.5M | 0.01% | +33,930+5.1% | Added |
| Cohen & Steers, Inc. | 417,019 | $7.51M | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 314,519 | $5.66M | 0.22% | −2,567−0.8% | Reduced |
| Peak Planning Group, LLC | 300,978 | $5.42M | 2.26% | +9,299+3.2% | Added |
| Ameriprise Financial Inc | 234,243 | $4.24M | 0.00% | +9,648+4.3% | Added |
| Rothschild Investment LLC | 193,198 | $3.48M | 0.23% | −6,000−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 173,609 | $3.12M | 0.14% | −23,593−12.0% | Reduced |
| UBS Group AG | 138,326 | $2.49M | 0.00% | −9,131−6.2% | Reduced |
| D.A. Davidson & Co. | 136,563 | $2.46M | 0.02% | −944−0.7% | Reduced |
| Bank of America Corp | 136,310 | $2.45M | 0.00% | −2,239−1.6% | Reduced |
| Guggenheim Capital LLC | 133,727 | $2.41M | 0.02% | +21,433+19.1% | Added |
| Magnus Financial Group LLC | 131,773 | $2.37M | 0.23% | +3,127+2.4% | Added |
| Rareview Capital LLC | 110,576 | $2.16M | 1.56% | −29,504−21.1% | Reduced |
| Consolidated Portfolio Review Corp | 115,172 | $2.07M | 0.33% | +3,181+2.8% | Added |
| Advisor Group Holdings, Inc. | 113,213 | $2.04M | 0.00% | +18,087+19.0% | Added |
| Allspring Global Investments Holdings, LLC | 109,241 | $1.97M | 0.00% | −20,075−15.5% | Reduced |
| Polar Asset Management Partners Inc. | 108,593 | $1.95M | 0.03% | +108,593 | New |
| Raymond James Financial Inc | 97,211 | $1.75M | 0.00% | +97,211 | New |
| Shaker Financial Services, LLC | 93,141 | $1.69M | 0.65% | −23,501−20.1% | Reduced |
| Fiera Capital Corp | 90,402 | $1.63M | 0.01% | −435−0.5% | Reduced |
| Sit Investment Associates Inc | 89,058 | $1.60M | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 81,916 | $1.47M | 0.05% | −50,200−38.0% | Reduced |
| Envestnet Asset Management Inc | 74,741 | $1.35M | 0.00% | −3,288−4.2% | Reduced |
| Principal Securities, Inc. | 69,203 | $1.25M | 0.03% | +5,118+8.0% | Added |
| Baird Financial Group, Inc. | 63,722 | $1.15M | 0.00% | −446−0.7% | Reduced |
| Oppenheimer & Co Inc | 62,619 | $1.13M | 0.02% | −11,134−15.1% | Reduced |
| Stifel Financial Corp | 61,811 | $1.11M | 0.00% | +4,013+6.9% | Added |
| Onyx Bridge Wealth Group LLC | 61,393 | $1.11M | 0.16% | −3,998−6.1% | Reduced |
| Centaurus Financial, Inc. | 60,944 | $1.10M | 0.07% | −13,507−18.1% | Reduced |
| Commonwealth Equity Services, LLC | 45,855 | $825.0K | 0.00% | +3,789+9.0% | Added |
| Capital Investment Advisors, LLC | 44,142 | $794.6K | 0.02% | −3,489−7.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 42,700 | $773.6K | 0.05% | +7,100+19.9% | Added |
| Prospera Financial Services Inc | 40,292 | $725.3K | 0.02% | −2,531−5.9% | Reduced |
| PFG Investments, LLC | 37,861 | $681.5K | 0.04% | +3,452+10.0% | Added |
| Marex Group plc | 37,855 | $681.4K | 0.01% | +37,855 | New |
| Sowell Financial Services LLC | 36,388 | $655.0K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 36,006 | $648.1K | 0.00% | +3,573+11.0% | Added |
| Cetera Investment Advisers | 35,304 | $635.5K | 0.00% | +13,410+61.2% | Added |
| Walleye Capital LLC | 35,242 | $634.4K | 0.01% | +35,242 | New |
| Kestra Advisory Services, LLC | 32,695 | $588.5K | 0.00% | +12,990+65.9% | Added |
| GWM Advisors LLC | 32,509 | $585.2K | 0.00% | +3,679+12.8% | Added |
| RDA Financial Network | 30,253 | $544.6K | 0.16% | −1,309−4.1% | Reduced |
| Delta Capital Management LLC | 29,840 | $537.0K | 0.31% | −700−2.3% | Reduced |
| Truist Financial Corp | 29,388 | $529.0K | 0.00% | −16,861−36.5% | Reduced |
| Saxony Capital Management, LLC | 28,600 | $514.8K | 0.45% | −3,501−10.9% | Reduced |
| CWM, LLC | 28,182 | $507.0K | 0.00% | +6,351+29.1% | Added |
| Gridiron Partners, LLC | 26,558 | $478.0K | 0.30% | 00.0% | Unchanged |
| Readystate Asset Management LP | 26,365 | $474.6K | 0.02% | +26,365 | New |
| Lido Advisors, LLC | 24,555 | $445.3K | 0.00% | +700+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 23,416 | $421.5K | 0.00% | −703−2.9% | Reduced |
| Millennium Management LLC | 23,282 | $419.1K | 0.00% | −44,449−65.6% | Reduced |
| Rockefeller Capital Management L.P. | 21,525 | $387.4K | 0.00% | −3,016−12.3% | Reduced |
| Mathes Company, Inc. | 18,500 | $333.0K | 0.12% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,334 | $330.0K | 0.00% | +920+5.3% | Added |
| RVW Wealth, LLC | 17,849 | $321.3K | 0.03% | +5,149+40.5% | Added |
| Intellectus Partners, LLC | 17,276 | $313.3K | 0.07% | +146+0.9% | Added |
| Landscape Capital Management, L.L.C. | 16,334 | $294.0K | 0.03% | +16,334 | New |
| Sterneck Capital Management, LLC | 16,289 | $293.2K | 0.16% | −985−5.7% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 15,542 | $279.8K | 0.24% | +15,542 | New |
| Cambridge Investment Research Advisors, Inc. | 14,818 | $267.0K | 0.00% | +1,723+13.2% | Added |
| Independent Advisor Alliance | 14,781 | $266.1K | 0.00% | +14,781 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,599 | $265.2K | 0.00% | +429+3.0% | Added |
| Sanctuary Advisors, LLC | 13,746 | $257.5K | 0.00% | −6,597−32.4% | Reduced |
| Icon Wealth Advisors, LLC | 11,688 | $210.4K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,481 | $206.7K | 0.00% | +11,481 | New |
| Ballentine Partners, LLC | 11,041 | $198.7K | 0.00% | +11,041 | New |
| Harmony Asset Management LLC | 10,917 | $196.5K | 0.08% | −374−3.3% | Reduced |
| Janney Montgomery Scott LLC | 10,866 | $196.0K | 0.00% | −9,970−47.8% | Reduced |
| Cooper Financial Group | 10,508 | $189.2K | 0.02% | −333−3.1% | Reduced |
| Sage Capital Management, LLC | 10,500 | $189.0K | 0.10% | −5,000−32.3% | Reduced |
| Atria Wealth Solutions, Inc. | 10,476 | $188.6K | 0.00% | −17,935−63.1% | Reduced |
| Uhlmann Price Securities, LLC | 10,298 | $185.3K | 0.14% | +223+2.2% | Added |
| Lakeview Capital Partners, LLC | 10,053 | $181.0K | 0.04% | −9,544−48.7% | Reduced |
| Wedbush Securities Inc | 10,013 | $180.0K | 0.01% | +10,013 | New |
| First Financial Corp | 9,488 | $170.8K | 0.08% | +56+0.6% | Added |
| Ameriflex Group, Inc. | 8,350 | $157.2K | 0.07% | +8,350 | New |
| Spire Wealth Management | 8,400 | $151.2K | 0.00% | −1,025−10.9% | Reduced |
| Global Retirement Partners, LLC | 6,569 | $118.2K | 0.00% | +136+2.1% | Added |
| IFP Advisors, Inc | 5,179 | $93.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $63.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 3,175 | $56.7K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 2,692 | $48.5K | 0.01% | +2,692 | New |
| Caldwell Sutter Capital, Inc. | 2,100 | $37.8K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,800 | $32.4K | 0.00% | −380−17.4% | Reduced |
| Geneos Wealth Management Inc. | 1,738 | $31.3K | 0.00% | +108+6.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,647 | $29.0K | 0.02% | −647−28.2% | Reduced |
| Golden State Wealth Management, LLC | 1,500 | $27.0K | 0.00% | +1,500 | New |
| Main Street Group, LTD | 1,450 | $26.1K | 0.01% | −1,425−49.6% | Reduced |
| Anchor Investment Management, LLC | 1,375 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,175 | $21.1K | 0.00% | −600−33.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,055 | $19.0K | 0.01% | +1,055 | New |
| US Bancorp | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 950 | $17.1K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 950 | $17.1K | 0.01% | +950 | New |
| WPG Advisers, LLC | 831 | $15.0K | 0.01% | +831 | New |