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 | $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, 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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $90 | 0.00% | −1,048−99.5% | Reduced |
| Assetmark, Inc | 9 | $162 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 40 | $720 | 0.00% | +40 | New |
| Comprehensive Financial Planning, Inc. | 46 | $828 | 0.00% | +46 | New |
| Farther Finance Advisors, LLC | 73 | $1.31K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 185 | $3.33K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 215 | $3.87K | 0.00% | +215 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 220 | $3.96K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 365 | $6.57K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 397 | $7.15K | 0.01% | +397 | New |
| Huntington National Bank | 400 | $7.20K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $7.20K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.10K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.30K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 500 | $9.00K | 0.01% | +100+25.0% | Added |
| Ronald Blue Trust, Inc. | 531 | $9.55K | 0.00% | +23+4.5% | Added |
| SOA Wealth Advisors, LLC. | 674 | $12.1K | 0.00% | +14+2.1% | Added |
| WPG Advisers, LLC | 831 | $15.0K | 0.01% | +831 | New |
| North Star Investment Management Corp. | 950 | $17.1K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 950 | $17.1K | 0.01% | +950 | 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 |
| Thomas J. Herzfeld Advisors, Inc. | 1,055 | $19.0K | 0.01% | +1,055 | New |
| Bryn Mawr Trust Co | 1,175 | $21.1K | 0.00% | −600−33.8% | Reduced |
| Anchor Investment Management, LLC | 1,375 | $24.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,450 | $26.1K | 0.01% | −1,425−49.6% | Reduced |
| Golden State Wealth Management, LLC | 1,500 | $27.0K | 0.00% | +1,500 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,647 | $29.0K | 0.02% | −647−28.2% | Reduced |
| Geneos Wealth Management Inc. | 1,738 | $31.3K | 0.00% | +108+6.6% | Added |
| Larson Financial Group LLC | 1,800 | $32.4K | 0.00% | −380−17.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,100 | $37.8K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 2,692 | $48.5K | 0.01% | +2,692 | New |
| Colonial Trust Co | 3,175 | $56.7K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $63.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,179 | $93.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,569 | $118.2K | 0.00% | +136+2.1% | Added |
| Spire Wealth Management | 8,400 | $151.2K | 0.00% | −1,025−10.9% | Reduced |
| Ameriflex Group, Inc. | 8,350 | $157.2K | 0.07% | +8,350 | New |
| First Financial Corp | 9,488 | $170.8K | 0.08% | +56+0.6% | Added |
| Wedbush Securities Inc | 10,013 | $180.0K | 0.01% | +10,013 | New |
| Lakeview Capital Partners, LLC | 10,053 | $181.0K | 0.04% | −9,544−48.7% | Reduced |
| Uhlmann Price Securities, LLC | 10,298 | $185.3K | 0.14% | +223+2.2% | Added |
| Atria Wealth Solutions, Inc. | 10,476 | $188.6K | 0.00% | −17,935−63.1% | Reduced |
| Sage Capital Management, LLC | 10,500 | $189.0K | 0.10% | −5,000−32.3% | Reduced |
| Cooper Financial Group | 10,508 | $189.2K | 0.02% | −333−3.1% | Reduced |
| Janney Montgomery Scott LLC | 10,866 | $196.0K | 0.00% | −9,970−47.8% | Reduced |
| Harmony Asset Management LLC | 10,917 | $196.5K | 0.08% | −374−3.3% | Reduced |
| Ballentine Partners, LLC | 11,041 | $198.7K | 0.00% | +11,041 | New |
| Susquehanna International Group, LLP | 11,481 | $206.7K | 0.00% | +11,481 | New |
| Icon Wealth Advisors, LLC | 11,688 | $210.4K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 13,746 | $257.5K | 0.00% | −6,597−32.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,599 | $265.2K | 0.00% | +429+3.0% | Added |
| Independent Advisor Alliance | 14,781 | $266.1K | 0.00% | +14,781 | New |
| Cambridge Investment Research Advisors, Inc. | 14,818 | $267.0K | 0.00% | +1,723+13.2% | Added |
| Morey & Quinn Wealth Partners, LLC | 15,542 | $279.8K | 0.24% | +15,542 | New |
| Sterneck Capital Management, LLC | 16,289 | $293.2K | 0.16% | −985−5.7% | Reduced |
| Landscape Capital Management, L.L.C. | 16,334 | $294.0K | 0.03% | +16,334 | New |
| Intellectus Partners, LLC | 17,276 | $313.3K | 0.07% | +146+0.9% | Added |
| RVW Wealth, LLC | 17,849 | $321.3K | 0.03% | +5,149+40.5% | Added |
| Avantax Advisory Services, Inc. | 18,334 | $330.0K | 0.00% | +920+5.3% | Added |
| Mathes Company, Inc. | 18,500 | $333.0K | 0.12% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 21,525 | $387.4K | 0.00% | −3,016−12.3% | Reduced |
| Millennium Management LLC | 23,282 | $419.1K | 0.00% | −44,449−65.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,416 | $421.5K | 0.00% | −703−2.9% | Reduced |
| Lido Advisors, LLC | 24,555 | $445.3K | 0.00% | +700+2.9% | Added |
| Readystate Asset Management LP | 26,365 | $474.6K | 0.02% | +26,365 | New |
| Gridiron Partners, LLC | 26,558 | $478.0K | 0.30% | 00.0% | Unchanged |
| CWM, LLC | 28,182 | $507.0K | 0.00% | +6,351+29.1% | Added |
| Saxony Capital Management, LLC | 28,600 | $514.8K | 0.45% | −3,501−10.9% | Reduced |
| Truist Financial Corp | 29,388 | $529.0K | 0.00% | −16,861−36.5% | Reduced |
| Delta Capital Management LLC | 29,840 | $537.0K | 0.31% | −700−2.3% | Reduced |
| RDA Financial Network | 30,253 | $544.6K | 0.16% | −1,309−4.1% | Reduced |
| GWM Advisors LLC | 32,509 | $585.2K | 0.00% | +3,679+12.8% | Added |
| Kestra Advisory Services, LLC | 32,695 | $588.5K | 0.00% | +12,990+65.9% | Added |
| Walleye Capital LLC | 35,242 | $634.4K | 0.01% | +35,242 | New |
| Cetera Investment Advisers | 35,304 | $635.5K | 0.00% | +13,410+61.2% | Added |
| Comerica Bank | 36,006 | $648.1K | 0.00% | +3,573+11.0% | Added |
| Sowell Financial Services LLC | 36,388 | $655.0K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 37,855 | $681.4K | 0.01% | +37,855 | New |
| PFG Investments, LLC | 37,861 | $681.5K | 0.04% | +3,452+10.0% | Added |
| Prospera Financial Services Inc | 40,292 | $725.3K | 0.02% | −2,531−5.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 42,700 | $773.6K | 0.05% | +7,100+19.9% | Added |
| Capital Investment Advisors, LLC | 44,142 | $794.6K | 0.02% | −3,489−7.3% | Reduced |
| Commonwealth Equity Services, LLC | 45,855 | $825.0K | 0.00% | +3,789+9.0% | Added |
| Centaurus Financial, Inc. | 60,944 | $1.10M | 0.07% | −13,507−18.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 61,393 | $1.11M | 0.16% | −3,998−6.1% | Reduced |
| Stifel Financial Corp | 61,811 | $1.11M | 0.00% | +4,013+6.9% | Added |
| Oppenheimer & Co Inc | 62,619 | $1.13M | 0.02% | −11,134−15.1% | Reduced |
| Baird Financial Group, Inc. | 63,722 | $1.15M | 0.00% | −446−0.7% | Reduced |
| Principal Securities, Inc. | 69,203 | $1.25M | 0.03% | +5,118+8.0% | Added |
| Envestnet Asset Management Inc | 74,741 | $1.35M | 0.00% | −3,288−4.2% | Reduced |
| IHT Wealth Management, LLC | 81,916 | $1.47M | 0.05% | −50,200−38.0% | Reduced |
| Sit Investment Associates Inc | 89,058 | $1.60M | 0.04% | 00.0% | Unchanged |
| Fiera Capital Corp | 90,402 | $1.63M | 0.01% | −435−0.5% | Reduced |
| Shaker Financial Services, LLC | 93,141 | $1.69M | 0.65% | −23,501−20.1% | Reduced |
| Raymond James Financial Inc | 97,211 | $1.75M | 0.00% | +97,211 | New |
| Polar Asset Management Partners Inc. | 108,593 | $1.95M | 0.03% | +108,593 | New |
| Allspring Global Investments Holdings, LLC | 109,241 | $1.97M | 0.00% | −20,075−15.5% | Reduced |