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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 113,213 | $2.04M | 0.00% | +18,087+19.0% | Added |
| Consolidated Portfolio Review Corp | 115,172 | $2.07M | 0.33% | +3,181+2.8% | Added |
| Rareview Capital LLC | 110,576 | $2.16M | 1.56% | −29,504−21.1% | Reduced |
| Magnus Financial Group LLC | 131,773 | $2.37M | 0.23% | +3,127+2.4% | Added |
| Guggenheim Capital LLC | 133,727 | $2.41M | 0.02% | +21,433+19.1% | Added |
| Bank of America Corp | 136,310 | $2.45M | 0.00% | −2,239−1.6% | Reduced |
| D.A. Davidson & Co. | 136,563 | $2.46M | 0.02% | −944−0.7% | Reduced |
| UBS Group AG | 138,326 | $2.49M | 0.00% | −9,131−6.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 173,609 | $3.12M | 0.14% | −23,593−12.0% | Reduced |
| Rothschild Investment LLC | 193,198 | $3.48M | 0.23% | −6,000−3.0% | Reduced |
| Ameriprise Financial Inc | 234,243 | $4.24M | 0.00% | +9,648+4.3% | Added |
| Peak Planning Group, LLC | 300,978 | $5.42M | 2.26% | +9,299+3.2% | Added |
| We Are One Seven, LLC | 314,519 | $5.66M | 0.22% | −2,567−0.8% | Reduced |
| Cohen & Steers, Inc. | 417,019 | $7.51M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 693,772 | $12.5M | 0.01% | +33,930+5.1% | Added |
| Royal Bank of Canada | 754,823 | $13.6M | 0.00% | +50,935+7.2% | Added |
| Invesco Ltd. | 830,895 | $15.0M | 0.00% | +171,085+25.9% | Added |
| Wells Fargo & Company | 1,008,899 | $18.2M | 0.00% | +55,509+5.8% | Added |
| Morgan Stanley | 7,985,936 | $143.7M | 0.01% | +356,807+4.7% | Added |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −187,763−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −33,165−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −32,981−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −20,675−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −11,795−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −10,176−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |