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, Q1 2025
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Mar 31, 2025. 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
- −5 vs. Q4 2024
- Shares held
- 16.2M
- +53.1K (+0.3%) vs. Q4 2024
- Total value
- $297.9M
- +$7.02M (+2.4%) vs. Q4 2024
- New holders
- 9
- 35 more added
- Sold out
- 14
- 33 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,059,563 | $148.2M | 0.01% | +73,627+0.9% | Added |
| Wells Fargo & Company | 1,003,474 | $18.5M | 0.00% | −5,425−0.5% | Reduced |
| Royal Bank of Canada | 781,045 | $14.4M | 0.00% | +26,222+3.5% | Added |
| LPL Financial LLC | 746,943 | $13.7M | 0.01% | +53,171+7.7% | Added |
| Invesco Ltd. | 659,511 | $12.1M | 0.00% | −171,384−20.6% | Reduced |
| We Are One Seven, LLC | 388,512 | $7.14M | 0.28% | +73,993+23.5% | Added |
| Cohen & Steers, Inc. | 361,198 | $6.64M | 0.01% | −55,821−13.4% | Reduced |
| Sit Investment Associates Inc | 335,240 | $6.17M | 0.14% | +246,182+276.4% | Added |
| Peak Planning Group, LLC | 317,026 | $5.83M | 2.45% | +16,048+5.3% | Added |
| Ameriprise Financial Inc | 233,941 | $4.31M | 0.00% | −302−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 170,741 | $3.14M | 0.14% | −2,868−1.7% | Reduced |
| Rothschild Investment LLC | 166,498 | $3.06M | 0.20% | −26,700−13.8% | Reduced |
| Guggenheim Capital LLC | 158,368 | $2.91M | 0.03% | +24,641+18.4% | Added |
| UBS Group AG | 143,859 | $2.65M | 0.00% | +5,533+4.0% | Added |
| Baird Financial Group, Inc. | 143,482 | $2.64M | 0.01% | +79,760+125.2% | Added |
| Advisor Group Holdings, Inc. | 139,585 | $2.57M | 0.01% | +26,372+23.3% | Added |
| Magnus Financial Group LLC | 138,551 | $2.55M | 0.25% | +6,778+5.1% | Added |
| D.A. Davidson & Co. | 134,751 | $2.48M | 0.02% | −1,812−1.3% | Reduced |
| Consolidated Portfolio Review Corp | 115,658 | $2.13M | 0.34% | +486+0.4% | Added |
| Bank of America Corp | 114,642 | $2.11M | 0.00% | −21,668−15.9% | Reduced |
| Rareview Capital LLC | 108,776 | $2.00M | 1.27% | −1,800−1.6% | Reduced |
| Raymond James Financial Inc | 102,935 | $1.89M | 0.00% | +5,724+5.9% | Added |
| Fiera Capital Corp | 90,402 | $1.66M | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 81,916 | $1.51M | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 79,369 | $1.46M | 0.00% | +17,558+28.4% | Added |
| Envestnet Asset Management Inc | 71,982 | $1.32M | 0.00% | −2,759−3.7% | Reduced |
| Shaker Financial Services, LLC | 69,925 | $1.29M | 0.50% | −23,216−24.9% | Reduced |
| Principal Securities, Inc. | 69,203 | $1.25M | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 67,504 | $1.24M | 0.02% | +4,885+7.8% | Added |
| Onyx Bridge Wealth Group LLC | 64,269 | $1.18M | 0.17% | +2,876+4.7% | Added |
| Centaurus Financial, Inc. | 60,174 | $1.11M | 0.07% | −770−1.3% | Reduced |
| GWM Advisors LLC | 59,036 | $1.09M | 0.01% | +26,527+81.6% | Added |
| Polar Asset Management Partners Inc. | 47,115 | $866.4K | 0.03% | −61,478−56.6% | Reduced |
| Commonwealth Equity Services, LLC | 45,898 | $844.0K | 0.00% | +43+0.1% | Added |
| Capital Investment Advisors, LLC | 42,653 | $784.4K | 0.02% | −1,489−3.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 41,300 | $759.5K | 0.05% | −1,400−3.3% | Reduced |
| Prospera Financial Services Inc | 40,253 | $740.2K | 0.02% | −39−0.1% | Reduced |
| Sowell Financial Services LLC | 36,388 | $669.2K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 35,344 | $650.0K | 0.00% | +2,649+8.1% | Added |
| PFG Investments, LLC | 34,906 | $641.9K | 0.04% | −2,955−7.8% | Reduced |
| Cetera Investment Advisers | 33,100 | $608.7K | 0.00% | −2,204−6.2% | Reduced |
| Ethos Financial Group, LLC | 32,828 | $603.7K | 0.06% | +32,828 | New |
| Comerica Bank | 32,372 | $595.3K | 0.00% | −3,634−10.1% | Reduced |
| RDA Financial Network | 30,168 | $554.8K | 0.17% | −85−0.3% | Reduced |
| CWM, LLC | 28,182 | $518.0K | 0.00% | 00.0% | Unchanged |
| Delta Capital Management LLC | 27,340 | $503.0K | 0.29% | −2,500−8.4% | Reduced |
| Saxony Capital Management, LLC | 26,850 | $493.8K | 0.43% | −1,750−6.1% | Reduced |
| Gridiron Partners, LLC | 26,558 | $488.4K | 0.31% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 25,342 | $466.0K | 0.11% | +8,066+46.7% | Added |
| Lido Advisors, LLC | 24,583 | $452.1K | 0.00% | +28+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 23,541 | $432.9K | 0.00% | +125+0.5% | Added |
| Rockefeller Capital Management L.P. | 20,530 | $377.5K | 0.00% | −995−4.6% | Reduced |
| Avantax Advisory Services, Inc. | 18,623 | $342.5K | 0.00% | +289+1.6% | Added |
| Mathes Company, Inc. | 18,500 | $340.0K | 0.14% | 00.0% | Unchanged |
| RVW Wealth, LLC | 17,849 | $328.2K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 17,579 | $323.3K | 0.00% | −11,809−40.2% | Reduced |
| Sterneck Capital Management, LLC | 16,289 | $299.5K | 0.16% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,944 | $293.0K | 0.00% | +5,078+46.7% | Added |
| Integrity Alliance, LLC. | 15,596 | $286.8K | 0.01% | +15,596 | New |
| Morey & Quinn Wealth Partners, LLC | 15,542 | $285.8K | 0.24% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,734 | $271.5K | 0.00% | +135+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,331 | $245.0K | 0.00% | −1,487−10.0% | Reduced |
| HRT Financial LP | 11,792 | $216.0K | 0.00% | +11,792 | New |
| Icon Wealth Advisors, LLC | 11,688 | $214.9K | 0.02% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 10,527 | $193.6K | 0.14% | +229+2.2% | Added |
| Sage Capital Management, LLC | 10,500 | $193.1K | 0.10% | 00.0% | Unchanged |
| Cooper Financial Group | 10,347 | $190.3K | 0.03% | −161−1.5% | Reduced |
| Harmony Asset Management LLC | 10,317 | $189.7K | 0.08% | −600−5.5% | Reduced |
| Millennium Management LLC | 10,011 | $184.1K | 0.00% | −13,271−57.0% | Reduced |
| Spire Wealth Management | 9,370 | $172.3K | 0.01% | +970+11.5% | Added |
| First Financial Corp | 8,652 | $159.1K | 0.08% | −836−8.8% | Reduced |
| Ameriflex Group, Inc. | 7,050 | $129.7K | 0.05% | −1,300−15.6% | Reduced |
| Geneos Wealth Management Inc. | 5,863 | $107.8K | 0.00% | +4,125+237.3% | Added |
| IFP Advisors, Inc | 5,179 | $95.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $64.4K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 3,175 | $58.5K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,875 | $52.9K | 0.02% | +1,425+98.3% | Added |
| Noble Wealth Management PBC | 1,750 | $32.2K | 0.02% | +800+84.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,600 | $29.4K | 0.01% | −500−23.8% | Reduced |
| Larson Financial Group LLC | 1,500 | $27.6K | 0.00% | −300−16.7% | Reduced |
| Golden State Wealth Management, LLC | 1,500 | $27.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $25.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,275 | $23.4K | 0.00% | +275+27.5% | Added |
| Bryn Mawr Trust Co | 1,175 | $21.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,061 | $19.5K | 0.02% | +230+27.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,013 | $18.6K | 0.01% | −42−4.0% | Reduced |
| US Bancorp | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 950 | $17.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 690 | $12.7K | 0.00% | +16+2.4% | Added |
| Ronald Blue Trust, Inc. | 543 | $9.98K | 0.00% | +12+2.3% | Added |
| Aspect Partners, LLC | 500 | $9.20K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 500 | $9.00K | 0.00% | +500 | New |
| Armstrong Advisory Group, Inc | 461 | $8.30K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $7.36K | 0.00% | – | – |
| Luminist Capital LLC | 397 | $7.26K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 365 | $6.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 350 | $6.44K | 0.00% | +350 | New |
| Inlight Wealth Management, LLC | 253 | $4.65K | 0.00% | +253 | New |
| Coldstream Capital Management Inc | 233 | $4.29K | 0.00% | +233 | New |