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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 2 | $42 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $92 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $166 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 40 | $736 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 46 | $845 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 80 | $1.47K | 0.00% | +80 | New |
| Jones Financial Companies LLLP | 100 | $1.84K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 185 | $3.38K | 0.00% | +112+153.4% | Added |
| CoreCap Advisors, LLC | 185 | $3.40K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 220 | $4.04K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 233 | $4.29K | 0.00% | +233 | New |
| Inlight Wealth Management, LLC | 253 | $4.65K | 0.00% | +253 | New |
| Private Wealth Asset Management, LLC | 350 | $6.44K | 0.00% | +350 | New |
| Citizens National Bank Trust Department | 365 | $6.71K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 397 | $7.26K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $7.36K | 0.00% | – | – |
| Salomon & Ludwin, LLC | 450 | $8.28K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.30K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 500 | $9.00K | 0.00% | +500 | New |
| Aspect Partners, LLC | 500 | $9.20K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 543 | $9.98K | 0.00% | +12+2.3% | Added |
| SOA Wealth Advisors, LLC. | 690 | $12.7K | 0.00% | +16+2.4% | Added |
| North Star Investment Management Corp. | 950 | $17.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,013 | $18.6K | 0.01% | −42−4.0% | Reduced |
| WPG Advisers, LLC | 1,061 | $19.5K | 0.02% | +230+27.7% | Added |
| Bryn Mawr Trust Co | 1,175 | $21.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,275 | $23.4K | 0.00% | +275+27.5% | Added |
| Anchor Investment Management, LLC | 1,375 | $25.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Caldwell Sutter Capital, Inc. | 1,600 | $29.4K | 0.01% | −500−23.8% | Reduced |
| Noble Wealth Management PBC | 1,750 | $32.2K | 0.02% | +800+84.2% | Added |
| Main Street Group, LTD | 2,875 | $52.9K | 0.02% | +1,425+98.3% | Added |
| Colonial Trust Co | 3,175 | $58.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $64.4K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,179 | $95.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,863 | $107.8K | 0.00% | +4,125+237.3% | Added |
| Ameriflex Group, Inc. | 7,050 | $129.7K | 0.05% | −1,300−15.6% | Reduced |
| First Financial Corp | 8,652 | $159.1K | 0.08% | −836−8.8% | Reduced |
| Spire Wealth Management | 9,370 | $172.3K | 0.01% | +970+11.5% | Added |
| Millennium Management LLC | 10,011 | $184.1K | 0.00% | −13,271−57.0% | Reduced |
| Harmony Asset Management LLC | 10,317 | $189.7K | 0.08% | −600−5.5% | Reduced |
| Cooper Financial Group | 10,347 | $190.3K | 0.03% | −161−1.5% | Reduced |
| Sage Capital Management, LLC | 10,500 | $193.1K | 0.10% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 10,527 | $193.6K | 0.14% | +229+2.2% | Added |
| Icon Wealth Advisors, LLC | 11,688 | $214.9K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 11,792 | $216.0K | 0.00% | +11,792 | New |
| Cambridge Investment Research Advisors, Inc. | 13,331 | $245.0K | 0.00% | −1,487−10.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,734 | $271.5K | 0.00% | +135+0.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 15,542 | $285.8K | 0.24% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 15,596 | $286.8K | 0.01% | +15,596 | New |
| Janney Montgomery Scott LLC | 15,944 | $293.0K | 0.00% | +5,078+46.7% | Added |
| Sterneck Capital Management, LLC | 16,289 | $299.5K | 0.16% | 00.0% | Unchanged |
| Truist Financial Corp | 17,579 | $323.3K | 0.00% | −11,809−40.2% | Reduced |
| RVW Wealth, LLC | 17,849 | $328.2K | 0.03% | 00.0% | Unchanged |
| Mathes Company, Inc. | 18,500 | $340.0K | 0.14% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,623 | $342.5K | 0.00% | +289+1.6% | Added |
| Rockefeller Capital Management L.P. | 20,530 | $377.5K | 0.00% | −995−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,541 | $432.9K | 0.00% | +125+0.5% | Added |
| Lido Advisors, LLC | 24,583 | $452.1K | 0.00% | +28+0.1% | Added |
| Intellectus Partners, LLC | 25,342 | $466.0K | 0.11% | +8,066+46.7% | Added |
| Gridiron Partners, LLC | 26,558 | $488.4K | 0.31% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 26,850 | $493.8K | 0.43% | −1,750−6.1% | Reduced |
| Delta Capital Management LLC | 27,340 | $503.0K | 0.29% | −2,500−8.4% | Reduced |
| CWM, LLC | 28,182 | $518.0K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 30,168 | $554.8K | 0.17% | −85−0.3% | Reduced |
| Comerica Bank | 32,372 | $595.3K | 0.00% | −3,634−10.1% | Reduced |
| Ethos Financial Group, LLC | 32,828 | $603.7K | 0.06% | +32,828 | New |
| Cetera Investment Advisers | 33,100 | $608.7K | 0.00% | −2,204−6.2% | Reduced |
| PFG Investments, LLC | 34,906 | $641.9K | 0.04% | −2,955−7.8% | Reduced |
| Kestra Advisory Services, LLC | 35,344 | $650.0K | 0.00% | +2,649+8.1% | Added |
| Sowell Financial Services LLC | 36,388 | $669.2K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 40,253 | $740.2K | 0.02% | −39−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 41,300 | $759.5K | 0.05% | −1,400−3.3% | Reduced |
| Capital Investment Advisors, LLC | 42,653 | $784.4K | 0.02% | −1,489−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 45,898 | $844.0K | 0.00% | +43+0.1% | Added |
| Polar Asset Management Partners Inc. | 47,115 | $866.4K | 0.03% | −61,478−56.6% | Reduced |
| GWM Advisors LLC | 59,036 | $1.09M | 0.01% | +26,527+81.6% | Added |
| Centaurus Financial, Inc. | 60,174 | $1.11M | 0.07% | −770−1.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 64,269 | $1.18M | 0.17% | +2,876+4.7% | Added |
| Oppenheimer & Co Inc | 67,504 | $1.24M | 0.02% | +4,885+7.8% | Added |
| Principal Securities, Inc. | 69,203 | $1.25M | 0.03% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 69,925 | $1.29M | 0.50% | −23,216−24.9% | Reduced |
| Envestnet Asset Management Inc | 71,982 | $1.32M | 0.00% | −2,759−3.7% | Reduced |
| Stifel Financial Corp | 79,369 | $1.46M | 0.00% | +17,558+28.4% | Added |
| IHT Wealth Management, LLC | 81,916 | $1.51M | 0.05% | 00.0% | Unchanged |
| Fiera Capital Corp | 90,402 | $1.66M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 102,935 | $1.89M | 0.00% | +5,724+5.9% | Added |
| Rareview Capital LLC | 108,776 | $2.00M | 1.27% | −1,800−1.6% | Reduced |
| Bank of America Corp | 114,642 | $2.11M | 0.00% | −21,668−15.9% | Reduced |
| Consolidated Portfolio Review Corp | 115,658 | $2.13M | 0.34% | +486+0.4% | Added |
| D.A. Davidson & Co. | 134,751 | $2.48M | 0.02% | −1,812−1.3% | Reduced |
| Magnus Financial Group LLC | 138,551 | $2.55M | 0.25% | +6,778+5.1% | Added |
| Advisor Group Holdings, Inc. | 139,585 | $2.57M | 0.01% | +26,372+23.3% | Added |
| Baird Financial Group, Inc. | 143,482 | $2.64M | 0.01% | +79,760+125.2% | Added |
| UBS Group AG | 143,859 | $2.65M | 0.00% | +5,533+4.0% | Added |
| Guggenheim Capital LLC | 158,368 | $2.91M | 0.03% | +24,641+18.4% | Added |
| Rothschild Investment LLC | 166,498 | $3.06M | 0.20% | −26,700−13.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 170,741 | $3.14M | 0.14% | −2,868−1.7% | Reduced |