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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 233,941 | $4.31M | 0.00% | −302−0.1% | Reduced |
| Peak Planning Group, LLC | 317,026 | $5.83M | 2.45% | +16,048+5.3% | Added |
| Sit Investment Associates Inc | 335,240 | $6.17M | 0.14% | +246,182+276.4% | Added |
| Cohen & Steers, Inc. | 361,198 | $6.64M | 0.01% | −55,821−13.4% | Reduced |
| We Are One Seven, LLC | 388,512 | $7.14M | 0.28% | +73,993+23.5% | Added |
| Invesco Ltd. | 659,511 | $12.1M | 0.00% | −171,384−20.6% | Reduced |
| LPL Financial LLC | 746,943 | $13.7M | 0.01% | +53,171+7.7% | Added |
| Royal Bank of Canada | 781,045 | $14.4M | 0.00% | +26,222+3.5% | Added |
| Wells Fargo & Company | 1,003,474 | $18.5M | 0.00% | −5,425−0.5% | Reduced |
| Morgan Stanley | 8,059,563 | $148.2M | 0.01% | +73,627+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −109,241−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −37,855−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −35,242−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −26,365−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −16,334−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −14,781−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −13,746−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,481−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −11,041−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,476−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,013−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,692−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Lakeview Capital Partners, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |