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, Q2 2025
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Jun 30, 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
- 113
- +4 vs. Q1 2025
- Shares held
- 17.1M
- +912.9K (+5.6%) vs. Q1 2025
- Total value
- $322.0M
- +$24.1M (+8.1%) vs. Q1 2025
- New holders
- 16
- 29 more added
- Sold out
- 12
- 33 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $322.0M |
| Q1 2025 | 110 | $298.0M |
| Q4 2024 | 119 | $291.2M |
| Q3 2024 | 110 | $312.7M |
| Q2 2024 | 110 | $306.8M |
| Q1 2024 | 109 | $551.7M |
| Q4 2023 | 118 | $386.4M |
| Q3 2023 | 107 | $239.7M |
| Q2 2023 | 99 | $237.0M |
| Q1 2023 | 110 | $240.7M |
| Q4 2022 | 113 | $252.2M |
| Q3 2022 | 100 | $231.5M |
| Q2 2022 | 100 | $265.6M |
| Q1 2022 | 101 | $311.5M |
| Q4 2021 | 105 | $335.9M |
| Q3 2021 | 110 | $331.3M |
| Q2 2021 | 110 | $315.9M |
| Q1 2021 | 109 | $303.0M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,346,319 | $157.1M | 0.01% | +286,756+3.6% | Added |
| Royal Bank of Canada | 1,499,574 | $28.2M | 0.00% | +718,529+92.0% | Added |
| Wells Fargo & Company | 1,003,074 | $18.9M | 0.00% | −4000.0% | Reduced |
| Invesco Ltd. | 773,685 | $14.6M | 0.00% | +114,174+17.3% | Added |
| LPL Financial LLC | 769,888 | $14.5M | 0.00% | +22,945+3.1% | Added |
| Sit Investment Associates Inc | 590,629 | $11.1M | 0.24% | +255,389+76.2% | Added |
| We Are One Seven, LLC | 406,961 | $7.66M | 0.25% | +18,449+4.7% | Added |
| Cohen & Steers, Inc. | 361,198 | $6.80M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 175,923 | $3.33M | 0.00% | −58,018−24.8% | Reduced |
| Guggenheim Capital LLC | 158,380 | $2.98M | 0.02% | +120.0% | Added |
| D.A. Davidson & Co. | 144,811 | $2.73M | 0.02% | +10,060+7.5% | Added |
| UBS Group AG | 144,404 | $2.72M | 0.00% | +545+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 143,664 | $2.70M | 0.11% | −27,077−15.9% | Reduced |
| Stifel Financial Corp | 143,216 | $2.70M | 0.00% | +63,847+80.4% | Added |
| Advisor Group Holdings, Inc. | 141,668 | $2.67M | 0.00% | +2,083+1.5% | Added |
| Baird Financial Group, Inc. | 132,054 | $2.49M | 0.00% | −11,428−8.0% | Reduced |
| Consolidated Portfolio Review Corp | 111,540 | $2.10M | 0.29% | −4,118−3.6% | Reduced |
| Bank of America Corp | 108,475 | $2.04M | 0.00% | −6,167−5.4% | Reduced |
| Rareview Capital LLC | 98,637 | $1.86M | 1.17% | −10,139−9.3% | Reduced |
| Raymond James Financial Inc | 97,618 | $1.84M | 0.00% | −5,317−5.2% | Reduced |
| GWM Advisors LLC | 94,040 | $1.77M | 0.01% | +35,004+59.3% | Added |
| Fiera Capital Corp | 88,796 | $1.67M | 0.01% | −1,606−1.8% | Reduced |
| IHT Wealth Management, LLC | 82,256 | $1.55M | 0.04% | +340+0.4% | Added |
| Oppenheimer & Co Inc | 79,965 | $1.50M | 0.02% | +12,461+18.5% | Added |
| Shaker Financial Services, LLC | 77,756 | $1.46M | 0.53% | +7,831+11.2% | Added |
| Principal Securities, Inc. | 69,718 | $1.31M | 0.02% | +515+0.7% | Added |
| Onyx Bridge Wealth Group LLC | 66,077 | $1.24M | 0.16% | +1,808+2.8% | Added |
| Centaurus Financial, Inc. | 58,864 | $1.11M | 0.06% | −1,310−2.2% | Reduced |
| Envestnet Asset Management Inc | 57,786 | $1.09M | 0.00% | −14,196−19.7% | Reduced |
| Gateway Wealth Partners, LLC | 47,256 | $889.4K | 0.17% | +47,256 | New |
| Cooper Financial Group | 48,252 | $872.1K | 0.10% | +37,905+366.3% | Added |
| Commonwealth Equity Services, LLC | 44,523 | $838.0K | 0.00% | −1,375−3.0% | Reduced |
| Capital Investment Advisors, LLC | 42,653 | $802.7K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 41,580 | $782.5K | 0.01% | +1,327+3.3% | Added |
| Pine Valley Investments Ltd Liability Co | 41,122 | $773.9K | 0.05% | −178−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 41,064 | $772.8K | 0.00% | +20,534+100.0% | Added |
| Sowell Financial Services LLC | 36,388 | $684.8K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 34,381 | $647.1K | 0.04% | −525−1.5% | Reduced |
| Comerica Bank | 33,014 | $621.3K | 0.00% | +642+2.0% | Added |
| Cetera Investment Advisers | 32,899 | $619.2K | 0.00% | −201−0.6% | Reduced |
| Ethos Financial Group, LLC | 32,828 | $617.8K | 0.05% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 32,248 | $606.9K | 0.05% | −106,303−76.7% | Reduced |
| Kestra Advisory Services, LLC | 30,526 | $574.5K | 0.00% | −4,818−13.6% | Reduced |
| RDA Financial Network | 29,168 | $548.9K | 0.15% | −1,000−3.3% | Reduced |
| CWM, LLC | 28,182 | $530.0K | 0.00% | 00.0% | Unchanged |
| Delta Capital Management LLC | 27,340 | $515.0K | 0.29% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 26,850 | $505.3K | 0.39% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 26,558 | $499.8K | 0.31% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 25,690 | $483.5K | 0.10% | +348+1.4% | Added |
| Lido Advisors, LLC | 23,883 | $449.5K | 0.00% | −700−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,650 | $445.1K | 0.00% | +109+0.5% | Added |
| Integrated Wealth Concepts LLC | 22,637 | $426.0K | 0.00% | +22,637 | New |
| Avantax Advisory Services, Inc. | 19,482 | $366.7K | 0.00% | +859+4.6% | Added |
| Mathes Company, Inc. | 18,500 | $348.0K | 0.13% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 18,356 | $345.5K | 0.03% | +18,356 | New |
| RVW Wealth, LLC | 17,849 | $335.9K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17,231 | $324.3K | 0.03% | +17,231 | New |
| Truist Financial Corp | 16,729 | $314.8K | 0.00% | −850−4.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,627 | $312.9K | 0.00% | +1,893+12.8% | Added |
| Integrity Alliance, LLC. | 15,586 | $293.3K | 0.02% | −10−0.1% | Reduced |
| Sterneck Capital Management, LLC | 15,155 | $285.2K | 0.14% | −1,134−7.0% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $278.4K | 0.22% | −750−4.8% | Reduced |
| SeaCrest Wealth Management, LLC | 13,684 | $257.5K | 0.03% | +13,684 | New |
| Cambridge Investment Research Advisors, Inc. | 13,425 | $253.0K | 0.00% | +94+0.7% | Added |
| Janney Montgomery Scott LLC | 12,701 | $239.0K | 0.00% | −3,243−20.3% | Reduced |
| Silver Oak Securities, Inc | 12,461 | $234.5K | 0.02% | +12,461 | New |
| Uhlmann Price Securities, LLC | 10,769 | $202.7K | 0.14% | +242+2.3% | Added |
| Icon Wealth Advisors, LLC | 10,588 | $199.3K | 0.01% | −1,100−9.4% | Reduced |
| First Financial Corp | 8,581 | $161.5K | 0.07% | −71−0.8% | Reduced |
| Spire Wealth Management | 7,606 | $143.1K | 0.01% | −1,764−18.8% | Reduced |
| Geneos Wealth Management Inc. | 6,928 | $130.4K | 0.00% | −1,235−15.1% | Reduced |
| Global Retirement Partners, LLC | 6,861 | $129.1K | 0.00% | +6,861 | New |
| IFP Advisors, Inc | 5,179 | $97.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,809 | $71.7K | 0.00% | +3,809 | New |
| AllSquare Wealth Management LLC | 3,500 | $65.9K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 3,175 | $59.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,875 | $54.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,560 | $48.2K | 0.00% | +2,560 | New |
| Caldwell Sutter Capital, Inc. | 1,600 | $30.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,500 | $28.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,500 | $28.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $25.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,175 | $22.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $18.8K | 0.00% | −275−21.6% | Reduced |
| North Star Investment Management Corp. | 950 | $17.9K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 906 | $17.1K | 0.01% | −107−10.6% | Reduced |
| WPG Advisers, LLC | 821 | $15.5K | 0.01% | −240−22.6% | Reduced |
| SOA Wealth Advisors, LLC. | 706 | $13.3K | 0.00% | +16+2.3% | Added |
| Ronald Blue Trust, Inc. | 547 | $10.3K | 0.00% | +4+0.7% | Added |
| Aspect Partners, LLC | 500 | $9.41K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $9.39K | 0.00% | – | – |
| Armstrong Advisory Group, Inc | 461 | $8.68K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.47K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 400 | $7.53K | 0.00% | −166,098−99.8% | Reduced |
| Luminist Capital LLC | 386 | $7.22K | 0.01% | −11−2.8% | Reduced |
| Citizens National Bank Trust Department | 365 | $6.87K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 276 | $5.19K | 0.00% | +276 | New |
| Inlight Wealth Management, LLC | 253 | $4.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 236 | $4.44K | 0.00% | +236 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 220 | $4.14K | 0.00% | 00.0% | Unchanged |