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
- 16.3M
- +144.9K (+0.9%) vs. Q1 2025
- Total value
- $307.5M
- +$9.70M (+3.3%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 1 | $15 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $169 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 40 | $753 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 46 | $866 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 80 | $1.51K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 100 | $1.88K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 142 | $2.67K | 0.00% | +142 | New |
| UBS Asset Management Americas Inc | 159 | $2.99K | 0.00% | +159 | New |
| Financial Gravity Companies, Inc. | 164 | $3.09K | 0.00% | +164 | New |
| CoreCap Advisors, LLC | 185 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 185 | $3.48K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 220 | $4.14K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 236 | $4.44K | 0.00% | +236 | New |
| Inlight Wealth Management, LLC | 253 | $4.76K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 276 | $5.19K | 0.00% | +276 | New |
| Citizens National Bank Trust Department | 365 | $6.87K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 386 | $7.22K | 0.01% | −11−2.8% | Reduced |
| Rothschild Investment LLC | 400 | $7.53K | 0.00% | −166,098−99.8% | Reduced |
| Salomon & Ludwin, LLC | 450 | $8.47K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.68K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $9.39K | 0.00% | – | – |
| Aspect Partners, LLC | 500 | $9.41K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $10.3K | 0.00% | +4+0.7% | Added |
| SOA Wealth Advisors, LLC. | 706 | $13.3K | 0.00% | +16+2.3% | Added |
| WPG Advisers, LLC | 821 | $15.5K | 0.01% | −240−22.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 906 | $17.1K | 0.01% | −107−10.6% | Reduced |
| North Star Investment Management Corp. | 950 | $17.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $18.8K | 0.00% | −275−21.6% | Reduced |
| Bryn Mawr Trust Co | 1,175 | $22.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $25.9K | 0.00% | 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 |
| Caldwell Sutter Capital, Inc. | 1,600 | $30.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,560 | $48.2K | 0.00% | +2,560 | New |
| Main Street Group, LTD | 2,875 | $54.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 3,175 | $59.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $65.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,809 | $71.7K | 0.00% | +3,809 | New |
| IFP Advisors, Inc | 5,179 | $97.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,861 | $129.1K | 0.00% | +6,861 | New |
| Geneos Wealth Management Inc. | 6,928 | $130.4K | 0.00% | +1,065+18.2% | Added |
| Spire Wealth Management | 7,606 | $143.1K | 0.01% | −1,764−18.8% | Reduced |
| First Financial Corp | 8,581 | $161.5K | 0.07% | −71−0.8% | Reduced |
| Icon Wealth Advisors, LLC | 10,588 | $199.3K | 0.01% | −1,100−9.4% | Reduced |
| Uhlmann Price Securities, LLC | 10,769 | $202.7K | 0.14% | +242+2.3% | Added |
| Silver Oak Securities, Inc | 12,461 | $234.5K | 0.02% | +12,461 | New |
| Janney Montgomery Scott LLC | 12,701 | $239.0K | 0.00% | −3,243−20.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,425 | $253.0K | 0.00% | +94+0.7% | Added |
| SeaCrest Wealth Management, LLC | 13,684 | $257.5K | 0.03% | +13,684 | New |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $278.4K | 0.22% | −750−4.8% | Reduced |
| Sterneck Capital Management, LLC | 15,155 | $285.2K | 0.14% | −1,134−7.0% | Reduced |
| Integrity Alliance, LLC. | 15,586 | $293.3K | 0.02% | −10−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,627 | $312.9K | 0.00% | +1,893+12.8% | Added |
| Truist Financial Corp | 16,729 | $314.8K | 0.00% | −850−4.8% | Reduced |
| International Assets Investment Management, LLC | 17,231 | $324.3K | 0.03% | +17,231 | New |
| RVW Wealth, LLC | 17,849 | $335.9K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 18,356 | $345.5K | 0.03% | +18,356 | New |
| Mathes Company, Inc. | 18,500 | $348.0K | 0.13% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 19,482 | $366.7K | 0.00% | +859+4.6% | Added |
| Rockefeller Capital Management L.P. | 20,532 | $386.4K | 0.00% | +20.0% | Added |
| Integrated Wealth Concepts LLC | 22,637 | $426.0K | 0.00% | +22,637 | New |
| Steward Partners Investment Advisory, LLC | 23,650 | $445.1K | 0.00% | +109+0.5% | Added |
| Lido Advisors, LLC | 23,883 | $449.5K | 0.00% | −700−2.8% | Reduced |
| Intellectus Partners, LLC | 25,690 | $483.5K | 0.10% | +348+1.4% | Added |
| Gridiron Partners, LLC | 26,558 | $499.8K | 0.31% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 26,850 | $505.3K | 0.39% | 00.0% | Unchanged |
| Delta Capital Management LLC | 27,340 | $515.0K | 0.29% | 00.0% | Unchanged |
| CWM, LLC | 28,182 | $530.0K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 29,168 | $548.9K | 0.15% | −1,000−3.3% | Reduced |
| Kestra Advisory Services, LLC | 30,526 | $574.5K | 0.00% | −4,818−13.6% | Reduced |
| Magnus Financial Group LLC | 32,248 | $606.9K | 0.05% | −106,303−76.7% | Reduced |
| Ethos Financial Group, LLC | 32,828 | $617.8K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,899 | $619.2K | 0.00% | −201−0.6% | Reduced |
| Comerica Bank | 33,014 | $621.3K | 0.00% | +642+2.0% | Added |
| PFG Investments, LLC | 34,381 | $647.1K | 0.04% | −525−1.5% | Reduced |
| Sowell Financial Services LLC | 36,388 | $684.8K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 41,122 | $773.9K | 0.05% | −178−0.4% | Reduced |
| Prospera Financial Services Inc | 41,580 | $782.5K | 0.01% | +1,327+3.3% | Added |
| Capital Investment Advisors, LLC | 42,653 | $802.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 44,523 | $838.0K | 0.00% | −1,375−3.0% | Reduced |
| Cooper Financial Group | 48,252 | $872.1K | 0.10% | +37,905+366.3% | Added |
| Gateway Wealth Partners, LLC | 47,256 | $889.4K | 0.17% | +47,256 | New |
| Envestnet Asset Management Inc | 57,786 | $1.09M | 0.00% | −14,196−19.7% | Reduced |
| Centaurus Financial, Inc. | 58,864 | $1.11M | 0.06% | −1,310−2.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 66,077 | $1.24M | 0.16% | +1,808+2.8% | Added |
| Principal Securities, Inc. | 69,718 | $1.31M | 0.02% | +515+0.7% | Added |
| Shaker Financial Services, LLC | 77,756 | $1.46M | 0.53% | +7,831+11.2% | Added |
| Oppenheimer & Co Inc | 79,965 | $1.50M | 0.02% | +12,461+18.5% | Added |
| IHT Wealth Management, LLC | 82,256 | $1.55M | 0.04% | +340+0.4% | Added |
| Fiera Capital Corp | 88,796 | $1.67M | 0.01% | −1,606−1.8% | Reduced |
| GWM Advisors LLC | 94,040 | $1.77M | 0.01% | +35,004+59.3% | Added |
| Raymond James Financial Inc | 97,618 | $1.84M | 0.00% | −5,317−5.2% | Reduced |
| Rareview Capital LLC | 98,637 | $1.86M | 1.17% | −10,139−9.3% | Reduced |
| Bank of America Corp | 108,475 | $2.04M | 0.00% | −6,167−5.4% | Reduced |
| Consolidated Portfolio Review Corp | 111,540 | $2.10M | 0.29% | −4,118−3.6% | Reduced |
| Baird Financial Group, Inc. | 132,054 | $2.49M | 0.00% | −11,428−8.0% | Reduced |
| Advisor Group Holdings, Inc. | 141,668 | $2.67M | 0.00% | +2,083+1.5% | Added |
| Stifel Financial Corp | 143,216 | $2.70M | 0.00% | +63,847+80.4% | Added |