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, Q3 2025
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Sep 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
- 120
- +10 vs. Q2 2025
- Shares held
- 19.2M
- +2.83M (+17.4%) vs. Q2 2025
- Total value
- $319.3M
- +$12.1M (+4.0%) vs. Q2 2025
- New holders
- 17
- 35 more added
- Sold out
- 7
- 32 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,673,545 | $166.1M | 0.01% | +327,226+3.9% | Added |
| Wells Fargo & Company | 1,013,378 | $19.4M | 0.00% | +10,304+1.0% | Added |
| LPL Financial LLC | 833,596 | $16.0M | 0.00% | +63,708+8.3% | Added |
| Royal Bank of Canada | 746,142 | $14.3M | 0.00% | −3,645−0.5% | Reduced |
| Invesco Ltd. | 628,269 | $12.0M | 0.00% | −145,416−18.8% | Reduced |
| Sit Investment Associates Inc | 574,540 | $11.0M | 0.22% | −16,089−2.7% | Reduced |
| We Are One Seven, LLC | 411,821 | $7.89M | 0.18% | +4,860+1.2% | Added |
| Cohen & Steers, Inc. | 361,198 | $6.92M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 224,545 | $4.30M | 0.03% | +79,734+55.1% | Added |
| Ameriprise Financial Inc | 149,820 | $3.29M | 0.00% | −26,103−14.8% | Reduced |
| Stifel Financial Corp | 161,628 | $3.10M | 0.00% | +18,412+12.9% | Added |
| Advisor Group Holdings, Inc. | 149,045 | $2.88M | 0.00% | +7,377+5.2% | Added |
| UBS Group AG | 141,561 | $2.71M | 0.00% | −2,843−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 133,346 | $2.55M | 0.09% | −10,318−7.2% | Reduced |
| Guggenheim Capital LLC | 118,233 | $2.26M | 0.02% | −40,147−25.3% | Reduced |
| Consolidated Portfolio Review Corp | 106,341 | $2.04M | 0.26% | −5,199−4.7% | Reduced |
| GWM Advisors LLC | 103,754 | $1.99M | 0.01% | +9,714+10.3% | Added |
| Baird Financial Group, Inc. | 102,913 | $1.97M | 0.00% | −29,141−22.1% | Reduced |
| Raymond James Financial Inc | 96,397 | $1.85M | 0.00% | −1,221−1.3% | Reduced |
| Fiera Capital Corp | 91,345 | $1.75M | 0.01% | +2,549+2.9% | Added |
| Bank of America Corp | 90,972 | $1.74M | 0.00% | −17,503−16.1% | Reduced |
| Oppenheimer & Co Inc | 85,302 | $1.63M | 0.02% | +5,337+6.7% | Added |
| IHT Wealth Management, LLC | 82,843 | $1.59M | 0.04% | +587+0.7% | Added |
| Shaker Financial Services, LLC | 73,260 | $1.40M | 0.48% | −4,496−5.8% | Reduced |
| Principal Securities, Inc. | 69,726 | $1.34M | 0.02% | +80.0% | Added |
| Onyx Bridge Wealth Group LLC | 63,207 | $1.21M | 0.13% | −2,870−4.3% | Reduced |
| Cetera Investment Advisers | 61,703 | $1.18M | 0.00% | +28,804+87.6% | Added |
| Centaurus Financial, Inc. | 57,802 | $1.11M | 0.05% | −1,062−1.8% | Reduced |
| Rareview Capital LLC | 55,128 | $1.04M | 0.63% | −43,509−44.1% | Reduced |
| Magnus Financial Group LLC | 49,160 | $941.4K | 0.07% | +16,912+52.4% | Added |
| Prospera Financial Services Inc | 47,625 | $912.0K | 0.02% | +6,045+14.5% | Added |
| Janney Montgomery Scott LLC | 47,556 | $911.0K | 0.00% | +34,855+274.4% | Added |
| Commonwealth Equity Services, LLC | 46,029 | $881.0K | 0.00% | +1,506+3.4% | Added |
| Capital Investment Advisors, LLC | 42,653 | $816.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 40,717 | $779.7K | 0.00% | −17,069−29.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 40,600 | $777.5K | 0.04% | −522−1.3% | Reduced |
| Gateway Wealth Partners, LLC | 39,513 | $756.7K | 0.10% | −7,743−16.4% | Reduced |
| Ethos Financial Group, LLC | 37,971 | $727.1K | 0.06% | +5,143+15.7% | Added |
| Sowell Financial Services LLC | 36,388 | $696.8K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 35,314 | $676.3K | 0.04% | +933+2.7% | Added |
| Lido Advisors, LLC | 33,855 | $648.3K | 0.00% | +9,972+41.8% | Added |
| Comerica Bank | 32,580 | $623.9K | 0.00% | −434−1.3% | Reduced |
| Kestra Advisory Services, LLC | 31,248 | $598.4K | 0.00% | +722+2.4% | Added |
| CWM, LLC | 28,398 | $544.0K | 0.00% | +216+0.8% | Added |
| RDA Financial Network | 28,154 | $539.1K | 0.13% | −1,014−3.5% | Reduced |
| Saxony Capital Management, LLC | 27,950 | $535.2K | 0.35% | +1,100+4.1% | Added |
| Delta Capital Management LLC | 27,340 | $524.0K | 0.27% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 2,530,426 | $508.6K | 0.29% | +2,503,868+9,427.9% | Added |
| Intellectus Partners, LLC | 25,521 | $488.7K | 0.09% | −169−0.7% | Reduced |
| HRT Financial LP | 23,652 | $452.0K | 0.00% | +23,652 | New |
| Steward Partners Investment Advisory, LLC | 21,798 | $417.4K | 0.00% | −1,852−7.8% | Reduced |
| Integrated Wealth Concepts LLC | 21,273 | $407.4K | 0.00% | −1,364−6.0% | Reduced |
| Balyasny Asset Management LLC | 20,992 | $402.0K | 0.00% | +20,992 | New |
| Wiley Bros.-Aintree Capital, LLC | 19,699 | $377.2K | 0.00% | +3,072+18.5% | Added |
| Rockefeller Capital Management L.P. | 18,782 | $359.7K | 0.00% | −1,750−8.5% | Reduced |
| Susquehanna International Group, LLP | 18,200 | $348.5K | 0.00% | +18,200 | New |
| RVW Wealth, LLC | 17,849 | $341.8K | 0.03% | 00.0% | Unchanged |
| Mathes Company, Inc. | 17,500 | $335.0K | 0.12% | −1,000−5.4% | Reduced |
| International Assets Investment Management, LLC | 17,231 | $322.2K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,926 | $316.9K | 0.03% | +3,242+23.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,344 | $306.9K | 0.00% | +16,344 | New |
| Creative Planning | 15,548 | $297.7K | 0.00% | +15,548 | New |
| Truist Financial Corp | 15,436 | $295.6K | 0.00% | −1,293−7.7% | Reduced |
| Integrity Alliance, LLC. | 15,086 | $288.9K | 0.01% | −500−3.2% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $283.3K | 0.21% | 00.0% | Unchanged |
| Millennium Management LLC | 13,866 | $265.5K | 0.00% | +13,866 | New |
| Cambridge Investment Research Advisors, Inc. | 13,805 | $264.0K | 0.00% | +380+2.8% | Added |
| Northern Trust Corp | 13,355 | $255.7K | 0.00% | +13,355 | New |
| Silver Oak Securities, Inc | 13,312 | $254.9K | 0.02% | +851+6.8% | Added |
| Cooper Financial Group | 11,909 | $228.1K | 0.03% | −36,343−75.3% | Reduced |
| Uhlmann Price Securities, LLC | 11,001 | $210.7K | 0.13% | +232+2.2% | Added |
| Sterneck Capital Management, LLC | 10,879 | $208.3K | 0.10% | −4,276−28.2% | Reduced |
| Icon Wealth Advisors, LLC | 10,588 | $202.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 8,581 | $164.3K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 7,603 | $145.6K | 0.00% | −30.0% | Reduced |
| Global Retirement Partners, LLC | 7,005 | $134.1K | 0.00% | +144+2.1% | Added |
| Ameriflex Group, Inc. | 5,200 | $99.6K | 0.04% | +5,200 | New |
| IFP Advisors, Inc | 5,179 | $99.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,809 | $72.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,794 | $72.7K | 0.00% | −3,134−45.2% | Reduced |
| AllSquare Wealth Management LLC | 3,500 | $67.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 3,175 | $61.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,765 | $53.0K | 0.00% | +2,765 | New |
| Allworth Financial LP | 2,560 | $49.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,050 | $39.3K | 0.02% | +450+28.1% | Added |
| Noble Wealth Management PBC | 2,000 | $38.3K | 0.02% | +2,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,857 | $35.6K | 0.01% | +951+105.0% | Added |
| Larson Financial Group LLC | 1,500 | $28.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,500 | $28.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,450 | $27.8K | 0.01% | −1,425−49.6% | Reduced |
| Anchor Investment Management, LLC | 1,375 | $26.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,175 | $22.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 950 | $18.2K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 943 | $18.1K | 0.00% | +943 | New |
| WPG Advisers, LLC | 911 | $17.4K | 0.01% | +90+11.0% | Added |
| SOA Wealth Advisors, LLC. | 721 | $13.8K | 0.00% | +15+2.1% | Added |
| Mather Group, LLC. | 670 | $12.8K | 0.00% | +670 | New |
| NBC Securities, Inc. | 625 | $12.0K | 0.00% | +625 | New |
| Ronald Blue Trust, Inc. | 547 | $10.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 500 | $9.57K | 0.00% | 00.0% | Unchanged |