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 | $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, 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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $172 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 40 | $766 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 46 | $881 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 76 | $1.46K | 0.00% | +76 | New |
| Jones Financial Companies LLLP | 88 | $1.70K | 0.00% | +88 | New |
| Highline Wealth Partners LLC | 150 | $2.87K | 0.00% | +150 | New |
| CoreCap Advisors, LLC | 185 | $3.54K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 185 | $3.54K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 211 | $4.04K | 0.00% | +131+163.8% | Added |
| Inlight Wealth Management, LLC | 253 | $4.84K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 276 | $5.29K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 365 | $6.99K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 386 | $7.33K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 400 | $7.66K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.50K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $9.56K | 0.00% | – | – |
| Aspect Partners, LLC | 500 | $9.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $9.57K | 0.00% | +500 | New |
| Ronald Blue Trust, Inc. | 547 | $10.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 625 | $12.0K | 0.00% | +625 | New |
| Mather Group, LLC. | 670 | $12.8K | 0.00% | +670 | New |
| SOA Wealth Advisors, LLC. | 721 | $13.8K | 0.00% | +15+2.1% | Added |
| WPG Advisers, LLC | 911 | $17.4K | 0.01% | +90+11.0% | Added |
| Strategic Advocates LLC | 943 | $18.1K | 0.00% | +943 | New |
| North Star Investment Management Corp. | 950 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,175 | $22.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $26.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,450 | $27.8K | 0.01% | −1,425−49.6% | Reduced |
| 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 |
| Thomas J. Herzfeld Advisors, Inc. | 1,857 | $35.6K | 0.01% | +951+105.0% | Added |
| Noble Wealth Management PBC | 2,000 | $38.3K | 0.02% | +2,000 | New |
| Caldwell Sutter Capital, Inc. | 2,050 | $39.3K | 0.02% | +450+28.1% | Added |
| Allworth Financial LP | 2,560 | $49.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,765 | $53.0K | 0.00% | +2,765 | New |
| Colonial Trust Co | 3,175 | $61.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $67.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,794 | $72.7K | 0.00% | −3,134−45.2% | Reduced |
| Massmutual Trust Co FSB | 3,809 | $72.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,179 | $99.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 5,200 | $99.6K | 0.04% | +5,200 | New |
| Global Retirement Partners, LLC | 7,005 | $134.1K | 0.00% | +144+2.1% | Added |
| Spire Wealth Management | 7,603 | $145.6K | 0.00% | −30.0% | Reduced |
| First Financial Corp | 8,581 | $164.3K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 10,588 | $202.8K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 10,879 | $208.3K | 0.10% | −4,276−28.2% | Reduced |
| Uhlmann Price Securities, LLC | 11,001 | $210.7K | 0.13% | +232+2.2% | Added |
| Cooper Financial Group | 11,909 | $228.1K | 0.03% | −36,343−75.3% | Reduced |
| Silver Oak Securities, Inc | 13,312 | $254.9K | 0.02% | +851+6.8% | Added |
| Northern Trust Corp | 13,355 | $255.7K | 0.00% | +13,355 | New |
| Cambridge Investment Research Advisors, Inc. | 13,805 | $264.0K | 0.00% | +380+2.8% | Added |
| Millennium Management LLC | 13,866 | $265.5K | 0.00% | +13,866 | New |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $283.3K | 0.21% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 15,086 | $288.9K | 0.01% | −500−3.2% | Reduced |
| Truist Financial Corp | 15,436 | $295.6K | 0.00% | −1,293−7.7% | Reduced |
| Creative Planning | 15,548 | $297.7K | 0.00% | +15,548 | New |
| Wealth Enhancement Advisory Services, LLC | 16,344 | $306.9K | 0.00% | +16,344 | New |
| SeaCrest Wealth Management, LLC | 16,926 | $316.9K | 0.03% | +3,242+23.7% | Added |
| International Assets Investment Management, LLC | 17,231 | $322.2K | 0.03% | 00.0% | Unchanged |
| Mathes Company, Inc. | 17,500 | $335.0K | 0.12% | −1,000−5.4% | Reduced |
| RVW Wealth, LLC | 17,849 | $341.8K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,200 | $348.5K | 0.00% | +18,200 | New |
| Rockefeller Capital Management L.P. | 18,782 | $359.7K | 0.00% | −1,750−8.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,699 | $377.2K | 0.00% | +3,072+18.5% | Added |
| Balyasny Asset Management LLC | 20,992 | $402.0K | 0.00% | +20,992 | New |
| Integrated Wealth Concepts LLC | 21,273 | $407.4K | 0.00% | −1,364−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,798 | $417.4K | 0.00% | −1,852−7.8% | Reduced |
| HRT Financial LP | 23,652 | $452.0K | 0.00% | +23,652 | New |
| Intellectus Partners, LLC | 25,521 | $488.7K | 0.09% | −169−0.7% | Reduced |
| Gridiron Partners, LLC | 2,530,426 | $508.6K | 0.29% | +2,503,868+9,427.9% | Added |
| Delta Capital Management LLC | 27,340 | $524.0K | 0.27% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 27,950 | $535.2K | 0.35% | +1,100+4.1% | Added |
| RDA Financial Network | 28,154 | $539.1K | 0.13% | −1,014−3.5% | Reduced |
| CWM, LLC | 28,398 | $544.0K | 0.00% | +216+0.8% | Added |
| Kestra Advisory Services, LLC | 31,248 | $598.4K | 0.00% | +722+2.4% | Added |
| Comerica Bank | 32,580 | $623.9K | 0.00% | −434−1.3% | Reduced |
| Lido Advisors, LLC | 33,855 | $648.3K | 0.00% | +9,972+41.8% | Added |
| PFG Investments, LLC | 35,314 | $676.3K | 0.04% | +933+2.7% | Added |
| Sowell Financial Services LLC | 36,388 | $696.8K | 0.03% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 37,971 | $727.1K | 0.06% | +5,143+15.7% | Added |
| Gateway Wealth Partners, LLC | 39,513 | $756.7K | 0.10% | −7,743−16.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 40,600 | $777.5K | 0.04% | −522−1.3% | Reduced |
| Envestnet Asset Management Inc | 40,717 | $779.7K | 0.00% | −17,069−29.5% | Reduced |
| Capital Investment Advisors, LLC | 42,653 | $816.8K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 46,029 | $881.0K | 0.00% | +1,506+3.4% | Added |
| Janney Montgomery Scott LLC | 47,556 | $911.0K | 0.00% | +34,855+274.4% | Added |
| Prospera Financial Services Inc | 47,625 | $912.0K | 0.02% | +6,045+14.5% | Added |
| Magnus Financial Group LLC | 49,160 | $941.4K | 0.07% | +16,912+52.4% | Added |
| Rareview Capital LLC | 55,128 | $1.04M | 0.63% | −43,509−44.1% | Reduced |
| Centaurus Financial, Inc. | 57,802 | $1.11M | 0.05% | −1,062−1.8% | Reduced |
| Cetera Investment Advisers | 61,703 | $1.18M | 0.00% | +28,804+87.6% | Added |
| Onyx Bridge Wealth Group LLC | 63,207 | $1.21M | 0.13% | −2,870−4.3% | Reduced |
| Principal Securities, Inc. | 69,726 | $1.34M | 0.02% | +80.0% | Added |
| Shaker Financial Services, LLC | 73,260 | $1.40M | 0.48% | −4,496−5.8% | Reduced |
| IHT Wealth Management, LLC | 82,843 | $1.59M | 0.04% | +587+0.7% | Added |
| Oppenheimer & Co Inc | 85,302 | $1.63M | 0.02% | +5,337+6.7% | Added |
| Bank of America Corp | 90,972 | $1.74M | 0.00% | −17,503−16.1% | Reduced |