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, Q4 2025
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Dec 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
- 118
- −1 vs. Q3 2025
- Shares held
- 18.2M
- −908.9K (−4.7%) vs. Q3 2025
- Total value
- $340.2M
- +$20.9M (+6.6%) vs. Q3 2025
- New holders
- 16
- 39 more added
- Sold out
- 17
- 33 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,196,102 | $171.4M | 0.01% | +522,557+6.0% | Added |
| Sit Investment Associates Inc | 1,215,664 | $22.7M | 0.45% | +641,124+111.6% | Added |
| Wells Fargo & Company | 1,154,534 | $21.5M | 0.00% | +141,156+13.9% | Added |
| LPL Financial LLC | 949,342 | $17.7M | 0.00% | +115,746+13.9% | Added |
| Invesco Ltd. | 746,621 | $13.9M | 0.00% | +118,352+18.8% | Added |
| Royal Bank of Canada | 695,053 | $13.0M | 0.00% | −51,089−6.8% | Reduced |
| We Are One Seven, LLC | 390,376 | $7.28M | 0.15% | −21,445−5.2% | Reduced |
| Peak Planning Group, LLC | 389,443 | $7.26M | 2.04% | +389,443 | New |
| Cohen & Steers, Inc. | 361,198 | $6.73M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 235,642 | $4.39M | 0.03% | +11,097+4.9% | Added |
| Stifel Financial Corp | 167,943 | $3.13M | 0.00% | +6,315+3.9% | Added |
| UBS Group AG | 152,638 | $2.85M | 0.00% | +11,077+7.8% | Added |
| Advisor Group Holdings, Inc. | 143,109 | $2.67M | 0.00% | −5,936−4.0% | Reduced |
| Shaker Financial Services, LLC | 104,274 | $1.96M | 0.62% | +31,014+42.3% | Added |
| Baird Financial Group, Inc. | 100,139 | $1.87M | 0.00% | −2,774−2.7% | Reduced |
| Raymond James Financial Inc | 87,631 | $1.63M | 0.00% | −8,766−9.1% | Reduced |
| Bank of America Corp | 86,600 | $1.61M | 0.00% | −4,372−4.8% | Reduced |
| Guggenheim Capital LLC | 82,326 | $1.53M | 0.01% | −35,907−30.4% | Reduced |
| GWM Advisors LLC | 82,241 | $1.53M | 0.01% | −21,513−20.7% | Reduced |
| Rareview Capital LLC | 76,094 | $1.43M | 0.93% | +20,966+38.0% | Added |
| IHT Wealth Management, LLC | 73,643 | $1.37M | 0.03% | −9,200−11.1% | Reduced |
| Noble Wealth Management PBC | 70,607 | $1.32M | 0.66% | +68,607+3,430.4% | Added |
| Principal Securities, Inc. | 70,073 | $1.31M | 0.02% | +347+0.5% | Added |
| Oppenheimer & Co Inc | 67,776 | $1.26M | 0.02% | −17,526−20.5% | Reduced |
| Cetera Investment Advisers | 67,493 | $1.26M | 0.00% | +5,790+9.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 67,070 | $1.25M | 0.04% | −66,276−49.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 63,788 | $1.19M | 0.13% | +581+0.9% | Added |
| Centaurus Financial, Inc. | 56,877 | $1.06M | 0.05% | −925−1.6% | Reduced |
| Magnus Financial Group LLC | 52,873 | $985.5K | 0.08% | +3,713+7.6% | Added |
| Envestnet Asset Management Inc | 51,226 | $954.8K | 0.00% | +10,509+25.8% | Added |
| Janney Montgomery Scott LLC | 49,651 | $925.0K | 0.00% | +2,095+4.4% | Added |
| Jane Street Group, LLC | 46,965 | $875.4K | 0.00% | +46,965 | New |
| Prospera Financial Services Inc | 45,133 | $841.3K | 0.01% | −2,492−5.2% | Reduced |
| Ameriprise Financial Inc | 39,658 | $763.8K | 0.00% | −110,162−73.5% | Reduced |
| Capital Investment Advisors, LLC | 40,144 | $748.3K | 0.01% | −2,509−5.9% | Reduced |
| PFG Investments, LLC | 40,018 | $745.9K | 0.04% | +4,704+13.3% | Added |
| Pine Valley Investments Ltd Liability Co | 39,099 | $733.5K | 0.04% | −1,501−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 38,780 | $722.9K | 0.00% | −7,249−15.7% | Reduced |
| Sowell Financial Services LLC | 36,388 | $678.3K | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 35,464 | $661.0K | 0.05% | −2,507−6.6% | Reduced |
| Alessandra Capital Management, LLC | 35,000 | $652.4K | 0.58% | +35,000 | New |
| Lido Advisors, LLC | 33,855 | $648.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 32,971 | $614.6K | 0.00% | +391+1.2% | Added |
| Kestra Advisory Services, LLC | 32,790 | $611.2K | 0.00% | +1,542+4.9% | Added |
| RDA Financial Network | 27,849 | $519.1K | 0.12% | −305−1.1% | Reduced |
| Saxony Capital Management, LLC | 27,700 | $516.3K | 0.32% | −250−0.9% | Reduced |
| Landscape Capital Management, L.L.C. | 27,316 | $509.2K | 0.03% | +27,316 | New |
| Gridiron Partners, LLC | 26,558 | $495.0K | 0.28% | −2,503,868−99.0% | Reduced |
| Intellectus Partners, LLC | 25,868 | $485.7K | 0.09% | +347+1.4% | Added |
| Delta Capital Management LLC | 25,340 | $472.0K | 0.27% | −2,000−7.3% | Reduced |
| International Assets Investment Management, LLC | 23,515 | $438.3K | 0.03% | +6,284+36.5% | Added |
| CWM, LLC | 23,189 | $432.0K | 0.00% | −5,209−18.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,914 | $408.5K | 0.00% | +116+0.5% | Added |
| Rockefeller Capital Management L.P. | 20,316 | $378.7K | 0.00% | +1,534+8.2% | Added |
| EJMK Ventures LLC | 20,082 | $374.3K | 0.23% | +20,082 | New |
| SeaCrest Wealth Management, LLC | 19,376 | $361.8K | 0.04% | +2,450+14.5% | Added |
| Kovack Advisors, Inc. | 19,081 | $355.7K | 0.02% | +19,081 | New |
| Wealth Enhancement Advisory Services, LLC | 18,922 | $353.7K | 0.00% | +2,578+15.8% | Added |
| Mathes Company, Inc. | 18,250 | $340.0K | 0.12% | +750+4.3% | Added |
| RVW Wealth, LLC | 17,849 | $332.7K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,784 | $331.5K | 0.00% | −3,489−16.4% | Reduced |
| Susquehanna International Group, LLP | 15,659 | $291.9K | 0.00% | −2,541−14.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,935 | $278.0K | 0.00% | +1,130+8.2% | Added |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $275.7K | 0.20% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 14,386 | $268.2K | 0.01% | −700−4.6% | Reduced |
| Global Retirement Partners, LLC | 14,068 | $262.2K | 0.00% | +7,063+100.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,759 | $256.5K | 0.00% | −5,940−30.2% | Reduced |
| Silver Oak Securities, Inc | 13,475 | $252.9K | 0.02% | +163+1.2% | Added |
| Consolidated Capital Management, LLC | 12,571 | $234.3K | 0.07% | +12,571 | New |
| Cooper Financial Group | 12,020 | $224.1K | 0.02% | +111+0.9% | Added |
| XTX Topco Ltd | 11,692 | $217.9K | 0.01% | +11,692 | New |
| Uhlmann Price Securities, LLC | 11,243 | $209.6K | 0.12% | +242+2.2% | Added |
| Sterneck Capital Management, LLC | 10,878 | $202.8K | 0.09% | −10.0% | Reduced |
| Icon Wealth Advisors, LLC | 10,588 | $197.4K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 10,238 | $192.2K | 0.00% | +10,238 | New |
| Truist Financial Corp | 10,115 | $188.5K | 0.00% | −5,321−34.5% | Reduced |
| Hollencrest Capital Management | 7,900 | $147.3K | 0.01% | +7,900 | New |
| First Financial Corp | 7,844 | $146.2K | 0.06% | −737−8.6% | Reduced |
| Spire Wealth Management | 7,458 | $139.0K | 0.00% | −145−1.9% | Reduced |
| IFP Advisors, Inc | 5,179 | $96.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,794 | $70.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,175 | $59.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,877 | $53.6K | 0.01% | +2,877 | New |
| CIBC Private Wealth Group, LLC | 2,635 | $49.1K | 0.00% | +2,635 | New |
| Ameriflex Group, Inc. | 2,600 | $48.5K | 0.03% | −2,600−50.0% | Reduced |
| Allworth Financial LP | 2,560 | $47.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,050 | $38.2K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $34.0K | 0.00% | – | – |
| Thomas J. Herzfeld Advisors, Inc. | 1,792 | $33.4K | 0.01% | −65−3.5% | Reduced |
| Larson Financial Group LLC | 1,500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $25.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,308 | $24.4K | 0.00% | +1,123+607.0% | Added |
| Bryn Mawr Trust Co | 1,175 | $21.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,153 | $21.5K | 0.02% | +242+26.6% | Added |
| Central Trust Co | 1,132 | $21.1K | 0.00% | +1,132 | New |
| North Star Investment Management Corp. | 1,050 | $19.6K | 0.00% | +100+10.5% | Added |
| Strategic Advocates LLC | 959 | $18.0K | 0.00% | +16+1.7% | Added |
| DV Trading LLC | 800 | $14.9K | 0.00% | +800 | New |
| Aspect Partners, LLC | 750 | $14.0K | 0.01% | +250+50.0% | Added |