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 | $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, 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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 9 | $168 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15 | $280 | 0.00% | +10+200.0% | Added |
| Birchbrook, Inc. | 40 | $746 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 46 | $857 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 76 | $1.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $2.80K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 253 | $4.72K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 285 | $5.31K | 0.00% | +285 | New |
| Northwestern Mutual Wealth Management Co | 303 | $5.65K | 0.00% | +303 | New |
| Citizens National Bank Trust Department | 365 | $6.80K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 386 | $7.20K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 400 | $7.46K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.41K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.59K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $9.32K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $10.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 625 | $11.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 737 | $13.7K | 0.00% | +16+2.2% | Added |
| Aspect Partners, LLC | 750 | $14.0K | 0.01% | +250+50.0% | Added |
| DV Trading LLC | 800 | $14.9K | 0.00% | +800 | New |
| Strategic Advocates LLC | 959 | $18.0K | 0.00% | +16+1.7% | Added |
| North Star Investment Management Corp. | 1,050 | $19.6K | 0.00% | +100+10.5% | Added |
| Central Trust Co | 1,132 | $21.1K | 0.00% | +1,132 | New |
| WPG Advisers, LLC | 1,153 | $21.5K | 0.02% | +242+26.6% | Added |
| Bryn Mawr Trust Co | 1,175 | $21.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,308 | $24.4K | 0.00% | +1,123+607.0% | Added |
| Anchor Investment Management, LLC | 1,375 | $25.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Thomas J. Herzfeld Advisors, Inc. | 1,792 | $33.4K | 0.01% | −65−3.5% | Reduced |
| Huntington National Bank | – | $34.0K | 0.00% | – | – |
| Caldwell Sutter Capital, Inc. | 2,050 | $38.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,560 | $47.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,600 | $48.5K | 0.03% | −2,600−50.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,635 | $49.1K | 0.00% | +2,635 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,877 | $53.6K | 0.01% | +2,877 | New |
| Colonial Trust Co | 3,175 | $59.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,794 | $70.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,179 | $96.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7,458 | $139.0K | 0.00% | −145−1.9% | Reduced |
| First Financial Corp | 7,844 | $146.2K | 0.06% | −737−8.6% | Reduced |
| Hollencrest Capital Management | 7,900 | $147.3K | 0.01% | +7,900 | New |
| Truist Financial Corp | 10,115 | $188.5K | 0.00% | −5,321−34.5% | Reduced |
| RSM US Wealth Management LLC | 10,238 | $192.2K | 0.00% | +10,238 | New |
| Icon Wealth Advisors, LLC | 10,588 | $197.4K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 10,878 | $202.8K | 0.09% | −10.0% | Reduced |
| Uhlmann Price Securities, LLC | 11,243 | $209.6K | 0.12% | +242+2.2% | Added |
| XTX Topco Ltd | 11,692 | $217.9K | 0.01% | +11,692 | New |
| Cooper Financial Group | 12,020 | $224.1K | 0.02% | +111+0.9% | Added |
| Consolidated Capital Management, LLC | 12,571 | $234.3K | 0.07% | +12,571 | New |
| Silver Oak Securities, Inc | 13,475 | $252.9K | 0.02% | +163+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,759 | $256.5K | 0.00% | −5,940−30.2% | Reduced |
| Global Retirement Partners, LLC | 14,068 | $262.2K | 0.00% | +7,063+100.8% | Added |
| Integrity Alliance, LLC. | 14,386 | $268.2K | 0.01% | −700−4.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $275.7K | 0.20% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,935 | $278.0K | 0.00% | +1,130+8.2% | Added |
| Susquehanna International Group, LLP | 15,659 | $291.9K | 0.00% | −2,541−14.0% | Reduced |
| Integrated Wealth Concepts LLC | 17,784 | $331.5K | 0.00% | −3,489−16.4% | Reduced |
| RVW Wealth, LLC | 17,849 | $332.7K | 0.03% | 00.0% | Unchanged |
| Mathes Company, Inc. | 18,250 | $340.0K | 0.12% | +750+4.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,922 | $353.7K | 0.00% | +2,578+15.8% | Added |
| Kovack Advisors, Inc. | 19,081 | $355.7K | 0.02% | +19,081 | New |
| SeaCrest Wealth Management, LLC | 19,376 | $361.8K | 0.04% | +2,450+14.5% | Added |
| EJMK Ventures LLC | 20,082 | $374.3K | 0.23% | +20,082 | New |
| Rockefeller Capital Management L.P. | 20,316 | $378.7K | 0.00% | +1,534+8.2% | Added |
| Steward Partners Investment Advisory, LLC | 21,914 | $408.5K | 0.00% | +116+0.5% | Added |
| CWM, LLC | 23,189 | $432.0K | 0.00% | −5,209−18.3% | Reduced |
| International Assets Investment Management, LLC | 23,515 | $438.3K | 0.03% | +6,284+36.5% | Added |
| Delta Capital Management LLC | 25,340 | $472.0K | 0.27% | −2,000−7.3% | Reduced |
| Intellectus Partners, LLC | 25,868 | $485.7K | 0.09% | +347+1.4% | Added |
| Gridiron Partners, LLC | 26,558 | $495.0K | 0.28% | −2,503,868−99.0% | Reduced |
| Landscape Capital Management, L.L.C. | 27,316 | $509.2K | 0.03% | +27,316 | New |
| Saxony Capital Management, LLC | 27,700 | $516.3K | 0.32% | −250−0.9% | Reduced |
| RDA Financial Network | 27,849 | $519.1K | 0.12% | −305−1.1% | Reduced |
| Kestra Advisory Services, LLC | 32,790 | $611.2K | 0.00% | +1,542+4.9% | Added |
| Comerica Bank | 32,971 | $614.6K | 0.00% | +391+1.2% | Added |
| Lido Advisors, LLC | 33,855 | $648.3K | 0.00% | 00.0% | Unchanged |
| Alessandra Capital Management, LLC | 35,000 | $652.4K | 0.58% | +35,000 | New |
| Ethos Financial Group, LLC | 35,464 | $661.0K | 0.05% | −2,507−6.6% | Reduced |
| Sowell Financial Services LLC | 36,388 | $678.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 38,780 | $722.9K | 0.00% | −7,249−15.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 39,099 | $733.5K | 0.04% | −1,501−3.7% | Reduced |
| PFG Investments, LLC | 40,018 | $745.9K | 0.04% | +4,704+13.3% | Added |
| Capital Investment Advisors, LLC | 40,144 | $748.3K | 0.01% | −2,509−5.9% | Reduced |
| Ameriprise Financial Inc | 39,658 | $763.8K | 0.00% | −110,162−73.5% | Reduced |
| Prospera Financial Services Inc | 45,133 | $841.3K | 0.01% | −2,492−5.2% | Reduced |
| Jane Street Group, LLC | 46,965 | $875.4K | 0.00% | +46,965 | New |
| Janney Montgomery Scott LLC | 49,651 | $925.0K | 0.00% | +2,095+4.4% | Added |
| Envestnet Asset Management Inc | 51,226 | $954.8K | 0.00% | +10,509+25.8% | Added |
| Magnus Financial Group LLC | 52,873 | $985.5K | 0.08% | +3,713+7.6% | Added |
| Centaurus Financial, Inc. | 56,877 | $1.06M | 0.05% | −925−1.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 63,788 | $1.19M | 0.13% | +581+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 67,070 | $1.25M | 0.04% | −66,276−49.7% | Reduced |
| Cetera Investment Advisers | 67,493 | $1.26M | 0.00% | +5,790+9.4% | Added |
| Oppenheimer & Co Inc | 67,776 | $1.26M | 0.02% | −17,526−20.5% | Reduced |
| Principal Securities, Inc. | 70,073 | $1.31M | 0.02% | +347+0.5% | Added |
| Noble Wealth Management PBC | 70,607 | $1.32M | 0.66% | +68,607+3,430.4% | Added |
| IHT Wealth Management, LLC | 73,643 | $1.37M | 0.03% | −9,200−11.1% | Reduced |
| Rareview Capital LLC | 76,094 | $1.43M | 0.93% | +20,966+38.0% | Added |
| GWM Advisors LLC | 82,241 | $1.53M | 0.01% | −21,513−20.7% | Reduced |