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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 82,326 | $1.53M | 0.01% | −35,907−30.4% | Reduced |
| Bank of America Corp | 86,600 | $1.61M | 0.00% | −4,372−4.8% | Reduced |
| Raymond James Financial Inc | 87,631 | $1.63M | 0.00% | −8,766−9.1% | Reduced |
| Baird Financial Group, Inc. | 100,139 | $1.87M | 0.00% | −2,774−2.7% | Reduced |
| Shaker Financial Services, LLC | 104,274 | $1.96M | 0.62% | +31,014+42.3% | Added |
| Advisor Group Holdings, Inc. | 143,109 | $2.67M | 0.00% | −5,936−4.0% | Reduced |
| UBS Group AG | 152,638 | $2.85M | 0.00% | +11,077+7.8% | Added |
| Stifel Financial Corp | 167,943 | $3.13M | 0.00% | +6,315+3.9% | Added |
| D.A. Davidson & Co. | 235,642 | $4.39M | 0.03% | +11,097+4.9% | Added |
| Cohen & Steers, Inc. | 361,198 | $6.73M | 0.01% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 389,443 | $7.26M | 2.04% | +389,443 | New |
| We Are One Seven, LLC | 390,376 | $7.28M | 0.15% | −21,445−5.2% | Reduced |
| Royal Bank of Canada | 695,053 | $13.0M | 0.00% | −51,089−6.8% | Reduced |
| Invesco Ltd. | 746,621 | $13.9M | 0.00% | +118,352+18.8% | Added |
| LPL Financial LLC | 949,342 | $17.7M | 0.00% | +115,746+13.9% | Added |
| Wells Fargo & Company | 1,154,534 | $21.5M | 0.00% | +141,156+13.9% | Added |
| Sit Investment Associates Inc | 1,215,664 | $22.7M | 0.45% | +641,124+111.6% | Added |
| Morgan Stanley | 9,196,102 | $171.4M | 0.01% | +522,557+6.0% | Added |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −106,341−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −91,345−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −39,513−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,652−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,992−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −15,548−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,866−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −13,355−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |