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, Q1 2026
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Mar 31, 2026. 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
- +5 vs. Q4 2025
- Shares held
- 18.7M
- +531.0K (+2.9%) vs. Q4 2025
- Total value
- $330.3M
- −$8.97M (−2.6%) vs. Q4 2025
- New holders
- 16
- 41 more added
- Sold out
- 11
- 23 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,745,769 | $171.8M | 0.01% | +549,667+6.0% | Added |
| Wells Fargo & Company | 1,218,651 | $21.5M | 0.00% | +64,117+5.6% | Added |
| Sit Investment Associates Inc | 1,213,727 | $21.4M | 0.43% | −1,937−0.2% | Reduced |
| LPL Financial LLC | 948,767 | $16.7M | 0.00% | −575−0.1% | Reduced |
| Royal Bank of Canada | 739,258 | $13.0M | 0.00% | +44,205+6.4% | Added |
| Invesco Ltd. | 634,556 | $11.2M | 0.00% | −112,065−15.0% | Reduced |
| Peak Planning Group, LLC | 397,793 | $7.01M | 1.94% | +8,350+2.1% | Added |
| We Are One Seven, LLC | 391,175 | $6.90M | 0.14% | +799+0.2% | Added |
| Cohen & Steers, Inc. | 361,198 | $6.37M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 236,254 | $4.17M | 0.03% | +612+0.3% | Added |
| Stifel Financial Corp | 179,609 | $3.17M | 0.00% | +11,666+6.9% | Added |
| UBS Group AG | 158,615 | $2.80M | 0.00% | +5,977+3.9% | Added |
| Advisor Group Holdings, Inc. | 111,850 | $1.97M | 0.00% | −31,259−21.8% | Reduced |
| Baird Financial Group, Inc. | 99,580 | $1.76M | 0.00% | −559−0.6% | Reduced |
| Rareview Capital LLC | 91,917 | $1.73M | 1.01% | +15,823+20.8% | Added |
| Bank of America Corp | 96,239 | $1.70M | 0.00% | +9,639+11.1% | Added |
| Raymond James Financial Inc | 94,738 | $1.67M | 0.00% | +7,107+8.1% | Added |
| GWM Advisors LLC | 82,770 | $1.46M | 0.01% | +529+0.6% | Added |
| Noble Wealth Management PBC | 75,117 | $1.32M | 0.68% | +4,510+6.4% | Added |
| IHT Wealth Management, LLC | 73,643 | $1.30M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 72,161 | $1.27M | 0.00% | +4,668+6.9% | Added |
| Principal Securities, Inc. | 70,333 | $1.24M | 0.02% | +260+0.4% | Added |
| Shaker Financial Services, LLC | 68,010 | $1.20M | 0.42% | −36,264−34.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 67,940 | $1.20M | 0.13% | +4,152+6.5% | Added |
| Oppenheimer & Co Inc | 67,262 | $1.19M | 0.01% | −514−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 64,833 | $1.14M | 0.04% | −2,237−3.3% | Reduced |
| Envestnet Asset Management Inc | 57,026 | $1.01M | 0.00% | +5,800+11.3% | Added |
| Centaurus Financial, Inc. | 56,428 | $995.0K | 0.05% | −449−0.8% | Reduced |
| Guggenheim Capital LLC | 49,419 | $871.3K | 0.01% | −32,907−40.0% | Reduced |
| Prospera Financial Services Inc | 46,464 | $819.1K | 0.01% | +1,331+2.9% | Added |
| Janney Montgomery Scott LLC | 44,701 | $788.0K | 0.00% | −4,950−10.0% | Reduced |
| Magnus Financial Group LLC | 42,937 | $757.0K | 0.06% | −9,936−18.8% | Reduced |
| Wedbush Securities Inc | 42,555 | $750.0K | 0.02% | +42,555 | New |
| Alessandra Capital Management, LLC | 41,518 | $732.0K | 0.62% | +6,518+18.6% | Added |
| PFG Investments, LLC | 41,112 | $724.8K | 0.03% | +1,094+2.7% | Added |
| Capital Investment Advisors, LLC | 39,666 | $699.3K | 0.01% | −478−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 39,099 | $689.3K | 0.03% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 35,464 | $661.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 37,034 | $652.9K | 0.00% | −1,746−4.5% | Reduced |
| Sowell Financial Services LLC | 36,388 | $641.5K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 33,855 | $596.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 31,622 | $557.5K | 0.00% | +31,622 | New |
| Rockefeller Capital Management L.P. | 30,266 | $533.6K | 0.00% | +9,950+49.0% | Added |
| CWM, LLC | 29,160 | $514.1K | 0.00% | +5,971+25.7% | Added |
| RDA Financial Network | 28,269 | $498.4K | 0.12% | +420+1.5% | Added |
| Saxony Capital Management, LLC | 27,700 | $488.4K | 0.28% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 26,897 | $474.2K | 0.00% | −5,893−18.0% | Reduced |
| Intellectus Partners, LLC | 26,221 | $462.3K | 0.09% | +353+1.4% | Added |
| SeaCrest Wealth Management, LLC | 25,379 | $447.4K | 0.05% | +6,003+31.0% | Added |
| International Assets Investment Management, LLC | 25,223 | $444.7K | 0.03% | +1,708+7.3% | Added |
| Steward Partners Investment Advisory, LLC | 24,086 | $424.6K | 0.00% | +2,172+9.9% | Added |
| Delta Capital Management LLC | 24,040 | $424.0K | 0.23% | −1,300−5.1% | Reduced |
| Susquehanna International Group, LLP | 22,749 | $401.1K | 0.00% | +7,090+45.3% | Added |
| Integrated Wealth Concepts LLC | 20,570 | $362.7K | 0.00% | +2,786+15.7% | Added |
| EJMK Ventures LLC | 20,161 | $355.4K | 0.20% | +79+0.4% | Added |
| Gridiron Partners, LLC | 19,345 | $338.4K | 0.21% | −7,213−27.2% | Reduced |
| Mathes Company, Inc. | 18,250 | $322.0K | 0.12% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 18,081 | $318.8K | 0.02% | −1,000−5.2% | Reduced |
| RVW Wealth, LLC | 17,849 | $314.7K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 17,195 | $305.0K | 0.00% | −1,727−9.1% | Reduced |
| Jane Street Group, LLC | 16,871 | $297.4K | 0.00% | −30,094−64.1% | Reduced |
| Silver Oak Securities, Inc | 15,152 | $267.1K | 0.02% | +1,677+12.4% | Added |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $260.8K | 0.19% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 14,386 | $253.6K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 14,176 | $249.9K | 0.01% | +14,176 | New |
| Cambridge Investment Research Advisors, Inc. | 14,095 | $248.0K | 0.00% | −840−5.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,036 | $247.5K | 0.00% | +277+2.0% | Added |
| Consolidated Capital Management, LLC | 13,661 | $240.8K | 0.08% | +1,090+8.7% | Added |
| RSM US Wealth Management LLC | 12,922 | $227.8K | 0.00% | +2,684+26.2% | Added |
| Truist Financial Corp | 11,802 | $208.1K | 0.00% | +1,687+16.7% | Added |
| Uhlmann Price Securities, LLC | 11,488 | $202.5K | 0.01% | +245+2.2% | Added |
| Independent Advisor Alliance | 11,177 | $197.0K | 0.00% | +11,177 | New |
| Icon Wealth Advisors, LLC | 10,588 | $193.5K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 10,878 | $191.8K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 8,458 | $149.1K | 0.01% | +1,000+13.4% | Added |
| Hollencrest Capital Management | 7,900 | $139.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 5,933 | $104.6K | 0.04% | −1,911−24.4% | Reduced |
| Gill Capital Partners, LLC | 5,923 | $104.4K | 0.03% | +5,923 | New |
| IFP Advisors, Inc | 5,179 | $91.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,794 | $66.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,473 | $61.2K | 0.01% | +596+20.7% | Added |
| Colonial Trust Co | 3,175 | $54.7K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,955 | $52.1K | 0.00% | +2,955 | New |
| Advisory Services Network, LLC | 2,765 | $48.7K | 0.00% | +2,765 | New |
| Ameriflex Group, Inc. | 2,600 | $45.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,560 | $45.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,400 | $42.3K | 0.00% | +2,000+500.0% | Added |
| Caldwell Sutter Capital, Inc. | 2,050 | $36.1K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,925 | $34.0K | 0.00% | +1,925 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,762 | $31.1K | 0.01% | −30−1.7% | Reduced |
| WPG Advisers, LLC | 1,533 | $27.0K | 0.02% | +380+33.0% | Added |
| Larson Financial Group LLC | 1,500 | $26.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,500 | $26.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,450 | $25.6K | 0.01% | +1,450 | New |
| Anchor Investment Management, LLC | 1,375 | $24.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,308 | $23.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,175 | $20.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,050 | $18.5K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 750 | $14.4K | 0.01% | +750 | New |
| SOA Wealth Advisors, LLC. | 753 | $13.3K | 0.00% | +16+2.2% | Added |