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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 9 | $159 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 40 | $706 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 46 | $810 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 67 | $1.18K | 0.00% | +67 | New |
| Signaturefd, LLC | 76 | $1.34K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 88 | $1.51K | 0.00% | +88 | New |
| UBS Asset Management Americas Inc | 99 | $1.75K | 0.00% | +99 | New |
| Jones Financial Companies LLLP | 136 | $2.36K | 0.00% | +136 | New |
| Whittier Trust Co of Nevada Inc | 141 | $2.51K | 0.00% | +141 | New |
| Highline Wealth Partners LLC | 150 | $2.65K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 303 | $5.34K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 365 | $6.43K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $7.98K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $8.22K | 0.00% | – | – |
| SRS Capital Advisors, Inc. | 500 | $8.81K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $9.64K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 561 | $9.89K | 0.00% | +561 | New |
| NBC Securities, Inc. | 625 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 750 | $13.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 753 | $13.3K | 0.00% | +16+2.2% | Added |
| Mosley Wealth Management | 750 | $14.4K | 0.01% | +750 | New |
| North Star Investment Management Corp. | 1,050 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,175 | $20.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,308 | $23.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $24.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,450 | $25.6K | 0.01% | +1,450 | New |
| 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 |
| WPG Advisers, LLC | 1,533 | $27.0K | 0.02% | +380+33.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,762 | $31.1K | 0.01% | −30−1.7% | Reduced |
| Golden State Equity Partners | 1,925 | $34.0K | 0.00% | +1,925 | New |
| Caldwell Sutter Capital, Inc. | 2,050 | $36.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,400 | $42.3K | 0.00% | +2,000+500.0% | Added |
| Allworth Financial LP | 2,560 | $45.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,600 | $45.8K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,765 | $48.7K | 0.00% | +2,765 | New |
| Wolverine Asset Management LLC | 2,955 | $52.1K | 0.00% | +2,955 | New |
| Colonial Trust Co | 3,175 | $54.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,473 | $61.2K | 0.01% | +596+20.7% | Added |
| Geneos Wealth Management Inc. | 3,794 | $66.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,179 | $91.3K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 5,923 | $104.4K | 0.03% | +5,923 | New |
| First Financial Corp | 5,933 | $104.6K | 0.04% | −1,911−24.4% | Reduced |
| Hollencrest Capital Management | 7,900 | $139.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 8,458 | $149.1K | 0.01% | +1,000+13.4% | Added |
| Sterneck Capital Management, LLC | 10,878 | $191.8K | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 10,588 | $193.5K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,177 | $197.0K | 0.00% | +11,177 | New |
| Uhlmann Price Securities, LLC | 11,488 | $202.5K | 0.01% | +245+2.2% | Added |
| Truist Financial Corp | 11,802 | $208.1K | 0.00% | +1,687+16.7% | Added |
| RSM US Wealth Management LLC | 12,922 | $227.8K | 0.00% | +2,684+26.2% | Added |
| Consolidated Capital Management, LLC | 13,661 | $240.8K | 0.08% | +1,090+8.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,036 | $247.5K | 0.00% | +277+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,095 | $248.0K | 0.00% | −840−5.6% | Reduced |
| Gateway Wealth Partners, LLC | 14,176 | $249.9K | 0.01% | +14,176 | New |
| Integrity Alliance, LLC. | 14,386 | $253.6K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $260.8K | 0.19% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 15,152 | $267.1K | 0.02% | +1,677+12.4% | Added |
| Jane Street Group, LLC | 16,871 | $297.4K | 0.00% | −30,094−64.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,195 | $305.0K | 0.00% | −1,727−9.1% | Reduced |
| RVW Wealth, LLC | 17,849 | $314.7K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 18,081 | $318.8K | 0.02% | −1,000−5.2% | Reduced |
| Mathes Company, Inc. | 18,250 | $322.0K | 0.12% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 19,345 | $338.4K | 0.21% | −7,213−27.2% | Reduced |
| EJMK Ventures LLC | 20,161 | $355.4K | 0.20% | +79+0.4% | Added |
| Integrated Wealth Concepts LLC | 20,570 | $362.7K | 0.00% | +2,786+15.7% | Added |
| Susquehanna International Group, LLP | 22,749 | $401.1K | 0.00% | +7,090+45.3% | Added |
| Delta Capital Management LLC | 24,040 | $424.0K | 0.23% | −1,300−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,086 | $424.6K | 0.00% | +2,172+9.9% | Added |
| International Assets Investment Management, LLC | 25,223 | $444.7K | 0.03% | +1,708+7.3% | Added |
| SeaCrest Wealth Management, LLC | 25,379 | $447.4K | 0.05% | +6,003+31.0% | Added |
| Intellectus Partners, LLC | 26,221 | $462.3K | 0.09% | +353+1.4% | Added |
| Kestra Advisory Services, LLC | 26,897 | $474.2K | 0.00% | −5,893−18.0% | Reduced |
| Saxony Capital Management, LLC | 27,700 | $488.4K | 0.28% | 00.0% | Unchanged |
| RDA Financial Network | 28,269 | $498.4K | 0.12% | +420+1.5% | Added |
| CWM, LLC | 29,160 | $514.1K | 0.00% | +5,971+25.7% | Added |
| Rockefeller Capital Management L.P. | 30,266 | $533.6K | 0.00% | +9,950+49.0% | Added |
| Fifth Third Bancorp | 31,622 | $557.5K | 0.00% | +31,622 | New |
| Lido Advisors, LLC | 33,855 | $596.9K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 36,388 | $641.5K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 37,034 | $652.9K | 0.00% | −1,746−4.5% | Reduced |
| Ethos Financial Group, LLC | 35,464 | $661.0K | 0.05% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 39,099 | $689.3K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 39,666 | $699.3K | 0.01% | −478−1.2% | Reduced |
| PFG Investments, LLC | 41,112 | $724.8K | 0.03% | +1,094+2.7% | Added |
| Alessandra Capital Management, LLC | 41,518 | $732.0K | 0.62% | +6,518+18.6% | Added |
| Wedbush Securities Inc | 42,555 | $750.0K | 0.02% | +42,555 | New |
| Magnus Financial Group LLC | 42,937 | $757.0K | 0.06% | −9,936−18.8% | Reduced |
| Janney Montgomery Scott LLC | 44,701 | $788.0K | 0.00% | −4,950−10.0% | Reduced |
| Prospera Financial Services Inc | 46,464 | $819.1K | 0.01% | +1,331+2.9% | Added |
| Guggenheim Capital LLC | 49,419 | $871.3K | 0.01% | −32,907−40.0% | Reduced |
| Centaurus Financial, Inc. | 56,428 | $995.0K | 0.05% | −449−0.8% | Reduced |
| Envestnet Asset Management Inc | 57,026 | $1.01M | 0.00% | +5,800+11.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 64,833 | $1.14M | 0.04% | −2,237−3.3% | Reduced |
| Oppenheimer & Co Inc | 67,262 | $1.19M | 0.01% | −514−0.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 67,940 | $1.20M | 0.13% | +4,152+6.5% | Added |
| Shaker Financial Services, LLC | 68,010 | $1.20M | 0.42% | −36,264−34.8% | Reduced |
| Principal Securities, Inc. | 70,333 | $1.24M | 0.02% | +260+0.4% | Added |
| Cetera Investment Advisers | 72,161 | $1.27M | 0.00% | +4,668+6.9% | Added |