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, Q2 2026
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Jun 30, 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
- 121
- +2 vs. Q1 2026
- Shares held
- 19.0M
- +271.5K (+1.5%) vs. Q1 2026
- Total value
- $344.7M
- +$15.0M (+4.5%) vs. Q1 2026
- New holders
- 12
- 47 more added
- Sold out
- 10
- 30 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 9 | $164 | 0.00% | 00.0% | Unchanged |
| Trust Co | 11 | $200 | 0.00% | +11 | New |
| Birchbrook, Inc. | 40 | $727 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 46 | $836 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 67 | $1.22K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 76 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 84 | $1.53K | 0.00% | +84 | New |
| JPMorgan Chase & Co | 88 | $1.59K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 141 | $2.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 150 | $2.73K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 201 | $3.65K | 0.00% | +201 | New |
| IFP Advisors, Inc | 207 | $3.76K | 0.00% | −4,972−96.0% | Reduced |
| Citizens National Bank Trust Department | 365 | $6.63K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 386 | $7.01K | 0.01% | +386 | New |
| Salomon & Ludwin, LLC | 450 | $8.12K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 547 | $9.94K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 558 | $10.1K | 0.00% | +558 | New |
| LifeSteps Financial, Inc. | 600 | $10.9K | 0.01% | +600 | New |
| NBC Securities, Inc. | 625 | $11.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 667 | $12.0K | 0.00% | +531+390.4% | Added |
| SOA Wealth Advisors, LLC. | 770 | $14.0K | 0.00% | +17+2.3% | Added |
| Mosley Wealth Management | 784 | $14.2K | 0.00% | +34+4.5% | Added |
| Aspect Partners, LLC | 1,000 | $18.2K | 0.01% | +250+33.3% | Added |
| SRS Capital Advisors, Inc. | 1,000 | $18.2K | 0.00% | +500+100.0% | Added |
| North Star Investment Management Corp. | 1,050 | $19.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,175 | $21.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $25.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $26.0K | 0.00% | – | – |
| Main Street Group, LTD | 1,450 | $26.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,594 | $29.0K | 0.02% | +61+4.0% | Added |
| Farther Finance Advisors, LLC | 1,708 | $31.0K | 0.00% | +400+30.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,985 | $36.1K | 0.01% | +223+12.7% | Added |
| Caldwell Sutter Capital, Inc. | 2,050 | $37.2K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,400 | $43.6K | 0.02% | −200−7.7% | Reduced |
| Allworth Financial LP | 2,560 | $46.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,622 | $47.6K | 0.00% | +2,319+765.3% | Added |
| Colonial Trust Co | 3,175 | $57.3K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 3,327 | $59.8K | 0.04% | +3,327 | New |
| Rothschild Investment LLC | 3,400 | $61.8K | 0.00% | +1,000+41.7% | Added |
| First National Bank | 3,459 | $62.9K | 0.02% | +3,459 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,618 | $65.7K | 0.01% | +145+4.2% | Added |
| Geneos Wealth Management Inc. | 3,794 | $68.9K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 5,806 | $105.5K | 0.04% | −127−2.1% | Reduced |
| Gill Capital Partners, LLC | 5,923 | $107.6K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 7,458 | $135.5K | 0.00% | −1,000−11.8% | Reduced |
| Hollencrest Capital Management | 7,900 | $143.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 8,046 | $146.2K | 0.00% | +8,046 | New |
| Icon Wealth Advisors, LLC | 10,588 | $192.4K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 10,878 | $197.7K | 0.08% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 11,313 | $205.6K | 0.02% | +11,313 | New |
| Uhlmann Price Securities, LLC | 11,745 | $213.4K | 0.01% | +257+2.2% | Added |
| RSM US Wealth Management LLC | 12,407 | $225.4K | 0.00% | −515−4.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,785 | $232.3K | 0.00% | −1,251−8.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,100 | $238.0K | 0.00% | −995−7.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 13,192 | $239.7K | 0.15% | −1,600−10.8% | Reduced |
| Silver Oak Securities, Inc | 14,152 | $257.1K | 0.02% | −1,000−6.6% | Reduced |
| Susquehanna International Group, LLP | 14,181 | $257.7K | 0.00% | −8,568−37.7% | Reduced |
| Integrity Alliance, LLC. | 14,847 | $269.8K | 0.01% | +461+3.2% | Added |
| Kovack Advisors, Inc. | 16,511 | $297.9K | 0.01% | −1,570−8.7% | Reduced |
| Consolidated Capital Management, LLC | 16,491 | $299.6K | 0.08% | +2,830+20.7% | Added |
| Global Retirement Partners, LLC | 17,335 | $315.0K | 0.00% | +17,335 | New |
| RVW Wealth, LLC | 17,849 | $324.3K | 0.02% | 00.0% | Unchanged |
| Mathes Company, Inc. | 18,250 | $332.0K | 0.10% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,131 | $344.6K | 0.00% | +1,936+11.3% | Added |
| EJMK Ventures LLC | 20,245 | $367.9K | 0.17% | +84+0.4% | Added |
| Integrated Wealth Concepts LLC | 20,914 | $380.0K | 0.00% | +344+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 24,440 | $444.1K | 0.00% | +354+1.5% | Added |
| Delta Capital Management LLC | 25,140 | $457.0K | 0.21% | +1,100+4.6% | Added |
| Intellectus Partners, LLC | 26,091 | $474.1K | 0.08% | −130−0.5% | Reduced |
| Shaker Financial Services, LLC | 26,210 | $476.2K | 0.15% | −41,800−61.5% | Reduced |
| Gridiron Partners, LLC | 26,558 | $478.8K | 0.25% | +7,213+37.3% | Added |
| Guggenheim Capital LLC | 26,625 | $483.8K | 0.00% | −22,794−46.1% | Reduced |
| Rockefeller Capital Management L.P. | 26,875 | $488.3K | 0.00% | −3,391−11.2% | Reduced |
| International Assets Investment Management, LLC | 27,832 | $502.1K | 0.03% | +2,609+10.3% | Added |
| Saxony Capital Management, LLC | 27,700 | $503.3K | 0.23% | 00.0% | Unchanged |
| RDA Financial Network | 27,739 | $504.0K | 0.11% | −530−1.9% | Reduced |
| Kestra Advisory Services, LLC | 30,259 | $549.8K | 0.00% | +3,362+12.5% | Added |
| Fifth Third Bancorp | 31,051 | $564.2K | 0.00% | −571−1.8% | Reduced |
| SeaCrest Wealth Management, LLC | 32,979 | $599.2K | 0.07% | +7,600+29.9% | Added |
| PFG Investments, LLC | 33,552 | $609.6K | 0.02% | −7,560−18.4% | Reduced |
| Lido Advisors, LLC | 33,855 | $615.1K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 34,880 | $633.8K | 0.02% | −1,508−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 35,760 | $649.8K | 0.00% | −1,274−3.4% | Reduced |
| Ethos Financial Group, LLC | 37,438 | $680.2K | 0.05% | +1,974+5.6% | Added |
| Pine Valley Investments Ltd Liability Co | 38,399 | $697.7K | 0.03% | −700−1.8% | Reduced |
| Capital Investment Advisors, LLC | 39,666 | $720.7K | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 40,000 | $726.8K | 0.06% | +40,000 | New |
| Alessandra Capital Management, LLC | 40,948 | $744.0K | 0.53% | −570−1.4% | Reduced |
| Magnus Financial Group LLC | 43,831 | $796.4K | 0.06% | +894+2.1% | Added |
| Janney Montgomery Scott LLC | 45,196 | $821.0K | 0.00% | +495+1.1% | Added |
| Wedbush Securities Inc | 48,069 | $873.0K | 0.02% | +5,514+13.0% | Added |
| Truist Financial Corp | 49,662 | $902.4K | 0.00% | +37,860+320.8% | Added |
| Prospera Financial Services Inc | 51,465 | $935.1K | 0.01% | +5,001+10.8% | Added |
| Centaurus Financial, Inc. | 56,563 | $1.03M | 0.04% | +135+0.2% | Added |
| Oppenheimer & Co Inc | 60,744 | $1.10M | 0.01% | −6,518−9.7% | Reduced |
| Principal Securities, Inc. | 68,080 | $1.24M | 0.01% | −2,253−3.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 68,870 | $1.25M | 0.11% | +930+1.4% | Added |
| Envestnet Asset Management Inc | 73,686 | $1.34M | 0.00% | +16,660+29.2% | Added |
| IHT Wealth Management, LLC | 76,819 | $1.40M | 0.03% | +3,176+4.3% | Added |