First Trust Intermediate Duration Preferred & Income Fund (FPF) — Institutional Holders, Q2 2026
121 institutional investment managers reported a FPF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $345.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FPF in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +74,695 sh+$1.4M
- Hennion & Walsh Asset ManagementAdded · +42,225 sh+$767.2K
- Rareview CapitalAdded · +41,450 sh+$753.1K
- Bramshill InvestmentsNew · +40,000 sh+$726.8K
- TRUIST FINANCIALAdded · +37,860 sh+$687.9K
Biggest sellers
- Shaker Financial ServicesTrimmed · -41,800 sh-$759.5K
- GUGGENHEIM CAPITALTrimmed · -22,794 sh-$414.2K
- JANE STREET GROUPSold out · -16,871 sh-$306.5K
- Gateway Wealth PartnersSold out · -14,176 sh-$257.6K
- MGO ONE SEVENTrimmed · -13,763 sh-$250.1K
FPF 13F holders ranked 1–100 of 121
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 9,820,464 sh | 9,820,464 | $178.4M | <0.01% | +0.8% |
| 2 | SIT INVESTMENT ASSOCIATES#2 · 1,217,427 sh | 1,217,427 | $22.1M | 0.42% | +0.3% |
| 3 | WELLS FARGO & COMPANY#3 · 1,210,802 sh | 1,210,802 | $22.0M | <0.01% | -0.6% |
| 4 | LPL Financial#4 · 979,058 sh | 979,058 | $17.8M | <0.01% | +3.2% |
| 5 | ROYAL BANK OF CANADA#5 · 753,673 sh | 753,673 | $13.7M | <0.01% | +1.9% |
| 6 | Invesco Ltd.#6 · 659,562 sh | 659,562 | $12.0M | <0.01% | +3.9% |
| 7 | Peak Planning Group#7 · 400,589 sh | 400,589 | $7.3M | 1.64% | +0.7% |
| 8 | MGO ONE SEVEN#8 · 377,412 sh | 377,412 | $6.9M | 0.11% | -3.5% |
| 9 | COHEN & STEERS#9 · 361,198 sh | 361,198 | $6.6M | 0.01% | 0.0% |
| 10 | D.A. DAVIDSON#10 · 257,487 sh | 257,487 | $4.7M | 0.03% | +9.0% |
| 11 | STIFEL FINANCIAL#11 · 188,729 sh | 188,729 | $3.4M | <0.01% | +5.1% |
| 12 | UBS Group AG#12 · 149,378 sh | 149,378 | $2.7M | <0.01% | -5.8% |
| 13 | Rareview Capital#13 · 133,367 sh | 133,367 | $2.5M | 1.40% | +45.1% |
| 14 | Hennion & Walsh Asset Management#14 · 107,058 sh | 107,058 | $1.9M | — | +65.1% |
| 15 | OSAIC#15 · 105,254 sh | 105,254 | $1.9M | <0.01% | -5.9% |
| 16 | Baird Financial Group#16 · 102,354 sh | 102,354 | $1.9M | <0.01% | +2.8% |
| 17 | BANK OF AMERICA#17 · 94,861 sh | 94,861 | $1.7M | <0.01% | -1.4% |
| 18 | RAYMOND JAMES FINANCIAL#18 · 93,669 sh | 93,669 | $1.7M | <0.01% | -1.1% |
| 19 | NewEdge Advisors#19 · 86,756 sh | 86,756 | $1.6M | <0.01% | +17.2% |
| 20 | Noble Wealth Management PBC#20 · 82,363 sh | 82,363 | $1.5M | — | +9.6% |
| 21 | Cetera Investment Advisers#21 · 77,966 sh | 77,966 | $1.4M | <0.01% | +8.0% |
| 22 | IHT Wealth Management#22 · 76,819 sh | 76,819 | $1.4M | 0.03% | +4.3% |
| 23 | ENVESTNET ASSET MANAGEMENT#23 · 73,686 sh | 73,686 | $1.3M | <0.01% | +29.2% |
| 24 | Onyx Bridge Wealth Group#24 · 68,870 sh | 68,870 | $1.3M | — | +1.4% |
| 25 | PRINCIPAL SECURITIES#25 · 68,080 sh | 68,080 | $1.2M | 0.01% | -3.2% |
| 26 | OPPENHEIMER#26 · 60,744 sh | 60,744 | $1.1M | — | -9.7% |
| 27 | CENTAURUS FINANCIAL#27 · 56,563 sh | 56,563 | $1.0M | 0.04% | +0.2% |
| 28 | Prospera Financial Services#28 · 51,465 sh | 51,465 | $935.1K | 0.01% | +10.8% |
| 29 | TRUIST FINANCIAL#29 · 49,662 sh | 49,662 | $902.4K | <0.01% | +320.8% |
| 30 | WEDBUSH SECURITIES#30 · 48,069 sh | 48,069 | $873.0K | — | +13.0% |
| 31 | Janney Montgomery Scott#31 · 45,196 sh | 45,196 | $821.0K | <0.01% | +1.1% |
| 32 | Magnus Financial Group#32 · 43,831 sh | 43,831 | $796.4K | — | +2.1% |
| 33 | Alessandra Capital Management#33 · 40,948 sh | 40,948 | $744.0K | 0.53% | -1.4% |
| 34 | Bramshill Investments#34 · 40,000 sh | 40,000 | $726.8K | 0.06% | New |
| 35 | Capital Investment Advisors#35 · 39,666 sh | 39,666 | $720.7K | — | 0.0% |
| 36 | Integrated Wealth Concepts#36 · 39,168 sh | 39,168 | $711.7K | <0.01% | +90.4% |
| 37 | Pine Valley Investments Ltd Liability#37 · 38,399 sh | 38,399 | $697.7K | 0.03% | -1.8% |
| 38 | Ethos Financial Group#38 · 37,438 sh | 37,438 | $680.2K | 0.05% | +5.6% |
| 39 | COMMONWEALTH EQUITY SERVICES#39 · 35,760 sh | 35,760 | $649.8K | <0.01% | -3.4% |
| 40 | Sowell Financial Services#40 · 34,880 sh | 34,880 | $633.8K | — | -4.1% |
| 41 | Lido Advisors#41 · 33,855 sh | 33,855 | $615.1K | <0.01% | 0.0% |
| 42 | PFG Investments#42 · 33,552 sh | 33,552 | $609.6K | 0.02% | -18.4% |
| 43 | SeaCrest Wealth Management#43 · 32,979 sh | 32,979 | $599.2K | — | +29.9% |
| 44 | FIFTH THIRD BANCORP#44 · 31,051 sh | 31,051 | $564.2K | <0.01% | -1.8% |
| 45 | Kestra Advisory Services#45 · 30,259 sh | 30,259 | $549.8K | <0.01% | +12.5% |
| 46 | RDA Financial Network#46 · 27,739 sh | 27,739 | $504.0K | — | -1.9% |
| 47 | Saxony Capital Management#47 · 27,700 sh | 27,700 | $503.3K | — | 0.0% |
| 48 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#48 · 27,832 sh | 27,832 | $502.1K | 0.03% | +10.3% |
| 49 | Rockefeller Capital Management L.P.#49 · 26,875 sh | 26,875 | $488.3K | <0.01% | -11.2% |
| 50 | GUGGENHEIM CAPITAL#50 · 26,625 sh | 26,625 | $483.8K | <0.01% | -46.1% |
| 51 | Gridiron Partners#51 · 26,558 sh | 26,558 | $478.8K | — | +37.3% |
| 52 | Shaker Financial Services#52 · 26,210 sh | 26,210 | $476.2K | — | -61.5% |
| 53 | Intellectus Partners#53 · 26,091 sh | 26,091 | $474.1K | 0.08% | -0.5% |
| 54 | DELTA CAPITAL MANAGEMENT#54 · 25,140 sh | 25,140 | $457.0K | — | +4.6% |
| 55 | Steward Partners Investment Advisory#55 · 24,440 sh | 24,440 | $444.1K | <0.01% | +1.5% |
| 56 | EJMK Ventures#56 · 20,245 sh | 20,245 | $367.9K | — | +0.4% |
| 57 | WEALTH ENHANCEMENT ADVISORY SERVICES#57 · 19,131 sh | 19,131 | $344.6K | — | +11.3% |
| 58 | Mathes Company#58 · 18,250 sh | 18,250 | $332.0K | 0.10% | 0.0% |
| 59 | RVW Wealth#59 · 17,849 sh | 17,849 | $324.3K | — | 0.0% |
| 60 | Global Retirement Partners#60 · 17,335 sh | 17,335 | $315.0K | <0.01% | — |
| 61 | CONSOLIDATED CAPITAL MANAGEMENT#61 · 16,491 sh | 16,491 | $299.6K | — | +20.7% |
| 62 | Kovack Advisors#62 · 16,511 sh | 16,511 | $297.9K | 0.01% | -8.7% |
| 63 | INTEGRITY ALLIANCE#63 · 14,847 sh | 14,847 | $269.8K | <0.01% | +3.2% |
| 64 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#64 · 14,181 sh | 14,181 | $257.7K | 0.00% | -37.7% |
| 65 | SILVER OAK SECURITIES#65 · 14,152 sh | 14,152 | $257.1K | 0.02% | -6.6% |
| 66 | Morey & Quinn Wealth Partners#66 · 13,192 sh | 13,192 | $239.7K | 0.15% | -10.8% |
| 67 | Cambridge Investment Research Advisors#67 · 13,100 sh | 13,100 | $238.0K | <0.01% | -7.1% |
| 68 | WILEY BROS.-AINTREE CAPITAL#68 · 12,785 sh | 12,785 | $232.3K | <0.01% | -8.9% |
| 69 | CHOREO#69 · 12,407 sh | 12,407 | $225.4K | <0.01% | -4.0% |
| 70 | GILL CAPITAL PARTNERS#70 · 11,846 sh | 11,846 | $215.2K | — | +100.0% |
| 71 | UHLMANN PRICE SECURITIES#71 · 11,745 sh | 11,745 | $213.4K | <0.01% | +2.2% |
| 72 | Maridea Wealth Management#72 · 11,313 sh | 11,313 | $205.6K | 0.02% | New |
| 73 | Sterneck Capital Management#73 · 10,878 sh | 10,878 | $197.7K | 0.08% | 0.0% |
| 74 | Icon Wealth Advisors#74 · 10,588 sh | 10,588 | $192.4K | 0.01% | 0.0% |
| 75 | Clear Street Group#75 · 8,046 sh | 8,046 | $146.2K | <0.01% | New |
| 76 | HOLLENCREST SECURITIES#76 · 7,900 sh | 7,900 | $143.5K | <0.01% | 0.0% |
| 77 | Spire Wealth Management#77 · 7,458 sh | 7,458 | $135.5K | <0.01% | -11.8% |
| 78 | FIRST FINANCIAL#78 · 5,806 sh | 5,806 | $105.5K | — | -2.1% |
| 79 | Geneos Wealth Management#79 · 3,794 sh | 3,794 | $68.9K | <0.01% | 0.0% |
| 80 | Pinnacle Wealth Planning Services#80 · 3,618 sh | 3,618 | $65.7K | <0.01% | +4.2% |
| 81 | First Bancorp#81 · 3,459 sh | 3,459 | $62.9K | — | New |
| 82 | ROTHSCHILD INVESTMENT#82 · 3,400 sh | 3,400 | $61.8K | <0.01% | +41.7% |
| 83 | Allied Private Wealth#83 · 3,327 sh | 3,327 | $59.8K | 0.04% | — |
| 84 | Colonial / SC#84 · 3,175 sh | 3,175 | $57.3K | <0.01% | 0.0% |
| 85 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#85 · 2,622 sh | 2,622 | $47.6K | 0.00% | +765.3% |
| 86 | Allworth Financial#86 · 2,560 sh | 2,560 | $46.5K | <0.01% | 0.0% |
| 87 | AMERIFLEX GROUP#87 · 2,400 sh | 2,400 | $43.6K | 0.02% | -7.7% |
| 88 | CALDWELL SUTTER CAPITAL#88 · 2,050 sh | 2,050 | $37.2K | 0.01% | 0.0% |
| 89 | Thomas J. Herzfeld Advisors#89 · 1,985 sh | 1,985 | $36.1K | 0.01% | +12.7% |
| 90 | Farther Finance Advisors#90 · 1,708 sh | 1,708 | $31.0K | — | +30.6% |
| 91 | WPG Advisers#91 · 1,594 sh | 1,594 | $29.0K | 0.02% | +4.0% |
| 92 | Main Street Group, LTD#92 · 1,450 sh | 1,450 | $26.3K | <0.01% | 0.0% |
| 93 | HUNTINGTON NATIONAL BANK#93 · 1,433 sh | 1,433 | $26.0K | <0.01% | +207.5% |
| 94 | Anchor Investment Management#94 · 1,375 sh | 1,375 | $25.0K | <0.01% | 0.0% |
| 95 | Wilmington Savings Fund Society, FSB#95 · 1,175 sh | 1,175 | $21.4K | — | 0.0% |
| 96 | North Star Investment Management#96 · 1,050 sh | 1,050 | $19.1K | <0.01% | 0.0% |
| 97 | SRS Capital Advisors#97 · 1,000 sh | 1,000 | $18.2K | <0.01% | +100.0% |
| 98 | Aspect Partners#98 · 1,000 sh | 1,000 | $18.2K | — | +33.3% |
| 99 | Mosley Wealth Management#99 · 784 sh | 784 | $14.2K | — | +4.5% |
| 100 | SOA Wealth Advisors#100 · 770 sh | 770 | $14.0K | <0.01% | +2.3% |
Funds that sold out of FPF in Q2 2026 (11)
Held FPF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| JANE STREET GROUP16,871 sh | 16,871 | $297.4K |
| Gateway Wealth Partners14,176 sh | 14,176 | $249.9K |
| Independent Advisor Alliance11,177 sh | 11,177 | $197.0K |
| Western Wealth Management5,035 sh | 5,035 | $88.8K |
| WOLVERINE ASSET MANAGEMENT2,955 sh | 2,955 | $52.1K |
| Advisory Services Network2,765 sh | 2,765 | $48.7K |
| Golden State Equity Partners1,925 sh | 1,925 | $34.0K |
| Larson Financial Group1,500 sh | 1,500 | $26.4K |
| Golden State Wealth Management1,500 sh | 1,500 | $26.4K |
| BlackRock561 sh | 561 | $9.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME99 sh | 99 | $1.7K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.