We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

119 hedge funds and large institutions have $319M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

6% more funds holding

Funds holding: 112119 (+7)

4.63% more ownership

Funds ownership: 26.86%31.48% (+4.6%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

4% more capital invested

Capital invested by funds: $308M → $319M (+$11.8M)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
35
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
26
Onyx Bridge Wealth Group
New York
$1.21M -$54.7K -2,870 -4%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.18M +$549K +28,804 +88%
CF
28
Centaurus Financial
California
$1.11M -$20.2K -1,062 -2%
RC
29
Rareview Capital
Nevada
$1.04M -$829K -43,509 -44%
MFG
30
Magnus Financial Group
New York
$941K +$322K +16,912 +52%
PFS
31
Prospera Financial Services
Texas
$912K +$115K +6,045 +15%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$911K +$664K +34,855 +274%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$881K +$28.7K +1,506 +3%
CIA
34
Capital Investment Advisors
Georgia
$817K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$780K -$325K -17,069 -30%
PVI
36
Pine Valley Investments
New Jersey
$777K -$9.95K -522 -1%
GWP
37
Gateway Wealth Partners
Wisconsin
$757K -$148K -7,743 -16%
EFG
38
Ethos Financial Group
Pennsylvania
$727K +$98K +5,143 +16%
SFS
39
Sowell Financial Services
Arkansas
$697K
PI
40
PFG Investments
New York
$676K +$17.8K +933 +3%
Lido Advisors
41
Lido Advisors
California
$648K +$190K +9,972 +42%
Comerica Bank
42
Comerica Bank
Texas
$624K -$8.27K -434 -1%
KAS
43
Kestra Advisory Services
Texas
$598K +$13.8K +722 +2%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$544K +$4.12K +216 +0.8%
RFN
45
RDA Financial Network
Iowa
$539K -$19.3K -1,014 -3%
SCM
46
Saxony Capital Management
Missouri
$535K +$21K +1,100 +4%
DCM
47
Delta Capital Management
New Jersey
$524K
GP
48
Gridiron Partners
Pennsylvania
$509K +$47.7M +2,503,868 +9,428%
IP
49
Intellectus Partners
California
$489K -$3.22K -169 -0.7%
HF
50
HRT Financial
New York
$452K +$451K +23,652 New

FPF Hedge Fund Activity: Q3 2025 in Review

119 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Intermediate Duration Preferred & Income Fund (FPF) for Q3 2025, worth a combined $319M — up 3.8% from $308M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FPF positions and 7 closed out — a net gain of 10 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was Gridiron Partners, adding an estimated $47.7M. The largest seller was Invesco, cutting an estimated $2.77M.

  • 119 institutional investors held First Trust Intermediate Duration Preferred & Income Fund (FPF) as of Q3 2025, up from 112 in Q2 2025.
  • Funds reported $319M of First Trust Intermediate Duration Preferred & Income Fund stock for Q3 2025, up 3.8% quarter-over-quarter.
  • 17 funds opened new First Trust Intermediate Duration Preferred & Income Fund positions in Q3 2025 and 7 closed out, a net change of +10 holders.
  • The largest First Trust Intermediate Duration Preferred & Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $47.7M added.
  • The largest First Trust Intermediate Duration Preferred & Income Fund seller in Q3 2025 was Invesco, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2025.