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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
SPIA
51
Steward Partners Investment Advisory
New York
$417K -$35.3K -1,852 -8%
IWC
52
Integrated Wealth Concepts
Massachusetts
$407K -$26K -1,364 -6%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$402K +$400K +20,992 New
P
54
&Partners
Tennessee
$377K +$58.5K +3,072 +18%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$360K -$33.3K -1,750 -9%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$349K +$347K +18,200 New
RW
57
RVW Wealth
California
$342K
MC
58
Mathes Company
New York
$335K -$19.1K -1,000 -5%
IAIM
59
International Assets Investment Management
Florida
$322K
SWM
60
SeaCrest Wealth Management
New York
$317K +$61.8K +3,242 +24%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$307K +$311K +16,344 New
Creative Planning
62
Creative Planning
Kansas
$298K +$296K +15,548 New
Truist Financial
63
Truist Financial
North Carolina
$296K -$24.6K -1,293 -8%
IA
64
Integrity Alliance
Iowa
$289K -$9.53K -500 -3%
MQWP
65
Morey & Quinn Wealth Partners
Nebraska
$283K
Millennium Management
66
Millennium Management
New York
$266K +$264K +13,866 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$264K +$7.24K +380 +3%
Northern Trust
68
Northern Trust
Illinois
$256K +$254K +13,355 New
SOS
69
Silver Oak Securities
Tennessee
$255K +$16.2K +851 +7%
CFG
70
Cooper Financial Group
California
$228K -$693K -36,343 -75%
UPS
71
UHLMANN PRICE SECURITIES
Illinois
$211K +$4.42K +232 +2%
SCM
72
Sterneck Capital Management
Missouri
$208K -$81.5K -4,276 -28%
IWA
73
Icon Wealth Advisors
Texas
$203K
FFC
74
First Financial Corp
Indiana
$164K
SWM
75
Spire Wealth Management
Virginia
$146K -$57 -3 -0%

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.