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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
GRP
76
Global Retirement Partners
California
$134K +$2.74K +144 +2%
AG
77
AmeriFlex Group
Nevada
$99.6K +$99.1K +5,200 New
IA
78
IFP Advisors
Florida
$99.2K
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$72.9K
GWM
80
Geneos Wealth Management
Colorado
$72.7K -$59.7K -3,134 -45%
AWM
81
AllSquare Wealth Management
New York
$67K
CT
82
Colonial Trust
South Carolina
$61.8K
ASN
83
Advisory Services Network
Georgia
$53K +$52.7K +2,765 New
AF
84
Allworth Financial
California
$49K
CSC
85
Caldwell Sutter Capital
California
$39.3K +$8.57K +450 +28%
NWMP
86
Noble Wealth Management PBC
Colorado
$38.3K +$38.1K +2,000 New
TJHA
87
Thomas J. Herzfeld Advisors
Florida
$35.6K +$18.1K +951 +105%
GSWM
88
Golden State Wealth Management
California
$28.7K
LFG
89
Larson Financial Group
Missouri
$28.7K
MSG
90
Main Street Group
Virginia
$27.8K -$27.2K -1,425 -50%
AIM
91
Anchor Investment Management
South Carolina
$26.3K
WSFS
92
Wilmington Savings Fund Society
Delaware
$22.5K
NSIM
93
North Star Investment Management
Illinois
$18.2K
SA
94
Strategic Advocates
Utah
$18.1K +$18K +943 New
WA
95
WPG Advisers
Maryland
$17.4K +$1.72K +90 +11%
SWA
96
SOA Wealth Advisors
New York
$13.8K +$286 +15 +2%
MG
97
Mather Group
Illinois
$12.8K +$12.8K +670 New
NS
98
NBC Securities
Alabama
$12K +$11.9K +625 New
BTI
99
Blue Trust Inc
Georgia
$10.5K
AP
100
Aspect Partners
Virginia
$9.57K

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.