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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
AAP
101
Arax Advisory Partners
Colorado
$9.57K +$9.53K +500 New
HNB
102
Huntington National Bank
Ohio
$9.56K
AAG
103
Armstrong Advisory Group
Massachusetts
$8.83K
SL
104
Salomon & Ludwin
Virginia
$8.5K
RIL
105
Rothschild Investment LLC
Illinois
$7.66K
LC
106
Luminist Capital
Michigan
$7.33K
CNBTD
107
Citizens National Bank Trust Department
Mississippi
$6.99K
AAS
108
Ameritas Advisory Services
Nebraska
$5.29K
IWM
109
Inlight Wealth Management
Georgia
$4.84K
CWP
110
Concord Wealth Partners
Virginia
$4.04K +$2.5K +131 +164%
CA
111
CoreCap Advisors
Michigan
$3.54K
FFA
112
Farther Finance Advisors
California
$3.54K
HWP
113
Highline Wealth Partners
California
$2.87K +$2.86K +150 New
Jones Financial Companies
114
Jones Financial Companies
Missouri
$1.7K +$1.68K +88 New
S
115
SignatureFD
Georgia
$1.46K +$1.45K +76 New
CFP
116
Comprehensive Financial Planning
Pennsylvania
$881
B
117
Birchbrook
Maine
$766
AssetMark Inc
118
AssetMark Inc
California
$172
TRCT
119
Tower Research Capital (TRC)
New York
$96
CFD
120
Creative Financial Designs
Indiana
$45
KA
121
Kovack Advisors
Florida
-$345K -18,356 Closed
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
-$18.8K -1,000 Closed
HI
123
Harbour Investments
Wisconsin
-$4.44K -236 Closed
TSMHT
124
Thurston Springer Miller Herd & Titak
Indiana
-$4.14K -220 Closed
UBS AM
125
UBS AM
Illinois
-$2.99K -159 Closed

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.