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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
Morgan Stanley
1
Morgan Stanley
New York
$166M +$6.24M +327,226 +4%
Wells Fargo
2
Wells Fargo
California
$19.4M +$196K +10,304 +1%
LPL Financial
3
LPL Financial
California
$16M +$1.21M +63,708 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.3M -$69.5K -3,645 -0.5%
Invesco
5
Invesco
Georgia
$12M -$2.77M -145,416 -19%
SIA
6
Sit Investment Associates
Minnesota
$11M -$307K -16,089 -3%
MOS
7
MGO One Seven
Ohio
$7.89M +$92.6K +4,860 +1%
Cohen & Steers
8
Cohen & Steers
New York
$6.92M
DADC
9
D.A. Davidson & Co
Montana
$4.3M +$1.52M +79,734 +55%
Ameriprise
10
Ameriprise
Minnesota
$3.29M -$497K -26,103 -15%
Stifel Financial
11
Stifel Financial
Missouri
$3.1M +$351K +18,412 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.88M +$141K +7,377 +5%
UBS Group
13
UBS Group
Switzerland
$2.71M -$54.2K -2,843 -2%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$2.55M -$197K -10,318 -7%
GC
15
Guggenheim Capital
Illinois
$2.26M -$765K -40,147 -25%
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.04M -$99.1K -5,199 -5%
NA
17
NewEdge Advisors
Louisiana
$1.99M +$185K +9,714 +10%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.97M -$555K -29,141 -22%
Raymond James Financial
19
Raymond James Financial
Florida
$1.85M -$23.3K -1,221 -1%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.75M +$48.6K +2,549 +3%
Bank of America
21
Bank of America
North Carolina
$1.74M -$334K -17,503 -16%
OC
22
Oppenheimer & Co
New York
$1.63M +$102K +5,337 +7%
IWM
23
IHT Wealth Management
Illinois
$1.59M +$11.2K +587 +0.7%
SFS
24
Shaker Financial Services
Virginia
$1.4M -$85.7K -4,496 -6%
PS
25
Principal Securities
Iowa
$1.34M +$152 +8 +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.