First Trust Intermediate Duration Preferred & Income Fund
US ˙ NYSE ˙ US33718W1036

SecurityFPF / First Trust Intermediate Duration Preferred & Income Fund
InstitutionPeak Planning Group, LLC
Latest Disclosed Ownership397,793 shares
Latest Disclosed Value $ 7,013,084
Peak Planning Group, LLC reports 2.14% increase in ownership of FPF / First Trust Intermediate Duration Preferred & Income Fund

On April 22, 2026 - Peak Planning Group, LLC filed a 13F-HR form disclosing ownership of 397,793 shares of First Trust Intermediate Duration Preferred & Income Fund (US:FPF) valued at $7,013,091 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 389,443 shares of First Trust Intermediate Duration Preferred & Income Fund. This represents a change in shares of 2.14% during the quarter. The current value of the position is $7,096,627 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F FIRST TR INTER DURATN PFD COM 33718W103 397,793 8,350 2.14 7,013 -3.39 1.9437
2026-02-13 2025-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 389,443 389,443 7,259 2.0353
2026-05-26 2025-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 0 -300,978 -100.00 0 -100.00
2026-05-26 2024-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 300,978 59,527 24.65 5,418 22.14 2.2574
2026-05-26 2024-06-30 13F FIRST TR INTER DURATN PFD COM 33718W103 241,451 24,430 11.26 4,435 14.04 2.1802
2026-05-26 2024-03-31 13F FIRST TR INTER DURATN PFD COM 33718W103 217,021 17,133 8.57 3,889 19.29 2.4370
2026-05-26 2023-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 199,888 4,758 2.44 3,260 12.14 2.3452
2026-05-26 2023-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 195,130 11,763 6.42 2,907 2.22 2.2765
2026-05-26 2023-06-30 13F FIRST TR INTER DURATN PFD COM 33718W103 183,367 9,226 5.30 2,844 3.53 2.1131
2026-05-26 2023-03-31 13F FIRST TR INTER DURATN PFD COM 33718W103 174,141 7,405 4.44 2,748 -2.31 2.2297
2026-05-26 2022-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 166,736 3,500 2.14 2,813 3.92 2.4749
2026-05-26 2022-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 163,236 7,013 4.49 2,706 -7.27 2.5050
2026-05-26 2022-06-30 13F FIRST TR INTER DURATN PFD COM 33718W103 156,223 25,895 19.87 2,918 -8.76 2.4515
2026-05-26 2021-12-31 13F FIRST TR INTER DURATN PFD COM 33718W103 130,328 10,901 9.13 3,198 7.03 2.3617
2026-05-26 2021-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 119,427 20,550 20.78 2,988 25.70 2.5715
2026-06-03 2020-12-31 13F FIRST TR INTER DUR PFD & IN COM 33718W103 98,877 10,820 12.29 2,378 25.63 2.7013
2026-05-29 2020-09-30 13F FIRST TR INTER DURATN PFD COM 33718W103 88,057 88,057 1,892 2.6477
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.