First Trust Intermediate Duration Preferred & Income Fund

First Trust Intermediate Duration Preferred & Income Fundverified

FPF

Price:

$18.5

Market Cap:

$1.13B

First Trust Intermediate Duration Preferred & Income Fund is a closed end fixed income mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Stonebridge Advisors, LLC. It invests in fixed income markets. The fund will also invest in below investment-grade securities like junk or high-yield securities. First Trust Intermediate Duration Preferred & Income Fund was formed on May 23, 2013 and is domiciled in the United States.

Industry

Asset Management - Income

IPO Date

2013-05-24

Stock Exchange

NYSE

Ticker

FPF

The ROE as of December 2025 (TTM) for First Trust Intermediate Duration Preferred & Income Fund (FPF) is 7.96%

According to First Trust Intermediate Duration Preferred & Income Fund’s latest financial reports and current stock price. The company's current ROE is 7.96%. This represents a change of 39.03% compared to the average of 5.73% of the last 4 quarters.

First Trust Intermediate Duration Preferred & Income Fund (FPF) Historical ROE (quarterly & annually)

How has FPF ROE performed in the past?

The mean historical ROE of First Trust Intermediate Duration Preferred & Income Fund over the last ten years is 4.72%. The current 7.96% ROE has changed 68.63% with respect to the historical average. Over the past ten years (40 quarters), FPF's ROE was at its highest in in the April 2024 quarter at 14.52%. The ROE was at its lowest in in the April 2020 quarter at -13.94%.

Quarterly (TTM)
Annual

Average

4.72%

Median

7.91%

Minimum

-26.86%

Maximum

23.09%

First Trust Intermediate Duration Preferred & Income Fund (FPF) ROE by Quarter and Year

Discovering the peaks and valleys of First Trust Intermediate Duration Preferred & Income Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 71.99%

Maximum Annual ROE = 23.09%

Minimum Annual Increase = -2405.27%

Minimum Annual ROE = -26.86%

Quarterly (TTM)
Annual
YearROEChange
202423.09%-1102.26%
2023-2.30%-91.42%
2022-26.86%-276.11%
202115.25%-2405.27%
2020-0.66%-104.96%
201913.34%-566.21%
2018-2.86%-123.10%
201712.39%23.76%
201610.01%71.99%
20155.82%-49.64%

First Trust Intermediate Duration Preferred & Income Fund (FPF) Average ROE

How has FPF ROE performed in the past?

The current ROE of First Trust Intermediate Duration Preferred & Income Fund (FPF) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-2.03%

5-year avg

1.70%

10-year avg

4.72%

First Trust Intermediate Duration Preferred & Income Fund (FPF) ROE vs. Peers

How is FPF’s ROE compared to its peers?

First Trust Intermediate Duration Preferred & Income Fund’s ROE is less than BlackRock Credit Allocation Income Trust (12.01%), less than Putnam Income Fund Class A (1.82%), less than American Beacon The London Company Income Equity Fund Investor Class (24.80%), greater than Sierra Tactical Core Income Fund Class A (0%), greater than Sierra Tactical Core Income Fund Institutional Class (0%), less than Cohen & Steers REIT and Preferred Income Fund, Inc. (10.91%), less than Eaton Vance Enhanced Equity Income Fund II (11.84%), greater than Natixis Funds Trust II Oakmark Fund (0%), less than AMG River Road Small Cap Value Fund - Class N (3.46%), greater than Sterling Capital Equity Income Fund Class A (0%),

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