We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

119 hedge funds and large institutions have $330M invested in First Trust Intermediate Duration Preferred & Income Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

2% more funds holding

Funds holding: 117119 (+2)

0.79% more ownership

Funds ownership: 29.98%30.77% (+0.79%)

3% less capital invested

Capital invested by funds: $340M → $330M (-$9.9M)

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.14M -$41.7K -2,237 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.01M +$108K +5,800 +11%
CF
28
Centaurus Financial
California
$995K -$8.37K -449 -0.8%
GC
29
Guggenheim Capital
Illinois
$871K -$613K -32,907 -40%
PFS
30
Prospera Financial Services
Texas
$819K +$24.8K +1,331 +3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$788K -$92.2K -4,950 -10%
MFG
32
Magnus Financial Group
New York
$757K -$185K -9,936 -19%
WS
33
Wedbush Securities
California
$750K +$793K +42,555 New
ACM
34
Alessandra Capital Management
California
$732K +$121K +6,518 +19%
PI
35
PFG Investments
New York
$725K +$20.4K +1,094 +3%
CIA
36
Capital Investment Advisors
Georgia
$699K -$8.91K -478 -1%
PVI
37
Pine Valley Investments
New Jersey
$689K
EFG
38
Ethos Financial Group
Pennsylvania
$661K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$653K -$32.5K -1,746 -5%
SFS
40
Sowell Financial Services
Arkansas
$642K
Lido Advisors
41
Lido Advisors
California
$597K
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$557K +$589K +31,622 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$534K +$185K +9,950 +49%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$514K +$111K +5,971 +26%
RFN
45
RDA Financial Network
Iowa
$498K +$7.83K +420 +2%
SCM
46
Saxony Capital Management
Missouri
$488K
KAS
47
Kestra Advisory Services
Texas
$474K -$110K -5,893 -18%
IP
48
Intellectus Partners
California
$462K +$6.58K +353 +1%
SWM
49
SeaCrest Wealth Management
New York
$447K +$112K +6,003 +31%
IAIM
50
International Assets Investment Management
Florida
$445K +$31.8K +1,708 +7%