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FPF

First Trust Intermediate Duration Preferred & Income Fund

51 hedge funds and large institutions have $179M invested in First Trust Intermediate Duration Preferred & Income Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $176M → $179M (+$2.92M)

0.82% more ownership

Funds ownership: 11.6%12.42% (+0.82%)

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
23
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$818K +$831K +37,646 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$698K +$190K +8,621 +37%
WAM
28
Wolverine Asset Management
Illinois
$666K +$212K +9,596 +46%
SIA
29
Sit Investment Associates
Minnesota
$615K +$227K +10,300 +57%
Citigroup
30
Citigroup
New York
$581K
UCFA
31
United Capital Financial Advisors
Texas
$533K +$109K +4,929 +25%
PAG
32
Private Advisor Group
New Jersey
$522K -$20.8K -942 -4%
B
33
Baird
Wisconsin
$521K +$530K +23,999 New
DADC
34
D.A. Davidson & Co
Montana
$478K +$7.51K +340 +2%
OC
35
Oppenheimer & Co
New York
$472K +$256K +11,577 +114%
SWP
36
Stratos Wealth Partners
Ohio
$367K +$29.1K +1,320 +8%
ICAS
37
Investors Capital Advisory Services
Massachusetts
$260K
V
38
Veritable
Delaware
$217K
LWM
39
LBA Wealth Management
Florida
$207K
HighTower Advisors
40
HighTower Advisors
Illinois
$202K
Ameriprise
41
Ameriprise
Minnesota
$117K +$74.7K +3,384 +169%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$76K -$4.86K -220 -6%
FHA
43
First Horizon Advisors
Tennessee
$67K +$7.73K +350 +13%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$57K -$46.2K -2,093 -44%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$43K +$3.97K +180 +10%
CHC
46
City Holding Co
West Virginia
$31K
Deutsche Bank
47
Deutsche Bank
Germany
$15K
US Bancorp
48
US Bancorp
Minnesota
$12K
AIG
49
American International Group
New York
$9.99K -$66.2K -3,000 -87%
NFG
50
Next Financial Group
Texas
$5K +$44 +2 +0.9%