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FPF

First Trust Intermediate Duration Preferred & Income Fund

53 hedge funds and large institutions have $239M invested in First Trust Intermediate Duration Preferred & Income Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 5153 (+2)

0.3% less ownership

Funds ownership: 15.8%15.5% (-0.3%)

3% less capital invested

Capital invested by funds: $246M → $239M (-$7.18M)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
22
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$720K +$116K +5,183 +19%
PAS
27
Partnervest Advisory Services
California
$635K -$210K -9,400 -25%
Citigroup
28
Citigroup
New York
$602K +$805 +36 +0.1%
NPC
29
National Planning Corporation
California
$573K +$548K +24,496 +3,514%
PAG
30
Private Advisor Group
New Jersey
$526K +$11.6K +518 +2%
DADC
31
D.A. Davidson & Co
Montana
$521K +$90.1K +4,028 +21%
OC
32
Oppenheimer & Co
New York
$379K +$6.71K +300 +2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$270K +$269K +12,025 New
HCM
34
Hollencrest Capital Management
California
$230K
Ameriprise
35
Ameriprise
Minnesota
$222K +$221K +9,877 New
CIA
36
Capital Investment Advisors
Georgia
$214K -$11.3K -507 -5%
Creative Planning
37
Creative Planning
Kansas
$213K +$145K +6,500 +217%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$162K
WEC
39
Winslow Evans & Crocker
Massachusetts
$141K +$140K +6,260 New
FHA
40
First Horizon Advisors
Tennessee
$101K +$17.9K +800 +22%
Deutsche Bank
41
Deutsche Bank
Germany
$84K +$69.4K +3,100 +443%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$79K -$44.7K -2,000 -36%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$79K -$18.4K -824 -19%
LWM
44
LBA Wealth Management
Florida
$49K -$115K -5,150 -70%
AF
45
Arrow Financial
New York
$36K
CHC
46
City Holding Co
West Virginia
$32K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$22K -$11.2K -500 -33%
BBHC
48
Brown Brothers Harriman & Co
New York
$22K -$3.13K -140 -12%
CBT
49
Central Bank & Trust
Kentucky
$18K +$17.9K +800 New
CPIG
50
Chicago Partners Investment Group
Illinois
$17K -$179 -8 -1%