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FPF

First Trust Intermediate Duration Preferred & Income Fund

52 hedge funds and large institutions have $209M invested in First Trust Intermediate Duration Preferred & Income Fund in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

0.5% less ownership

Funds ownership: 16.57%16.07% (-0.5%)

3% less capital invested

Capital invested by funds: $217M → $209M (-$7.58M)

5% less funds holding

Funds holding: 5552 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
9
Increased
19
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$523K +$168K +7,737 +46%
Citigroup
27
Citigroup
New York
$453K -$43.6K -2,013 -9%
CW
28
Cobiz Wealth
Colorado
$450K
DADC
29
D.A. Davidson & Co
Montana
$443K +$47.2K +2,179 +12%
CFN
30
Cordasco Financial Network
Florida
$367K -$71.3K -3,294 -16%
Ameriprise
31
Ameriprise
Minnesota
$356K -$4.31K -199 -1%
PAS
32
Partnervest Advisory Services
California
$348K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$305K +$4.33K +200 +1%
DCM
34
Delta Capital Management
New Jersey
$291K
PAG
35
Private Advisor Group
New Jersey
$259K -$194K -8,937 -43%
CBN
36
Cadence Bank NA
Texas
$254K +$257K +11,857 New
IH
37
IFC Holdings
Florida
$232K +$231K +10,672 New
WEC
38
Winslow Evans & Crocker
Massachusetts
$232K +$108K +4,974 +85%
HCM
39
Hollencrest Capital Management
California
$219K
CIA
40
Capital Investment Advisors
Georgia
$213K +$8.66K +400 +4%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$97K +$8.19K +378 +9%
CK
42
Carnick & Kubik
Colorado
$64.1K +$64.8K +2,991 New
Creative Planning
43
Creative Planning
Kansas
$64K +$65K +3,000 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$39K -$1.93M -89,188 -98%
CHC
45
City Holding Co
West Virginia
$30K
TRCT
46
Tower Research Capital (TRC)
New York
$20K -$96.8K -4,470 -83%
AIG
47
American International Group
New York
$19K +$8.66K +400 +87%
BIM
48
BlackRock Investment Management
Delaware
$17K +$17.3K +800 New
PSUF
49
People's United Financial
Connecticut
$14K +$14.1K +650 New
BCM
50
Brookstone Capital Management
Illinois
$12K +$12.5K +578 New