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FPF

First Trust Intermediate Duration Preferred & Income Fund

57 hedge funds and large institutions have $229M invested in First Trust Intermediate Duration Preferred & Income Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

10% more funds holding

Funds holding: 5257 (+5)

10% more capital invested

Capital invested by funds: $209M → $229M (+$20M)

1.67% more ownership

Funds ownership: 16.07%17.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
21
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
LBA Wealth Management
Florida
$707K
NPC
27
National Planning Corporation
California
$594K -$14K -650 -2%
RJA
28
Raymond James & Associates
Florida
$561K +$42.9K +1,991 +8%
IA
29
IFP Advisors
Florida
$536K +$542K +25,180 New
LCM
30
Landscape Capital Management
New Jersey
$462K +$468K +21,743 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$461K +$161K +7,461 +52%
CW
32
Cobiz Wealth
Colorado
$447K
EML
33
Eos Management LP
New York
$436K +$442K +20,500 New
WEC
34
Winslow Evans & Crocker
Massachusetts
$427K +$199K +9,260 +86%
DADC
35
D.A. Davidson & Co
Montana
$390K -$49.7K -2,307 -11%
Squarepoint
36
Squarepoint
New York
$376K +$381K +17,671 New
CFN
37
Cordasco Financial Network
Florida
$364K
Ameriprise
38
Ameriprise
Minnesota
$361K +$8.04K +373 +2%
PAS
39
Partnervest Advisory Services
California
$349K +$4.31K +200 +1%
DCM
40
Delta Capital Management
New Jersey
$288K
Citigroup
41
Citigroup
New York
$280K -$172K -7,982 -38%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$276K +$279K +12,964 New
CBN
43
Cadence Bank NA
Texas
$255K +$2.69K +125 +1%
PAG
44
Private Advisor Group
New Jersey
$248K -$9.37K -435 -4%
CIA
45
Capital Investment Advisors
Georgia
$220K +$8.62K +400 +4%
SSG
46
Summit Securities Group
New York
$213K +$215K +10,000 New
AIA
47
Allegis Investment Advisors
Idaho
$155K +$157K +7,294 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$109K +$12.7K +591 +13%
Creative Planning
49
Creative Planning
Kansas
$98K +$34.4K +1,595 +53%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$38K