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FPF

First Trust Intermediate Duration Preferred & Income Fund

56 hedge funds and large institutions have $215M invested in First Trust Intermediate Duration Preferred & Income Fund in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 5356 (+3)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $212M → $215M (+$3.08M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.68% less ownership

Funds ownership: 15.74%15.06% (-0.68%)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
19
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$671K +$276K +12,077 +73%
RJA
27
Raymond James & Associates
Florida
$657K +$45K +1,971 +8%
NPC
28
National Planning Corporation
California
$632K -$19.4K -847 -3%
ICAS
29
Investors Capital Advisory Services
Massachusetts
$526K +$28.9K +1,266 +6%
OC
30
Oppenheimer & Co
New York
$497K +$482K +21,100 New
SWP
31
Stratos Wealth Partners
Ohio
$359K +$347K +15,203 New
PAS
32
Partnervest Advisory Services
California
$317K -$126K -5,500 -29%
CBN
33
Cadence Bank NA
Texas
$292K +$4.29K +188 +2%
CIA
34
Capital Investment Advisors
Georgia
$281K
DCM
35
Delta Capital Management
New Jersey
$278K
Baird Financial Group
36
Baird Financial Group
Wisconsin
$270K -$658K -28,795 -72%
AG
37
Advisor Group
Arizona
$226K +$220K +9,644 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$221K +$214K +9,365 New
AWM
39
AllSquare Wealth Management
New York
$160K +$155K +6,800 New
CFN
40
Cordasco Financial Network
Florida
$137K
NFG
41
Next Financial Group
Texas
$136K +$133K +5,800 New
Deutsche Bank
42
Deutsche Bank
Germany
$134K
FFC
43
First Financial Corp
Indiana
$126K +$122K +5,350 New
Creative Planning
44
Creative Planning
Kansas
$117K -$14.1K -616 -11%
Citigroup
45
Citigroup
New York
$109K -$185K -8,100 -64%
DADC
46
D.A. Davidson & Co
Montana
$94K -$331K -14,481 -78%
MFS
47
MSI Financial Services
Massachusetts
$56K
WI
48
Wintrust Investments
Illinois
$46K +$238K +10,413 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$42K
CHC
50
City Holding Co
West Virginia
$33K