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FPF

First Trust Intermediate Duration Preferred & Income Fund

59 hedge funds and large institutions have $204M invested in First Trust Intermediate Duration Preferred & Income Fund in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 5659 (+3)

0.65% less ownership

Funds ownership: 15.06%14.41% (-0.65%)

5% less capital invested

Capital invested by funds: $215M → $204M (-$11.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
28
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$762K +$106K +4,525 +16%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$693K +$19.9K +850 +3%
NPC
28
National Planning Corporation
California
$608K +$17.7K +755 +3%
OC
29
Oppenheimer & Co
New York
$492K
SWP
30
Stratos Wealth Partners
Ohio
$474K +$120K +5,112 +34%
DA
31
Doliver Advisors
Texas
$413K +$414K +17,705 New
WS
32
Wedbush Securities
California
$398K +$399K +17,062 New
SFS
33
Shaker Financial Services
Virginia
$344K +$345K +14,750 New
AG
34
Advisor Group
Arizona
$322K +$96.5K +4,123 +43%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$317K +$318K +13,593 New
DCM
36
Delta Capital Management
New Jersey
$309K +$34.2K +1,460 +12%
PAS
37
Partnervest Advisory Services
California
$302K -$11.7K -500 -4%
CIA
38
Capital Investment Advisors
Georgia
$278K
Baird Financial Group
39
Baird Financial Group
Wisconsin
$269K +$1.92K +82 +0.7%
NFG
40
Next Financial Group
Texas
$232K +$97.3K +4,156 +72%
CRC
41
Curi RMB Capital
Illinois
$221K +$221K +9,451 New
LA
42
LVW Advisors
New York
$212K +$213K +9,097 New
FHA
43
First Horizon Advisors
Tennessee
$206K +$198K +8,440 +1,407%
AWM
44
AllSquare Wealth Management
New York
$182K +$23.4K +1,000 +15%
CFN
45
Cordasco Financial Network
Florida
$137K
FFC
46
First Financial Corp
Indiana
$135K +$10.5K +450 +8%
Creative Planning
47
Creative Planning
Kansas
$133K +$16.8K +716 +14%
DADC
48
D.A. Davidson & Co
Montana
$130K +$36.9K +1,575 +39%
MFS
49
MSI Financial Services
Massachusetts
$56K
Citigroup
50
Citigroup
New York
$54K -$54.2K -2,314 -50%