FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

71 hedge funds and large institutions have $215M invested in First Trust Intermediate Duration Preferred & Income Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
31
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$15M
2
SCM
2
Sterneck Capital Management
Missouri
$4.62M
3
HWA
3
HCR Wealth Advisors
California
$2.24M
4
Millennium Management
4
Millennium Management
New York
$1.82M
5
Morgan Stanley
5
Morgan Stanley
New York
$84.6M

Top Sellers

1
NMC
1
Nine Masts Capital
Hong Kong
$0
2
DA
2
Doliver Advisors
Texas
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.46M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$919K 40,497 +6,311 +18%
MC
27
Mathes Company
New York
$891K 39,250 – –
PAG
28
Private Advisor Group
New Jersey
$779K 33,824 +787 +2%
NPC
29
National Planning Corporation
California
$638K 27,563 +15 +0.1%
OC
30
Oppenheimer & Co
New York
$562K 24,750 +3,650 +17%
SWP
31
Stratos Wealth Partners
Ohio
$496K 21,845 +1,530 +8%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$417K 18,348 -11,342 -38%
IWM
33
IHT Wealth Management
Illinois
$356K 15,525 +15,525 New
SIA
34
Sit Investment Associates
Minnesota
$327K 14,400 +14,400 New
AG
35
Advisor Group
Arizona
$324K 14,283 +516 +4%
HCM
36
Hollencrest Capital Management
California
$324K 14,280 +14,280 New
TW
37
Transform Wealth
Colorado
$307K 13,516 +13,516 New
DCM
38
Delta Capital Management
New Jersey
$301K 13,260 – –
WS
39
Wedbush Securities
California
$296K 13,044 -4,018 -24%
PAS
40
Partnervest Advisory Services
California
$293K 12,919 – –
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$284K 12,502 -1,091 -8%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$275K 12,115 +12,115 New
CIA
43
Capital Investment Advisors
Georgia
$271K 11,930 – –
NFG
44
Next Financial Group
Texas
$237K 10,462 +506 +5%
AGM
45
Alpine Global Management
New York
$216K 9,516 +9,516 New
LA
46
LVW Advisors
New York
$206K 9,097 – –
FHA
47
First Horizon Advisors
Tennessee
$206K 9,040 – –
AWM
48
AllSquare Wealth Management
New York
$200K 8,800 +1,000 +13%
IP
49
Intellectus Partners
California
$196K 8,620 +8,620 New
DADC
50
D.A. Davidson & Co
Montana
$160K 7,075 +1,500 +27%
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