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FPF

First Trust Intermediate Duration Preferred & Income Fund

71 hedge funds and large institutions have $261M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $233M → $261M (+$28.9M)

0.88% more ownership

Funds ownership: 16.35%17.24% (+0.88%)

4% less funds holding

Funds holding: 7471 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
32
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
26
National Planning Corporation
California
$725K +$43.7K +1,818 +7%
PAG
27
Private Advisor Group
New Jersey
$724K -$78.6K -3,272 -10%
HFS
28
HL Financial Services
Kentucky
$685K +$385K +16,004 +138%
Stifel Financial
29
Stifel Financial
Missouri
$684K +$104K +4,326 +19%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$674K +$190K +7,885 +41%
SWP
31
Stratos Wealth Partners
Ohio
$635K +$26K +1,081 +4%
ICA
32
Infrastructure Capital Advisors
New York
$595K
OC
33
Oppenheimer & Co
New York
$417K -$266K -11,077 -40%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$390K +$7.31K +304 +2%
SF
35
Synovus Financial
Georgia
$369K +$359K +14,949 New
AG
36
Advisor Group
Arizona
$366K +$33K +1,373 +10%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$362K +$21.8K +907 +7%
TW
38
Transform Wealth
Colorado
$359K -$1.49K -62 -0.4%
HCM
39
Hollencrest Capital Management
California
$354K
William Blair & Company
40
William Blair & Company
Illinois
$336K +$326K +13,560 New
DCM
41
Delta Capital Management
New Jersey
$324K +$6.73K +280 +2%
CIA
42
Capital Investment Advisors
Georgia
$321K +$40.3K +1,675 +15%
WS
43
Wedbush Securities
California
$312K +$36.1K +1,503 +14%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$301K +$34K +1,414 +13%
SPC
45
Sigma Planning Corp
Michigan
$269K +$10.7K +446 +4%
LA
46
LVW Advisors
New York
$243K +$16.8K +699 +8%
SFG
47
StrategIQ Financial Group
Indiana
$218K
NFG
48
Next Financial Group
Texas
$216K
SFS
49
Sowell Financial Services
Arkansas
$206K
IP
50
Intellectus Partners
California
$196K +$3.37K +140 +2%