We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

72 hedge funds and large institutions have $258M invested in First Trust Intermediate Duration Preferred & Income Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 7172 (+1)

0.15% less ownership

Funds ownership: 17.24%17.08% (-0.15%)

1% less capital invested

Capital invested by funds: $261M → $258M (-$3.09M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
32
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Sterneck Capital Management
Missouri
$900K -$192K -7,828 -18%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$812K +$139K +5,677 +21%
AFNAS
28
American Financial Network Advisory Services
California
$762K +$757K +30,822 New
PAG
29
Private Advisor Group
New Jersey
$729K +$4.22K +172 +0.6%
NPC
30
National Planning Corporation
California
$672K -$53.9K -2,195 -7%
SWP
31
Stratos Wealth Partners
Ohio
$645K +$12.4K +504 +2%
SG Americas Securities
32
SG Americas Securities
New York
$618K +$614K +25,019 New
OC
33
Oppenheimer & Co
New York
$594K +$177K +7,207 +43%
ICA
34
Infrastructure Capital Advisors
New York
$593K
Stifel Financial
35
Stifel Financial
Missouri
$592K -$90.9K -3,705 -13%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$421K +$32.4K +1,321 +8%
TW
37
Transform Wealth
Colorado
$414K +$56.5K +2,300 +16%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$409K +$47.3K +1,927 +13%
Millennium Management
39
Millennium Management
New York
$400K +$397K +16,182 New
AG
40
Advisor Group
Arizona
$386K +$21K +856 +6%
HCM
41
Hollencrest Capital Management
California
$343K -$10.1K -412 -3%
DCM
42
Delta Capital Management
New Jersey
$340K +$17.2K +700 +5%
DA
43
Doliver Advisors
Texas
$337K +$334K +13,620 New
William Blair & Company
44
William Blair & Company
Illinois
$335K
CIA
45
Capital Investment Advisors
Georgia
$335K +$15.1K +615 +5%
IWM
46
IHT Wealth Management
Illinois
$298K +$23.3K +951 +9%
WS
47
Wedbush Securities
California
$296K -$15K -613 -5%
SPC
48
Sigma Planning Corp
Michigan
$262K -$6.21K -253 -2%
Creative Planning
49
Creative Planning
Kansas
$260K +$73.1K +2,980 +39%
LA
50
LVW Advisors
New York
$242K