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FPF

First Trust Intermediate Duration Preferred & Income Fund

84 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

1.8% less ownership

Funds ownership: 17.79%15.98% (-1.8%)

2% less funds holding

Funds holding: 8684 (-2)

14% less capital invested

Capital invested by funds: $265M → $228M (-$37.1M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
34
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wela Strategies
Georgia
$915K +$918K +39,323 New
OFG
27
OTA Financial Group
New York
$897K +$900K +38,579 New
AG
28
Advisor Group
Arizona
$861K +$1.07K +46 +0.1%
OC
29
Oppenheimer & Co
New York
$819K +$151K +6,461 +22%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$809K +$101K +4,340 +14%
BTS
31
BB&T Securities
Virginia
$807K +$46.7K +2,001 +6%
MC
32
Mathes Company
New York
$773K -$46.7K -2,000 -6%
BF
33
BOK Financial
Oklahoma
$760K -$14.1K -605 -2%
Stifel Financial
34
Stifel Financial
Missouri
$689K +$91.4K +3,914 +15%
SWP
35
Stratos Wealth Partners
Ohio
$683K +$47.5K +2,035 +7%
AIA
36
Armor Investment Advisors
North Carolina
$654K +$162K +6,950 +33%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$580K +$30.6K +1,311 +6%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$506K +$80.4K +3,445 +19%
ICA
39
Infrastructure Capital Advisors
New York
$500K -$58.4K -2,500 -10%
PAG
40
Private Advisor Group
New Jersey
$491K +$250K +10,695 +103%
DWM
41
Dynasty Wealth Management
Florida
$447K +$70K +3,000 +19%
SFS
42
Sowell Financial Services
Arkansas
$436K -$23.3K -1,000 -5%
DCM
43
Delta Capital Management
New Jersey
$380K +$25.7K +1,100 +7%
BRWA
44
B. Riley Wealth Advisors
Florida
$361K -$1.47K -63 -0.4%
TW
45
Transform Wealth
Colorado
$348K -$22.9K -980 -6%
HCM
46
Hollencrest Capital Management
California
$323K
IWM
47
IHT Wealth Management
Illinois
$322K +$25.1K +1,075 +8%
CWM
48
Cornerstone Wealth Management
Missouri
$309K +$30.3K +1,299 +11%
WCM
49
Whitener Capital Management
North Carolina
$306K -$156K -6,677 -34%
AWA
50
Arete Wealth Advisors
Illinois
$301K +$68.6K +2,940 +29%