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FPF

First Trust Intermediate Duration Preferred & Income Fund

91 hedge funds and large institutions have $228M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 8891 (+3)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

2.03% less ownership

Funds ownership: 18.91%16.88% (-2%)

9% less capital invested

Capital invested by funds: $249M → $228M (-$21.2M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
16
Increased
34
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.21M +$133K +6,121 +12%
OC
27
Oppenheimer & Co
New York
$1.14M +$28.5K +1,308 +3%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.03M +$522K +23,973 +98%
GC
29
Guggenheim Capital
Illinois
$982K +$76.2K +3,502 +8%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$913K -$7.7K -354 -0.8%
WS
31
Wela Strategies
Georgia
$903K +$48K +2,204 +6%
Stifel Financial
32
Stifel Financial
Missouri
$874K +$183K +8,413 +26%
SWP
33
Stratos Wealth Partners
Ohio
$739K +$95.7K +4,398 +15%
MC
34
Mathes Company
New York
$706K -$10.9K -500 -2%
DA
35
Doliver Advisors
Texas
$696K -$2.12M -97,462 -75%
AIA
36
Armor Investment Advisors
North Carolina
$637K +$8.01K +368 +1%
CA
37
Cetera Advisors
Colorado
$604K -$624K -28,671 -51%
PCP
38
Proficio Capital Partners
Massachusetts
$520K +$525K +24,115 New
Millennium Management
39
Millennium Management
New York
$515K +$520K +23,900 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$508K -$9.9K -455 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$490K -$401K -18,452 -45%
ICA
42
Infrastructure Capital Advisors
New York
$453K -$10.9K -500 -2%
DCM
43
Delta Capital Management
New Jersey
$432K +$10.9K +500 +3%
SFS
44
Sowell Financial Services
Arkansas
$421K +$1.24K +57 +0.3%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$388K +$76.7K +3,526 +24%
BF
46
BOK Financial
Oklahoma
$364K -$302K -13,895 -45%
DWM
47
Dynasty Wealth Management
Florida
$349K -$10.7K -492 -3%
AWA
48
Arete Wealth Advisors
Illinois
$326K +$334K +15,334 New
BRWA
49
B. Riley Wealth Advisors
Florida
$319K -$4.11K -189 -1%
WCM
50
Whitener Capital Management
North Carolina
$299K +$4.35K +200 +1%