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FPF

First Trust Intermediate Duration Preferred & Income Fund

93 hedge funds and large institutions have $216M invested in First Trust Intermediate Duration Preferred & Income Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 9193 (+2)

0.83% more ownership

Funds ownership: 16.88%17.71% (+0.83%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

6% less capital invested

Capital invested by funds: $228M → $216M (-$12.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
27
Reduced
28
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.33M +$36K +1,795 +3%
IWP
27
Icon Wealth Partners
Texas
$1.32M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.23M +$280K +13,960 +29%
OC
29
Oppenheimer & Co
New York
$985K -$64.2K -3,202 -6%
SWP
30
Stratos Wealth Partners
Ohio
$900K +$224K +11,170 +33%
WS
31
Wela Strategies
Georgia
$836K +$7.62K +380 +0.9%
GC
32
Guggenheim Capital
Illinois
$735K -$169K -8,422 -18%
LCM
33
Landscape Capital Management
New Jersey
$735K +$744K +37,104 New
CA
34
Cetera Advisors
Colorado
$641K +$90.9K +4,535 +16%
MC
35
Mathes Company
New York
$599K -$50.1K -2,500 -8%
AIA
36
Armor Investment Advisors
North Carolina
$597K +$12K +600 +2%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$590K +$598K +29,800 New
WAM
38
Weiss Asset Management
Massachusetts
$522K +$529K +26,354 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$514K +$521K +25,968 New
Jane Street
40
Jane Street
New York
$467K +$473K +23,571 New
BF
41
BOK Financial
Oklahoma
$460K +$127K +6,320 +37%
SFS
42
Sowell Financial Services
Arkansas
$453K +$67.2K +3,351 +17%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$418K -$49.3K -2,460 -10%
AGM
44
Alpine Global Management
New York
$398K +$403K +20,098 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$362K -$483K -24,076 -57%
AIC
46
Ameritas Investment Company
Nebraska
$362K +$367K +18,281 New
AWA
47
Arete Wealth Advisors
Illinois
$351K +$47.8K +2,385 +16%
IWM
48
IHT Wealth Management
Illinois
$339K +$123K +6,147 +56%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$330K -$121K -6,056 -27%
DCM
50
Delta Capital Management
New Jersey
$314K -$84.2K -4,200 -21%