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FPF

First Trust Intermediate Duration Preferred & Income Fund

87 hedge funds and large institutions have $242M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

12% more capital invested

Capital invested by funds: $216M → $242M (+$26.7M)

0.36% more ownership

Funds ownership: 17.71%18.07% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 9387 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
35
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$1.15M +$67.2K +3,170 +6%
IWM
27
IHT Wealth Management
Illinois
$1.13M +$732K +34,498 +201%
SWP
28
Stratos Wealth Partners
Ohio
$1.05M +$53.6K +2,526 +6%
MC
29
Mathes Company
New York
$1.03M +$360K +16,950 +56%
GC
30
Guggenheim Capital
Illinois
$935K +$121K +5,723 +15%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$868K +$457K +21,523 +118%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$748K +$95.5K +4,503 +15%
CA
33
Cetera Advisors
Colorado
$700K -$6.87K -324 -1%
AIA
34
Armor Investment Advisors
North Carolina
$658K
RFN
35
RDA Financial Network
Iowa
$557K +$528K +24,871 New
SFS
36
Sowell Financial Services
Arkansas
$497K -$1.84K -87 -0.4%
Cohen & Steers
37
Cohen & Steers
New York
$472K +$459K +21,619 New
BF
38
BOK Financial
Oklahoma
$425K -$78.7K -3,712 -16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$416K -$42.8K -2,016 -10%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$408K +$43K +2,026 +12%
AWA
41
Arete Wealth Advisors
Illinois
$388K
DCM
42
Delta Capital Management
New Jersey
$369K +$23.3K +1,100 +7%
BRWA
43
B. Riley Wealth Advisors
Florida
$365K +$46K +2,170 +15%
DC
44
Davenport & Co
Virginia
$300K -$5.3K -250 -2%
IA
45
IFP Advisors
Florida
$278K -$1.68M -79,409 -86%
Creative Planning
46
Creative Planning
Kansas
$238K -$15.5K -732 -6%
CAN
47
Cetera Advisor Networks
California
$238K
GA
48
Greytown Advisors
Florida
$237K -$42.4K -2,000 -20%
WCM
49
Whitener Capital Management
North Carolina
$237K +$5.09K +240 +2%
FM
50
Family Management
New York
$234K +$3.86K +182 +2%