FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

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.

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.89%
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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.9M
2
VIA
2
Vident Investment Advisory
Georgia
$9.47M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.23M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.96M
5
Wells Fargo
5
Wells Fargo
California
$18.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
CRC
2
Curi RMB Capital
Illinois
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.44M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$1.15M 52,911 +3,170 +6%
IWM
27
IHT Wealth Management
Illinois
$1.13M 51,629 +34,498 +201%
SWP
28
Stratos Wealth Partners
Ohio
$1.05M 47,978 +2,526 +6%
MC
29
Mathes Company
New York
$1.03M 47,200 +16,950 +56%
GC
30
Guggenheim Capital
Illinois
$935K 42,836 +5,723 +15%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$868K 39,833 +21,523 +118%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$748K 34,303 +4,503 +15%
CA
33
Cetera Advisors
Colorado
$700K 32,124 -324 -1%
AIA
34
Armor Investment Advisors
North Carolina
$658K 30,168 – –
RFN
35
RDA Financial Network
Iowa
$557K 24,871 +24,871 New
SFS
36
Sowell Financial Services
Arkansas
$497K 22,796 -87 -0.4%
Cohen & Steers
37
Cohen & Steers
New York
$472K 21,619 +21,619 New
BF
38
BOK Financial
Oklahoma
$425K 19,513 -3,712 -16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$416K 19,096 -2,016 -10%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$408K 18,715 +2,026 +12%
AWA
41
Arete Wealth Advisors
Illinois
$388K 17,719 – –
DCM
42
Delta Capital Management
New Jersey
$369K 16,940 +1,100 +7%
BRWA
43
B. Riley Wealth Advisors
Florida
$365K 16,710 +2,170 +15%
DC
44
Davenport & Co
Virginia
$300K 13,753 -250 -2%
IA
45
IFP Advisors
Florida
$278K 12,800 -79,409 -86%
Creative Planning
46
Creative Planning
Kansas
$238K 10,892 -732 -6%
CAN
47
Cetera Advisor Networks
California
$238K 10,892 – –
GA
48
Greytown Advisors
Florida
$237K 7,875 -2,000 -20%
WCM
49
Whitener Capital Management
North Carolina
$237K 10,890 +240 +2%
FM
50
Family Management
New York
$234K 10,740 +182 +2%
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