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FPF

First Trust Intermediate Duration Preferred & Income Fund

83 hedge funds and large institutions have $250M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $243M → $250M (+$7.13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 17.54%17.39% (-0.15%)

6% less funds holding

Funds holding: 8883 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
33
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Centaurus Financial
California
$904K -$258K -11,109 -23%
CA
27
Cetera Advisors
Colorado
$877K +$1.58K +68 +0.2%
SFS
28
Shaker Financial Services
Virginia
$748K +$735K +31,645 New
AIA
29
Armor Investment Advisors
North Carolina
$709K +$9.49K +409 +1%
GC
30
Guggenheim Capital
Illinois
$706K -$252K -10,877 -27%
RFN
31
RDA Financial Network
Iowa
$704K +$59.8K +2,575 +10%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$564K +$38K +1,636 +7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$543K +$61.1K +2,632 +13%
SFS
34
Sowell Financial Services
Arkansas
$513K +$504K +21,721 New
DCM
35
Delta Capital Management
New Jersey
$456K +$46.4K +2,000 +12%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$443K -$65.7K -2,832 -13%
BF
37
BOK Financial
Oklahoma
$424K -$16.2K -698 -4%
AWA
38
Arete Wealth Advisors
Illinois
$402K -$119K -5,137 -23%
DADC
39
D.A. Davidson & Co
Montana
$399K +$52.4K +2,257 +15%
BRWA
40
B. Riley Wealth Advisors
Florida
$396K +$5.15K +222 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$371K +$158K +6,804 +76%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$355K -$323K -13,897 -48%
DC
43
Davenport & Co
Virginia
$350K
PAS
44
Park Avenue Securities
New York
$289K +$10.5K +454 +4%
Creative Planning
45
Creative Planning
Kansas
$272K +$13.9K +600 +6%
WWM
46
Western Wealth Management
Colorado
$250K +$245K +10,560 New
CAN
47
Cetera Advisor Networks
California
$242K +$11.6K +500 +5%
RCA
48
Rowland Carmichael Advisors
Arizona
$240K
SPC
49
Sigma Planning Corp
Michigan
$235K +$882 +38 +0.4%
CS
50
Comerica Securities
Michigan
$232K -$221K -9,534 -49%