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FPF

First Trust Intermediate Duration Preferred & Income Fund

87 hedge funds and large institutions have $249M invested in First Trust Intermediate Duration Preferred & Income Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

5% more funds holding

Funds holding: 8387 (+4)

0.01% more ownership

Funds ownership: 17.39%17.39% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $250M → $249M (-$397K)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
30
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$928K -$37.3K -1,567 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$861K -$434K -18,258 -33%
CF
28
Centaurus Financial
California
$859K -$43.2K -1,816 -5%
AIA
29
Armor Investment Advisors
North Carolina
$768K +$61K +2,566 +9%
RFN
30
RDA Financial Network
Iowa
$719K +$12.1K +509 +2%
GC
31
Guggenheim Capital
Illinois
$646K -$59.1K -2,487 -8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$638K +$75.8K +3,186 +13%
CA
33
Cetera Advisors
Colorado
$596K -$282K -11,855 -32%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$514K +$72.3K +3,039 +16%
SFS
35
Sowell Financial Services
Arkansas
$513K +$309 +13 +0.1%
APW
36
Aurora Private Wealth
New Jersey
$496K +$500K +21,031 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$484K -$57.9K -2,436 -11%
DCM
38
Delta Capital Management
New Jersey
$462K +$7.13K +300 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$458K +$88.2K +3,710 +24%
DC
40
Davenport & Co
Virginia
$448K +$85.6K +3,600 +23%
Citigroup
41
Citigroup
New York
$429K +$355K +14,916 +454%
PCM
42
Prelude Capital Management
New York
$409K +$412K +17,325 New
ASN
43
Advisory Services Network
Georgia
$399K +$333K +13,987 +478%
DADC
44
D.A. Davidson & Co
Montana
$398K
BRWA
45
B. Riley Wealth Advisors
Florida
$381K -$14.5K -609 -4%
PAS
46
Park Avenue Securities
New York
$371K +$83.6K +3,516 +29%
BF
47
BOK Financial
Oklahoma
$369K -$54K -2,269 -13%
SIC
48
Samalin Investment Counsel
New York
$357K +$361K +15,168 New
AWA
49
Arete Wealth Advisors
Illinois
$298K -$107K -4,500 -26%
CS
50
Comerica Securities
Michigan
$283K +$50.7K +2,130 +22%