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FPF

First Trust Intermediate Duration Preferred & Income Fund

91 hedge funds and large institutions have $225M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $190M → $225M (+$35M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

3% more funds holding

Funds holding: 8891 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 17.6%17.51% (-0.1%)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Telemus Capital
Michigan
$837K +$805K +40,000 New
CF
27
Centaurus Financial
California
$768K +$5.91K +294 +0.8%
SFS
28
Sowell Financial Services
Arkansas
$709K -$121 -6 -0%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$683K +$241K +11,958 +60%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$673K -$38.8K -1,930 -6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$670K +$632K +31,424 New
AIA
32
Armor Investment Advisors
North Carolina
$665K -$20.7K -1,029 -3%
RFN
33
RDA Financial Network
Iowa
$656K +$8.23K +409 +1%
Citigroup
34
Citigroup
New York
$625K +$182K +9,040 +45%
APW
35
Aurora Private Wealth
New Jersey
$592K -$239K -11,881 -30%
OC
36
Oppenheimer & Co
New York
$528K +$41.3K +2,052 +9%
GC
37
Guggenheim Capital
Illinois
$521K -$74.1K -3,686 -13%
CA
38
Cetera Advisors
Colorado
$501K -$5.73K -285 -1%
IFG
39
Independent Financial Group
California
$469K -$13.8K -685 -3%
DCM
40
Delta Capital Management
New Jersey
$436K +$18.1K +900 +5%
DC
41
Davenport & Co
Virginia
$405K
PFS
42
Prospera Financial Services
Texas
$378K +$77K +3,827 +27%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$363K -$68.6K -3,411 -17%
FFC
44
First Financial Corp
Indiana
$361K
PAS
45
Park Avenue Securities
New York
$360K -$6.76K -336 -2%
BRWA
46
B. Riley Wealth Advisors
Florida
$348K +$5.41K +269 +2%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$327K +$96.3K +4,789 +45%
BF
48
BOK Financial
Oklahoma
$308K -$32K -1,590 -10%
CS
49
Comerica Securities
Michigan
$297K +$32.3K +1,604 +13%
SIC
50
Samalin Investment Counsel
New York
$285K +$784 +39 +0.3%