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FPF

First Trust Intermediate Duration Preferred & Income Fund

95 hedge funds and large institutions have $230M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

4% more funds holding

Funds holding: 9195 (+4)

2% more capital invested

Capital invested by funds: $225M → $230M (+$4.85M)

0.12% more ownership

Funds ownership: 17.51%17.63% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
26
Icon Wealth Partners
Texas
$1.14M -$42.5K -1,957 -4%
MFG
27
Magnus Financial Group
New York
$911K
TC
28
Telemus Capital
Michigan
$864K
SFS
29
Shaker Financial Services
Virginia
$834K +$844K +38,800 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$816K +$139K +6,372 +20%
CF
31
Centaurus Financial
California
$770K -$4.63K -213 -0.6%
RJA
32
Raymond James & Associates
Florida
$764K -$377K -17,323 -33%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$717K +$28.8K +1,324 +4%
RFN
34
RDA Financial Network
Iowa
$688K +$26.5K +1,217 +4%
SFS
35
Sowell Financial Services
Arkansas
$678K -$37.1K -1,708 -5%
AIA
36
Armor Investment Advisors
North Carolina
$657K -$13K -600 -2%
APW
37
Aurora Private Wealth
New Jersey
$614K +$17.4K +800 +3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$541K -$1.6M -73,796 -75%
CA
39
Cetera Advisors
Colorado
$496K -$8.37K -385 -2%
DCM
40
Delta Capital Management
New Jersey
$468K +$28.3K +1,300 +6%
GC
41
Guggenheim Capital
Illinois
$466K -$59.9K -2,753 -11%
IFG
42
Independent Financial Group
California
$451K -$21.7K -1,000 -5%
OC
43
Oppenheimer & Co
New York
$424K -$110K -5,079 -20%
FFC
44
First Financial Corp
Indiana
$415K +$51.4K +2,366 +14%
DC
45
Davenport & Co
Virginia
$408K
Citigroup
46
Citigroup
New York
$396K -$236K -10,843 -37%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$383K +$17.4K +800 +5%
GTAM
48
Global Trust Asset Management
Florida
$369K +$157K +7,233 +72%
BRWA
49
B. Riley Wealth Advisors
Florida
$354K +$2.26K +104 +0.6%
PAS
50
Park Avenue Securities
New York
$339K -$24.3K -1,118 -7%