FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

100 hedge funds and large institutions have $264M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
30
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.68M
2
BI
2
Bramshill Investments
Florida
$15.4M
3
Citigroup
3
Citigroup
New York
$2.21M
4
FF
4
FourThought Financial
Florida
$1.39M
5
MA
5
Menlo Advisors
California
$1.08M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25M
2
Morgan Stanley
2
Morgan Stanley
New York
$102M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$668K
4
SFS
4
Shaker Financial Services
Virginia
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
26
Icon Wealth Partners
Texas
$1.15M 47,591 -5,625 -11%
MA
27
Menlo Advisors
California
$1.08M 45,000 +45,000 New
CFG
28
Cooper Financial Group
California
$1.07M 44,616 -12,218 -21%
TC
29
Telemus Capital
Michigan
$962K 40,000 – –
OBWG
30
Onyx Bridge Wealth Group
New York
$890K 36,993 +36,993 New
RJA
31
Raymond James & Associates
Florida
$889K 36,978 +1,439 +4%
CF
32
Centaurus Financial
California
$839K 34,885 -930 -3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$831K 34,562 -3,413 -9%
RFN
34
RDA Financial Network
Iowa
$760K 31,616 -390 -1%
SFS
35
Sowell Financial Services
Arkansas
$759K 31,560 +4 +0%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$737K 30,655 -2,720 -8%
AIA
37
Armor Investment Advisors
North Carolina
$715K 29,726 -860 -3%
GTAM
38
Global Trust Asset Management
Florida
$711K 29,576 +12,343 +72%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$674K 28,043 +2,853 +11%
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$668K 27,785 -51,234 -65%
APW
41
Aurora Private Wealth
New Jersey
$654K 27,201 -1,380 -5%
CIA
42
Capital Investment Advisors
Georgia
$547K 22,728 +10,279 +83%
DCM
43
Delta Capital Management
New Jersey
$544K 22,630 +850 +4%
CA
44
Cetera Advisors
Colorado
$533K 22,161 -941 -4%
DADC
45
D.A. Davidson & Co
Montana
$530K 22,057 +7,372 +50%
PFS
46
Prospera Financial Services
Texas
$480K 19,948 +19,948 New
FFC
47
First Financial Corp
Indiana
$465K 19,347 +53 +0.3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$461K 19,151 +1,312 +7%
DC
49
Davenport & Co
Virginia
$446K 18,553 -450 -2%
OC
50
Oppenheimer & Co
New York
$408K 16,954 -2,761 -14%
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