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FPF

First Trust Intermediate Duration Preferred & Income Fund

101 hedge funds and large institutions have $267M invested in First Trust Intermediate Duration Preferred & Income Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $230M → $267M (+$36.5M)

6% more funds holding

Funds holding: 95101 (+6)

0.63% more ownership

Funds ownership: 17.63%18.26% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
31
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Magnus Financial Group
New York
$1.15M +$123K +5,500 +13%
IWP
27
Icon Wealth Partners
Texas
$1.15M -$126K -5,625 -11%
MA
28
Menlo Advisors
California
$1.08M +$1.01M +45,000 New
CFG
29
Cooper Financial Group
California
$1.07M -$274K -12,218 -21%
TC
30
Telemus Capital
Michigan
$962K
OBWG
31
Onyx Bridge Wealth Group
New York
$890K +$830K +36,993 New
RJA
32
Raymond James & Associates
Florida
$889K +$32.3K +1,439 +4%
CF
33
Centaurus Financial
California
$839K -$20.9K -930 -3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$831K -$76.5K -3,413 -9%
RFN
35
RDA Financial Network
Iowa
$760K -$8.75K -390 -1%
SFS
36
Sowell Financial Services
Arkansas
$759K +$90 +4 +0%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$737K -$61K -2,720 -8%
AIA
38
Armor Investment Advisors
North Carolina
$715K -$19.3K -860 -3%
GTAM
39
Global Trust Asset Management
Florida
$711K +$277K +12,343 +72%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$674K +$64K +2,853 +11%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$668K -$1.15M -51,234 -65%
APW
42
Aurora Private Wealth
New Jersey
$654K -$31K -1,380 -5%
CIA
43
Capital Investment Advisors
Georgia
$547K +$231K +10,279 +83%
DCM
44
Delta Capital Management
New Jersey
$544K +$19.1K +850 +4%
CA
45
Cetera Advisors
Colorado
$533K -$21.1K -941 -4%
DADC
46
D.A. Davidson & Co
Montana
$530K +$165K +7,372 +50%
PFS
47
Prospera Financial Services
Texas
$480K +$447K +19,948 New
FFC
48
First Financial Corp
Indiana
$465K +$1.19K +53 +0.3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$461K +$29.4K +1,312 +7%
DC
50
Davenport & Co
Virginia
$446K -$10.1K -450 -2%