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FPF

First Trust Intermediate Duration Preferred & Income Fund

109 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $267M → $303M (+$35.9M)

8% more funds holding

Funds holding: 101109 (+8)

2.54% more ownership

Funds ownership: 18.26%20.79% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
39
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.2M -$83.6K -3,565 -7%
IWP
27
Icon Wealth Partners
Texas
$1.19M +$48.1K +2,050 +4%
MA
28
Menlo Advisors
California
$1.1M +$23.5K +1,000 +2%
MFG
29
Magnus Financial Group
New York
$1.04M -$102K -4,367 -9%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$995K +$975K +41,563 New
TC
31
Telemus Capital
Michigan
$958K
RJA
32
Raymond James & Associates
Florida
$910K +$24K +1,025 +3%
OBWG
33
Onyx Bridge Wealth Group
New York
$859K -$26.3K -1,121 -3%
CF
34
Centaurus Financial
California
$831K -$4.08K -174 -0.5%
RFN
35
RDA Financial Network
Iowa
$760K +$2.32K +99 +0.3%
SFS
36
Shaker Financial Services
Virginia
$722K +$708K +30,164 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$721K -$12.9K -550 -2%
AIA
38
Armor Investment Advisors
North Carolina
$717K +$4.88K +208 +0.7%
DCM
39
Delta Capital Management
New Jersey
$717K +$171K +7,300 +32%
SWM
40
Spire Wealth Management
Virginia
$704K +$690K +29,415 New
APW
41
Aurora Private Wealth
New Jersey
$683K +$30.5K +1,300 +5%
DADC
42
D.A. Davidson & Co
Montana
$682K +$151K +6,420 +29%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$674K -$150K -6,383 -18%
SFS
44
Sowell Financial Services
Arkansas
$635K -$134K -5,706 -18%
CFG
45
Cooper Financial Group
California
$618K -$441K -18,804 -42%
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$604K -$59.8K -2,550 -9%
Citigroup
47
Citigroup
New York
$568K -$1.6M -68,274 -74%
CIA
48
Capital Investment Advisors
Georgia
$557K +$12.4K +529 +2%
PFS
49
Prospera Financial Services
Texas
$535K +$56.2K +2,394 +12%
CA
50
Cetera Advisors
Colorado
$518K -$12.4K -527 -2%