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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $331M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

1.11% more ownership

Funds ownership: 20.69%21.79% (+1.1%)

5% more capital invested

Capital invested by funds: $316M → $331M (+$15.4M)

0% more funds holding

Funds holding: 110110 (0)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
26
FourThought Financial
Florida
$1.4M -$86.7K -3,385 -6%
RJA
27
Raymond James & Associates
Florida
$1.37M +$190K +7,421 +16%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$1.36M
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.28M -$337K -13,160 -20%
MA
30
Menlo Advisors
California
$1.17M +$19.2K +750 +2%
MFG
31
Magnus Financial Group
New York
$1.05M +$794 +31 +0.1%
DADC
32
D.A. Davidson & Co
Montana
$1M +$139K +5,438 +16%
LA
33
LexAurum Advisors
Kansas
$923K
OBWG
34
Onyx Bridge Wealth Group
New York
$867K +$205 +8 +0%
CF
35
Centaurus Financial
California
$849K -$2.05K -80 -0.2%
SWM
36
Spire Wealth Management
Virginia
$824K +$91.4K +3,570 +12%
RFN
37
RDA Financial Network
Iowa
$779K -$6.2K -242 -0.8%
APW
38
Aurora Private Wealth
New Jersey
$764K +$24.3K +950 +3%
AIC
39
Ameritas Investment Company
Nebraska
$752K +$215K +8,378 +39%
DCM
40
Delta Capital Management
New Jersey
$736K
CFG
41
Cooper Financial Group
California
$720K -$26.9K -1,052 -4%
SFS
42
Sowell Financial Services
Arkansas
$699K +$53.2K +2,077 +8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$693K -$76.3K -2,978 -10%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$669K -$34K -1,329 -5%
AIA
45
Armor Investment Advisors
North Carolina
$636K -$94.4K -3,687 -13%
FFC
46
First Financial Corp
Indiana
$604K +$95.3K +3,721 +18%
PFS
47
Prospera Financial Services
Texas
$572K -$107K -4,178 -15%
CIA
48
Capital Investment Advisors
Georgia
$571K +$13K +507 +2%
CA
49
Cetera Advisors
Colorado
$555K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$532K -$48.4K -1,890 -8%