We are live on ! Find out more
FPF

First Trust Intermediate Duration Preferred & Income Fund

105 hedge funds and large institutions have $335M invested in First Trust Intermediate Duration Preferred & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $331M → $335M (+$3.48M)

0.68% more ownership

Funds ownership: 21.79%22.48% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 110105 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
25
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$1.37M +$33.9K +1,361 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.33M +$77K +3,094 +6%
FF
28
FourThought Financial
Florida
$1.29M -$76.9K -3,087 -6%
MA
29
Menlo Advisors
California
$1.16M +$12.5K +500 +1%
DADC
30
D.A. Davidson & Co
Montana
$1.12M +$144K +5,779 +14%
MFG
31
Magnus Financial Group
New York
$1.03M +$3.91K +157 +0.4%
LA
32
LexAurum Advisors
Kansas
$905K
OBWG
33
Onyx Bridge Wealth Group
New York
$847K -$4.86K -195 -0.6%
CFG
34
Cooper Financial Group
California
$835K +$131K +5,262 +18%
CF
35
Centaurus Financial
California
$822K -$11.3K -453 -1%
SWM
36
Spire Wealth Management
Virginia
$759K -$50.5K -2,027 -6%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$755K +$236K +9,478 +45%
AAS
38
Ameritas Advisory Services
Nebraska
$742K +$753K +30,254 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$735K +$56.3K +2,260 +8%
DCM
40
Delta Capital Management
New Jersey
$730K +$8.09K +325 +1%
RFN
41
RDA Financial Network
Iowa
$721K -$43.7K -1,754 -6%
SFS
42
Sowell Financial Services
Arkansas
$689K -$25 -1 -0%
FFC
43
First Financial Corp
Indiana
$669K +$78K +3,132 +13%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$658K +$2.52K +101 +0.4%
PFS
45
Prospera Financial Services
Texas
$637K +$77.5K +3,114 +14%
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$608K +$617K +24,778 New
AIA
47
Armor Investment Advisors
North Carolina
$595K -$29.9K -1,200 -5%
NA
48
NewEdge Advisors
Louisiana
$564K +$222K +8,927 +64%
DC
49
Davenport & Co
Virginia
$521K +$29.9K +1,200 +6%
BRWA
50
B. Riley Wealth Advisors
Florida
$500K +$11.7K +469 +2%