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FPF

First Trust Intermediate Duration Preferred & Income Fund

101 hedge funds and large institutions have $311M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

0.82% more ownership

Funds ownership: 22.48%23.29% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 105101 (-4)

7% less capital invested

Capital invested by funds: $335M → $311M (-$23.3M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
44
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Mathes Company
New York
$1.27M
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.18M -$10.6K -474 -0.9%
FF
28
FourThought Financial
Florida
$1.16M -$6.17K -277 -0.5%
MA
29
Menlo Advisors
California
$1.04M
DADC
30
D.A. Davidson & Co
Montana
$996K -$9.95K -447 -1%
LA
31
LexAurum Advisors
Kansas
$811K
CFG
32
Cooper Financial Group
California
$801K +$53K +2,382 +7%
CF
33
Centaurus Financial
California
$737K
FFC
34
First Financial Corp
Indiana
$715K +$117K +5,250 +19%
HGERS
35
Householder Group Estate & Retirement Specialist
Arizona
$714K +$171K +7,690 +31%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$676K +$17.9K +804 +3%
AAS
37
Ameritas Advisory Services
Nebraska
$666K +$267 +12 +0%
DCM
38
Delta Capital Management
New Jersey
$660K +$6.01K +270 +0.9%
NA
39
NewEdge Advisors
Louisiana
$659K +$156K +6,987 +30%
PFS
40
Prospera Financial Services
Texas
$656K +$85.9K +3,857 +15%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$643K +$53.2K +2,392 +9%
RFN
42
RDA Financial Network
Iowa
$637K -$9.26K -416 -1%
AWS
43
Atria Wealth Solutions
New York
$623K +$631K +28,331 New
SWM
44
Spire Wealth Management
Virginia
$619K -$61.4K -2,760 -9%
OBWG
45
Onyx Bridge Wealth Group
New York
$612K -$83.7K -3,760 -11%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$609K -$68.2K -3,063 -10%
DA
47
Doliver Advisors
Texas
$524K +$530K +23,812 New
SFS
48
Sowell Financial Services
Arkansas
$521K -$111 -5 -0%
BRWA
49
B. Riley Wealth Advisors
Florida
$498K +$50.8K +2,283 +11%
AIA
50
Armor Investment Advisors
North Carolina
$495K -$38.4K -1,726 -7%