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FPF

First Trust Intermediate Duration Preferred & Income Fund

100 hedge funds and large institutions have $266M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 23.29%23.36% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 101100 (-1)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

15% less capital invested

Capital invested by funds: $311M → $266M (-$45.9M)

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
33
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$984K -$21.5K -1,100 -2%
IFG
27
Independent Financial Group
California
$866K +$908K +46,375 New
DADC
28
D.A. Davidson & Co
Montana
$829K -$18K -919 -2%
IWP
29
Icon Wealth Partners
Texas
$822K -$302K -15,412 -26%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$765K -$374K -19,112 -32%
HGERS
31
Householder Group Estate & Retirement Specialist
Arizona
$762K +$163K +8,326 +26%
LA
32
LexAurum Advisors
Kansas
$699K +$9.79K +500 +1%
OBWG
33
Onyx Bridge Wealth Group
New York
$693K +$123K +6,261 +21%
AWA
34
Arete Wealth Advisors
Illinois
$635K +$436K +22,304 +189%
CF
35
Centaurus Financial
California
$634K +$8.32K +425 +1%
FFC
36
First Financial Corp
Indiana
$606K -$1.51K -77 -0.2%
DCM
37
Delta Capital Management
New Jersey
$604K +$45.9K +2,345 +8%
CFG
38
Cooper Financial Group
California
$590K -$94.6K -4,833 -13%
PFS
39
Prospera Financial Services
Texas
$582K +$26.4K +1,350 +5%
AAS
40
Ameritas Advisory Services
Nebraska
$570K +$5.32K +272 +0.9%
RFN
41
RDA Financial Network
Iowa
$553K +$12.9K +660 +2%
NA
42
NewEdge Advisors
Louisiana
$540K -$21.1K -1,078 -4%
SFS
43
Sowell Financial Services
Arkansas
$521K -$254 -13 -0%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$491K -$57.6K -2,941 -10%
SIC
45
Samalin Investment Counsel
New York
$473K +$105K +5,378 +27%
SWM
46
Spire Wealth Management
Virginia
$470K -$58.3K -2,980 -11%
BRWA
47
B. Riley Wealth Advisors
Florida
$431K +$7.57K +387 +2%
VIM
48
Vista Investment Management
Pennsylvania
$431K +$452K +23,098 New
LCM
49
Landscape Capital Management
New Jersey
$420K +$440K +22,483 New
GC
50
Guggenheim Capital
Illinois
$400K +$130K +6,661 +45%