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FPF

First Trust Intermediate Duration Preferred & Income Fund

100 hedge funds and large institutions have $232M invested in First Trust Intermediate Duration Preferred & Income Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 100100 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 23.36%22.95% (-0.41%)

13% less capital invested

Capital invested by funds: $266M → $232M (-$34M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$966K +$225K +11,900 +26%
MC
27
Mathes Company
New York
$936K -$28.4K -1,500 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$935K +$70.3K +3,718 +7%
SFS
29
Sowell Financial Services
Arkansas
$796K +$380K +20,103 +72%
SFS
30
Shaker Financial Services
Virginia
$684K +$780K +41,226 New
OBWG
31
Onyx Bridge Wealth Group
New York
$671K +$91.5K +4,837 +13%
IWA
32
Icon Wealth Advisors
Texas
$646K +$736K +38,938 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$638K -$46.6K -2,463 -6%
LCM
34
Landscape Capital Management
New Jersey
$636K +$300K +15,854 +71%
CF
35
Centaurus Financial
California
$622K +$67.6K +3,577 +11%
HGERS
36
Householder Group Estate & Retirement Specialist
Arizona
$615K -$69.6K -3,678 -9%
LA
37
LexAurum Advisors
Kansas
$601K -$21.1K -1,115 -3%
AWS
38
Atria Wealth Solutions
New York
$586K +$318K +16,802 +91%
PFS
39
Prospera Financial Services
Texas
$517K
DCM
40
Delta Capital Management
New Jersey
$513K -$26.5K -1,400 -4%
RFN
41
RDA Financial Network
Iowa
$512K +$24.3K +1,284 +4%
FFC
42
First Financial Corp
Indiana
$510K -$31.5K -1,665 -5%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$505K +$79.1K +4,184 +16%
AAS
44
Ameritas Advisory Services
Nebraska
$487K -$21.8K -1,152 -4%
NA
45
NewEdge Advisors
Louisiana
$414K -$73.7K -3,897 -13%
SIC
46
Samalin Investment Counsel
New York
$413K -$6.85K -362 -1%
CFG
47
Cooper Financial Group
California
$408K -$133K -7,011 -22%
SWM
48
Spire Wealth Management
Virginia
$405K -$14.1K -746 -3%
VIM
49
Vista Investment Management
Pennsylvania
$378K -$5.94K -314 -1%
CAN
50
Cetera Advisor Networks
California
$364K +$29.5K +1,562 +8%