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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $239M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.39% more ownership

Funds ownership: 24.57%24.96% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 113110 (-3)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

45% less capital invested

Capital invested by funds: $438M → $239M (-$199M)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
29
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.29M -$32.8K -1,874 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.28M +$1.42M +80,969 New
RVPG
28
Relative Value Partners Group
$1.1M
FFP
29
FourThought Financial Partners
Florida
$1.04M +$145K +8,261 +14%
RJA
30
Raymond James & Associates
Florida
$1.03M +$20.8K +1,187 +2%
Stifel Financial
31
Stifel Financial
Missouri
$869K +$65.3K +3,727 +7%
IFG
32
Independent Financial Group
California
$864K -$61.3K -3,500 -6%
SFS
33
Sowell Financial Services
Arkansas
$827K +$86.3K +4,926 +10%
OBWG
34
Onyx Bridge Wealth Group
New York
$767K +$70.2K +4,007 +9%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$723K +$145K +8,299 +22%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$706K +$18.8K +1,076 +2%
IWM
37
IHT Wealth Management
Illinois
$690K -$158K -9,038 -17%
GC
38
Guggenheim Capital
Illinois
$631K +$172K +9,813 +33%
IWP
39
Icon Wealth Partners
Texas
$614K +$682K +38,938 New
AWS
40
Atria Wealth Solutions
New York
$568K +$57.9K +3,306 +10%
LA
41
LexAurum Advisors
Kansas
$549K -$26.3K -1,500 -4%
PFS
42
Prospera Financial Services
Texas
$517K +$10.6K +605 +2%
DCM
43
Delta Capital Management
New Jersey
$487K
RFN
44
RDA Financial Network
Iowa
$487K
CFG
45
Cooper Financial Group
California
$475K +$58.9K +3,362 +13%
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
$445K +$494K +28,191 New
CIA
47
Capital Investment Advisors
Georgia
$428K +$33.4K +1,908 +8%
NA
48
NewEdge Advisors
Louisiana
$403K -$24.9K -1,421 -5%
AAS
49
Ameritas Advisory Services
Nebraska
$394K -$44.5K -2,543 -9%
JP Morgan Chase
50
JP Morgan Chase
New York
$383K +$425K +24,268 New