FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

96 hedge funds and large institutions have $233M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
96
Holders Change
-11
Holders Change %
-10.28%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
33
Reduced
30
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.98M
3
MC
3
Mathes Company
New York
$593K
4
BW
4
Bison Wealth
Georgia
$540K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.76M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$4.54M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
FFP
3
FourThought Financial Partners
Florida
$0
4
CIA
4
Capital Investment Advisors
Georgia
$0
5
Wells Fargo
5
Wells Fargo
California
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.25M 80,811 -1,081 -1%
RVPG
27
Relative Value Partners Group
$1.02M 65,576 -3,929 -6%
OBWG
28
Onyx Bridge Wealth Group
New York
$927K 59,744 +11,144 +23%
RJA
29
Raymond James & Associates
Florida
$886K 57,123 -8,251 -13%
SFS
30
Sowell Financial Services
Arkansas
$815K 52,558 +122 +0.2%
Stifel Financial
31
Stifel Financial
Missouri
$784K 50,538 -4,538 -8%
IWM
32
IHT Wealth Management
Illinois
$667K 42,995 -732 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$665K 42,847 -1,890 -4%
IWP
34
Icon Wealth Partners
Texas
$654K 42,188 +3,250 +8%
GC
35
Guggenheim Capital
Illinois
$614K 39,560 -441 -1%
MC
36
Mathes Company
New York
$593K 38,250 +38,250 New
AWS
37
Atria Wealth Solutions
New York
$551K 35,509 -482 -1%
BW
38
Bison Wealth
Georgia
$540K 34,807 +34,807 New
LA
39
LexAurum Advisors
Kansas
$527K 33,968 -800 -2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$516K 33,249 +1,346 +4%
PFS
41
Prospera Financial Services
Texas
$508K 32,774 – –
RFN
42
RDA Financial Network
Iowa
$503K 32,439 +1,600 +5%
DCM
43
Delta Capital Management
New Jersey
$485K 31,260 +400 +1%
CFG
44
Cooper Financial Group
California
$460K 29,656 -431 -1%
NA
45
NewEdge Advisors
Louisiana
$402K 25,909 -200 -0.8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$392K 25,264 +13,183 +109%
PHS
47
Pekin Hardy Strauss
Illinois
$368K 23,700 -305 -1%
CAN
48
Cetera Advisor Networks
California
$310K 20,007 -1,557 -7%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$291K 18,786 -1,170 -6%
BRWA
50
B. Riley Wealth Advisors
Florida
$285K 18,393 +558 +3%
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