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FPF

First Trust Intermediate Duration Preferred & Income Fund

118 hedge funds and large institutions have $386M invested in First Trust Intermediate Duration Preferred & Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

61% more capital invested

Capital invested by funds: $240M → $386M (+$146M)

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

12.46% more ownership

Funds ownership: 26.45%38.9% (+12%)

10% more funds holding

Funds holding: 107118 (+11)

Holders
118
Holders Change
+11
Holders Change %
+10.28%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
41
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.87M -$1.55M -102,632 -47%
Citadel Advisors
27
Citadel Advisors
Florida
$1.69M +$1.57M +103,832 New
PFA
28
Petra Financial Advisors
Colorado
$1.66M -$27.3K -1,800 -2%
CF
29
Centaurus Financial
California
$1.66M -$19K -1,253 -1%
PAS
30
Park Avenue Securities
New York
$1.59M +$87.3K +5,765 +6%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.38M -$296K -19,569 -19%
RJA
32
Raymond James & Associates
Florida
$1.38M +$170K +11,234 +15%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$1.36M
IWM
34
IHT Wealth Management
Illinois
$1.29M -$53K -3,500 -4%
Stifel Financial
35
Stifel Financial
Missouri
$1.1M +$239K +15,749 +30%
RCM
36
Rivernorth Capital Management
Florida
$1.02M +$946K +62,437 New
Truist Financial
37
Truist Financial
North Carolina
$1.01M -$195K -12,883 -17%
OBWG
38
Onyx Bridge Wealth Group
New York
$942K -$52.5K -3,465 -6%
CCP
39
Clough Capital Partners
Massachusetts
$928K +$862K +56,900 New
PS
40
Principal Securities
Iowa
$757K +$703K +46,432 New
GP
41
Gridiron Partners
Pennsylvania
$748K +$695K +45,881 New
OC
42
Oppenheimer & Co
New York
$738K +$261K +17,204 +61%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$673K +$90.3K +5,964 +17%
PFS
44
Prospera Financial Services
Texas
$648K +$83.1K +5,485 +16%
CIA
45
Capital Investment Advisors
Georgia
$630K +$13.3K +879 +2%
Comerica Bank
46
Comerica Bank
Texas
$618K +$34.1K +2,251 +6%
SFS
47
Sowell Financial Services
Arkansas
$608K -$130K -8,574 -19%
GC
48
Guggenheim Capital
Illinois
$594K +$92.5K +6,105 +20%
AWS
49
Atria Wealth Solutions
New York
$593K +$17.9K +1,181 +3%
BW
50
Bison Wealth
Georgia
$556K -$4.47K -295 -0.9%