FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

108 hedge funds and large institutions have $302M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
32
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.5M
3
LPL Financial
3
LPL Financial
California
$11.7M
4
GC
4
Guggenheim Capital
Illinois
$1.78M
5
Invesco
5
Invesco
Georgia
$13.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$3.75M
2
PI
2
PFG Investments
New York
$584K
3
KIM
3
Karpus Investment Management
New York
$9.77M
4
Bank of America
4
Bank of America
North Carolina
$3.14M
5
MOS
5
MGO One Seven
Ohio
$5.34M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$1.75M 95,142 -28,352 -23%
SIA
27
Sit Investment Associates
Minnesota
$1.64M 89,058 -400 -0.4%
CF
28
Centaurus Financial
California
$1.57M 85,662 -16,090 -16%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$1.55M 84,245 – –
IWM
30
IHT Wealth Management
Illinois
$1.5M 81,916 -1,455 -2%
RJA
31
Raymond James & Associates
Florida
$1.44M 78,597 -8,671 -10%
Stifel Financial
32
Stifel Financial
Missouri
$1.32M 72,077 +3,079 +4%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.17M 63,715 -542 -0.8%
OBWG
34
Onyx Bridge Wealth Group
New York
$1.15M 62,492 +1,349 +2%
PS
35
Principal Securities
Iowa
$1.13M 61,594 +1,732 +3%
Truist Financial
36
Truist Financial
North Carolina
$937K 51,003 -10,881 -18%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$915K 49,813 +6,896 +16%
CIA
38
Capital Investment Advisors
Georgia
$875K 47,620 +1,236 +3%
OC
39
Oppenheimer & Co
New York
$799K 43,473 -933 -2%
PFS
40
Prospera Financial Services
Texas
$758K 41,242 +1,442 +4%
BRWA
41
B. Riley Wealth Advisors
Florida
$741K 40,326 +20,091 +99%
SFS
42
Sowell Financial Services
Arkansas
$668K 36,388 – –
RJFSA
43
Raymond James Financial Services Advisors
Florida
$610K 33,189 -884 -3%
Comerica Bank
44
Comerica Bank
Texas
$599K 32,595 -1,370 -4%
BW
45
Bison Wealth
Georgia
$593K 33,105 – –
PI
46
PFG Investments
New York
$584K 31,779 -157,417 -83%
RFN
47
RDA Financial Network
Iowa
$576K 31,369 -347 -1%
DCM
48
Delta Capital Management
New Jersey
$562K 30,610 – –
AWS
49
Atria Wealth Solutions
New York
$557K 30,335 -1,255 -4%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$510K 27,741 -3,373 -11%
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