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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $307M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $303M → $307M (+$3.52M)

0% more funds holding

Funds holding: 110110 (0)

0.38% less ownership

Funds ownership: 27.84%27.45% (-0.38%)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
33
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$1.78M +$624K +35,548 +58%
SFS
27
Shaker Financial Services
Virginia
$1.75M -$497K -28,352 -23%
SIA
28
Sit Investment Associates
Minnesota
$1.64M -$7.02K -400 -0.4%
CF
29
Centaurus Financial
California
$1.57M -$282K -16,090 -16%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.55M
IWM
31
IHT Wealth Management
Illinois
$1.5M -$25.5K -1,455 -2%
RJA
32
Raymond James & Associates
Florida
$1.44M -$152K -8,671 -10%
Stifel Financial
33
Stifel Financial
Missouri
$1.32M +$54K +3,079 +4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.17M -$9.51K -542 -0.8%
OBWG
35
Onyx Bridge Wealth Group
New York
$1.15M +$23.7K +1,349 +2%
PS
36
Principal Securities
Iowa
$1.13M +$30.4K +1,732 +3%
Truist Financial
37
Truist Financial
North Carolina
$937K -$191K -10,881 -18%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$915K +$121K +6,896 +16%
CIA
39
Capital Investment Advisors
Georgia
$875K +$21.7K +1,236 +3%
OC
40
Oppenheimer & Co
New York
$799K -$16.4K -933 -2%
PFS
41
Prospera Financial Services
Texas
$758K +$25.3K +1,442 +4%
BRWA
42
B. Riley Wealth Advisors
Florida
$741K +$353K +20,091 +99%
SFS
43
Sowell Financial Services
Arkansas
$668K
RJFSA
44
Raymond James Financial Services Advisors
Florida
$610K -$15.5K -884 -3%
Comerica Bank
45
Comerica Bank
Texas
$599K -$24K -1,370 -4%
BW
46
Bison Wealth
Georgia
$593K
PI
47
PFG Investments
New York
$584K -$2.76M -157,417 -83%
RFN
48
RDA Financial Network
Iowa
$576K -$6.09K -347 -1%
DCM
49
Delta Capital Management
New Jersey
$562K
AWS
50
Atria Wealth Solutions
New York
$557K -$22K -1,255 -4%