FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

108 hedge funds and large institutions have $297M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$149M
2
Millennium Management
2
Millennium Management
New York
$1.32M
3
Wells Fargo
3
Wells Fargo
California
$18.6M
4
IWM
4
IHT Wealth Management
Illinois
$2.58M
5
PVI
5
Pine Valley Investments
New Jersey
$695K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
KIM
2
Karpus Investment Management
New York
$0
3
SCM
3
Sterneck Capital Management
Missouri
$337K
4
PFA
4
Petra Financial Advisors
Colorado
$0
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$1.45M 74,451 -11,211 -13%
OC
27
Oppenheimer & Co
New York
$1.44M 73,753 +30,280 +70%
Millennium Management
28
Millennium Management
New York
$1.32M 67,731 +67,731 New
OBWG
29
Onyx Bridge Wealth Group
New York
$1.28M 65,391 +2,899 +5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.25M 64,168 +453 +0.7%
PS
31
Principal Securities
Iowa
$1.25M 64,085 +2,491 +4%
Stifel Financial
32
Stifel Financial
Missouri
$1.13M 57,798 -14,279 -20%
CIA
33
Capital Investment Advisors
Georgia
$930K 47,631 +11 +0%
Truist Financial
34
Truist Financial
North Carolina
$903K 46,249 -4,754 -9%
PFS
35
Prospera Financial Services
Texas
$836K 42,823 +1,581 +4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$822K 42,066 -7,747 -16%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$742K 37,975 +4,786 +14%
SFS
38
Sowell Financial Services
Arkansas
$711K 36,388 – –
PVI
39
Pine Valley Investments
New Jersey
$695K 35,600 +35,600 New
PI
40
PFG Investments
New York
$672K 34,409 +2,630 +8%
BRWA
41
B. Riley Wealth Advisors
Florida
$649K 33,165 -7,161 -18%
Jane Street
42
Jane Street
New York
$644K 32,981 +32,981 New
Comerica Bank
43
Comerica Bank
Texas
$633K 32,433 -162 -0.5%
SCM
44
Saxony Capital Management
Missouri
$627K 32,101 +32,101 New
RFN
45
RDA Financial Network
Iowa
$616K 31,562 +193 +0.6%
DCM
46
Delta Capital Management
New Jersey
$596K 30,540 -70 -0.2%
NA
47
NewEdge Advisors
Louisiana
$563K 28,830 +3,112 +12%
AWS
48
Atria Wealth Solutions
New York
$555K 28,411 -1,924 -6%
GP
49
Gridiron Partners
Pennsylvania
$519K 26,558 – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$479K 24,541 -3,200 -12%
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