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FPF

First Trust Intermediate Duration Preferred & Income Fund

110 hedge funds and large institutions have $303M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding

Funds holding: 110110 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less capital invested

Capital invested by funds: $307M → $303M (-$3.8M)

1.64% less ownership

Funds ownership: 27.45%25.81% (-1.6%)

Holders
110
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
35
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.52M -$1.45M -78,122 -50%
CF
27
Centaurus Financial
California
$1.45M -$208K -11,211 -13%
OC
28
Oppenheimer & Co
New York
$1.44M +$562K +30,280 +70%
Millennium Management
29
Millennium Management
New York
$1.32M +$1.26M +67,731 New
OBWG
30
Onyx Bridge Wealth Group
New York
$1.28M +$53.8K +2,899 +5%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.25M +$8.4K +453 +0.7%
PS
32
Principal Securities
Iowa
$1.25M +$46.2K +2,491 +4%
Stifel Financial
33
Stifel Financial
Missouri
$1.13M -$265K -14,279 -20%
CIA
34
Capital Investment Advisors
Georgia
$930K +$204 +11 +0%
Truist Financial
35
Truist Financial
North Carolina
$903K -$88.2K -4,754 -9%
PFS
36
Prospera Financial Services
Texas
$836K +$29.3K +1,581 +4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$822K -$144K -7,747 -16%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$742K +$88.8K +4,786 +14%
SFS
39
Sowell Financial Services
Arkansas
$711K
PVI
40
Pine Valley Investments
New Jersey
$695K +$660K +35,600 New
PI
41
PFG Investments
New York
$672K +$48.8K +2,630 +8%
BRWA
42
B. Riley Wealth Advisors
Florida
$649K -$133K -7,161 -18%
Jane Street
43
Jane Street
New York
$644K +$612K +32,981 New
Comerica Bank
44
Comerica Bank
Texas
$633K -$3K -162 -0.5%
SCM
45
Saxony Capital Management
Missouri
$627K +$596K +32,101 New
RFN
46
RDA Financial Network
Iowa
$616K +$3.58K +193 +0.6%
DCM
47
Delta Capital Management
New Jersey
$596K -$1.3K -70 -0.2%
NA
48
NewEdge Advisors
Louisiana
$563K +$57.7K +3,112 +12%
AWS
49
Atria Wealth Solutions
New York
$555K -$35.7K -1,924 -6%
GP
50
Gridiron Partners
Pennsylvania
$519K