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FPF

First Trust Intermediate Duration Preferred & Income Fund

119 hedge funds and large institutions have $291M invested in First Trust Intermediate Duration Preferred & Income Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

8% more funds holding

Funds holding: 110119 (+9)

0.75% more ownership

Funds ownership: 25.81%26.56% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$11.9M)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
119
Holders Change
+9
Holders Change %
+8.18%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
34
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.47M -$943K -50,200 -38%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.35M -$61.8K -3,288 -4%
PS
28
Principal Securities
Iowa
$1.25M +$96.1K +5,118 +8%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.15M -$8.38K -446 -0.7%
OC
30
Oppenheimer & Co
New York
$1.13M -$209K -11,134 -15%
Stifel Financial
31
Stifel Financial
Missouri
$1.11M +$75.4K +4,013 +7%
OBWG
32
Onyx Bridge Wealth Group
New York
$1.11M -$75.1K -3,998 -6%
CF
33
Centaurus Financial
California
$1.1M -$254K -13,507 -18%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$825K +$71.2K +3,789 +9%
CIA
35
Capital Investment Advisors
Georgia
$795K -$65.5K -3,489 -7%
PVI
36
Pine Valley Investments
New Jersey
$774K +$133K +7,100 +20%
PFS
37
Prospera Financial Services
Texas
$725K -$47.5K -2,531 -6%
PI
38
PFG Investments
New York
$682K +$64.8K +3,452 +10%
MG
39
Marex Group
$681K +$711K +37,855 New
SFS
40
Sowell Financial Services
Arkansas
$655K
Comerica Bank
41
Comerica Bank
Texas
$648K +$67.1K +3,573 +11%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$635K +$252K +13,410 +61%
Walleye Capital
43
Walleye Capital
New York
$634K +$662K +35,242 New
KAS
44
Kestra Advisory Services
Texas
$589K +$244K +12,990 +66%
NA
45
NewEdge Advisors
Louisiana
$585K +$69.1K +3,679 +13%
RFN
46
RDA Financial Network
Iowa
$545K -$24.6K -1,309 -4%
DCM
47
Delta Capital Management
New Jersey
$537K -$13.1K -700 -2%
Truist Financial
48
Truist Financial
North Carolina
$529K -$317K -16,861 -36%
SCM
49
Saxony Capital Management
Missouri
$515K -$65.8K -3,501 -11%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$507K +$119K +6,351 +29%