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FPF

First Trust Intermediate Duration Preferred & Income Fund

109 hedge funds and large institutions have $298M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $291M → $298M (+$6.83M)

0.06% more ownership

Funds ownership: 26.56%26.62% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 119109 (-10)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
109
Holders Change
-10
Holders Change %
-8.4%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
35
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.32M -$51.1K -2,759 -4%
SFS
27
Shaker Financial Services
Virginia
$1.29M -$430K -23,216 -25%
PS
28
Principal Securities
Iowa
$1.25M
OC
29
Oppenheimer & Co
New York
$1.24M +$90.5K +4,885 +8%
OBWG
30
Onyx Bridge Wealth Group
New York
$1.18M +$53.3K +2,876 +5%
CF
31
Centaurus Financial
California
$1.11M -$14.3K -770 -1%
NA
32
NewEdge Advisors
Louisiana
$1.09M +$492K +26,527 +82%
PAMP
33
Polar Asset Management Partners
Ontario, Canada
$866K -$1.14M -61,478 -57%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$844K +$797 +43 +0.1%
CIA
35
Capital Investment Advisors
Georgia
$784K -$27.6K -1,489 -3%
PVI
36
Pine Valley Investments
New Jersey
$760K -$25.9K -1,400 -3%
PFS
37
Prospera Financial Services
Texas
$740K -$723 -39 -0.1%
SFS
38
Sowell Financial Services
Arkansas
$669K
KAS
39
Kestra Advisory Services
Texas
$650K +$49.1K +2,649 +8%
PI
40
PFG Investments
New York
$642K -$54.8K -2,955 -8%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$609K -$40.8K -2,204 -6%
EFG
42
Ethos Financial Group
Pennsylvania
$604K +$608K +32,828 New
Comerica Bank
43
Comerica Bank
Texas
$595K -$67.3K -3,634 -10%
RFN
44
RDA Financial Network
Iowa
$555K -$1.57K -85 -0.3%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$518K
DCM
46
Delta Capital Management
New Jersey
$503K -$46.3K -2,500 -8%
SCM
47
Saxony Capital Management
Missouri
$494K -$32.4K -1,750 -6%
GP
48
Gridiron Partners
Pennsylvania
$488K
IP
49
Intellectus Partners
California
$466K +$149K +8,066 +47%
Lido Advisors
50
Lido Advisors
California
$452K +$519 +28 +0.1%