FPF

First Trust Intermediate Duration Preferred & Income Fund
FPF

Overview Fund Activity

111 hedge funds and large institutions have $306M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$157M
2
SIA
Sit Investment Associates
Minnesota
$11.1M
3
Invesco
Invesco
Georgia
$14.6M
4
Stifel Financial
Stifel Financial
Missouri
$2.7M
5
GWP
Gateway Wealth Partners
Wisconsin
$889K

Top Sellers

1
RIL
Rothschild Investment LLC
Illinois
$7.53K
2
MFG
Magnus Financial Group
New York
$607K
3
Ameriprise
Ameriprise
Minnesota
$3.33M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
26
Principal Securities
Iowa
$1.31M +$9.69K +515 +0.7%
OBWG
27
Onyx Bridge Wealth Group
New York
$1.24M +$34K +1,808 +3%
CF
28
Centaurus Financial
California
$1.11M -$24.7K -1,310 -2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.09M -$267K -14,196 -20%
GWP
30
Gateway Wealth Partners
Wisconsin
$889K +$889K +47,256 New
CFG
31
Cooper Financial Group
California
$872K +$685K +37,905 +366%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$838K -$25.9K -1,375 -3%
CIA
33
Capital Investment Advisors
Georgia
$803K – – –
PFS
34
Prospera Financial Services
Texas
$783K +$25K +1,327 +3%
SFS
35
Sowell Financial Services
Arkansas
$685K – – –
PI
36
PFG Investments
New York
$647K -$9.88K -525 -2%
Comerica Bank
37
Comerica Bank
Texas
$621K +$12.1K +642 +2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$619K -$3.78K -201 -0.6%
EFG
39
Ethos Financial Group
Pennsylvania
$618K – – –
MFG
40
Magnus Financial Group
New York
$607K -$2M -106,303 -77%
KAS
41
Kestra Advisory Services
Texas
$574K -$90.7K -4,818 -14%
RFN
42
RDA Financial Network
Iowa
$549K -$18.8K -1,000 -3%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$530K – – –
DCM
44
Delta Capital Management
New Jersey
$515K – – –
SCM
45
Saxony Capital Management
Missouri
$505K – – –
GP
46
Gridiron Partners
Pennsylvania
$500K – – –
IP
47
Intellectus Partners
California
$483K +$6.55K +348 +1%
Lido Advisors
48
Lido Advisors
California
$449K -$13.2K -700 -3%
SPIA
49
Steward Partners Investment Advisory
New York
$445K +$2.05K +109 +0.5%
IWC
50
Integrated Wealth Concepts
Massachusetts
$426K +$426K +22,637 New
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